ALLY+11.33%5.6%
AXP+6.87%5.6%
BLK-7.64%5.6%
BX-25.55%5.6%
CFG+45.85%5.6%
FCNCA-2.28%5.6%
GS+48.91%5.6%
HLNE-47.39%5.6%
IBKR+61.92%5.6%
IVZ+64.43%5.6%
KKR-32.70%5.6%
LPLA-18.07%5.6%
MS+55.24%5.6%
NTRS+44.42%5.6%
OWL-52.55%5.6%
RJF+5.32%5.6%
UBS+43.62%5.6%
UPST-57.95%5.6%
As of Jul 10, 2026, 7:14 AM ET
HaveNots Shorts '25: Premium Finance Constituents
| Company | Wgt | Premarket % | 1D % | 10D % | MTD % | YTD % | IranWar % | LibDay % | 1Yr % | Mkt Cap |
|---|---|---|---|---|---|---|---|---|---|---|
Morgan StanleyMS | 5.6% | 0.44% | 1.86% | 4.92% | 4.85% | 25.12% | 33.40% | 86.24% | 55.24% | $350.36B |
The Goldman Sachs Group, Inc.GS | 5.6% | 0.54% | 2.56% | 3.51% | 3.57% | 20.13% | 23.50% | 87.53% | 48.91% | $311.52B |
American Express CompanyAXP | 5.6% | 0.28% | 3.07% | 1.99% | -0.10% | -6.07% | 12.24% | 27.02% | 6.87% | $236.58B |
UBS Group AGUBS | 5.6% | 0.47% | 1.43% | 4.79% | 4.30% | 11.98% | 25.17% | 70.31% | 43.62% | $169.99B |
Interactive Brokers Group, Inc.IBKR | 5.6% | 0.17% | 2.01% | 8.03% | 2.18% | 48.16% | 33.84% | 118.92% | 61.92% | $163.87B |
BlackRock, Inc.BLK | 5.6% | -0.03% | 2.96% | 7.32% | 4.01% | -4.73% | -4.10% | 6.01% | -7.64% | $158.29B |
Blackstone Inc.BX | 5.6% | -0.38% | 2.98% | 6.33% | 2.17% | -20.75% | 7.74% | -17.28% | -25.55% | $146.73B |
KKR & Co. Inc.KKR | 5.6% | -0.57% | 3.18% | 8.24% | 4.01% | -24.48% | 9.80% | -20.37% | -32.70% | $86.44B |
Northern Trust CorporationNTRS | 5.6% | 2.61% | 1.63% | 4.55% | 4.13% | 33.88% | 27.79% | 85.21% | 44.42% | $33.84B |
Raymond James Financial, Inc.RJF | 5.6% | 0.06% | 2.04% | 13.58% | 6.66% | 5.42% | 10.22% | 18.91% | 5.32% | $32.88B |
Citizens Financial Group, Inc.CFG | 5.6% | -1.23% | 1.90% | -0.81% | -2.73% | 19.60% | 16.07% | 67.69% | 45.85% | $29.54B |
LPL Financial Holdings Inc.LPLA | 5.6% | -2.61% | 3.54% | 15.68% | 6.21% | -12.80% | 3.69% | -7.96% | -18.07% | $24.91B |
First Citizens BancShares, Inc.FCNCA | 5.6% | -4.02% | 1.88% | 0.16% | -1.82% | -2.94% | 9.74% | 12.01% | -2.28% | $24.14B |
Blue Owl Capital Inc.OWL | 5.6% | 0.48% | 0.65% | 9.15% | 7.64% | -37.75% | -11.85% | -56.05% | -52.55% | $14.54B |
Ally Financial Inc.ALLY | 5.6% | -1.15% | 1.42% | -4.53% | -2.11% | -0.40% | 14.38% | 21.85% | 11.33% | $13.83B |
Invesco Ltd.IVZ | 5.6% | -1.99% | 5.85% | 8.78% | 6.63% | 8.91% | 8.95% | 82.35% | 64.43% | $12.68B |
Hamilton Lane IncorporatedHLNE | 5.6% | 0.20% | 2.09% | 7.48% | 2.48% | -39.98% | -23.18% | -48.15% | -47.39% | $4.48B |
Upstart Holdings, Inc.UPST | 5.6% | 0.29% | 4.46% | -5.14% | -7.02% | -24.01% | 22.03% | -30.23% | -57.95% | $3.18B |
| Theme return | — | -0.36% | 2.53% | 5.22% | 2.11% | -1.31% | 12.22% | 21.04% | 2.57% | — |
| Average | 5.6% | -0.36% | 2.53% | 5.22% | 2.50% | -0.04% | 12.19% | 28.00% | 7.99% | $100.99B |
| Median | 5.6% | 0.12% | 2.07% | 5.63% | 3.79% | -1.67% | 11.23% | 20.38% | 6.10% | $33.36B |
| Std Dev | 0.0% | 1.41% | 1.19% | 5.34% | 3.78% | 23.57% | 14.51% | 51.42% | 40.10% | $107.21B |
| Min | 5.6% | -4.02% | 0.65% | -5.14% | -7.02% | -39.98% | -23.18% | -56.05% | -57.95% | $3.18B |
| Max | 5.6% | 2.61% | 5.85% | 15.68% | 7.64% | 48.16% | 33.84% | 118.92% | 64.43% | $350.36B |
| % Positive Tickers | 55.56% | 100.00% | 83.33% | 72.22% | 44.44% | 83.33% | 66.67% | 55.56% |
About this theme
HaveNots Shorts '25: Premium Finance tracks 18 publicly listed stocks in this theme. Sample tickers: ALLY, AXP, BLK, BX, CFG, FCNCA, GS, HLNE, IBKR, IVZ, KKR, LPLA, and 6 more. Use the table below for the full list.