NASDAQ-100 (NDX)S&P 100 (OEX)

Cross-Company Taxonomy for Wealth Management — 9 Companies

CompanyQuarterProductRevenue Segment
BACQ2 FY2026Jun 30, 2026Wealth Management
Global Wealth & Investment Management
$6.87B21.7%↑ 15.7%
BNYQ2 FY2026Jun 30, 2026Wealth Management
Investment and Wealth Management
$863M15.1%↑ 7.7%
CQ2 FY2026Jun 30, 2026Wealth Management
Wealth
$3.18B12.8%↑ 12.9%
GSQ2 FY2026Jun 30, 2026Wealth Management
Asset & Wealth Management
$4.60B22.6%↑ 20.0%
JPMQ2 FY2026Jun 30, 2026Wealth Management
Consumer & Community Banking
$20.27B34.9%↑ 7.6%
JPMQ2 FY2026Jun 30, 2026Wealth Management
Asset & Wealth Management
$6.85B11.8%↑ 18.9%
MSQ2 FY2026Jun 30, 2026Wealth Management
Wealth Management
$8.86B41.1%↑ 14.1%
SCHWQ2 FY2026Jun 30, 2026Wealth Management
Investor Services
$5.53B78.2%↑ 19.3%
USBQ2 FY2026Jun 30, 2026Wealth Management
Wealth, Corporate, Commercial and Institutional Banking
$3.77B48.9%↑ 17.1%
WFCQ2 FY2026Jun 30, 2026Wealth Management
Wealth and Investment Management
$3.89B16.8%↑ 13.2%

Product: Key Product · Revenue Segment: Key Earnings Driver Key Operating Metric

Combined Segment Metrics: Wealth Management vs Related Products?

Wealth Management9 companies · $64.68B segment revenueLed by JPM (42%) · Key Product at 1 of 9+13.4%
CompanyRevenue SegmentQuarterSegment RevenueShare% of CompanyGrowth
JPMConsumer & Community Banking, Asset & Wealth ManagementConsumer & Community Banking, Asset & Wealth ManagementQ2 FY2026$27.12B41.9%46.7%+10.2%
MSWealth ManagementWealth ManagementQ2 FY2026$8.86B13.7%41.1%+14.1%
BACGlobal Wealth & Investment ManagementGlobal Wealth & Investment ManagementQ2 FY2026$6.87B10.6%21.7%+15.7%
SCHWInvestor ServicesInvestor ServicesQ2 FY2026$5.53B8.5%78.2%+19.3%
GSAsset & Wealth ManagementAsset & Wealth ManagementQ2 FY2026$4.60B7.1%22.6%+20.0%
WFCWealth and Investment ManagementWealth and Investment ManagementQ2 FY2026$3.89B6.0%16.8%+13.2%
USBKey ProductWealth, Corporate, Commercial and Institutional BankingWealth, Corporate, Commercial and Institutional BankingQ2 FY2026$3.77B5.8%48.9%+17.1%
CWealthWealthQ2 FY2026$3.18B4.9%12.8%+12.9%
BNYInvestment and Wealth ManagementInvestment and Wealth ManagementQ2 FY2026$863M1.3%15.1%+7.7%
Custody Services4 companies · $33.00B segment revenueLed by JPM (75%) · Key Product at 4 of 4+24.8%
CompanyRevenue SegmentQuarterSegment RevenueShare% of CompanyGrowth
JPMKey ProductCommercial & Investment BankCommercial & Investment BankQ2 FY2026$24.85B75.3%42.8%+27.2%
USBKey ProductWealth, Corporate, Commercial and Institutional BankingWealth, Corporate, Commercial and Institutional BankingQ2 FY2026$3.77B11.4%48.9%+17.1%
BNYKey ProductSecurities ServicesSecurities ServicesQ2 FY2026$2.83B8.6%49.6%+14.9%
SCHWKey ProductAdvisor ServicesAdvisor ServicesQ2 FY2026$1.54B4.7%21.8%+27.0%
Asset Management5 companies · $21.03B segment revenueLed by SCHW (34%) · Key Product at 1 of 5+18.2%
CompanyRevenue SegmentQuarterSegment RevenueShare% of CompanyGrowth
SCHWKey ProductInvestor Services, Advisor ServicesInvestor Services, Advisor ServicesQ2 FY2026$7.07B33.6%100.0%+20.9%
JPMAsset & Wealth ManagementAsset & Wealth ManagementQ2 FY2026$6.85B32.6%11.8%+18.9%
GSAsset & Wealth ManagementAsset & Wealth ManagementQ2 FY2026$4.60B21.9%22.6%+20.0%
MSInvestment ManagementInvestment ManagementQ2 FY2026$1.65B7.8%7.6%+6.1%
BNYInvestment and Wealth ManagementInvestment and Wealth ManagementQ2 FY2026$863M4.1%15.1%+7.7%

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