David Wood invests in companies involved in banking, finance and ETF’s. David currently holds shareholding in the companies who own: Augmentum Fintech . Aviva . Bancolombia . Bango . Bank of America . Berkshire Hathaway . Bill . BNP Paribas . Bridgepoint . Brookfield . Charles Schwab . Chrysalis . Citi . Credit Suisse . Everi . Exor . Global Payments . HSBC . KKR – Kohlberg Kravis Roberts . Legal & General . Lloyds Banking . LSL Property Services . M&T Bank . Marks and Spencer . New York Community Bancorp . Nomura . PacWest Bancorp . PayPal . Prudential . Sage . Sainsbury’s . Secure Trust Bank . UBS . US Bancorp . Vanquis . Zions Bancorporation . etc.
Other investment sectors include: (1) Music & Entertainment … (2) Media & Broadcast … (3) Hotels & Hospitality … (4) Fashion & Cosmetics … (5) Food & Beverage … (6) Technology … (7) Retail … (8) Sport … (9) Medical, Healthcare & Pharma … (10) Automotive … (11) Industry & Manufacturing … (12) Energy & Mining … (13) Telecommunications … (14) Banking & Finance … (15) Insurance … (16) Property & Real Estate … (17) Shipping & Delivery … Back to Y1 Investments.
Sector 14 (Banking & Finance)
– Augmentum Fintech PLC
British company who invest in high-growth private fintech companies across Europe (typically at Series A). They partner with exceptional fintech teams, working closely with them to accelerate their growth. Find out more: Augmentum Fintech [#122 #UK – Shareholding of less than 1%]
– Aviva PLC
British company (formally Commercial Union and Norwich Union) who are a multinational insurance company that has circa 18 million customers (as of 2023) across its core markets of general insurance, life insurance and pensions in the United Kingdom, Ireland and Canada. Aviva is also the second largest general insurer in Canada. Find out more: Aviva [#306 #UK – Shareholding of less than 1%]
– Banc of California, Inc.
An American bank serving the state of California with around 90 branches. Find out more: Banc of Carlifornia [#378 – Shareholding of less than 1%]
– Bango plc
Bango has revolutionized the monetization of digital content and services, by opening-up online payments to mobile phone users worldwide. Today, the Digital Vending Machine® is driving the rapid growth of the subscriptions economy, powering choice and control for subscribers. Find out more: Bango [#382 #Technology #Finance #Founded1999 #Cambridge #England #LSE #Est20thCentury #Stakelessthan1%]
– Bancolombia S.A.
Columbian full-service financial institution with a 1,000+ branch network in Colombia, Panama, El Salvador, Puerto Rico, Peru, Guatemala, and the Cayman Islands. The Bank operates in banking, leasing, trusts, investments, brokerage, off shore, pensions, insurance), and its subsidiaries include: Banistmo, Banco Agricola, and Banco Agromercantil de Guatemala. Find out more: Bancolombia [#261 #Colombia – Shareholding of less than 1%]
– Bank of America Corporation
American multinational investment bank and financial services holding company is the second-largest banking institution in the US. Its primary financial services revolve around commercial banking, wealth management, and investment banking under the brands: Bank of America, BofA Securities Merrill – previously known as Merrill Lynch – and Bank of America Private Bank. Find out more: Bank of America [#284 #USA – Shareholding of less than 1%]
– Berkshire Hathaway, Inc.
American multinational conglomerate who – amongst other things – invest in the banking sector. The own own around 65 distinct companies and circa 260 subsidiaries. They hold significant holdings in public companies including Kraft Heinz, American Express, Bank of America, Coca-Cola, Apple, etc. Find out more: Berkshire Hathaway [#15 #USA – Shareholding of less than 1%]
– Bill.com Holdings, Inc.
American company who provide automated, cloud-based software for financial operations. Their white-labeled, end-to-end payments automation platform [Bill.com Connect] is offered to financial institutions as part of their single sign-on online business banking ecosystem. Find out more: Bill.com [#257 #USA – Shareholding of less than 1%]
– BNP Paribas SA
French international banking group that offers Commercial, Personal Banking & Services; Investment & Protection Services; and Corporate & Institutional Banking. Its products include: investment banking, corporate banking, asset management, consumer banking, credit cards, mortgage loans, private banking, and wealth management. Find out more: BNP Paribas [#307 #France – Shareholding of less than 1%]
– Bridgepoint Group PLC
British private asset growth investor with a presence in the US, Europe and China. They invest internationally in six principal sectors – business services, consumer, financial services, healthcare, advanced industrials and technology; and as of March 2023, they have 58 investments including the likes of Burger King UK, DeHavilland, Dr Gerard, Hobbycraft and Moneycorp. Find out more: Bridgepoint [#305 #UK – Shareholding of less than 1%]
– Brookfield Asset Management, Inc.
Canadian multinational company that is one of the world’s largest alternative investment management companies. Find out more: Brookfield [#133 #Canada – Shareholding of less than 1%]
– Charles Schwab Corporation
American multinational financial services company that offers commercial banking, personal banking, stockbroking, electronic trading platform, wealth management, investment portfolios, investment management, and financial planning. It has over 360 branches, primarily in financial centers in the US and the UK. Find out more: Charles Schwab [#286 #USA – Shareholding of less than 1%]
– Chrysalis Investments Limited
British investment trust dedicated to investing in a portfolio of UK and European private companies with long-term growth potential. Find out more: Chrysalis Investments [#166 #ChannelIslands – Shareholding of less than 1%]
– Citigroup Inc.
American multinational investment bank and financial services. Find out more: Citigroup [#374 #USA – Shareholding of less than 1%]
– Credit Suisse Group AG
Swiss investment bank and financial services firm that maintains offices in all major financial centers around the world and is one of the nine global “Bulge Bracket” banks providing services in investment banking, private banking, asset management, and shared services. Find out more: Credit Suisse [#244 #Switzerland – Shareholding of less than 1%]
– ETF = iShares Nikkei 225 UCITS ETF
A fund that seeks to track the performance of an index composed of the 225 most actively traded Japanese companies on the first section of the Tokyo Stock Exchange. Fund Manager is BlackRock Asset Management Ireland Limited and the Custodian is the Dublin branch of The Bank of New York Mellon SA/NV. Find out more: ETF iShares Nikkei 225 [#389 #Dublin – Shareholding of less than 1%]
– ETF = Xtrackers Nikkei 225 UCITS ETF
A fund that seeks to track the performance of an index composed of the 225 most actively traded Japanese companies on the first section of the Tokyo Stock Exchange. Operated by The DWS Group who were formerly known as Deutsche Asset Management. Custodian: State Street Bank International GmbH, Luxembourg Branch Find out more: Xtrackers Nikkei 225 [#402 #Luxembourg – Shareholding of less than 1%]
– Everi Holdings Inc
American company who provide financial equipment and services to casinos. They offer a state-of-the-art server-based gaming solution through a complete suite of financial, casino loyalty and compliance products. Find out more: Everi [#124 #USA – Shareholding of less than 1%]
– Exor N.V.
Dutch holding company controlled by the Agnelli family, an Italian multi-industry business dynasty family. Find out more: Exor Companies and Exor Venture Investments [#353 #Netherlands – Shareholding of less than 1%]
– Global Payments, Inc.
American multinational financial technology company that provides payment technology and services to merchants, issuers and consumers. Find out more: Global Payments [#155 #USA – Shareholding of less than 1%]
– HSBC Holdings PLC
British multinational universal bank and financial services holding company thats products include: asset management, banking, commodities, credit cards, equities trading, insurance, investment banking, investment management, mortgage loans, mutual funds, private equity, securities services, risk management, and wealth management.. Find out more: HSBC [#309 #UK – Shareholding of less than 1%]
– KKR & Co, Inc.
American global investment company KKR (aka Kohlberg Kravis Roberts) manage multiple alternative asset classes, including private equity, energy, infrastructure, real estate, credit, and, through its strategic partners, hedge funds. Find out more: KKR [#151 #USA – Shareholding of less than 1%]
– Legal & General Group PLC
British multinational financial services and asset management company whos products include: investment management, lifetime mortgages, pensions, annuities and life assurance. Find out more: Legal & General [#304 #UK – Shareholding of less than 1%]
– Lloyds Banking Group PLC
British banking group who operate multiple brands through three core divisions (retail banking, commercial banking, insurance and wealth) and own household name financial brands like Lloyds Bank, Halifax, Bank of Scotland and Scottish Widows. Find out more: Lloyds Banking [#170 #UK – Shareholding of less than 1%]
– LSL Property Services PLC
British company who are the second-largest estate agent chain in the UK and the owner of Your Move, Reeds Rains, Marsh & Parsons, LSLi, Homefast, Templeton LPA and the chartered surveyors e.surv and Walker Fraser Steele. They also have a large financial services division. Find out more: LSL [#192 #UK – Shareholding of less than 1%]
– M&T Bank Corporation
American bank holding company that operates over 750 branches in New York, New Jersey, Connecticut, Pennsylvania, Maryland, Massachusetts, Delaware, Virginia, West Virginia, and Washington DC. Find out more: M&T Bank [#231 #USA – Shareholding of less than 1%]
– Marks and Spencer Group PLC
British multinational who, amongst other things, operate M&S Bank. Find out more: Marks & Spencer [#50 #UK – Shareholding of less than 1%]
– New York Community Bancorp Inc
American commercial bank that specialises in multi-family and commercial loans through 225 branches in New York, New Jersey, Ohio, Florida and Arizona. Find out more: NYCB [#293 #USA – Shareholding of less than 1%]
– Nomura Holdings
Japanese financial services group who have with an integrated network spanning over 30 countries and regions. They service the needs of individuals, institutions, corporates and governments through their Retail, Wholesale and Investment Management divisions. Find out more: Nomura [#114 #Japan #Finland – Shareholding of less than 1%]
– PacWest Bancorp
American bank holding company who own the Pacific Western Bank. They offer consumer banking, corporate banking, mortgage loans, and venture debt through 69 full-service branches throughout California, one in Denver, Colorado, one in Durham, North Carolina, and several loan production offices across the country. Find out more: PacWest Bancorp [#285 #USA – Shareholding of less than 1%]
– PayPal Holdings, Inc.
American multinational financial technology company operating an online payments system in the majority of countries that support online money transfers. Find out more: PayPal [#219 #USA – Shareholding of less than 1%]
– Prudential PLC
British multinational insurance company whos products include life insurance, investment management and consumer finance. Find out more: Prudential [#303 #UK – Shareholding of less than 1%]
– Sage Group PLCl
British multinational software company that – as of 2019 – is the UK’s 2nd largest technology company, the world’s 3rd largest supplier of enterprise resource planning software (behind Oracle and SAP) with over 6 million customers worldwide. It has offices in over 23 countries. Find out more: Sage [#275 #UK – Shareholding of less than 1%]
– J. Sainsbury PLC
British company who own a banking arm and over 600 supermarkets and over 800 convenience stores. Find out more: Sainsburys [#28 #UK – Shareholding of less than 1%]
– Secure Trust Bank PLC
British banking group that provides retail and business banking as well as motor finance through its Moneyway brand, and retail finance through its V12 brand. They also offer commercial finance, real estate finance, asset finance and invoice financing. Find out more: Secure Trust Bank [#226 #UK – Shareholding of less than 1%]
– UBS Group AG
A multinational investment bank and financial services company that maintains a presence in all major financial centres as the largest Swiss banking institution and the largest private bank in the world. Find out more: UBS [#397 #Switzerland – Shareholding of less than 1%]
– U.S. Bancorp
American bank holding company that – as of 2023 – is the fifth largest banking institution in the US. They provide a whole host of banking, investment, mortgage, trust, and payment services through 3,106 branches and 4,842 automated teller machines. Find out more: US Bancorp [#292 #USA – Shareholding of less than 1%]
– Vanquis Banking Group plc
A British bank that specialises in credit cards, loans, and consumer vehicle finance that was formerly known as Provident Financial plc. It primarily services customers with a sub-prime credit history who have been declined for credit from mainstream lenders. Find out more: Vanquis [#399 #UK – Shareholding of less than 1%]
– Zions Bancorporation
American bank holding company that owns: Amegy Bank of Texas, California Bank and Trust, National Bank of Arizona, Nevada State Bank, Vectra Bank Colorado, Zions Bank, and Zions Direct. Find out more: Zions Bancorporation [#222 #USA – Shareholding of less than 1%]