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Global Diversified Financials Your first investment

Global Diversified Financials Your first investment

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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.

41 companies

BlackRock

Market Cap: US$170.9b

A publicly owned investment manager.

BLK

US$1,047.30

3.2%

2.4%

UBS Group

Market Cap: CHF 98.3b

Provides financial advice and solutions to private, institutional, and corporate clients worldwide.

UBSG

CHF 31.02

4.2%

8.9%

Intercontinental Exchange

Market Cap: US$89.7b

Provides technology and data to financial institutions, corporations, and government entities in the United States, the United Kingdom, the European Union, India, Israel, Canada, and Singapore.

ICE

US$157.30

1.9%

-2.3%

Bank of New York Mellon

Market Cap: US$78.2b

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

US$112.10

5.3%

36.9%

CITIC Securities

Market Cap: CN¥400.3b

Provides various financial products and services in Mainland China and internationally.

600030

CN¥27.59

1.1%

-10.3%

Deutsche Börse

Market Cap: €42.2b

Operates as an international exchange organization in Germany, rest of Europe, the United States, and the Asia-Pacific.

DB1

€230.50

5.3%

4.1%

Macquarie Group

Market Cap: AU$72.1b

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

MQG

AU$197.04

1.5%

-14.7%

Ameriprise Financial

Market Cap: US$42.3b

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

AMP

US$455.74

1.8%

-20.6%

3i Group

Market Cap: UK£31.2b

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

III

UK£31.58

-3.5%

-14.9%

State Street

Market Cap: US$33.2b

Provides various financial products and services to institutional investors.

STT

US$119.02

4.1%

20.8%

Raymond James Financial

Market Cap: US$30.8b

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$156.54

2.3%

-7.5%

Partners Group Holding

Market Cap: CHF 24.7b

A private equity firm specializing in direct, secondary, and primary investments across private equity, private real estate, private infrastructure, and private debt.

PGHN

CHF 952.80

3.8%

-25.6%

FirstRand

Market Cap: R454.9b

Provides transactional, lending, investment, and insurance products and services in South Africa, rest of Africa, the United Kingdom, and internationally.

FSR

R81.47

-0.06%

5.9%

Huatai Securities

Market Cap: CN¥180.9b

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

601688

CN¥21.10

2.2%

17.4%

Northern Trust

Market Cap: US$24.8b

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

NTRS

US$131.34

3.3%

18.2%

Amundi

Market Cap: €14.1b

A publically owned investment manager.

AMUN

€69.00

4.2%

11.9%

Banca Mediolanum

Market Cap: €13.6b

Engages in the provision of various banking products and services in Italy.

BMED

€18.44

-0.2%

68.7%

Julius Bär Gruppe

Market Cap: CHF 11.8b

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

BAER

CHF 57.40

-1.9%

-1.5%

SBI Holdings

Market Cap: JP¥2.2t

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

New

8473

JP¥3,288.00

3.5%

74.0%

Orient Securities

Market Cap: CN¥83.5b

Operates as an integrated securities company in the People’s Republic of China.

600958

CN¥10.41

0.1%

-4.6%

Invesco

Market Cap: US$10.9b

A publicly owned investment manager.

IVZ

US$24.45

5.3%

35.2%

FactSet Research Systems

Market Cap: US$10.4b

Operates as a financial digital platform and enterprise solutions provider for the investment community.

FDS

US$277.27

0.09%

-43.5%

TMX Group

Market Cap: CA$14.3b

Operates exchanges, markets, and clearinghouses primarily for capital markets in Canada, the United States, the United Kingdom, Germany, and internationally.

CA$51.30

0.3%

15.9%

SEI Investments

Market Cap: US$10.0b

A publicly owned asset management holding company.

SEIC

US$80.86

1.0%

-2.1%

IGM Financial

Market Cap: CA$13.5b

Engages in the asset management business in Canada.

IGM

CA$57.05

1.7%

20.6%

ICG

Market Cap: UK£6.0b

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

ICG

UK£20.76

3.4%

-2.0%

Avanza Bank Holding

Market Cap: SEK 58.5b

Offers a range of savings, pension, and mortgages products in Sweden.

AZA

SEK 370.90

4.9%

58.5%

Investec Group

Market Cap: R104.2b

Provides various financial products and services in South Africa, the United Kingdom, and internationally.

INL

R122.38

0.7%

-4.8%

Azimut Holding

Market Cap: €5.1b

Engages in the asset management business.

AZM

€35.66

6.0%

49.3%

NH Investment & Securities

Market Cap: ₩7.7t

Engages in the investment management in South Korea and internationally.

A005940

₩20,650.00

0.5%

55.0%

IG Group Holdings

Market Cap: UK£3.9b

A fintech company, engages in the online trading business in the United Kingdom, Ireland, the Asia-Pacific, the Middle East, the United States, Europe, and institutional and emerging markets.

IGG

UK£11.35

9.9%

18.5%

Aberdeen Group

Market Cap: UK£3.7b

Provides asset management services in the United Kingdom, Europe, North America, and Asia.

ABDN

UK£2.07

6.4%

47.1%

Radian Group

Market Cap: US$4.8b

Engages in the mortgage and real estate services business in the United States.

RDN

US$35.55

0.6%

-0.7%

Federated Hermes

Market Cap: US$3.7b

A publicly owned investment manager.

FHI

US$50.17

3.7%

17.4%

Plus500

Market Cap: UK£2.2b

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

PLUS

UK£31.74

3.6%

23.7%

OSB Group

Market Cap: UK£2.1b

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

OSB

UK£5.73

6.6%

42.3%

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