U.S. Diversified Financials Mid-Large Cap Stocks

Equitable Holdings

Market Cap: US$16.3b

Together with its consolidated subsidiaries, operates as a diversified financial services company worldwide.

Fidelity National Information Services

Market Cap: US$41.0b

Fidelity National Information Services, Inc.

Global Payments

Market Cap: US$20.3b

Provides payment technology and software solutions for card, check, and digital-based payments in the Americas, Europe, and the Asia-Pacific.

CME Group

Market Cap: US$96.0b

Operates contract markets for the trading of futures and options on futures contracts worldwide.

OppFi

Market Cap: US$1.1b

Operates as a specialty finance platform for community banks to extend credit access in the United States.

Qifu Technology

Market Cap: US$6.3b

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

Jackson Financial

Market Cap: US$6.2b

Through its subsidiaries, provides suite of annuities to retail investors in the United States.

Merchants Bancorp

Market Cap: US$1.5b

Operates as the diversified bank holding company in the United States.

P10

Market Cap: US$1.4b

Operates as a multi-asset class private market solutions provider in the alternative asset management industry in the United States.

FirstCash Holdings

Market Cap: US$5.7b

Operates retail pawn stores in the United States, Mexico, and rest of Latin America.

Patria Investments

Market Cap: US$2.0b

Operates as a private market investment firm focused on investing in Latin America.

PennyMac Mortgage Investment Trust

Market Cap: US$1.1b

Through its subsidiary, primarily invests in residential mortgage-related assets in the United States.

Ellington Financial

Market Cap: US$1.2b

Through its subsidiary, Ellington Financial Operating Partnership LLC, acquires and manages mortgage-related, consumer-related, corporate-related, and other financial assets in the United States.

Ladder Capital

Market Cap: US$1.4b

Operates as an internally-managed real estate investment trust in the United States.

Walker & Dunlop

Market Cap: US$2.5b

Through its subsidiaries, originates, sells, and services a range of multifamily and other commercial real estate financing products and services for owners and developers of real estate in the United States.

Blackstone

Market Cap: US$181.3b

An alternative asset management firm specializing in private equity, real estate, hedge fund solutions, credit, secondary funds of funds, public debt and equity and multi-asset class strategies.

Annaly Capital Management

Market Cap: US$11.8b

A diversified capital manager, engages in the mortgage finance business.

Ally Financial

Market Cap: US$11.0b

A digital financial-services company, provides various digital financial products and services in the United States, Canada, and Bermuda.

UWM Holdings

Market Cap: US$6.6b

Engages in the origination, sale, and servicing residential mortgage lending in the United States.

Marex Group

Market Cap: US$3.4b

A financial services platform provider company, provides liquidity, market access, and infrastructure services to clients in the energy, commodities, and financial markets in the United Kingdom, the United States, and internationally.

PagSeguro Digital

Market Cap: US$2.9b

Engages in the provision of financial and payment solutions for consumers, individual entrepreneurs, micro-merchants, and small and medium-sized companies in Brazil and internationally.

Carlyle Group

Market Cap: US$17.0b

An investment firm specializing in direct and fund of fund investments.

Apollo Global Management

Market Cap: US$82.4b

A private equity firm specializing in investments in credit, private equity, infrastructure, secondaries and real estate markets.

AGNC Investment

Market Cap: US$9.1b

Provides private capital to housing market in the United States.

Dynex Capital

Market Cap: US$1.3b

A mortgage real estate investment trust, invests in mortgage-backed securities (MBS) in the United States.

GCM Grosvenor

Market Cap: US$2.4b

GCM Grosvenor Inc. is global alternative asset management solutions provider.

SLM

Market Cap: US$7.1b

Through its subsidiaries, originates and services private education loans to students and their families to finance the cost of their education in the United States.

WisdomTree

Market Cap: US$1.3b

Through its subsidiaries, operates as an exchange-traded funds (ETFs) sponsor and asset manager.

Hamilton Lane

Market Cap: US$9.8b

A private equity and venture capital firm specializing in early venture, emerging growth, turnaround, middle market, mature, mid-venture, bridge, buyout, distressed/vulture, loan, mezzanine in growth capital companies.

BGC Group

Market Cap: US$4.5b

Operates as a financial brokerage and technology company in the United States, Europe, the Middle East, Africa, and the Asia Pacific.

PennyMac Financial Services

Market Cap: US$5.1b

Through its subsidiaries, engages in the mortgage banking and investment management activities in the United States.

Cannae Holdings

Market Cap: US$1.1b

A principal investment firm.

Perella Weinberg Partners

Market Cap: US$1.7b

An independent advisory firm, provides strategic and financial advice services in the United States and internationally.

TPG

Market Cap: US$19.6b

Operates as an alternative asset manager in the United States and internationally.

Blue Owl Capital

Market Cap: US$30.9b

Operates as an alternative asset manager in the United States.

StepStone Group

Market Cap: US$7.0b

A private equity and venture capital firm specializing in primary, direct, fund of funds, secondary direct, and secondary indirect investments.