Finance

Finance
KF by Gemini
Components Performance/Risk
Period Return
38.0%
Return Rank
Strong
Risk Exposure
Average Risk

The constituents of the selection belong to the Finance  sector

The financial institutions include global banks, strong regional banks and trusts - as well as large investment banks

High individual Sharpe ratios signal above-average risk-adjusted returns

Long-term momentum of the individual stocks of the selection is strong, with monthly average trend outpacing yearly trend

 

Selections belonging to the U.S. Sector trackers screen the Pininvest data base dynamically by performance, volatility and accounting fundamentals, reflecting share price variations and quarterly financial updates

Theme Components
Name
Ticker
Sector
Industry
Cur. Price
Mkt. Cap
Performance
Momentum
Risk Rank
Risk Contrib
 
BGC Group BGC FinanceInvestment Bankers/Brokers/Service11.235.3 B24.5% Neutral Below Average
SEI Investments Company SEIC FinanceInvestment Bankers/Brokers/Service103.4213 B30.4% Neutral Low Risk
First Citizens BancShares FCNCA FinanceCommercial Banks (National & Regional)2,352.6428 B29.8% Weak Up Low Risk
United Bankshares UBSI FinanceCommercial Banks (National & Regional)48.226.7 B41.7% Neutral Low Risk
SouthState SSB FinanceCommercial Banks (National & Regional)105.1710 B23.7% Neutral Low Risk
Affiliated Managers Group AMG FinanceAsset Management381.5710 B60.4% Weak Up Below Average
Principal Financial Group PFG FinanceAsset Management111.6324 B40.3% Neutral Low Risk
CNO Financial Group, Inc. CNO FinanceAccident & Health Insurance57.675.4 B47.1% Neutral Low Risk
MetLife MET FinanceGlobal Insurance - Multi-line100.0265 B31.1% Neutral Low Risk
Prudential Financial PRU FinanceGlobal Insurance - Multi-line116.4541 B22.1% Neutral Low Risk
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