NAICS Code 525 – Funds, Trusts, and Other Financial Vehicles
Official 3-digit NAICS subsector U.S. Census Bureau NAICS 2022
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Official definition
Industries in the Funds, Trusts, and Other Financial Vehicles subsector group legal entities (i.e., funds, plans, and/or programs) organized to pool securities or other assets on behalf of shareholders or beneficiaries of employee benefit or other trust funds. The portfolios are customized to achieve specific investment characteristics, such as diversification, risk, rate of return, and price volatility. These entities earn interest, dividends, and other investment income, but have little or no employment and no revenue from the sale of services. Establishments with employees devoted to the management of funds are classified in Industry Group 5239, Other Financial Investment Activities.
Establishments primarily engaged in holding the securities of (or other equity interests in) other firms are classified in NAICS Code 55 - Management of Companies and Enterprises. Equity real estate investment trusts (REITs) that are primarily engaged in leasing buildings, dwellings, or other real estate property to others are classified in NAICS Code 531 - Real Estate.Source: U.S. Census Bureau, NAICS 2022
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Business Lists & Company Data for NAICS 525 - Funds, Trusts, and Other Financial Vehicles
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|---|---|---|---|---|
| Computershare, Ltd Chicago, IL | ||||
| PSA Financial Inc Hunt Valley, MD | ||||
| T. Rowe Price New Era Baltimore, MD |
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Computershare, Ltd · Chicago, IL
Contact Website Phone Employees -
PSA Financial Inc · Hunt Valley, MD
Contact Website Phone Employees
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How are these company counts verified? Data sources, verification process, and count methodology.
Counts are SICCODE.com business locations available for purchase, not government census totals. Headquarters and branches are counted separately, and each location is classified by its primary SIC industry. Counts refresh when you change the country or state filter on this page.
Example companies
See how SICCODE.com evaluates businesses using documented activities and official definitions. Select a company to review its classification and the reasoning behind it.
1,990 verified U.S. companies
- American Funds US Government Sec A Los Angeles, CA View classification →
- LT Trust Company Denver, CO View classification →
- Griffin Holdings, LLC Los Angeles, CA View classification →
- Royce Pennsylvania Mutual Invmt New York, NY View classification →
- Alliance California Municipal Income Fund Inc New York, NY View classification →
- American Funds SMALLCAP World A Los Angeles, CA View classification →
- Janus Henderson Balanced T Denver, CO View classification →
- Invesco Global Growth B Houston, TX View classification →
Key facts
- Code
- 525
- Classification level
- Official 3-digit NAICS subsector
- Parent
- 52 Finance and Insurance
- Official source
- U.S. Census Bureau · NAICS 2022
Industry statistics
Historical statistics
2017 Economic Census
2017 Economic Census
- Establishments (2017)
- 3,369
Why do company counts differ?
The U.S. Economic Census counts establishments with paid employees that operated during the census year, including businesses that may have since closed. Its industry classifications draw on business-reported information and government records. SICCODE.com's counts reflect verified business records currently available for purchase, with classifications based on documented business activities. Differences in reporting periods, database coverage, classification methods and verification criteria mean the totals may differ.
NAICS classification hierarchy
Five official Census levels, from sector to national industry, plus a commercial extended level.
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Subsector 525 Funds, Trusts, and Other Financial Vehicles
One example classification path is shown. Other branches may exist. Extended 8-digit codes are commercial segments, not official Census NAICS codes.
Industry groups
Explore the industry groups within this subsector to find more specific industries and company data.
Sources
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Official classification source U.S. Census Bureau.
North American Industry Classification System (2022), NAICS 525. U.S. Census Bureau → -
SICCODE.com commercial data Company-record counts, coverage, and related commercial data are maintained by SICCODE.com. Methodology →
SICCODE.com is an independent publisher. Official NAICS titles and definitions come from the U.S. Census Bureau. Commercial database counts are SICCODE.com records.
About this classification
This page combines the official U.S. Census Bureau NAICS definition with classification crosswalks and SICCODE.com commercial data. Classifications are reviewed regularly by the Classification Review Team.