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Global Diversified Financials Your first investment

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32

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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.

32 companies

American Express

Market Cap: US$212.6b

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$305.47

7D

2.7%

1Y

21.4%

UBS Group

Market Cap: CHF 102.2b

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

UBSG

CHF 32.24

7D

0.9%

1Y

22.4%

Bank of New York Mellon

Market Cap: US$71.2b

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

BK

US$101.00

7D

-2.0%

1Y

53.9%

Deutsche Börse

Market Cap: €47.0b

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

DB1

€256.20

7D

-0.9%

1Y

31.9%

Ameriprise Financial

Market Cap: US$47.4b

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

AMP

US$503.08

7D

-0.4%

1Y

16.6%

Raymond James Financial

Market Cap: US$32.6b

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$163.32

7D

-1.0%

1Y

40.9%

State Street

Market Cap: US$31.5b

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

STT

US$111.07

7D

-0.009%

1Y

36.8%

Huatai Securities

Market Cap: CN¥190.5b

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

601688

CN¥21.75

7D

7.4%

1Y

74.1%

FirstRand

Market Cap: R437.4b

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

FSR

R78.18

7D

3.3%

1Y

-5.7%

Northern Trust

Market Cap: US$24.0b

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

NTRS

US$126.02

7D

0.3%

1Y

44.5%

T. Rowe Price Group

Market Cap: US$23.5b

A publicly owned investment manager.

TROW

US$107.04

7D

1.9%

1Y

-1.6%

Amundi

Market Cap: €13.3b

Amundi is a publically owned investment manager.

AMUN

€65.25

7D

-0.8%

1Y

-2.3%

Julius Bär Gruppe

Market Cap: CHF 11.8b

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

BAER

CHF 57.66

7D

0.5%

1Y

13.6%

FactSet Research Systems

Market Cap: US$14.0b

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

New

FDS

US$369.62

7D

-3.3%

1Y

-10.0%

SEI Investments

Market Cap: US$10.9b

A publicly owned asset management holding company.

SEIC

US$88.19

7D

0.8%

1Y

31.4%

Invesco

Market Cap: US$9.4b

A publicly owned investment manager.

IVZ

US$21.12

7D

1.9%

1Y

25.3%

IGM Financial

Market Cap: CA$11.4b

Engages in the asset management business in Canada.

IGM

CA$48.32

7D

2.1%

1Y

26.1%

Banca Generali

Market Cap: €5.8b

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

BGN

€50.60

7D

-2.3%

1Y

27.2%

Investec Group

Market Cap: R108.7b

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

INL

R128.54

7D

-0.5%

1Y

-6.1%

Avanza Bank Holding

Market Cap: SEK 55.2b

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

AZA

SEK 351.30

7D

-2.1%

1Y

46.1%

IG Group Holdings

Market Cap: UK£4.0b

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 emerging markets.

IGG

UK£11.38

7D

-0.09%

1Y

18.0%

Azimut Holding

Market Cap: €4.3b

Engages in the asset management business.

AZM

€30.40

7D

0.7%

1Y

41.0%

NH Investment & Securities

Market Cap: ₩6.6t

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

A005940

₩19,340.00

7D

-0.8%

1Y

43.0%

Aberdeen Group

Market Cap: UK£3.5b

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

ABDN

UK£1.94

7D

-4.9%

1Y

27.9%

Samsung SecuritiesLtd

Market Cap: ₩6.1t

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

A016360

₩68,800.00

7D

-1.7%

1Y

52.0%

Qfin Holdings

Market Cap: US$4.2b

Qfin Holdings, Inc., together with its subsidiaries, operate AI- driven credit-tech platform under the Qifu Jietiao brand in the People’s Republic of China.

New

QFIN

US$31.95

7D

-4.3%

1Y

30.4%

GMO Payment Gateway

Market Cap: JP¥618.0b

Provides financial services and integrated payment related services.

New

3769

JP¥8,147.00

7D

-4.6%

1Y

-1.8%

Plus500

Market Cap: UK£2.2b

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

PLUS

UK£31.00

7D

-9.5%

1Y

27.5%

OSB Group

Market Cap: UK£2.0b

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

OSB

UK£5.54

7D

-0.4%

1Y

43.1%

Paragon Banking Group

Market Cap: UK£1.7b

Provides financial products and services in the United Kingdom.

PAG

UK£9.09

7D

-0.2%

1Y

17.4%

Ninety One Group

Market Cap: UK£1.7b

Operates as an independent global asset manager worldwide.

N91

UK£1.95

7D

1.1%

1Y

16.3%

Anima Holding

Market Cap: €2.0b

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

ANIM

€6.20

7D

0.6%

1Y

25.5%