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  2. Capital Group Companies - Wikipedia

    en.wikipedia.org/wiki/Capital_Group_Companies

    Capital Group is an American financial services company. It ranks among the world's oldest and largest investment management organizations, with over $2.6 trillion in assets under management. Founded in Los Angeles, California in 1931, it is privately held and has offices around the globe in the Americas, Asia, Australia and Europe .

  3. The Vanguard Group - Wikipedia

    en.wikipedia.org/wiki/The_Vanguard_Group

    The Vanguard Group, Inc. The Vanguard Group, Inc. (commonly known as simply Vanguard ), is an American registered investment advisor based in Malvern, Pennsylvania, with about $7.7 trillion in global assets under management, as of April 2023. [3] It is the largest provider of mutual funds and the second-largest provider of exchange-traded funds ...

  4. Columbia Threadneedle Investments - Wikipedia

    en.wikipedia.org/wiki/Columbia_Threadneedle...

    US$652 billion (March 2024) Number of employees. 2500 (March 2024) Parent. Ameriprise Financial. Website. columbiathreadneedle .com. Columbia Threadneedle Investments (Columbia Threadneedle) is an American asset management firm. It is a subsidiary of Ameriprise Financial and operates as its asset management arm.

  5. American Association of Individual Investors - Wikipedia

    en.wikipedia.org/wiki/American_Association_of...

    Over the last thirty years, AAII's members report "investment returns that are consistently higher than those of the stock market as a whole" (using the S&P 500 as reference). Since 2003, AAII has maintained two real portfolios—a shadow stock portfolio and a mutual fund portfolio for education purposes.

  6. Principal Financial Group - Wikipedia

    en.wikipedia.org/wiki/Principal_Financial_Group

    US$ 16.125 Billion (Fiscal Year Ended December 31, 2021) [1] Number of employees. ~18,600 (As of December 31, 2022) [1] Subsidiaries. Principal Mutual Fund. Website. principal .com. Principal Financial Group is an American global financial investment management and insurance company headquartered in Des Moines, Iowa, U.S.

  7. Fidelity Investments - Wikipedia

    en.wikipedia.org/wiki/Fidelity_Investments

    In 2018, Fidelity Investments introduced a new line of zero-expense-ratio mutual funds for individual investors. Fidelity's first two zero expense ratio funds, ZERO Total Market Index Fund and ZERO International Index Fund have since grown to more than $1 billion in assets. Later that year, Fidelity introduced two more zero-expense funds.

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