169 companies

T. Rowe Price Group

Market Cap: US$21.4b

A publicly owned investment manager.

TROW

US$97.32

7D

6.5%

1Y

-15.4%

Navient

Market Cap: US$1.4b

Provides technology-enabled education finance and business processing solutions for education, health care, and government clients in the United States.

NAVI

US$13.74

7D

9.1%

1Y

-11.9%

Federated Hermes

Market Cap: US$3.2b

A publicly owned investment manager.

FHI

US$42.45

7D

0.4%

1Y

29.0%

Virtus Investment Partners

Market Cap: US$1.2b

A publicly owned investment manager.

VRTS

US$176.23

7D

10.1%

1Y

-24.8%

Invesco

Market Cap: US$7.0b

A publicly owned investment manager.

IVZ

US$15.48

7D

8.0%

1Y

-5.1%

Northern Trust

Market Cap: US$20.8b

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

NTRS

US$106.39

7D

8.6%

1Y

23.1%

Voya Financial

Market Cap: US$6.7b

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

VOYA

US$68.86

7D

4.8%

1Y

-7.2%

State Street

Market Cap: US$27.9b

Through its subsidiaries, provides a range of financial products and services to institutional investors worldwide.

STT

US$97.71

7D

6.8%

1Y

26.0%

BlackRock

Market Cap: US$148.6b

A privately owned investment manager.

BLK

US$967.06

7D

5.1%

1Y

18.6%

Bank of New York Mellon

Market Cap: US$62.9b

Provides a range of financial products and services in the United States and internationally.

BK

US$87.94

7D

4.8%

1Y

49.6%

Artisan Partners Asset Management

Market Cap: US$3.5b

Artisan Partners Asset Management Inc. is publicly owned investment manager.

APAM

US$44.02

7D

10.3%

1Y

-5.2%

Federal Agricultural Mortgage

Market Cap: US$2.1b

Provides a secondary market for various loans made to borrowers in the United States.

AGM

US$195.65

7D

12.1%

1Y

7.3%

Western Union

Market Cap: US$3.2b

Provides money movement and payment services worldwide.

WU

US$9.65

7D

1.2%

1Y

-27.3%

Jefferies Financial Group

Market Cap: US$11.2b

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

JEF

US$54.24

7D

11.3%

1Y

14.7%

Extra Space Storage

Market Cap: US$32.6b

Extra Space Storage Inc., headquartered in Salt Lake City, Utah, is a self-administered and self-managed REIT and a member of the S&P 500.

New

EXR

US$145.81

7D

-1.0%

1Y

-4.1%

Ameriprise Financial

Market Cap: US$49.5b

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

AMP

US$521.67

7D

8.5%

1Y

18.7%

XP

Market Cap: US$9.9b

Provides financial products and services in Brazil.

XP

US$18.91

7D

19.4%

1Y

-13.9%

Banco Latinoamericano de Comercio Exterior S. A

Market Cap: US$1.5b

Banco Latinoamericano de Comercio Exterior, S.

BLX

US$41.21

7D

3.4%

1Y

38.8%

OneMain Holdings

Market Cap: US$6.2b

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

OMF

US$52.23

7D

7.2%

1Y

4.4%

Nelnet

Market Cap: US$4.2b

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

NNI

US$117.68

7D

11.6%

1Y

6.3%

Jack Henry & Associates

Market Cap: US$13.0b

A financial technology company that connects people and financial institutions through technology solutions and payment processing services that reduce the barriers to financial health.

JKHY

US$177.91

7D

3.6%

1Y

6.0%

MarketAxess Holdings

Market Cap: US$8.0b

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

MKTX

US$210.82

7D

-7.6%

1Y

-2.8%

Nasdaq

Market Cap: US$46.8b

Operates as a technology company that serves capital markets and other industries worldwide.

NDAQ

US$81.06

7D

3.2%

1Y

32.1%

PROG Holdings

Market Cap: US$1.2b

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

PRG

US$28.67

7D

6.9%

1Y

-20.6%

American Express

Market Cap: US$211.8b

Operates as integrated payments company in the United States, Europe, the Middle East and Africa, the Asia Pacific, Australia, New Zealand, Latin America, Canada, the Caribbean, and Internationally.

AXP

US$300.10

7D

8.6%

1Y

24.2%

Main Street Capital

Market Cap: US$4.8b

A business development company specializes in equity capital to lower middle market companies.

MAIN

US$53.17

7D

-0.4%

1Y

7.8%

Morgan Stanley

Market Cap: US$207.5b

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

MS

US$131.04

7D

10.0%

1Y

30.4%

Franklin Resources

Market Cap: US$11.3b

A publicly owned asset management holding company.

BEN

US$22.01

7D

7.6%

1Y

-10.2%

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$46.47

7D

14.2%

1Y

15.8%

FactSet Research Systems

Market Cap: US$17.1b

Operates as a financial digital platform and enterprise solutions provider for the investment community worldwide.

FDS

US$459.87

7D

4.5%

1Y

3.3%

Moody's

Market Cap: US$87.2b

Operates as an integrated risk assessment firm worldwide.

MCO

US$479.05

7D

2.4%

1Y

16.9%

Radian Group

Market Cap: US$4.6b

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

RDN

US$33.62

7D

-0.6%

1Y

7.3%

General American Investors Company

Market Cap: US$1.2b

A publicly owned investment manager.

GAM

US$53.02

7D

3.4%

1Y

10.4%

HA Sustainable Infrastructure Capital

Market Cap: US$3.3b

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

HASI

US$27.23

7D

5.7%

1Y

-15.6%

Goldman Sachs Group

Market Cap: US$176.9b

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.

GS

US$611.60

7D

10.8%

1Y

31.2%

Arbor Realty Trust

Market Cap: US$2.3b

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

ABR

US$10.80

7D

3.4%

1Y

-26.4%

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