Category: Asset Management Solutions

Investment Firm Boosts Holdings in Palantir Technologies Inc. (NYSE:PLTR) Orion Portfolio Solutions LLC Increases Stake in Palantir Technologies Inc. (NYSE:PLTR) In a recent disclosure with the Securities & Exchange Commission, Orion Portfolio Solutions LLC revealed that it has boosted its holdings in Palantir Technologies Inc. (NYSE:PLTR) by 7.2% during the first quarter. The institutional investor…

JPMorgan Chase & Co. (NYSE:JPM) Holdings Trimmed by Orion Portfolio Solutions LLC Orion Portfolio Solutions LLC Trims Position in JPMorgan Chase & Co. (NYSE:JPM) In a recent filing with the Securities and Exchange Commission (SEC), Orion Portfolio Solutions LLC disclosed that it has trimmed its position in JPMorgan Chase & Co. (NYSE:JPM) by 3.6% during…

Willis Towers Watson Public Limited Holdings and Stock Performance Analysis Tocqueville Asset Management L.P. Increases Holdings in Willis Towers Watson Public Limited Tocqueville Asset Management L.P. has recently boosted its holdings in Willis Towers Watson Public Limited (NASDAQ:WTW) by 2.1% during the 1st quarter, according to its latest disclosure with the Securities & Exchange Commission….

Northern Trust Co. (NASDAQ:NTRS) Stake Lowered by Orion Portfolio Solutions LLC Northern Trust Co. (NASDAQ:NTRS) has recently seen a decrease in stake by Orion Portfolio Solutions LLC, as reported in their Form 13F filing with the Securities and Exchange Commission. The asset manager’s stock saw a decrease of 8.3%, with Orion Portfolio Solutions LLC selling…

Top 10 Biggest Insurance Companies by Annual Revenue “United Health Group Tops List of 10 Biggest Insurance Companies by Annual Revenue” United Health Group has emerged as the leading insurance company in terms of revenue, according to recent data from TradingView. The company, with a revenue of $371.62 billion, has solidified its position as a…

Northern Trust Co. Quarterly Dividend Announcement and Performance Analysis Northern Trust Co. (NASDAQ:NTRSO) recently announced a quarterly dividend, exciting news for investors. The dividend of 0.2938 per share will be paid to stockholders of record on September 15th, with an annualized dividend yield of 5.53%. This news comes as Northern Trust has decreased its dividend…

Latest Market Research Report on Basic Pension Insurance Fund Investment Management Service Market 2024: Industry Trends, Analysis, and Forecast The Basic Pension Insurance Fund Investment Management Service Market is experiencing significant growth due to the increasing awareness of environmental sustainability issues. The market is expanding as concerns about climate change drive the uptake of eco-friendly…

Moves in the Global Wealth Management Sector – April 2024 In April 2024, the global wealth management industry saw significant movements and appointments across various firms. Here are some of the key highlights: 1. Noel Quinn announced his retirement as CEO of HSBC after a long tenure at the lender since 1987. He had been…

Envestnet Portfolio Solutions Inc. Reduces Stake in HSBC Holdings plc (NYSE:HSBC) Envestnet Portfolio Solutions Inc. recently reduced its stake in HSBC Holdings plc by 19.3% in the 1st quarter, according to a recent filing with the SEC. The institutional investor sold 3,519 shares, bringing its total holdings to 14,742 shares valued at $580,000. This move…

Swissquote’s Rafael Weber Discusses Growth and Innovation in Singapore’s Family Office Sector Swissquote Singapore, a digital wealth management custodian, has seen significant growth in recent years as it positions itself as a traditional private banking alternative in the region. In an interview with Rafael Weber, the head of Swissquote’s Booking Centre in Singapore, he shared…