525 Funds, Trusts, and Other Financial Vehicles
Industries in the Funds, Trusts, and Other Financial Vehicles subsector group legal entities (i.e., funds, plans, and/or programs) organized to pool securities or other assets on behalf of shareholders or beneficiaries of employee benefit or other trust funds. The portfolios are customized to achieve specific investment characteristics, such as diversification, risk, rate of return, and price volatility. These entities earn interest, dividends, and other investment income, but have little or no employment and no revenue from the sale of services. Establishments with employees devoted to the management of funds are classified in Industry Group 5239, Other Financial Investment Activities. Establishments primarily engaged in holding the securities of (or other equity interests in) other firms are classified in Sector 55, Management of Companies and Enterprises. Equity real estate investment trusts (REITs) that are primarily engaged in leasing buildings, dwellings, or other real estate property to others are classified in Subsector 531, Real Estate.
Where 525 sits in the NAICS 2022 hierarchy
- >52 Finance and Insurance
- >>525 Funds, Trusts, and Other Financial Vehicles
- >>525 Funds, Trusts, and Other Financial Vehicles
Subcategories of 525 Funds, Trusts, and Other Financial Vehicles
- 5251Insurance and Employee Benefit Funds
This industry group comprises legal entities (i.e., funds, plans, and/or programs) organized to provide insurance and employee benefits exclusively for the sponsor, firm, or its employees or members.
- 5259Other Investment Pools and Funds
This industry group comprises legal entities (i.e., investment pools and/or funds) organized to pool securities or other assets (except insurance and employee benefit funds) on behalf of shareholders, unitholders, or beneficiaries.
Other NAICS 2022 codes under 525 Funds, Trusts, and Other Financial Vehicles
Frequently asked questions
- What is NAICS 2022 525?
- NAICS 2022 525 is "Funds, Trusts, and Other Financial Vehicles". Industries in the Funds, Trusts, and Other Financial Vehicles subsector group legal entities (i.e., funds, plans, and/or programs) organized to pool securities or other assets on behalf of shareholders or beneficiaries of employee benefit or other trust funds. The portfolios are customized to achieve specific investment characteristics, such as diversification, risk, rate of return, and price volatility. These entities earn interest, dividends, and other investment income, but have little or no employment and no revenue from the sale of services. Establishments with employees devoted to the management of funds are classified in Industry Group 5239, Other Financial Investment Activities. Establishments primarily engaged in holding the securities of (or other equity interests in) other firms are classified in Sector 55, Management of Companies and Enterprises. Equity real estate investment trusts (REITs) that are primarily engaged in leasing buildings, dwellings, or other real estate property to others are classified in Subsector 531, Real Estate.
- What does NAICS 2022 525 include?
- 525 Funds, Trusts, and Other Financial Vehicles contains 2 direct subcategories: 5251 Insurance and Employee Benefit Funds; 5259 Other Investment Pools and Funds.
- What is the parent category of 525?
- 525 Funds, Trusts, and Other Financial Vehicles sits under 525 Funds, Trusts, and Other Financial Vehicles in the NAICS 2022 hierarchy.
Classify my business
Describe your business in plain English and get matching codes across NAICS 2022 and other major systems.
Interactive browser
Open 525 in the full interactive explorer with tree view, search, and drill-downs.