ALLY+5.79%5.6%
AXP+5.54%5.6%
BLK+0.73%5.6%
BX-15.91%5.6%
CFG+37.60%5.6%
FCNCA+9.84%5.6%
GS+40.09%5.6%
HLNE-32.79%5.6%
IBKR+50.43%5.6%
IVZ+48.58%5.6%
KKR-23.48%5.6%
LPLA-0.30%5.6%
MS+44.71%5.6%
NTRS+41.40%5.6%
OWL-37.93%5.6%
RJF+6.01%5.6%
UBS+31.97%5.6%
UPST-55.99%5.6%
As of Aug 24, 2026, 4:53 AM ET
HaveNots Shorts '25: Premium Finance Constituents
Ally Financial Inc.ALLY | 5.6% | 1.51% | -2.32% | 0.02% | -0.92% | -5.21% | 8.85% | 15.96% | 0.11% | -5.99% | 5.79% | $13.06B |
American Express CompanyAXP | 5.6% | 1.46% | -1.41% | 3.01% | -0.07% | -8.98% | 8.77% | 23.10% | 35.50% | 120.74% | 5.54% | $226.90B |
BlackRock, Inc.BLK | 5.6% | 1.47% | 0.67% | 9.56% | 6.07% | 8.05% | 8.78% | 20.24% | 33.15% | 37.00% | 0.73% | $179.26B |
Blackstone Inc.BX | 5.6% | 1.43% | -2.58% | 10.28% | 12.23% | -6.99% | 26.46% | -2.91% | 3.48% | 38.72% | -15.91% | $173.20B |
Blue Owl Capital Inc.OWL | 5.6% | 2.37% | -3.46% | 23.49% | 13.30% | -21.89% | 10.62% | -44.85% | -31.77% | 4.47% | -37.93% | $18.24B |
Citizens Financial Group, Inc.CFG | 5.6% | 0.22% | -4.29% | -2.81% | -2.50% | 19.60% | 16.07% | 67.69% | 65.96% | 90.68% | 37.60% | $29.54B |
First Citizens BancShares, Inc.FCNCA | 5.6% | 1.50% | -3.09% | 1.06% | -0.14% | 1.74% | 15.04% | 17.42% | 8.54% | 158.00% | 9.84% | $24.87B |
Hamilton Lane IncorporatedHLNE | 5.6% | 1.24% | 0.49% | 26.68% | 18.49% | -21.56% | 0.39% | -32.24% | -29.77% | 26.68% | -32.79% | $5.85B |
Interactive Brokers Group, Inc.IBKR | 5.6% | 4.47% | 4.56% | 2.32% | 6.68% | 45.96% | 31.86% | 115.68% | 204.67% | 502.98% | 50.43% | $162.21B |
Invesco Ltd.IVZ | 5.6% | 2.10% | 2.79% | 6.98% | 8.18% | 21.89% | 21.93% | 104.08% | 90.47% | 52.86% | 48.58% | $14.19B |
KKR & Co. Inc.KKR | 5.6% | 1.36% | -2.24% | 13.04% | 6.95% | -14.90% | 23.72% | -10.27% | -11.02% | 73.86% | -23.48% | $97.40B |
LPL Financial Holdings Inc.LPLA | 5.6% | 2.07% | -2.57% | 9.93% | 2.16% | 1.17% | 20.30% | 6.78% | 61.60% | 153.93% | -0.30% | $28.90B |
Morgan StanleyMS | 5.6% | 3.25% | -0.40% | -0.13% | 1.80% | 20.66% | 28.64% | 79.59% | 113.30% | 136.85% | 44.71% | $337.85B |
Northern Trust CorporationNTRS | 5.6% | 0.76% | -2.07% | 1.87% | 0.94% | 34.64% | 28.52% | 86.27% | 112.17% | 78.33% | 41.40% | $33.65B |
Raymond James Financial, Inc.RJF | 5.6% | 1.65% | -2.68% | 3.48% | -0.44% | 9.47% | 14.45% | 23.48% | 51.60% | 102.80% | 6.01% | $33.66B |
The Goldman Sachs Group, Inc.GS | 5.6% | 3.73% | 0.47% | -2.07% | 2.05% | 18.23% | 21.54% | 84.56% | 107.26% | 185.04% | 40.09% | $306.59B |
UBS Group AGUBS | 5.6% | 0.17% | -0.75% | 3.00% | 1.04% | 15.07% | 28.63% | 75.01% | 71.63% | 249.42% | 31.97% | $174.67B |
Upstart Holdings, Inc.UPST | 5.6% | 4.99% | 1.37% | 12.51% | 10.42% | -30.71% | 11.27% | -36.38% | -27.86% | -85.07% | -55.99% | $2.90B |
| Theme return | — | 1.99% | -0.97% | 5.00% | 4.17% | 4.70% | 19.06% | 28.42% | 47.86% | 116.74% | 9.58% | — |
| Average | 5.6% | 1.99% | -0.97% | 6.79% | 4.79% | 4.79% | 18.10% | 32.96% | 47.72% | 106.74% | 8.68% | $103.50B |
| Median | 5.6% | 1.51% | -1.74% | 3.25% | 2.11% | 4.90% | 18.19% | 21.67% | 43.55% | 84.51% | 5.90% | $33.65B |
| Std Dev | 0.0% | 1.30% | 2.26% | 8.02% | 5.69% | 19.96% | 8.68% | 48.53% | 61.09% | 122.56% | 31.58% | $105.57B |
| Min | 5.6% | 0.17% | -4.29% | -2.81% | -2.50% | -30.71% | 0.39% | -44.85% | -31.77% | -85.07% | -55.99% | $2.90B |
| Max | 5.6% | 4.99% | 4.56% | 26.68% | 18.49% | 45.96% | 31.86% | 115.68% | 204.67% | 502.98% | 50.43% | $337.85B |
| % Positive Tickers | 100.00% | 33.33% | 83.33% | 72.22% | 61.11% | 100.00% | 72.22% | 77.78% | 88.89% | 66.67% |
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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.