77 companies

T. Rowe Price Group

Market Cap: US$23.7b

A publicly owned investment manager.

New

TROW

US$110.56

7D

-3.0%

1Y

3.3%

OTC Markets Group

Market Cap: US$646.7m

Operates regulated markets for trading 12,000 U.S.

OTCM

US$55.00

7D

0.5%

1Y

0%

Hennessy Advisors

Market Cap: US$79.0m

An publicly owned investment manager.

New

HNNA

US$10.03

7D

1.0%

1Y

-6.0%

Western Union

Market Cap: US$2.3b

Provides money movement payments, and digital financial services in the United States and internationally.

WU

US$7.45

7D

5.2%

1Y

-10.9%

Bladex

Market Cap: US$2.0b

A multinational bank, engages in financing of foreign trade and economic integration in Latin America and the Caribbean.

BLX

US$55.18

7D

-3.2%

1Y

23.1%

Jefferies Financial Group

Market Cap: US$12.9b

Operates as an investment banking and capital markets firm in the Americas, Europe, the Middle East, and the Asia-Pacific.

JEF

US$55.14

7D

-2.6%

1Y

-8.5%

MarketAxess Holdings

Market Cap: US$5.7b

Operates an electronic trading platform for institutional investor and broker-dealer firms in the United States, the United Kingdom, and internationally.

MKTX

US$162.57

7D

0.02%

1Y

-14.5%

Federated Hermes

Market Cap: US$4.5b

A publicly owned investment manager.

FHI

US$64.13

7D

1.5%

1Y

19.4%

Ally Financial

Market Cap: US$13.4b

A digital financial-services company, provides various digital financial products and services in the United States and Canada.

ALLY

US$44.91

7D

2.7%

1Y

15.6%

Virtus Investment Partners

Market Cap: US$1.1b

A publicly owned investment manager.

VRTS

US$169.03

7D

2.3%

1Y

-12.9%

Cass Information Systems

Market Cap: US$749.7m

Provides payment and information processing services to manufacturing, distribution, and retail enterprises in the United States.

CASS

US$58.41

7D

0.7%

1Y

36.9%

Northern Trust

Market Cap: US$34.8b

A financial holding company, provides wealth management, asset servicing, asset management, and banking solutions for corporations, institutions, families, and individuals.

NTRS

US$191.41

7D

3.2%

1Y

51.9%

State Street

Market Cap: US$52.2b

Provides various financial products and services to institutional investors.

STT

US$191.74

7D

3.8%

1Y

72.6%

Synchrony Financial

Market Cap: US$26.1b

Operates as a consumer financial services company in the United States.

SYF

US$81.00

7D

3.1%

1Y

13.3%

Voya Financial

Market Cap: US$9.2b

Provides workplace benefits, and savings solutions and technologies in the United States and internationally.

VOYA

US$101.52

7D

0.1%

1Y

37.2%

Intercontinental Exchange

Market Cap: US$87.2b

Provides technology and data to financial institutions, corporations, and government entities in the United States, the United Kingdom, the European Union, Canada, Asia Pacific, and the Middle East.

ICE

US$154.73

7D

2.9%

1Y

-14.6%

MSCI

Market Cap: US$41.8b

Provides research-based data, analytics, and indexes, supported by advanced technology worldwide.

MSCI

US$569.13

7D

1.1%

1Y

2.2%

Fidelity National Information Services

Market Cap: US$22.8b

Fidelity National Information Services, Inc.

FIS

US$42.92

7D

0.4%

1Y

-39.4%

Houlihan Lokey

Market Cap: US$9.2b

An investment banking company, provides merger and acquisition (M&A), capital market, financial restructurings and liability management, and financial and valuation advisory services worldwide.

HLI

US$128.68

7D

-0.2%

1Y

-32.5%

FirstCash Holdings

Market Cap: US$9.1b

Operates retail pawn stores in the United States, Mexico, rest of Latin America, and the United Kingdom.

FCFS

US$214.75

7D

6.0%

1Y

57.3%

Ameriprise Financial

Market Cap: US$50.4b

Operates as a diversified financial services company in the United States and internationally.

AMP

US$569.54

7D

3.2%

1Y

13.2%

Nelnet

Market Cap: US$4.6b

Engages in loan servicing, education technology services, and payment businesses worldwide.

New

NNI

US$127.79

7D

-2.8%

1Y

0.7%

Moelis

Market Cap: US$5.7b

Operates as an investment banking advisory company in North and South America, Europe, the Middle East, Asia, and Australia.

MC

US$68.41

7D

2.7%

1Y

-5.1%

Cohen

Market Cap: US$81.0m

A publicly owned investment manager.

COHN

US$12.40

7D

10.1%

1Y

-1.5%

OneMain Holdings

Market Cap: US$7.5b

A financial service holding company, engages in the consumer finance and insurance businesses in the United States.

OMF

US$65.68

7D

1.1%

1Y

14.7%

Nasdaq

Market Cap: US$54.6b

Operates as a technology company that serves capital markets and other industries in the United States and internationally.

NDAQ

US$97.02

7D

2.6%

1Y

2.5%

PROG Holdings

Market Cap: US$1.7b

A financial technology holding company, provides payment options to consumers in the United States.

PRG

US$42.62

7D

-0.5%

1Y

27.7%

Morgan Stanley

Market Cap: US$343.0b

A financial holding company, provides various financial products and services to corporations, governments, financial institutions, and individuals in the Americas, Asia, Europe, the Middle East, and Africa.

MS

US$217.36

7D

0.5%

1Y

50.3%

Capital One Financial

Market Cap: US$137.3b

Operates as the financial services holding company for the Capital One, National Association, which engages in the provision of various financial products and services in the United States, Canada, and the United Kingdom.

COF

US$227.34

7D

4.4%

1Y

5.5%

Main Street Capital

Market Cap: US$5.5b

A business development company and a small business investment company specializing in direct and indirect investments.

MAIN

US$58.80

7D

-0.2%

1Y

-11.0%

GAMCO Investors

Market Cap: US$542.3m

A publicly owned holding investment manager.

GAMI

US$25.32

7D

-0.7%

1Y

4.7%

Silvercrest Asset Management Group

Market Cap: US$120.5m

A wealth management firm, provides financial advisory and related family office services in the United States.

SAMG

US$10.18

7D

-0.3%

1Y

-37.9%

U.S. Global Investors

Market Cap: US$38.8m

A publicly owned investment manager.

GROW

US$3.18

7D

2.6%

1Y

29.3%

Lazard

Market Cap: US$4.4b

Operates as a financial advisory and asset management firm in the Americas, Europe, the Middle East, Africa, and the Asia Pacific.

LAZ

US$44.64

7D

1.0%

1Y

-17.3%

Moody's

Market Cap: US$84.6b

Operates as an integrated risk assessment firm in the United States, the rest of the Americas, Europe, the Middle East, Africa, and the Asia Pacific.

MCO

US$484.96

7D

1.5%

1Y

-6.1%

Apollo Global Management

Market Cap: US$84.8b

A private equity firm specializing in investments in credit, private equity, infrastructure, secondaries and real estate markets.

APO

US$140.76

7D

10.5%

1Y

1.0%

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