ALLY+20.20%5.6%
AXP+18.38%5.6%
BLK+1.16%5.6%
BX-19.68%5.6%
CFG+56.83%5.6%
FCNCA+20.46%5.6%
GS+46.31%5.6%
HLNE-35.61%5.6%
IBKR+39.22%5.6%
IVZ+51.71%5.6%
KKR-26.82%5.6%
LPLA-4.97%5.6%
MS+54.47%5.6%
NTRS+46.72%5.6%
OWL-40.89%5.6%
RJF+8.27%5.6%
UBS+40.83%5.6%
UPST-55.02%5.6%
As of Aug 6, 2026, 4:25 AM ET
HaveNots Shorts '25: Premium Finance Constituents
Ally Financial Inc.ALLY | 5.6% | -0.56% | 4.24% | -3.22% | 3.25% | -1.21% | 13.44% | 20.85% | 20.20% | $13.61B |
American Express CompanyAXP | 5.6% | 0.66% | 7.00% | -1.98% | 3.79% | -5.46% | 12.98% | 27.86% | 18.38% | $235.68B |
BlackRock, Inc.BLK | 5.6% | 0.22% | 7.38% | 12.10% | 3.96% | 5.91% | 6.62% | 17.86% | 1.16% | $175.70B |
Blackstone Inc.BX | 5.6% | -0.86% | 4.63% | 10.21% | 6.47% | -11.76% | 19.98% | -7.88% | -19.68% | $164.32B |
Blue Owl Capital Inc.OWL | 5.6% | -0.17% | 22.22% | 21.71% | 12.14% | -22.69% | 9.48% | -45.42% | -40.89% | $18.06B |
Citizens Financial Group, Inc.CFG | 5.6% | -0.11% | 2.39% | 2.07% | 2.72% | 26.01% | 22.28% | 76.67% | 56.83% | $31.12B |
First Citizens BancShares, Inc.FCNCA | 5.6% | -1.10% | 3.07% | 5.18% | 1.84% | 3.76% | 17.32% | 19.76% | 20.46% | $25.37B |
Hamilton Lane IncorporatedHLNE | 5.6% | -0.79% | 21.22% | 22.25% | 13.38% | -24.94% | -3.94% | -35.16% | -35.61% | $5.60B |
Interactive Brokers Group, Inc.IBKR | 5.6% | 0.12% | -3.27% | -7.55% | 0.85% | 37.99% | 24.65% | 103.90% | 39.22% | $153.35B |
Invesco Ltd.IVZ | 5.6% | 0.03% | 6.95% | 15.02% | 8.14% | 21.85% | 21.90% | 104.02% | 51.71% | $14.19B |
KKR & Co. Inc.KKR | 5.6% | -2.37% | 6.33% | 10.09% | 4.16% | -17.12% | 20.49% | -12.61% | -26.82% | $94.86B |
LPL Financial Holdings Inc.LPLA | 5.6% | 1.60% | 9.50% | 18.10% | 1.76% | 0.77% | 19.82% | 6.36% | -4.97% | $28.79B |
Morgan StanleyMS | 5.6% | 0.56% | 1.76% | -1.73% | 3.73% | 22.94% | 31.08% | 83.00% | 54.47% | $344.27B |
Northern Trust CorporationNTRS | 5.6% | 1.08% | 2.14% | 1.79% | 1.20% | 34.99% | 28.86% | 86.75% | 46.72% | $34.12B |
Raymond James Financial, Inc.RJF | 5.6% | 1.11% | 6.65% | 8.50% | 2.60% | 12.81% | 17.94% | 27.25% | 8.27% | $35.19B |
The Goldman Sachs Group, Inc.GS | 5.6% | 0.70% | -0.08% | 0.48% | 4.12% | 20.63% | 24.01% | 88.31% | 46.31% | $312.82B |
UBS Group AGUBS | 5.6% | 0.21% | 3.54% | 2.72% | 1.57% | 15.68% | 29.30% | 75.93% | 40.83% | $175.59B |
Upstart Holdings, Inc.UPST | 5.6% | -0.40% | 12.14% | -12.03% | 10.06% | -30.94% | 10.91% | -36.59% | -55.02% | $2.89B |
| Theme return | — | 0.00% | 6.55% | 8.10% | 4.64% | 5.17% | 19.60% | 29.00% | 8.58% | — |
| Average | 5.6% | 0.00% | 6.54% | 5.76% | 4.76% | 4.96% | 18.17% | 33.38% | 12.31% | $103.64B |
| Median | 5.6% | 0.08% | 5.48% | 3.95% | 3.76% | 4.84% | 19.90% | 24.05% | 19.29% | $34.65B |
| Std Dev | 0.0% | 0.91% | 6.38% | 9.45% | 3.66% | 20.20% | 8.58% | 48.86% | 34.97% | $106.82B |
| Min | 5.6% | -2.37% | -3.27% | -12.03% | 0.85% | -30.94% | -3.94% | -45.42% | -55.02% | $2.89B |
| Max | 5.6% | 1.60% | 22.22% | 22.25% | 13.38% | 37.99% | 31.08% | 104.02% | 56.83% | $344.27B |
| % Positive Tickers | 55.56% | 88.89% | 72.22% | 100.00% | 61.11% | 94.44% | 72.22% | 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.