Global Diversified Financials Large Cap High Growth Potential

Julius Bär Gruppe

Market Cap: CHF 11.1b

Provides wealth management solutions in Switzerland, Europe, the Americas, Asia, and internationally.

Groupe Bruxelles Lambert

Market Cap: €9.2b

Invests in a portfolio of industrial, consumer goods, and business service companies operating in various sectors in Belgium, other European countries, North America, and internationally.

FirstRand

Market Cap: R433.9b

Provides transactional, lending, investment, and insurance products and services in South Africa, rest of Africa, the United Kingdom, and internationally.

Mastercard

Market Cap: US$510.9b

A technology company, provides transaction processing and other payment-related products and services in the United States and internationally.

Fiserv

Market Cap: US$70.4b

Provides payments and financial services technology solutions in the United States, Europe, the Middle East and Africa, Latin America, the Asia-Pacific, and internationally.

TMX Group

Market Cap: CA$14.5b

Operates exchanges, markets, and clearinghouses primarily for capital markets in Canada, the United States, the United Kingdom, Germany, and internationally.

Shriram Finance

Market Cap: ₹1.2t

A non-banking finance company, provides financing services in India.

China CITIC Financial Asset Management

Market Cap: HK$83.5b

Operates as a financial asset management company in Mainland China and Hong Kong.

Franklin Resources

Market Cap: US$12.1b

A publicly owned asset management holding company.

Robinhood Markets

Market Cap: US$121.5b

Operates financial services platform in the United States.

Kaspi.kz

Market Cap: US$16.0b

Provides payments, marketplace, and fintech solutions for consumers and merchants in Kazakhstan, Azerbaijan, and Ukraine.

CSC Financial

Market Cap: HK$206.7b

Provides investment banking services in Mainland China and internationally.

Beijing Compass Technology Development

Market Cap: CN¥101.4b

Beijing Compass Technology Development Co., Ltd.

Singapore Exchange

Market Cap: S$17.7b

An investment holding, engages in the operation of integrated securities and derivatives exchange, related clearing houses, and an electricity market in Singapore.

London Stock Exchange Group

Market Cap: UK£43.8b

Provides financial markets infrastructure and delivers financial data, analytics, news, and index products to customers in the United Kingdom and internationally.

Banco BTG Pactual

Market Cap: R$232.4b

Provides financial products and services related to trading and investment portfolios, credit, financing, leasing, insurance, and foreign exchange in Brazil and internationally.

Charles Schwab

Market Cap: US$173.3b

Operates as a savings and loan holding company that provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services in the United States and internationally.

China International Capital

Market Cap: HK$158.5b

Provides financial services in Mainland China and internationally.

HDFC Asset Management

Market Cap: ₹1.2t

A publically owned investment manager.

Partners Group Holding

Market Cap: CHF 26.9b

A private equity firm specializing in direct, secondary, and primary investments across private equity, private real estate, private infrastructure, and private debt.

Corebridge Financial

Market Cap: US$17.8b

Provides retirement solutions and insurance products in the United States.

Exor

Market Cap: €17.2b

Engages in the automotive, agriculture and construction, sports car, commercial vehicle, and powertrain businesses worldwide.