Global Diversified Financials Mid-Large Cap Stocks

JACCS

Market Cap: JP¥197.6b

Operates as a consumer finance company in Japan and internationally.

NH Investment & Securities

Market Cap: ₩7.2t

Engages in the wealth management, investment banking, trading, and equity sales businesses in South Korea and internationally.

SBI Holdings

Market Cap: JP¥2.1t

Engages in the online securities and investment businesses in Japan and Saudi Arabia.

Administradora de Fondos de Pensiones Cuprum

Market Cap: CL$1.1t

Administradora de Fondos de Pensiones Cuprum S.A.

Central Securities

Market Cap: US$1.5b

Central Securities Corp. is a publicly owned investment manager.

HA Sustainable Infrastructure Capital

Market Cap: US$3.8b

Through its subsidiaries, engages in the investment in energy efficiency, renewable energy, and sustainable infrastructure markets in the United States.

Azimut Holding

Market Cap: €4.5b

Engages in the asset management business.

Morningstar

Market Cap: US$9.9b

Provides independent investment insights in the United States, Asia, Australia, Canada, Continental Europe, the United Kingdom, and internationally.

BFF Bank

Market Cap: €2.1b

Engages in non-recourse factoring and credit management activities towards public administration bodies and private hospitals in Italy, Croatia, the Czech Republic, France, Greece, Poland, Portugal, Slovakia, and Spain.

Avanza Bank Holding

Market Cap: SEK 53.7b

Offers a range of savings, pension, and mortgages products in Sweden.

Radian Group

Market Cap: US$5.0b

Engages in the mortgage and real estate services business in the United States.

General American Investors Company

Market Cap: US$1.4b

A publicly owned investment manager.

SEI Investments

Market Cap: US$10.6b

A publicly owned asset management holding company.

Arbor Realty Trust

Market Cap: US$2.5b

Invests in a diversified portfolio of structured finance assets in the multifamily, single-family rental, and commercial real estate markets in the United States.

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.

London Stock Exchange Group

Market Cap: UK£43.2b

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

Goldman Sachs Group

Market Cap: US$254.0b

A financial institution, provides a range of financial services for corporations, financial institutions, governments, and individuals in the Americas, Europe, the Middle East, Africa, and Asia.

S&P Global

Market Cap: US$148.7b

Provides credit ratings, benchmarks, analytics, and workflow solutions in the global capital, commodity, and automotive markets.

Law Debenture

Market Cap: UK£1.4b

An investment trust, provides independent professional services to companies, agencies, organizations, and individuals worldwide.

Grupo de Inversiones Suramericana

Market Cap: Col$16.4t

Through its subsidiaries, invests in the financial services sector in Colombia, Chile, Mexico, Brazil, Uruguay, Panama, Peru, Dominican Republic, El Salvador, Argentina, the United States, Luxembourg, and Bermuda.

Virtu Financial

Market Cap: US$5.4b

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

Aberdeen Group

Market Cap: UK£3.5b

Provides asset management services in the United Kingdom, Europe, North America, and Asia.

Shanxi Securities

Market Cap: CN¥22.6b

Operates as a security company in China.

Credit Saison

Market Cap: JP¥578.2b

Provides leasing, finance, real estate, entertainment, global, and payment services in Japan and internationally.

Indian Railway Finance

Market Cap: ₹1.6t

Engages in leasing of rolling stock and railway infrastructure assets in India.

Hong Kong Exchanges and Clearing

Market Cap: HK$543.7b

Owns and operates stock and futures exchanges, and related clearing houses in Hong Kong, the United Kingdom, and Mainland China.

IGB Berhad

Market Cap: RM 4.4b

An investment holding company, operates as a property corporation in Malaysia.

Mahindra & Mahindra Financial Services

Market Cap: ₹388.7b

A non-banking financial company, engages in financing business in India.

Intercontinental Exchange

Market Cap: US$96.0b

Provides technology and data to financial institutions, corporations, and government entities in the United States, the United Kingdom, the European Union, India, Israel, Canada, and Singapore.

Houlihan Lokey

Market Cap: US$14.5b

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

Evercore

Market Cap: US$13.5b

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

Banca Mediolanum

Market Cap: €12.5b

Engages in the provision of various banking products and services in Italy.

Partners Group Holding

Market Cap: CHF 26.8b

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

Raymond James Financial

Market Cap: US$35.0b

A diversified financial services company, provides private client group, capital markets, asset management, banking, and other services to individuals, corporations, and municipalities in the United States, Canada, and Europe.

AB Industrivärden

Market Cap: SEK 161.0b

AB Industrivärden is a publicly owned investment manager.

Qfin Holdings

Market Cap: US$3.9b

Qfin Holdings, Inc., together with its subsidiaries, operate AI- driven credit-tech platform under the Qifu Jietiao brand in the People’s Republic of China.