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Global Diversified Financials Your first investment

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37

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Based on available information up to March 12, 2025, Donald Trump’s plans for oil and gas focus on maximizing U.S. production, reducing regulatory barriers, and prioritizing fossil fuels as a cornerstone of his energy policy. Here’s a concise overview of his intentions: Boost Production and Permitting: Trump has pledged to "unleash" American oil and gas by accelerating permitting processes. On his first day in office (January 20, 2025), he signed executive orders declaring a "national energy emergency" to fast-track approvals for energy infrastructure like pipelines, refineries, and power plants. This includes expanding drilling on federal lands and offshore areas, reversing Biden-era restrictions.

37 companies

American Express

Market Cap: US$188.1b

Operates as integrated payments company in the United States, Europe, the Middle East and Africa, the Asia Pacific, Australia, New Zealand, Latin America, Canada, the Caribbean, and Internationally.

AXP

US$276.85

7D

4.5%

1Y

20.0%

BlackRock

Market Cap: US$142.0b

A privately owned investment manager.

BLK

US$929.20

7D

2.4%

1Y

21.6%

Bank of New York Mellon

Market Cap: US$58.1b

Provides a range of financial products and services in the United States and internationally.

BK

US$82.14

7D

4.4%

1Y

44.1%

3i Group

Market Cap: UK£41.1b

A private equity firm specializing in mature companies, growth capital, middle markets, infrastructure, and management leveraged buyouts and buy-ins.

III

UK£42.60

7D

1.2%

1Y

47.4%

Macquarie Group

Market Cap: AU$72.0b

Provides diversified financial services in Australia, the Americas, Europe, the Middle East, Africa, and the Asia Pacific.

MQG

AU$197.97

7D

2.7%

1Y

7.7%

Discover Financial Services

Market Cap: US$45.9b

Through its subsidiaries, provides digital banking products and services, and payment services in the United States.

DFS

US$190.31

7D

2.9%

1Y

52.2%

Ameriprise Financial

Market Cap: US$44.9b

Operates as a diversified financial services company in the United States and internationally.

AMP

US$484.48

7D

4.0%

1Y

15.6%

Raymond James Financial

Market Cap: US$28.2b

A diversified financial services company, provides private client group, capital markets, asset management, banking, and other services to individuals, corporations, and municipalities in the United States, Canada, and Europe.

RJF

US$141.76

7D

3.2%

1Y

13.9%

State Street

Market Cap: US$25.3b

Through its subsidiaries, provides a range of financial products and services to institutional investors worldwide.

STT

US$90.53

7D

3.6%

1Y

21.7%

T. Rowe Price Group

Market Cap: US$19.6b

A publicly owned investment manager.

TROW

US$91.65

7D

3.6%

1Y

-17.8%

Huatai Securities

Market Cap: CN¥134.7b

Provides securities and financial services for individual, enterprise, and institutional clients in Mainland China and internationally.

601688

CN¥16.05

7D

0%

1Y

16.6%

Northern Trust

Market Cap: US$18.5b

A financial holding company, provides wealth management, asset servicing, asset management, and banking solutions for corporations, institutions, families, and individuals worldwide.

NTRS

US$97.52

7D

6.5%

1Y

15.2%

Amundi

Market Cap: €14.6b

Amundi is a publically owned investment manager.

AMUN

€71.85

7D

4.2%

1Y

5.7%

Nomura Holdings

Market Cap: JP¥2.3t

Provides various financial services to individuals, corporations, financial institutions, governments, and governmental agencies worldwide.

8604

JP¥790.00

7D

-3.1%

1Y

-9.9%

Julius Bär Gruppe

Market Cap: CHF 11.3b

Provides wealth management solutions in Switzerland, Europe, the Americas, Asia, and internationally.

BAER

CHF 54.94

7D

5.6%

1Y

5.7%

DWS Group GmbH KGaA

Market Cap: €9.5b

Offers asset management services in Europe, the Middle East, Africa, the Americas, and the Asia Pacific.

DWS

€47.40

7D

3.4%

1Y

16.6%

SEI Investments

Market Cap: US$9.7b

A publicly owned asset management holding company.

SEIC

US$79.99

7D

1.8%

1Y

18.9%

Evercore

Market Cap: US$8.5b

Operates as an independent investment banking firm in the Americas, Europe, Middle East, Africa, and Asia-Pacific.

EVR

US$213.63

7D

8.1%

1Y

12.5%

SBI Holdings

Market Cap: JP¥1.1t

Engages in the online securities and investment businesses in Japn and Saudi Arabia.

8473

JP¥3,677.00

7D

-0.3%

1Y

-2.4%

IGM Financial

Market Cap: CA$10.3b

Engages in the asset management business in Canada.

IGM

CA$43.89

7D

2.2%

1Y

15.6%

Intermediate Capital Group

Market Cap: UK£5.5b

A private equity firm specializing in direct and fund of fund investments.

ICG

UK£19.27

7D

2.5%

1Y

-10.5%

Schroders

Market Cap: UK£5.2b

A publicly owned investment manager.

SDR

UK£3.31

7D

1.0%

1Y

-6.7%

Banca Generali

Market Cap: €6.1b

Distributes financial products and services for high net worth, affluent, and private customers through financial advisors in Italy.

BGN

€53.20

7D

9.1%

1Y

44.5%

Invesco

Market Cap: US$6.2b

A publicly owned investment manager.

New

IVZ

US$14.41

7D

3.4%

1Y

-2.9%

Investec Group

Market Cap: R104.8b

Engages in the provision of various financial products and services in South Africa, the United Kingdom, and internationally.

INL

R117.43

7D

4.3%

1Y

-2.6%

Voya Financial

Market Cap: US$5.7b

Provides workplace benefits, and savings solutions and technologies in the United States and internationally.

VOYA

US$61.08

7D

3.5%

1Y

-13.7%

IG Group Holdings

Market Cap: UK£3.7b

A fintech company, engages in the online trading business worldwide.

IGG

UK£10.75

7D

1.4%

1Y

39.7%

Azimut Holding

Market Cap: €3.5b

Engages in the asset management business.

AZM

€25.06

7D

4.5%

1Y

1.0%

NH Investment & Securities

Market Cap: ₩5.2t

Engages in the wealth management, investment banking, trading, and equity sales businesses in South Korea and internationally.

A005940

₩15,200.00

7D

6.6%

1Y

22.3%

Samsung SecuritiesLtd

Market Cap: ₩4.7t

Samsung Securities Co., Ltd. operates as a financial investment company in South Korea and internationally.

A016360

₩52,600.00

7D

9.4%

1Y

40.3%

Federated Hermes

Market Cap: US$3.1b

A publicly owned investment manager.

FHI

US$41.71

7D

4.0%

1Y

26.8%

Plus500

Market Cap: UK£2.3b

A fintech company, operates technology-based trading platforms in Europe, the United Kingdom, Australia, and internationally.

New

PLUS

UK£31.20

7D

2.4%

1Y

41.2%

Man Group

Market Cap: UK£1.9b

Man Group Limited is a publicly owned investment manager.

EMG

UK£1.67

7D

1.8%

1Y

-36.9%

OSB Group

Market Cap: UK£1.8b

Through its subsidiaries, operates as a specialist mortgage lending company in the United Kingdom and India.

OSB

UK£4.81

7D

4.1%

1Y

12.8%

Paragon Banking Group

Market Cap: UK£1.7b

Provides financial products and services in the United Kingdom.

PAG

UK£8.58

7D

4.1%

1Y

21.4%

Anima Holding

Market Cap: €1.9b

Anima Holding S.p.A. is a publicly owned investment manager.

ANIM

€5.97

7D

-0.3%

1Y

36.2%

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