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7 segments · 27 companies

Capital Markets & Asset Management

−3.4%chain · 1M

Data and trading infrastructure connect brokers, managers and investors; volume, flows and fees drive different revenues.

The Capital Markets & Asset Management covers 7 segments and 27 companies, 0 of them chokepoints.
Over the past month the chain's median listed company returned −3.4%, against 0.0% for the S&P 500.
The strongest segment is Indexes, ratings & data (+10.1%) and the weakest Alternative & long-term capital (−8.7%), a 18.8-point spread.

The chain, stage by stage

Upstream on the left, end demand on the right. Figures are 1-month returns; the segment shows its median.

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Public marketsPrivate capital

Data, indexes & ratings

Indexes, ratings & data+10.1%

SPGI+10.1%MCO+2.5%MSCI+10.1%FDS+15.7%BR+9.4%

Trading & infrastructure

Exchanges & clearing+6.9%

CME+10.7%ICE+3.1%NDAQ+1.7%CBOE+19.5%

Custody & securities services−3.7%

STT−5.8%NTRS−3.7%BNY−2.9%

Managers & brokers

Public-market managers−2.1%

BLK+7.8%TROW−0.8%BEN−3.4%IVZ−5.2%

Brokers & wealth managers−5.7%

GS−4.7%MS−6.6%SCHW−8.7%IBKR−7.1%AMP−4.3%RJF−2.0%

Alternative & long-term capital−8.7%

BX−11.6%KKR−8.7%APO−10.0%ARES−6.2%PFG−4.5%

Investor demand

Households & institutions

Which segments are leading

Median price return of the listed companies in each segment.

1M3M12M

Indexes, ratings & data+10.1%

Exchanges & clearing+6.9%

Public-market managers−2.1%

Custody & securities services−3.7%

Brokers & wealth managers−5.7%

Alternative & long-term capital−8.7%

S&P 5000.0%

Exchanges & clearing+11.0%

Indexes, ratings & data+9.4%

Public-market managers−1.9%

Alternative & long-term capital−6.1%

Custody & securities services−8.3%

Brokers & wealth managers−8.4%

S&P 500+4.7%

Custody & securities services+36.8%

Public-market managers+16.0%

Exchanges & clearing+11.3%

Brokers & wealth managers+11.1%

Indexes, ratings & data+1.8%

Alternative & long-term capital−18.6%

S&P 500+15.8%

Key numbers

US ETF assets, July 2026$15.67TICI · Exchange-traded fund data, July 2026

Sources

CME · Clearing overview 2026-10-07（查阅）
SEC · Invest Wisely: Mutual Funds 2026-10-07（查阅）
ICI · Exchange-traded fund data, July 2026 2026-07

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