U.S. Diversified Financials Mid-Large Cap Stocks

T. Rowe Price Group

Market Cap: US$21.4b

A publicly owned investment manager.

Federated Hermes

Market Cap: US$3.2b

A publicly owned investment manager.

Virtus Investment Partners

Market Cap: US$1.2b

A publicly owned investment manager.

Invesco

Market Cap: US$6.9b

A publicly owned investment manager.

Northern Trust

Market Cap: US$20.7b

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

State Street

Market Cap: US$27.9b

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

Voya Financial

Market Cap: US$6.6b

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

Bank of New York Mellon

Market Cap: US$62.9b

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

BlackRock

Market Cap: US$149.8b

A privately owned investment manager.

Federal Agricultural Mortgage

Market Cap: US$2.1b

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

Artisan Partners Asset Management

Market Cap: US$3.6b

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

Western Union

Market Cap: US$3.2b

Provides money movement and payment services worldwide.

Ameriprise Financial

Market Cap: US$49.7b

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

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.

Banco Latinoamericano de Comercio Exterior S. A

Market Cap: US$1.5b

Banco Latinoamericano de Comercio Exterior, S.

XP

Market Cap: US$10.0b

Provides financial products and services in Brazil.

OneMain Holdings

Market Cap: US$6.2b

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

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.

MarketAxess Holdings

Market Cap: US$7.9b

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

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.

Nelnet

Market Cap: US$4.3b

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

Nasdaq

Market Cap: US$46.5b

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

PROG Holdings

Market Cap: US$1.2b

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

Morgan Stanley

Market Cap: US$210.2b

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.

Main Street Capital

Market Cap: US$4.7b

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

American Express

Market Cap: US$210.2b

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.

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.

FactSet Research Systems

Market Cap: US$17.5b

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

Franklin Resources

Market Cap: US$11.6b

A publicly owned asset management holding company.

Moody's

Market Cap: US$86.2b

Operates as an integrated risk assessment firm worldwide.

SEI Investments

Market Cap: US$10.4b

A publicly owned asset management holding company.

General American Investors Company

Market Cap: US$1.2b

A publicly owned investment manager.

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.

Blackstone Mortgage Trust

Market Cap: US$3.3b

A real estate finance company, originates senior loans collateralized by commercial properties in North America, Europe, and Australia.

Radian Group

Market Cap: US$4.5b

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

Goldman Sachs Group

Market Cap: US$179.2b

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.