U.S. Diversified Financials Mid-Large Cap Stocks

Charles Schwab

Market Cap: US$158.4b

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.

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.

Houlihan Lokey

Market Cap: US$12.5b

An investment banking company, provides merger and acquisition (M&A), capital market, financial restructuring, and financial and valuation advisory services in the United States and internationally.

Starwood Property Trust

Market Cap: US$6.8b

Operates as a real estate investment trust (REIT) in the United States and internationally.

Discover Financial Services

Market Cap: US$50.4b

Through its subsidiaries, provides digital banking products and services, and payment services in the United States.

Intercontinental Exchange

Market Cap: US$98.6b

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.

Evercore

Market Cap: US$9.8b

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

Adams Diversified Equity Fund

Market Cap: US$2.4b

A publicly owned investment manager.

Virtu Financial

Market Cap: US$6.5b

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

Raymond James Financial

Market Cap: US$30.7b

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.

MSCI

Market Cap: US$43.8b

Provides critical decision support tools and solutions for the investment community to manage investment processes worldwide.

Ares Management

Market Cap: US$57.4b

Operates as an alternative asset manager in the United States, Europe, and Asia.

Apollo Commercial Real Estate Finance

Market Cap: US$1.4b

Apollo Commercial Real Estate Finance, Inc.

FinVolution Group

Market Cap: US$2.2b

Operates in the online consumer finance industry.

Moelis

Market Cap: US$4.9b

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

Janus Henderson Group

Market Cap: US$6.0b

An asset management holding entity.

Stifel Financial

Market Cap: US$10.2b

Operates as the bank holding company for Stifel, Nicolaus & Company, Incorporated that provides retail and institutional wealth management, and investment banking services to individual investors, corporations, municipalities, and institutions in the United States and internationally.

Enact Holdings

Market Cap: US$5.3b

Operates as a private mortgage insurance company in the United States.

Cboe Global Markets

Market Cap: US$22.9b

Through its subsidiaries, operates as an options exchange in the United States and internationally.

Victory Capital Holdings

Market Cap: US$4.3b

Operates as an asset management company in the United States and internationally.

Capital One Financial

Market Cap: US$75.6b

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.

Rithm Capital

Market Cap: US$6.1b

Operates as an asset manager focused on real estate, credit, and financial services in the United States.

LexinFintech Holdings

Market Cap: US$1.5b

Provides online consumer finance services in the People’s Republic of China.

Capital Southwest

Market Cap: US$1.1b

A business development company specializing in credit and private equity and venture capital investments in middle market companies, mezzanine, later stage, mature, late venture, emerging growth, buyouts, industry consolidation, recapitalizations and growth capital investments.

ARMOUR Residential REIT

Market Cap: US$1.4b

Invests in residential mortgage-backed securities (MBS) in the United States.

Bread Financial Holdings

Market Cap: US$2.6b

Provides tech-forward payment and lending solutions to customers and consumer-based industries in North America.

Chimera Investment

Market Cap: US$1.1b

Operates as a real estate investment trust (REIT) in the United States.

Cohen & Steers

Market Cap: US$4.2b

A publicly owned asset management holding company.

Central Securities

Market Cap: US$1.4b

Central Securities Corp. is a publicly owned investment manager.

Synchrony Financial

Market Cap: US$23.3b

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

MGIC Investment

Market Cap: US$6.2b

Through its subsidiaries, provides private mortgage insurance, other mortgage credit risk management solutions, and ancillary services in the United States, the District of Columbia, Puerto Rico, and Guam.

Piper Sandler Companies

Market Cap: US$4.7b

Operates as an investment bank and institutional securities firm that serves corporations, private equity groups, public entities, non-profit entities, and institutional investors in the United States and internationally.

Corebridge Financial

Market Cap: US$17.9b

Provides retirement solutions and insurance products in the United States.

Essent Group

Market Cap: US$5.9b

Through its subsidiaries, provides private mortgage insurance and reinsurance for mortgages secured by residential properties located in the United States.

Two Harbors Investment

Market Cap: US$1.2b

Invests in, finances, and manages mortgage servicing rights (MSRs), agency residential mortgage-backed securities (RMBS), and other financial assets through RoundPoint in the United States.

Hercules Capital

Market Cap: US$3.1b

A business development company.