Good afternoon :)
US Stocks Collections

US Financial Conglomerates Stocks: Leading US Financial Conglomerates Companies in 2026

Financial conglomerates combine businesses such as banking, insurance, asset management, investment services and lending under one group. This diversified structure can create multiple revenue streams, but it also makes performance dependent on several financial markets and regulatory frameworks. In this article, we cover US Financial Conglomerates stocks and the companies available to explore on the Tickertape US Stock Screener.

List of US Financial Conglomerates Stocks 2026

US Financial Conglomerate Stocks

Explore US financial conglomerate stocks operating across multiple financial services, including banking, lending, insurance, asset management, and investment services. Analyse companies using live share prices, market cap, returns, valuation, profitability, and other key financial metrics.

Created by

@82600328260032

Showing 1 - 8 of 8 results

last updated at 8:30 AM IST 
NameUS Stocks (8)↓↓Sub-SectorSub-Sector↓↓Market CapMarket Cap↓↓Close PriceClose Price↓↓PE Ratio (TTM)PE Ratio (TTM)↓↓1M Return1M Return↓↓1D Return1D Return↓↓Return on EquityReturn on Equity↓↓PB RatioPB Ratio↓
1.Orix Corp AdsIXFinancial ConglomeratesFinancial Conglomerates39,841.5239,841.5236.4836.4810.2810.28-6.70-6.70-0.71-0.7114.0414.041.361.36
2.Freedom Holding CorpFRHCFinancial ConglomeratesFinancial Conglomerates10,950.4310,950.43171.22171.2268.1268.12-0.87-0.871.991.9910.6810.687.207.20
3.Voya Financial IncVOYAFinancial ConglomeratesFinancial Conglomerates8,728.058,728.0595.8195.8116.2216.22-1.60-1.60-2.66-2.669.619.611.881.88
4.Hilltop Holdings IncHTHFinancial ConglomeratesFinancial Conglomerates2,090.952,090.9536.3636.3613.5213.52-4.74-4.74-2.53-2.537.607.601.031.03
5.BRC Group Holdings, Inc.RILYLFinancial ConglomeratesFinancial Conglomerates536.57536.577.547.541.351.35-39.85-39.85-1.28-1.28-3,385.42-3,385.42--
6.Teamshares Inc.TMSFinancial ConglomeratesFinancial Conglomerates364.05364.05----------5.775.77
7.BRC Group Holdings, Inc.RILYFinancial ConglomeratesFinancial Conglomerates145.79145.794.034.030.360.36-30.28-30.28-4.17-4.17-3,385.42-3,385.421.731.73
8.BRC Group Holdings, Inc.RILYPFinancial ConglomeratesFinancial Conglomerates--7.337.331.271.27-39.55-39.554.744.74-3,385.42-3,385.42--

Disclaimer: Please note that the above table is for informational purposes only, and is not recommendatory. Please do your own research or consult your financial advisor before investing. The data is derived from Tickertape Stock Screener and is subject to real-time updates.

Overviews of Top US Financial Conglomerates Stocks

ORIX Corp ADS

ORIX Corporation is a diversified financial services group operating across corporate finance, leasing, real estate, private equity, insurance, banking, asset management, infrastructure and aircraft-related investments. Its businesses span Japan, the US, Europe, Asia and Australia. For the fiscal year ended March 2026, ORIX reported revenue of ¥3.33 tn, up 16% year over year, while net income attributable to shareholders increased 27% to ¥447.3 bn. Return on equity improved to 10.4%. At approximately $42.36 bn, ORIX is the largest Financial Conglomerates stock in the attached Tickertape screener by market capitalisation.

Freedom Holding Corp

Freedom Holding Corp is a diversified financial services and technology group with businesses spanning brokerage, banking, insurance, investment banking, payments and other digital services. In the quarter ended June 2026, net revenue increased 40% year over year to $732.5 mn, driven by growth in its brokerage and banking businesses. Total assets reached $14.0 bn, while customers across banking, brokerage, insurance and other segments increased to 8.74 mn. Freedom Holding has a market capitalisation of approximately $8.70 bn in the attached Tickertape screener.

Voya Financial Inc

Voya Financial operates across retirement solutions, investment management and employee benefits. Its business model combines fee-based retirement and asset-management revenue with insurance-related income. In the second quarter of 2026, Voya reported net income available to common shareholders of $90 mn and generated approximately $150 mn of excess capital. Retirement client assets reached $863 bn, while Investment Management assets under management stood at $377 bn. Voya also completed the integration of OneAmerica during the quarter. The company has a market capitalisation of approximately $7.47 bn in the attached Tickertape screener.

Hilltop Holdings Inc

Hilltop Holdings is a financial holding company operating across commercial and consumer banking, residential mortgage lending, securities brokerage and investment banking. Its businesses include PlainsCapital Bank, PrimeLending and Hilltop Securities. In the second quarter of 2026, Hilltop reported net income attributable to common shareholders of $36.5 mn. Total assets reached $16.0 bn, while loans net of allowances increased to $8.2 bn from $8.0 bn in the previous quarter. The company also increased its quarterly dividend by 10% and repurchased $47 mn of shares. Hilltop has a market capitalisation of approximately $2.18 bn.

BRC Group Holdings Inc

BRC Group Holdings, formerly B. Riley Financial, is a diversified holding company with businesses across investment banking, capital markets, wealth management, communications, consumer products and investments. In the second quarter of 2026, revenue reached $239.1 mn and adjusted EBITDA stood at $61.3 mn. For the first half of 2026, revenue increased 44% year over year to $591.2 mn, while net income available to common shareholders reached $229.8 mn. BRC Group Holdings has a market capitalisation of approximately $385.4 mn for its RILY common shares in the attached screener.

What are US Financial Conglomerates Stocks?

US Financial Conglomerates stocks are shares of companies that operate across multiple financial or related businesses under one corporate group. These businesses can include banking, insurance, asset management, brokerage, investment banking, lending and wealth management. Unlike specialised financial companies, financial conglomerates can earn revenue from several activities, making their performance dependent on a broader mix of interest rates, financial markets and customer activity.

How to Evaluate and Invest in US Financial Conglomerates Sector Stocks?

Here's how to invest in US Financial Conglomerates stocks from India, step by step:

  1. Log in or Create an Account: Visit Tickertape US Stocks and log in to your account. Create an account if you have not registered yet and complete the US investing account-opening process.
  2. Search for Financial Conglomerates Stocks: Use the Tickertape US Stock Screener and select 'Financial Conglomerates' under the sector filter.
  3. Analyse the Stocks: Each stock page provides information such as live market price, 52-week range, financial performance, peer comparison and recent news.
  4. Add Money to Your US Wallet: Connect an eligible bank account and transfer money to your US Wallet under the Liberalised Remittance Scheme.
  5. Place Your Order: Select the Financial Conglomerates stock you want to invest in and click on 'Buy' to place the order through Tickertape.

Taxation of US Financial Conglomerates Stocks for Indian Investors

The tax treatment of US Financial Conglomerates stocks generally depends on the holding period, the investor's applicable income tax rate and US withholding rules on dividend income.

IncomeHolding Period / ConditionTax Rate in the USTax Rate in India
Long-Term Capital Gains (LTCG)Held for > 24 months0% (Taxed only in India under DTAA)12.5% (+ applicable surcharge & cess)
Short-Term Capital Gains (STCG)Held for < 24 months0% (Taxed only in India under DTAA)Taxed as per your applicable income slab rate

Advantages of Investing in US Financial Conglomerates Stocks

Multiple Revenue Streams

Financial conglomerates can earn income from banking, insurance, asset management, investment services and other businesses. This reduces dependence on the performance of a single financial activity.

Business Diversification

Different financial businesses respond differently to economic conditions. For example, lending, asset management and insurance operations may experience different revenue and profit trends during the same period.

Cross-Selling Opportunities

Conglomerates serving customers across multiple businesses can offer banking, insurance, investment and wealth-management products through the same group. This can increase customer engagement and revenue per client.

Capital Allocation Flexibility

Groups operating across several businesses can direct capital towards areas offering stronger returns or growth opportunities. ORIX, for example, combines financial services with private equity, infrastructure and real estate investments.

Install the Tickertape app and enjoy a more hands-on investing experience
  • portfolio-iconReceive real-time market alerts for timely decisions
  • portfolio-iconMonitor your portfolio from the palm of your hands
  • portfolio-iconWatchlist stocks and mutual funds to stay updated

Risks of Investing in US Financial Conglomerates Stocks

Business Complexity

Financial conglomerates operate across multiple businesses, subsidiaries and regulatory frameworks. This can make financial performance harder to analyse compared with companies focused on one activity.

Market Risk

Investment portfolios, asset-management fees, brokerage activity and capital-markets revenue can fluctuate with equity, bond and credit markets.

Regulatory Risk

Financial conglomerates can face oversight from banking, insurance, securities and other regulators. The ECB notes that cross-sector groups can face additional vulnerabilities because risks may spread between different entities within the same group.

Investment Performance

Groups with large investment portfolios can experience earnings volatility when asset prices change. Voya's Q2 2026 results, for example, included a $15 mn pre-tax loss from alternative investments.

Factors to Consider Before Investing in US Financial Conglomerates Stocks

Revenue Mix

The share of revenue generated by banking, insurance, investments, asset management or capital markets can determine how sensitive a company is to different economic conditions.

Assets Under Management

For companies with investment and retirement businesses, changes in assets under management can influence fee income. Market appreciation and net client inflows can increase the asset base used to calculate management fees.

Return on Equity

Return on equity measures the profit generated relative to shareholders' capital. It can help compare how efficiently different financial conglomerates use their equity base.

Capital Allocation

Share buybacks, dividends, acquisitions and investment spending can influence shareholder returns and balance-sheet strength. Companies with several business units must also decide how to allocate capital between competing opportunities.

Key Growth Drivers for US Financial Conglomerates Stocks

Growth in Assets Under Management

Companies with asset-management and retirement businesses can generate higher fee income as client assets increase. Voya reported $1.2 tn in combined assets under management and administration as of June 2026.

Digital Financial Services

Digital banking, brokerage and payment platforms can expand customer reach and lower servicing costs. Freedom Holding's total customers across its businesses reached 8.74 mn by June 2026 as the company continued expanding its digital ecosystem.

Acquisitions

Financial conglomerates can use acquisitions to expand into new products, markets or customer segments. Voya's integration of OneAmerica expanded its retirement platform, while Freedom Holding completed the acquisition of a Turkish bank in July 2026.

Capital Markets Activity

Investment banking, brokerage and asset-management businesses can benefit from higher trading activity, capital raising, mergers and acquisitions, and rising financial asset values.

How to Track the Best US Financial Conglomerates Stocks from India on Tickertape?

You can track US Financial Conglomerates stocks and ETFs from India on Tickertape's US Stocks & ETFs platform.

  1. Log in: Visit Tickertape and sign in to your account.
  2. Search Financial Conglomerates stocks: Look up companies involved in diversified financial services or explore related Financial Services ETFs.
  3. Use the screener: Filter US stocks and ETFs by the 'Financial Conglomerates' sector.
  4. Compare metrics: Review live prices, market capitalisation, returns, valuation ratios, profitability, financial health, risk indicators and ETF holdings.
  5. Create a watchlist: Add selected Financial Conglomerates stocks and ETFs to monitor their prices, financial performance and company developments over time.

Conclusion

US Financial Conglomerates stocks include companies operating across multiple areas of financial services, including banking, insurance, investment management, brokerage and lending. Their diversified business models can provide several sources of revenue, while performance remains influenced by financial markets, assets under management, investment returns, customer growth and capital allocation. Business complexity, market volatility and cross-sector regulatory risks are among the factors investors may consider when evaluating the sector. Investors can use the Tickertape US Stock Screener to compare Financial Conglomerates stocks using 60+ unique filters and custom filters across valuation, profitability, growth, financial health and other key metrics.

Frequently Asked Questions on US Financial Conglomerates Stocks

  1. What are financial conglomerates?

    The financial conglomerates meaning refers to corporate groups that operate across multiple financial businesses, such as banking, insurance, brokerage, investment management and lending. These businesses may operate as separate subsidiaries but remain under the same parent company.

  2. What are US Financial Conglomerates stocks?

    US Financial Conglomerates stocks are shares of companies classified under the Financial Conglomerates industry on the Tickertape US Stock Screener. These companies generally operate across several financial or related businesses rather than specialising in one service.

  3. Who are the top Financial Conglomerates companies?

    As of 17th September 2026, the financial conglomerates list ranked by market capitalisation, includes:
    1. ORIX Corp ADS
    2. Freedom Holding Corp
    3. Voya Financial Inc
    4. Hilltop Holdings Inc
    5. BRC Group Holdings Inc


    Disclaimer: The above US Financial Conglomerates stocks list is for educational purposes only and does not constitute investment advice. Investors should conduct their own research or consult a financial advisor before investing in US Financial Conglomerates stocks from India.

  4. What is the outlook for US Financial Conglomerates stocks?

    The outlook for financial conglomerates in 2026 depends on performance across banking, insurance, asset management and capital-markets businesses. Growth in client assets, digital financial services and acquisitions can support revenue, while market volatility and regulatory complexity can affect individual companies differently.

    Disclaimer: This information is for educational purposes only and does not constitute investment advice. Investors should conduct their own research or consult a financial advisor before investing.

  5. Are US Financial Conglomerates stocks risky for Indian investors?

    Yes. Financial conglomerates regulations can add complexity because these groups may operate across banking, insurance, securities and other regulated businesses. They can also face risks from financial-market volatility, credit conditions, insurance claims and investment losses. Indian investors should additionally consider currency movements.

  6. How can I compare US Financial Conglomerates stocks on Tickertape?

    You can use the Tickertape US Stock Screener to compare Financial Conglomerates stocks across valuation, profitability, growth, financial health, market capitalisation and returns and create a watchlist to track selected companies.

  7. Can beginners invest in US Financial Conglomerates stocks?

    Beginners can access top financial conglomerates stocks through platforms offering US equities. However, investors should understand the company's individual business segments, revenue mix, investment exposure, capital position and financial performance before evaluating a stock.

    Disclaimer: This information is for educational purposes only and does not constitute investment advice. Investors should assess their financial goals and risk tolerance or consult a financial advisor before investing.

  8. How to invest in US Financial Conglomerates stocks from India?

    Investors in India can access companies from the financial conglomerates list through Tickertape. The process generally involves:
    1. Create an account: Open a US investing account on Tickertape.
    2. Explore Financial Conglomerates stocks: Compare companies operating across banking, insurance, investment management and other financial businesses.
    3. Complete KYC: Verify your identity and submit the required documents.
    4. Link a bank account: Connect an eligible bank account for LRS remittances.
    5. Add funds: Transfer money to your US investing account.
    6. Place an order: Select a Financial Conglomerates stock and place an order, including fractional orders where available.

  9. What are the advantages of investing in US Financial Conglomerates stocks?

    The biggest financial conglomerates often operate across several financial businesses, including banking, insurance, asset management and investment services. This can create multiple sources of revenue and reduce dependence on one particular financial activity.

    Disclaimer: This information is for educational purposes only and does not constitute investment advice. Investors should conduct their own research before investing.

  10. What is the difference between individual US Financial Conglomerates stocks and Financial Services ETFs?

    Individual Financial Conglomerates stocks provide exposure to one group's specific business mix, management decisions and financial performance. Financial Services ETFs spread investment across several companies and may include banks, insurers, asset managers, brokers, payment companies and other financial businesses.

  11. What metrics are commonly used to evaluate US Financial Conglomerates stocks?

    Common metrics used to evaluate top financial conglomerates stocks include return on equity, price-to-book ratio, price-to-earnings ratio, revenue growth, assets under management, free cash flow, debt levels and capital ratios. Investors may also analyse segment-level revenue and profitability because individual business units can perform differently.

  12. Do US Financial Conglomerates stocks pay dividends?

    Dividend policies vary across financial conglomerates. Some established companies distribute regular dividends and use share repurchases, while others may retain more capital for acquisitions, debt reduction or expansion. Investors should review each company's latest capital-allocation policy.

    Disclaimer: This information is for educational purposes only and does not constitute investment advice. Investors should conduct their own research or consult a financial advisor before investing.