List of Custody and Fund Services Stocks
Custody and Fund Services is part of the Capital Markets group in the Financial Services sector. Its 31 US-listed companies are worth $875.16 billion between them. The median is $5.23 billion. 7 have Custody and Fund Services as their primary business, and 24 more run a substantial one alongside another industry.
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List of Custody and Fund Services Stocks
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| Symbol | Company | Mkt Cap | Price | Chg % | 1Y | Revenue (TTM) | Revenue (Qtr) | Net Income (TTM) | P/E | Net Margin (TTM) | Div. Yield | Why this company is listed here |
| HSBC 2nd | Hsbc Holdings | $308.71Bn | 89.87 | -0.38% | +24.75% | 71.52Bn | 18.62Bn | 28.08Bn | 11.85 | 36.96% | 4.17% | |
| SCHW 2nd | Schwab Charles | $160.57Bn | 93.03 | +0.33% | -2.67% | 27.06Bn | 7.17Bn | 10.64Bn | 15.67 | 37.90% | 1.32% | |
| BNY | Bank of New York Mellon | $101.69Bn | 151.12 | -0.03% | +36.19% | 21.96Bn | 5.68Bn | 6.58Bn | 16.32 | 28.65% | 0.97% | |
| STT | State Street | $46.84Bn | 171.67 | +0.27% | +43.43% | 15.52Bn | 4.00Bn | 3.69Bn | 13.65 | 22.23% | 2.00% | |
| BSBR 2nd | Banco Santander (Brasil) | $36.98Bn | 4.95 | +0.81% | -19.51% | — | — | — | — | — | 8.48% | |
| IBKR 2nd | Interactive Brokers | $35.16Bn | 77.59 | +0.04% | +9.08% | 7.12Bn | 1.91Bn | 5.06Bn | 29.81 | 16.53% | 0.44% | |
| COIN 2nd | Coinbase Global | $34.98Bn | 132.13 | -2.92% | -58.44% | 5.63Bn | 1.22Bn | -701.62Mn | -50.26 | -12.32% | — | |
| NTRS | Northern Trust | $32.22Bn | 177.89 | +0.14% | +36.74% | 5.37Bn | 1.37Bn | 2.43Bn | 13.58 | 44.40% | 1.84% | |
| LPLA 2nd | LPL Financial Holdings | $24.02Bn | 308.51 | +0.99% | -17.81% | 20.40Bn | 5.34Bn | 1.39Bn | 17.42 | 6.83% | 0.39% | |
| BR 2nd | Broadridge Financial Solutions | $21.79Bn | 192.96 | +0.31% | -13.53% | 7.56Bn | 1.67Bn | 1.05Bn | 20.80 | 13.95% | 2.08% | |
| SEIC | Sei Investments | $13.13Bn | 110.37 | +1.61% | +32.99% | 2.53Bn | 662.04Mn | 721.94Mn | 18.38 | 28.06% | 0.94% | |
| UMBF 2nd | Umb Financial | $10.32Bn | 135.86 | -0.58% | +23.25% | 3.01Bn | 772.39Mn | 1.03Bn | 10.22 | 33.52% | 1.32% | |
| HQY | Healthequity | $8.58Bn | 103.54 | +1.40% | +3.72% | 1.36Bn | 350.73Mn | 236.49Mn | 36.50 | 17.36% | — | |
| WBHC 2nd | Wilson Bank Holding | $6.83Bn | 550.00 | +0.00% | +214.29% | 543.83Mn | 65.30Mn | 87.67Mn | 77.72 | 16.12% | 0.25% | |
| MKTX 2nd | Marketaxess Holdings | $5.81Bn | 165.08 | -0.36% | -2.43% | 871.61Mn | 210.41Mn | 292.85Mn | 19.90 | 33.51% | 1.88% | |
| BGC 2nd | Bgc | $5.23Bn | 11.07 | +0.91% | +19.42% | 3.39Bn | 832.56Mn | 242.30Mn | 22.47 | 6.87% | 0.72% | |
| AX 2nd | Axos Financial | $5.23Bn | 92.15 | -2.07% | +12.46% | 1.55Bn | 395.07Mn | 507.67Mn | 10.30 | 32.71% | — | |
| MRX 2nd | Marex | $5.05Bn | 69.26 | +1.99% | +100.81% | 2.70Bn | 743.20Mn | 483.30Mn | 10.24 | 17.85% | 0.90% | |
| CBU 2nd | Community Financial System | $3.40Bn | 64.90 | -1.35% | +14.97% | 879.18Mn | 227.29Mn | 234.28Mn | 14.57 | 26.65% | 2.93% | |
| TRMK 2nd | Trustmark | $2.62Bn | 45.40 | -0.15% | +18.48% | 770.36Mn | 207.15Mn | 235.59Mn | 11.17 | 30.58% | 2.18% | |
| NTB 2nd | Bank of N.T. Butterfield & Son | $2.24Bn | 56.10 | -0.37% | +22.04% | 633.91Mn | 161.99Mn | 234.32Mn | 10.03 | 36.96% | 2.67% | |
| AMAL 2nd | Amalgamated Financial | $1.49Bn | 50.20 | -0.65% | +77.95% | 378.74Mn | 101.74Mn | 123.06Mn | 12.19 | 32.49% | 1.35% | |
| VRTS 2nd | Virtus Investment Partners | $864.39Mn | 131.77 | -5.91% | -18.75% | 806.52Mn | 197.60Mn | 104.03Mn | 7.95 | 13.64% | 7.32% | |
| ALRS 2nd | Alerus Financial | $860.61Mn | 34.78 | +0.96% | +62.98% | 266.13Mn | 81.07Mn | 29.98Mn | 28.83 | 11.27% | 2.47% | |
| CBNA 2nd | Chain Bridge Bancorp | $336.62Mn | 51.30 | +0.27% | +72.84% | 74.83Mn | 22.78Mn | 32.85Mn | 10.25 | 43.90% | — | |
| WHG 2nd | Westwood Holdings | $167.79Mn | 18.84 | +1.07% | +12.28% | 103.98Mn | 26.57Mn | 7.27Mn | 22.44 | 6.99% | 3.18% | |
| BENF 2nd | Beneficient | $10.36Mn | 0.70 | +2.94% | -82.32% | 69.44Mn | 12.17Mn | -64.89Mn | -0.04 | -41.95% | — | |
| ATCH | AtlasClear Holdings | $10.00Mn | 0.08 | -38.46% | -77.14% | 20.05Mn | 6.54Mn | 1.96Mn | 2.09 | 23.92% | — | |
| IONI 2nd | I-ON Digital | $4.09Mn | 0.12 | +20.00% | -86.05% | 460.01K | — | 1.47Mn | 2.78 | 320.22% | — | |
| ILLR 2nd | Triller | $731.58K | 0.04 | +0.00% | -99.29% | 21.58Mn | 5.23Mn | -149.87Mn | -0.01 | -694.40% | — | |
| SECZ | Securitize | $85.60K | 8.56 | +22.81% | — | — | — | — | — | — | — | |
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About this list
How many Custody and Fund Services stocks are there?
This list holds 31 US-listed companies, of which 7 have Custody and Fund Services as their primary business. The rest operate a substantial Custody and Fund Services business alongside something else, which is why they appear here as well as on their own primary list.
How is this list put together?
Every US-listed company is classified under BQ-MICS, our own multi-industry classification system. Unlike a single-label scheme it assigns each company a primary industry AND any secondary industries it genuinely operates in, and it records the reasoning behind every assignment — which you can read on each row of the table above.
Why do some companies appear on more than one list?
Because they genuinely operate more than one business. A retailer running a large cloud division belongs on both lists, and a classification that forces it onto one is hiding half the company. Every appearance beyond the primary one is labelled as secondary, and the toggle above the table hides them if you only want pure plays.
How often is this list updated?
Prices, market caps and performance figures refresh with each session's close. The classification itself is reviewed whenever a company's filings change what it does — a new segment, a disposal or an acquisition — rather than on a fixed calendar.
Can I screen these companies on other metrics?
Yes. Use Edit Columns above the table to add any of 1,000+ financial metrics and ratios to this list, or open the full stock screener to filter the whole market on them.