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Market Cap Distribution

Price Performance Heatmap

5Y Price (Market Cap Weighted)

All Stocks (675)

%
Company Market Cap Price
JPM-PM JPMorgan Chase & Co. 95%
JPMorgan Chase is a large, diversified bank offering full-service banking across consumer, corporate, and investment banking.
$836.20B
$300.89
-1.56%
BAC Bank of America Corporation 95%
BAC is a Large Bank providing diversified financial services.
$366.43B
$48.65
-2.55%
BAC-PB Bank of America Corporation 95%
Bank of America operates as a large diversified bank with retail, commercial, and investment banking activities.
$366.43B
$48.65
-2.55%
WFC Wells Fargo & Company 95%
Wells Fargo operates as a Large Bank, a leading diversified financial services firm with substantial assets.
$252.59B
$77.62
-2.49%
WFC-PL Wells Fargo & Company 95%
Wells Fargo is a Large Bank with substantial U.S. assets and market position as described in the article.
$252.59B
$77.62
-2.49%
MS Morgan Stanley 90%
Direct Investment Banking services (advisory, underwriting, and capital-raising) are core to Morgan Stanley's Institutional Securities / advisory activity.
$243.63B
$151.86
-3.18%
TM Toyota Motor Corporation 85%
Toyota provides automotive financing and leasing for customers (Toyota Financial Services).
$242.56B
$185.22
-2.20%
HBCYF HSBC Holdings plc 95%
HSBC is a large, diversified global bank, fitting the 'Large Banks' investable theme.
$232.98B
$13.22
-1.60%
CAT Caterpillar Inc. 80%
CAT provides equipment financing/financing services to customers as part of its Financial Products.
$221.29B
$464.51
-1.12%
RY Royal Bank of Canada 95%
RBC is a Large Bank with global scale and diversified banking operations.
$203.06B
$143.64
-1.61%
C Citigroup Inc. 95%
Citigroup is a global large-cap bank with diversified financial services.
$190.39B
$96.94
-1.80%
MBFJF Mitsubishi UFJ Financial Group, Inc. 95%
MUFG is a global, diversified large bank with substantial scale and operations.
$187.74B
$14.90
-6.87%
MUFG Mitsubishi UFJ Financial Group, Inc. 95%
MUFG operates as a large diversified bank; tag captures its scale and core banking operations.
$180.38B
$14.62
-1.62%
BLK BlackRock, Inc. 85%
Private Credit / Direct Lending is a major growth engine for BlackRock following acquisitions.
$179.16B
$1156.45
+0.39%
SCHW The Charles Schwab Corporation 60%
Schwab operates a bank with deposit-taking and lending, aligning with large-bank characteristics.
$167.09B
$91.96
-2.48%
BCDRF Banco Santander, S.A. 95%
Santander operates as a global, diversified banking group with universal banking services, aligning with the Large Banks category.
$145.94B
$9.80
-3.92%
TD The Toronto-Dominion Bank 95%
TD operates as a large, diversified bank with extensive retail, commercial, and asset-management activities.
$140.30B
$78.32
-1.04%
UBS UBS Group AG 92%
UBS operates as a large global universal bank, built from the integration of Credit Suisse and diversified across wealth, asset management, and investment banking.
$127.52B
$39.74
-1.97%
DE Deere & Company 90%
Deere provides Equipment Finance—financing for customers purchasing equipment via John Deere Financial.
$124.78B
$460.75
-0.35%
BX Blackstone Inc. 92%
Blackstone directly offers private credit / direct lending investment products through its asset-management platform.
$112.20B
$153.77
-4.19%
BBVXF Banco Bilbao Vizcaya Argentaria, S.A. 92%
BBVA is a large, diversified bank with global operations.
$105.16B
$18.25
-1.56%
BBVA Banco Bilbao Vizcaya Argentaria, S.A. 95%
BBVA is a large, diversified global bank and directly provides core banking services.
$105.13B
$18.04
-2.70%
SMFG Sumitomo Mitsui Financial Group, Inc. 92%
SMFG operates as a large, diversified bank with extensive retail and corporate banking capabilities.
$101.67B
$15.20
-2.75%
SMFNF Sumitomo Mitsui Financial Group, Inc. 95%
SMFG is a large, diversified bank with significant assets and scale, fitting the Large Banks investable theme.
$100.68B
$26.16
-6.39%
ING ING Groep N.V. 92%
ING is a large, diversified European bank with broad consumer and corporate banking operations.
$93.22B
$23.99
-1.60%
BMO Bank of Montreal 95%
BMO is a large diversified North American bank with broad retail, commercial, and corporate banking activities.
$91.66B
$125.66
-1.06%
WEBNF Westpac Banking Corporation 95%
Westpac is a large, diversified bank, aligning with the Large Banks investable theme.
$87.93B
$24.90
+4.45%
COF Capital One Financial Corporation 95%
Capital One operates as a large, diversified bank with consumer and commercial banking activities.
$85.23B
$223.84
+0.62%
MZHOF Mizuho Financial Group, Inc. 95%
Mizuho operates as a large, diversified bank, fitting the Large Banks investable theme.
$83.33B
$33.52
PNC The PNC Financial Services Group, Inc. 95%
PNC is a large diversified financial institution, a defining characteristic of Large Banks.
$80.35B
$203.12
-0.49%
BNS The Bank of Nova Scotia 95%
Core, diversified large bank offering a full suite of financial services.
$78.48B
$63.43
-0.66%
MFG Mizuho Financial Group, Inc. 92%
Mizuho is a large, diversified bank providing broad financial services globally.
$77.32B
$6.09
-2.56%
CM Canadian Imperial Bank of Commerce 95%
CM operates as a large diversified bank with substantial scale and a broad nationwide footprint.
$75.39B
$79.81
-0.49%
BK The Bank of New York Mellon Corporation 95%
BK is a large, diversified bank with core retail/commercial banking operations and scale.
$74.79B
$104.54
-2.45%
ITUB Itaú Unibanco Holding S.A. 92%
Itaú Unibanco is a large universal bank providing broad retail and corporate banking services, classifying as Large Banks.
$72.88B
$6.76
-2.59%
BCS Barclays PLC 95%
Barclays operates as a large, diversified global bank with substantial retail, corporate, and investment banking activities.
$72.29B
$19.74
-1.74%
NU Nu Holdings Ltd. 95%
Nu provides digital banking/retail/commercial banking services (deposits, loans, payments) directly to customers.
$71.71B
$14.92
-2.86%
USB U.S. Bancorp 92%
USB is a large, diversified U.S. bank with broad retail, commercial, and wealth management operations.
$70.55B
$45.28
-4.35%
CVNA Carvana Co. 90%
Carvana offers auto financing and leasing options to customers as part of its core sales offering.
$70.50B
$329.24
-8.54%
LYG Lloyds Banking Group plc 95%
Lloyds Banking Group operates as a large UK retail and commercial bank, providing a broad suite of financial services.
$70.24B
$4.42
-1.34%
BCLYF Barclays PLC 95%
Barclays operates as a large diversified bank offering broad retail, corporate, and investment banking services.
$70.03B
$5.00
-2.25%
DB Deutsche Bank AG 92%
Deutsche Bank is a large, diversified global bank, fitting the Large Banks category.
$68.85B
$34.56
-2.18%
LLDTF Lloyds Banking Group plc 95%
Lloyds Banking Group is one of the UK's largest banks with diversified retail, commercial, and insurance operations.
$67.98B
$1.15
NWG NatWest Group plc 92%
NatWest Group operates as a large, diversified bank, aligning with the Large Banks investable theme.
$59.67B
$14.39
-0.76%
RBSPF NatWest Group plc 95%
NatWest operates as a large, diversified bank with core retail, commercial, and private banking activities.
$58.45B
$7.12
+1.50%
MFC Manulife Financial Corporation 88%
Acquisition expands private credit/direct lending capabilities within Global WAM, a major asset class.
$55.53B
$31.70
-1.12%
GM General Motors Company 90%
GM Financial provides auto financing and leasing services.
$53.22B
$55.35
-1.58%
O Realty Income Corporation 75%
Private Credit / Direct Lending: Strategic credit investments and the U.S. Core Plus Fund indicate private credit and lending activity.
$52.61B
$58.26
-0.85%
PCAR PACCAR Inc 90%
PACCAR Financial Services provides financing and leasing for trucks, a direct service offering to customers and dealers.
$48.82B
$93.00
-2.63%
AMP Ameriprise Financial, Inc. 70%
Ameriprise Bank provides deposit-taking and banking services as part of AMP’s integrated financial platform.
$47.07B
$494.13
+0.12%
DHI D.R. Horton, Inc. 80%
DHI Mortgage provides mortgage financing to homebuyers, representing an in-house lending service.
$46.56B
$151.58
-0.47%
HMC Honda Motor Co., Ltd. 90%
Auto Financing & Leasing as a core financial services offering for automotive customers.
$46.10B
$29.84
-1.78%
ARES Ares Management Corporation 88%
Direct private debt financing to middle-market companies (Ares' Private Credit / Direct Lending).
$46.01B
$140.88
-4.68%
BSBR Banco Santander (Brasil) S.A. 95%
BSBR is a large, full-service bank offering broad retail and corporate banking services.
$37.82B
$5.08
-4.33%
SLF Sun Life Financial Inc. 70%
Sun Life's SLC Management includes private credit/direct lending activities (e.g., Crescent U.S. Direct Lending), a key alternative strategy.
$35.46B
$61.58
+0.85%
RJF Raymond James Financial, Inc. 88%
Capital Markets segment includes Investment Banking services (advisory, underwriting, M&A).
$35.45B
$175.69
+1.46%
ACGL Arch Capital Group Ltd. 88%
Credit Risk Transfer Programs are used to transfer mortgage credit risk from originators/holders to investors, aligning with Arch's mortgage risk management.
$33.57B
$90.65
+1.21%
RKT Rocket Companies, Inc. 95%
Rocket originates residential mortgage loans (Mortgage Lending).
$32.78B
$16.39
-0.03%
VICI VICI Properties Inc. 90%
VECS provides credit financing (loans, preferred equity) to experiential operators, constituting private credit/direct lending.
$32.72B
$30.96
-0.64%
BBD Banco Bradesco S.A. 95%
Bradesco is a leading large bank with extensive retail and corporate banking operations, fitting the Large Banks theme.
$32.57B
$3.06
-3.77%
MTB-PH M&T Bank Corporation 95%
Large Banks: captures MTB-PH as a large, diversified bank with broad retail and commercial banking operations and scale.
$32.20B
$200.63
+0.64%
SOFI SoFi Technologies, Inc. 85%
SoFi Bank charter enables commercial/retail banking services with deposit funding, aligning with the Commercial Banking category.
$30.93B
$27.98
-1.37%
LEN Lennar Corporation 85%
Mortgage lending / home financing is a material segment and service provided by Lennar.
$30.76B
$118.77
-3.44%
LEN-B Lennar Corporation 85%
Lennar provides Mortgage Lending as part of its Financial Services segment.
$30.76B
$111.43
-1.15%
EXR Extra Space Storage Inc. 75%
EXR operates a bridge loan program, providing private credit/direct lending as a growth channel.
$30.13B
$141.98
-0.71%
IX ORIX Corporation 78%
ORIX deploys private credit/direct lending strategies via asset management and third-party funds.
$29.66B
$24.41
-0.81%
KB KB Financial Group Inc. 95%
KB Financial Group operates as a leading diversified bank, providing broad retail and corporate banking services.
$29.35B
$77.50
-3.33%
MTB M&T Bank Corporation 95%
MTB operates as a major diversified banking institution, aligning with Large Banks.
$29.03B
$180.84
-4.22%
FITB Fifth Third Bancorp 95%
Core commercial banking services including deposits, loans, and cash management.
$27.68B
$41.47
-5.96%
SYF-PA Synchrony Financial 92%
Synchrony operates as a large consumer bank offering deposit-taking, lending, and card-related financial services.
$25.89B
$68.02
-5.68%
SHG Shinhan Financial Group Co., Ltd. 95%
SHG is a large diversified bank holding group with core commercial banking operations.
$25.29B
$49.33
-3.61%
BAP Credicorp Ltd. 90%
Credicorp functions as a large universal bank through BCP, making Large Banks a core identification of its primary revenue driver.
$24.07B
$254.99
-2.12%
PHM PulteGroup, Inc. 60%
Provides mortgage financing services to homebuyers as part of Financial Services.
$24.06B
$120.04
-1.13%
OWL Blue Owl Capital Inc. 88%
Blue Owl's Credit platform delivers private credit/direct lending to middle-market companies, a core revenue-generating service.
$23.90B
$15.44
-5.10%
FCNCA First Citizens BancShares, Inc. 95%
FCNCA is a large, diversified bank with national scale post-SVB acquisition, aligning with the Large Banks category.
$23.39B
$1742.68
-1.69%
NVR NVR, Inc. 85%
NVR Mortgage Finance (NVRM) provides mortgage financing to homebuyers, representing a key integrated service.
$23.33B
$7999.75
+0.25%
AER AerCap Holdings N.V. 80%
Aircraft and engine leasing/financing is AerCap's core service offering, which maps to Equipment Finance as a major asset-financing category.
$22.93B
$120.86
-0.45%
HBAN Huntington Bancshares Incorporated 92%
Huntington is a large, diversified banking franchise with significant assets and scale.
$22.73B
$15.60
-4.70%
TROW T. Rowe Price Group, Inc. 75%
Private credit / direct lending capabilities via OHA form part of the firm's alternatives offering.
$22.35B
$101.43
-5.02%
TPG TPG Inc. 92%
Direct private credit / direct lending platform (TPG AG Credit + Twin Brook) forms a core investment offering.
$22.07B
$58.97
-1.25%
RF Regions Financial Corporation 95%
Regions operates as a regional bank with a focus on the Southeastern U.S. and Texas, i.e., a Regional Bank.
$21.72B
$24.16
-4.99%
CFG-PE Citizens Financial Group, Inc. 95%
The article emphasizes Citizens' Commercial Banking franchise, including deposits, loans, and cash-management services.
$21.36B
$49.25
-5.40%
CFG Citizens Financial Group, Inc. 95%
CFG functions as a large, diversified bank with core deposit-taking, lending, and fee-based banking services, aligning with Large Banks.
$21.36B
$49.25
-5.40%
FUTU Futu Holdings Limited 60%
Underwriting and IPO advisory activities indicate an investment banking service line.
$21.34B
$154.60
-10.31%
FNMAJ Federal National Mortgage Association 92%
Fannie Mae's core business is the guarantee and securitization of mortgage loans into Mortgage-Backed Securities.
$20.52B
$14.87
+3.19%
NRSCF Nomura Holdings, Inc. 95%
Nomura operates as a large multinational bank with diversified operations across core financial services.
$20.33B
$6.91
CG The Carlyle Group Inc. 92%
Direct Private Credit / Direct Lending platform is a core component of Carlyle's Global Credit business.
$20.27B
$56.13
-5.03%
FNMAI Federal National Mortgage Association 92%
Fannie Mae directly guarantees and securitizes residential mortgage loans into mortgage-backed securities (MBS), i.e., Mortgage-Backed Securities & Securitization.
$20.24B
$14.68
+0.19%
NMR Nomura Holdings, Inc. 82%
Investment Banking is a key Wholesale activity including advisory and underwriting services and M&A, contributing to profits.
$19.99B
$6.73
-3.72%
RPRX Royalty Pharma plc 70%
Royalty Pharma’s capital deployment to fund royalties aligns with direct capital provision akin to private credit/direct lending.
$19.70B
$35.04
-0.51%
KEY KeyCorp 92%
Core business is deposits, loans, and cash-management for individuals and businesses (commercial banking).
$18.85B
$17.20
-5.65%
FTAI FTAI Aviation Ltd. 72%
Leveraging an asset-light capital structure via the Strategic Capital Initiative to own/manage leased aircraft, aligning with Equipment Finance/Leasing.
$18.27B
$178.17
-2.29%
SNA Snap-on Incorporated 70%
Snap-on provides equipment financing for customers, aligning with the equipment finance theme.
$17.12B
$327.33
-1.72%
CNH CNH Industrial N.V. 90%
CNH Capital provides equipment financing for retail/wholesale and dealer financing, i.e., equipment finance.
$16.37B
$10.10
-4.17%
ZG Zillow Group, Inc. Class A 90%
Mortgage Lending: Zillow Home Loans originates mortgages, providing a core lending product within the platform.
$16.16B
$69.69
-2.52%
Z Zillow Group, Inc. Class C 92%
Zillow Home Loans mortgage origination is a core revenue line and growth driver.
$16.16B
$66.92
-2.06%
ATH-PE Athene Holding Ltd. 70%
Athene engages in Credit Risk Transfer programs and pension risk transfer activities that transfer risk to investors, aligning with CRT Programs.
$16.00B
N/A
BCH Banco de Chile 95%
Banco de Chile is a large, diversified bank, aligning with the Large Banks investable theme.
$15.42B
$30.52
-1.99%
BSAC Banco Santander-Chile 90%
BSAC is a large, full‑service bank with broad retail and commercial banking operations.
$14.89B
$26.33
-1.39%
EQH Equitable Holdings, Inc. 60%
AB's private markets platform includes private credit strategies, aligning with Private Credit / Direct Lending.
$14.69B
$48.35
-3.18%
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