| | Symbol | Market Cap | | Addepar | Private | | | Affirm | Private | | | AGNC Investment Corp | AGNC | $9,130M | | Air Lease Corp.* | AL | $4,733M | | Aircastle Ltd. | AYR | $1,593M | | Allstate Corp. | ALL | $33,874M | | Ally Financial Inc. | ALLY | $11,752M | | Amalgamated Bank | AMAL | $537M | | American Express | AXP | $101,905M | | American International Group | AIG | $47,498M | | Ameriprise Financial Inc.* | AMP | $20,122M | | Annaly Capital Management, Inc. | NLY | $13,164M | | Apollo Investment Corp. | AINV | $1,084M | | Arch Capital Group Ltd. | ACGL | $14,614M | | Ares Capital Corp. | ARCC | $7,648M | | Arion Bank* | ARION IR | $1,100M | | Aspiration | Private | | | ASR Nederland N.V.* | ASRNL NA | $5,846M | | Associated Banc-Corp | ASB | $3,447M | | Athene Holding Ltd.* | ATH | $7,163M | | Atlantic Union Bankshares | AUB | $2,830M | | AvidXchange Inc. | PRIVATE | | | AXA Equitable Holdings, Inc | EQH | $11,124M | | AXA* | AXAF PA | $63,206M | | Banco Bilbao Vizcaya Argentaria S.A.* | BBVA SM | $37,363M | | Banco de Sabadell SA | SAB SM | $5,747M | | Banco Santander SA* | SAN SM | $72,506M | | Bank of America | BAC | $265,659M | | Bank of Hawaii Corp. | BOH | $3,296M | | Bank of Ireland* | BIRG ID | $5,561M | | Bank of Montreal | BMO CN | $48,427M | | Bank of Nova Scotia | BNS CN | $66,311M | | Bankia SA | BKIA SM | $6,600M | | Banorte* | GFNORTEO MM | $15,900M | | Barclays | Private | | | Barclays PLC** | BARC LN | $45,000M | | BB&T Corp. | BBT | $38,089M | | Better.com | Private | | | Betterment | Private | | | Bitfury | Private | | | BlackRock Inc.* | BLK | $74,194M | | Boston Properties, Inc. | BXP | $23,169M | | BREX | Private | | | BrightSphere Investment Group | BSIG | $838M | | Brookfield Asset Management | BAM | $48,906M | | Capital One Financial | COF | $42,625M | | CBOE Holdings, Inc. | CBOE | $11,967M | | CBRE Group, Inc. | CBRE | $16,366M | | CIBC | CM CN | $35,452M | | Circle | Private | | | CIT Group, Inc. | CIT | $7,723M | | Citigroup Inc. | C | $155,121M | | Citizens Financial Group, Inc. | CFG | $15,987M | | CME Group Inc. | CME | $70,428M | | Comerica Inc. | CMA | $10,699M | | CoreLogic Inc.* | CLGX | $3,478M | | Cowen Inc* | COWN | $481M | | Crédit Agricole S.A. | ACA FP | $29,654M | | Credit Karma* | Private | | | Credit Suisse Group* | CSGN VX | $30,590M | | Credito Real, S.A.B. de C.V.* | CREAL.MX | $473M | | Cross River | Private | | | Cullen/Frost Bankers, Inc.* | CFR | $5,411M | | Currency | Private | | | Danske Bank A/S* | DANSKE DC | $14,000M | | Deutsche Bank AG | DBK GR | $15,064M | | Deutsche Boerse AG | DB1 GR | $23,038M | | Digital Realty Trust Inc.* | DLR | $25,945M | | Direct Line Insurance Group* | DLG LN | $5,878M | | Discover Financial Services | DFS | $24,778M | | DWS Group* | DWS GR | $6,816M | | E*TRADE Financial Corporation | ETFC | $10,921M | | Equifax, Inc.* | EFX | $16,033M | | ErisX | Private | | | Fair | Private | | | Fair Isaac Corp. | FICO | $8,718M | | Fidelity National Financial, Inc. | FNF | $10,887M | | Fifth Third Bancorp | FITB | $19,702M | | Figure | Private | | | First American Financial Corp. | FAF | $5,917M | | First Hawaiian, Inc. | FHB | $3,446M | | FirstCash* | FCFS | $4,219M | | FS KKR Capital Corp. | FSK | $3,021M | | Fundrise | Private | | | Generali | G IM | $26,191M | | Global Insurance Outlook Dinner | No Company | | | Goldman Sachs Group Inc.* | GS | $75,133M | | Great-West Lifeco Inc. | GWO CN | $21,500M | | Hannover Re* | HNR1 GR | $16,896M | | Hargreaves Lansdown* | HL LN | $11,167M | | Hartford Financial Services Group | HIG | $20,866M | | Hastings Group Holdings PLC* | HSTG LN | $1,647M | | Hippo Insurance | Private | | | HSBC Holdings PLC | HSBA LN | $164,000M | | Huntington Bancshares | HBAN | $13,755M | | Inbursa* | GFINBURO.MX | $8,900M | | Intact Financial Corp.* | IFC CN | $13,222M | | IntercontinentalExchange, Inc. | ICE | $48,831M | | Intermediate Capital Group PLC* | ICP LN | $5,052M | | Invesco Ltd* | IVZ | $9,589M | | Invesco Mortgage Capital Inc.* | IVR | $2,082M | | Investors Bancorp Inc.* | ISBC | $2,954M | | Islandsbanki* | Private | | | Jones Lang LaSalle Inc. | JLL | $7,255M | | JPMorgan Chase & Co. | JPM | $356,253M | | KeyCorp | KEY | $17,191M | | Ladder | Private | | | Legal & General Group PLC* | LGEN LN | $20,198M | | Legg Mason Inc. | LM | $3,178M | | Lendio | Private | | | Lincoln National Corp. | LNC | $13,041M | | Lloyds Banking Group PLC | LLOY LN | $51,720M | | London Stock Exchange Group PLC* | LSE LN | $24,000M | | M&T Bank Corporation | MTB | $22,939M | | Man Group PLC* | EMG LN | $2,787M | | Manulife Financial Corp. | MFC | $35,490M | | Mapfre SA* | MAP SM | $9,193M | | MarketAxess Holdings Inc. | MKTX | $12,065M | | Marsh & McLennan Companies, Inc* | MMC | $50,424M | | Metromile | Private | | | MGIC Investment Corp. | MTG | $4,784M | | Moody's Corp. | MCO | $36,460M | | Morgan Stanley | MS | $73,312M | | Mr. Cooper Group | COOP | $652M | | MSCI Inc. | MSCI | $19,966M | | N26 | Private | | | Nasdaq, Inc. | NDAQ | $16,287M | | Navient Corp. | NAVI | $3,190M | | New Residential Investment Corp.* | NRZ | $6,464M | | New York Community Bancorp, Inc. | NYCB | $4,505M | | NextCapital | Private | | | NMI Holdings, Inc. | NMIH | $1,948M | | NN Group NV* | NN NA | $13,348M | | Nordea Bank AB | NDA SS | $29,340M | | Northern Trust Corp. | NTRS | $18,975M | | Novantas, Inc. | Private | | | Nubank | Private | | | Oaktree Specialty Lending Corp. | OCSL | $767M | | PennyMac Financial Services, Inc. | PFSI | $1,729M | | PennyMac Mortgage Investment Trust | PMT | $1,643M | | People's United Financial, Inc.* | PBCT | $6,484M | | Personal Capital | Private | | | PNC Financial Services Group Inc | PNC | $60,118M | | PolicyGenius | Private | | | Popular, Inc.* | BPOP | $5,052M | | Prologis, Inc | PLD | $51,295M | | Prudential Plc* | PRU LN | $56,701M | | Qualitas* | Q.MX | $1,245M | | Quilter Plc* | QLT LN | $3,300M | | Radian Group Inc. | RDN | $4,845M | | Realty Mogul | Private | | | Regions Financial Corp. | RF | $14,783M | | Royal Bank of Canada | RY CN | $114,000M | | Royal Bank of Scotland Group PLC | RBS LN | $32,906M | | RSA Insurance Group PLC* | RSA LN | $7,580M | | S&P Global Inc. | SPGI | $55,370M | | Sabre Insurance Company Limited* | SBRE LN | $789M | | Safehold Inc. | STAR | $853M | | Sampo* | SAMPO FH | $26,120M | | Santander Consumer USA Holdings, Inc.* | SC | $8,942M | | SEB* | SEBA SS | $20,700M | | SLM Corp. | SLM | $4,210M | | Société Générale | GLE FP | $20,000M | | Socure | Private | | | St. James's Place | STJ LN | $7,000M | | Standard Chartered PLC | STAN LN | $28,000M | | Standard Life Aberdeen Plc* | SLA LN | $8,417M | | Stash | Private | | | State Street Corporation | STT | $20,658M | | Sun Life Financial* | SLF CN | $24,000M | | Svenska Handelsbanken | SHBA SS | $1,900M | | Swedbank AB | SWEDA SS | $16,759M | | Swiss Re* | SREN VX | $33,529M | | TCF Financial Corp.* | TCF | $3,407M | | TD Bank Group | TD CN | $106,758M | | The Bank of New York Mellon Corp. | BK | $42,600M | | The Carlyle Group LP* | CG | $8,039M | | The Travelers Companies, Inc. | TRV | $39,077M | | TMX Group Ltd. | X CN | $3,975M | | TPG Specialty Lending, Inc. | TSLX | $1,307M | | Tradeshift | Private | | | Tradeweb Markets Inc. | TW | $9,214M | | TransUnion | TRU | $13,283M | | Tryg* | TRYG DC | $9,873M | | Two Harbors Investment Corp. | TWO | $3,457M | | UBS Group AG* | UBSG SW | $43,445M | | UniCredit SpA* | UCG IM | $28,000M | | UNIFIN* | UNIFINA.MX | $8,421M | | Unum Group | UNM | $6,971M | | Upstart Network | Private | | | Verisk Analytics | VRSK | $23,867M | | Victory Capital Holdings, Inc. | VCTR | $1,269M | | Virtus Investment Partners, Inc.* | VRTS | $778M | | Wealthfront | Private | | | Wells Fargo & Company | WFC | $204,897M | | YieldStreet | Private | | | Zions Bancorporation | ZION | $8,194M |
* One-on-One Only Companies *** Presentation Only
**** Presentation Only & No Breakouts
Market cap as of Date.
|
