$1.8T market private credit
Private CreditLong
Private credit ~$1.8T market
Source: FA-Mag
12% index tied to private debt
Private CreditMulti
12% of CDX Financials = private credit
Source: FA-Mag
12.5% bank lending to BDCs
Private CreditMulti
Bank loans to BDCs ~12.5% of bank lending
Source: Fool
5% redemption limits Q1 2026
AltsShort
Apollo BX OWL BLK CG MS 5% redemption limits Q1 2026
Source: Yahoo
AIG American International
InsuranceMulti
AIG American International Group post-bailout
Source: encyclopedia
AIG American International Group
Insurance LifeMulti
AIG American International Group
Source: encyclopedia
Adyen Dutch payments
Fintech PaymentsLong
Adyen Dutch payments processor
Source: encyclopedia
Affiliated Managers AMG
Asset MgmtMulti
Affiliated Managers AMG multi-affiliate
Source: encyclopedia
Affirm AFRM BNPL
Fintech PaymentsMulti
Affirm AFRM BNPL
Source: encyclopedia
Aflac AFL supplemental
InsuranceMulti
Aflac AFL supplemental insurance Japan
Source: encyclopedia
AllianceBernstein AB
Asset MgmtMulti
AllianceBernstein AB asset mgmt + research
Source: encyclopedia
Allstate ALL
Insurance P&CMulti
Allstate ALL personal P&C
Source: encyclopedia
Allstate ALL home + auto
InsuranceMulti
Allstate ALL home + auto insurance
Source: encyclopedia
American Express AXP
Fintech PaymentsLong
American Express AXP cards + bank
Source: encyclopedia
American Express AXP closed loop
PaymentsLong
American Express AXP closed loop premium
Source: encyclopedia
Ameriprise AMP
Asset MgrMulti
Ameriprise Financial AMP
Source: encyclopedia
Aon AON broker
InsuranceLong
Aon AON insurance broker #2 + Willis acq fail
Source: encyclopedia
Apollo -41% from peak
Alts/PEShort
Apollo -41% from 2025 peak
Source: Fortune
Apollo APO $480B AUM
Alts/PELong
Apollo Global $480B AUM
Source: Fool
Apollo Global APO credit
AltsLong
Apollo Global APO credit + retirement Athene
Source: encyclopedia
Apollo redemption requests 11.2%
Alts/PEShort
Apollo 11.2% redemption requests Q1 2026
Source: Perspective
Arch Capital ACGL
ReinsuranceMulti
Arch Capital ACGL Bermuda
Source: encyclopedia
Arch Capital ACGL
InsuranceMulti
Arch Capital ACGL Bermuda specialty
Source: encyclopedia
Ares -48% from peak
Alts/PEShort
Ares -48% from peak
Source: Fortune
Ares 11.6% redemptions
Alts/PEShort
Ares 11.6% redemption requests Q1 2026
Source: Perspective
Ares Capital ARCC largest
BDCsIncome
Ares Capital ARCC largest BDC
Source: Fool
Ares Management ARES
Alts/PELong
Ares Management ARES $309B AUM
Source: Fool
Ares Management ARES credit
AltsLong
Ares Management ARES credit + alts
Source: encyclopedia
Arthur J Gallagher AJG
InsuranceLong
Arthur J Gallagher AJG insurance broker
Source: encyclopedia
Athene #2 FHLB borrower
Insurance LifeMulti
Athene #2 FHLB borrower 2026
Source: Perspective
Athene Apollo subsidiary
Insurance LifeLong
Athene Apollo's annuity subsidiary
Source: Perspective
BCRED 7.9% redemptions record
Alts/PEShort
BCRED 7.9% redemptions Q1 2026 record
Source: Perspective
BDC business dev companies
BDCsIncome
Business Development Companies BDC
Source: encyclopedia
BX -46% from peak
Alts/PEShort
Blackstone -46% from peak
Source: Fortune
Bank of America BAC
Big BanksLong
Bank of America BAC #2 US bank
Source: encyclopedia
Bank of America BAC #2
Big BanksLong
Bank of America BAC US #2 70M consumers
Source: Bankrate
Bank of NY Mellon BK custody
Asset MgmtLong
Bank of New York Mellon BK custody largest
Source: encyclopedia
Berkshire Hathaway BRK
Insurance P&CLong
Berkshire Hathaway BRK GEICO + reinsurance
Source: encyclopedia
Berkshire Hathaway BRK
InsuranceLong
Berkshire Hathaway BRK Buffett conglomerate
Source: encyclopedia
Big 6 banks +40% avg 2025
IndustryLong
Big 4 banks JPM BAC C WFC +40% avg 2025
Source: Yahoo
BlackRock BLK largest
Asset MgrLong
BlackRock BLK largest asset manager
Source: encyclopedia
BlackRock BLK largest
Asset MgmtLong
BlackRock BLK $11T+ largest asset manager
Source: encyclopedia
Blackstone BCRED $82B
Alts/PELong
Blackstone BCRED non-traded BDC $82B
Source: Perspective
Blackstone BX $355B AUM
Alts/PELong
Blackstone BX $355B AUM
Source: Fool
Blackstone BX largest alts
AltsLong
Blackstone BX $1T+ largest alts manager
Source: encyclopedia
Blackstone Secured BXSL
BDCsIncome
Blackstone Secured Lending BXSL
Source: encyclopedia
Block SQ Cash App
PaymentsMulti
Block SQ Square + Cash App
Source: encyclopedia
Block SQ Square
Fintech PaymentsMulti
Block SQ formerly Square
Source: encyclopedia
Blue Owl -67% from peak
Alts/PEShort
Blue Owl -67% from peak
Source: Fortune
Blue Owl Capital OWL
AltsLong
Blue Owl OWL direct lending + GP stakes
Source: Yahoo
Blue Owl OWL OCIC $36B
Alts/PELong
Blue Owl OCIC $36B fund
Source: Perspective
Blue Owl tech 41% redemptions
Alts/PEShort
Blue Owl tech fund 41% redemptions Q1 2026
Source: Perspective
Brighthouse BHF
Insurance LifeMulti
Brighthouse BHF MetLife spinoff
Source: encyclopedia
Brookfield Asset Mgmt BAM
AltsLong
Brookfield Asset Management BAM real assets
Source: encyclopedia
Brookfield BAM $124B AUM
Alts/PELong
Brookfield BAM $124B AUM
Source: Fool
CME Group CME largest
ExchangesLong
CME Group CME largest derivatives exchange
Source: encyclopedia
CVS Health CVS Aetna
Health InsuranceMulti
CVS Health CVS Aetna PBM
Source: encyclopedia
Capital One COF
Big BanksLong
Capital One COF Discover acquired
Source: encyclopedia
Capital One COF Discover merger
Big BanksMulti
Capital One COF Discover merger 2025
Source: encyclopedia
Carlyle CG $190B AUM
Alts/PEMulti
Carlyle Group CG $190B AUM
Source: Fool
Carlyle Group CG
AltsMulti
Carlyle Group CG PE Washington DC
Source: encyclopedia
Cboe Global Markets CBOE
ExchangesLong
Cboe Global Markets CBOE options + VIX
Source: encyclopedia
Centene CNC Medicaid
Health InsuranceMulti
Centene CNC Medicaid
Source: encyclopedia
Charles Schwab SCHW
Asset MgrLong
Charles Schwab SCHW broker + asset mgr
Source: encyclopedia
Charles Schwab SCHW
Big BanksLong
Charles Schwab SCHW broker + bank TD merger
Source: encyclopedia
Chubb CB commercial
Insurance P&CLong
Chubb CB commercial P&C
Source: encyclopedia
Chubb CB high-net-worth
InsuranceLong
Chubb CB premium P&C high-net-worth
Source: encyclopedia
Cincinnati Financial CINF
Insurance P&CMulti
Cincinnati Financial CINF
Source: encyclopedia
Cincinnati Financial CINF
InsuranceMulti
Cincinnati Financial CINF P&C dividend
Source: encyclopedia
Citigroup C global financial
Big BanksMulti
Citigroup C global financial services
Source: Bankrate
Citigroup C restructure
Big BanksMulti
Citigroup C Jane Fraser restructure
Source: encyclopedia
Citizens Financial CFG
RegionalMulti
Citizens Financial CFG former RBS US
Source: encyclopedia
Cliffwater $33B redemption
Alts/PEShort
Cliffwater $33B 7% redemption requests
Source: Fortune
Coinbase COIN crypto exchange
Fintech BrokersLong
Coinbase COIN largest US crypto
Source: encyclopedia
Comerica CMA Texas
RegionalMulti
Comerica CMA Texas commercial banking
Source: encyclopedia
Deutsche Borse Eurex
ExchangesMulti
Deutsche Borse DB1 Eurex + Clearstream
Source: encyclopedia
Discover DFS acquired by COF
Big BanksMulti
Discover DFS acquired by Capital One
Source: encyclopedia
Elevance Health ELV
Health InsuranceMulti
Elevance Health ELV BCBS
Source: encyclopedia
Equitable EQH
Insurance LifeMulti
Equitable Holdings EQH
Source: encyclopedia
Evercore EVR
Investment BankMulti
Evercore EVR boutique advisory
Source: encyclopedia
Evercore EVR M&A
Investment BanksMulti
Evercore EVR M&A advisory boutique
Source: encyclopedia
Everest Re EG
ReinsuranceMulti
Everest Group EG reinsurance
Source: encyclopedia
Everest Re EG
InsuranceMulti
Everest Group EG reinsurance
Source: encyclopedia
Fidelity National Info FIS
PaymentsMulti
Fidelity National Info FIS Worldpay processor
Source: encyclopedia
Fifth Third Bancorp FITB
RegionalMulti
Fifth Third FITB Cincinnati regional
Source: encyclopedia
Fiserv FI processor
PaymentsMulti
Fiserv FI payments processor + Clover
Source: encyclopedia
Franklin Resources BEN
Asset MgrMulti
Franklin Resources BEN
Source: encyclopedia
Franklin Resources BEN
Asset MgmtMulti
Franklin Resources BEN Templeton + Western
Source: encyclopedia
GS Credit +7.1% net flows Q1
Private CreditLong
GS Credit +7.1% net flows Q1 2026 (peers neg)
Source: SEC
GS strongest Q1 2026 history
Investment BanksLong
GS one of strongest Q1 2026 ever
Source: CoreBrief
Global Payments GPN
PaymentsMulti
Global Payments GPN merchant acquirer
Source: encyclopedia
Goldman GS Credit institutional 40%
Private CreditLong
GS Credit 40% Q1 institutional first-time
Source: SEC
Goldman Sachs GS
Big BanksLong
Goldman Sachs GS investment bank
Source: Financial
Goldman Sachs GS
Investment BanksLong
Goldman Sachs GS premier investment bank
Source: CoreBrief
Goldman Sachs M&A advisory
Investment BankLong
Goldman Sachs M&A advisory leader
Source: encyclopedia
Hamilton Lane HLNE
AltsMulti
Hamilton Lane HLNE PE secondaries
Source: encyclopedia
Hannover Re reinsurer
InsuranceMulti
Hannover Re HVRRY German reinsurer
Source: encyclopedia
Hartford Financial HIG
Insurance P&CMulti
Hartford Financial HIG P&C
Source: encyclopedia
Hedge fund baskets
Private CreditMulti
GS + JPM private credit short baskets
Source: FA-Mag
Hercules Capital HTGC
BDCsIncome
Hercules Capital HTGC venture
Source: encyclopedia
Hong Kong Exchanges HKEx
ExchangesMulti
HKEx 388 HK Hong Kong + LME owner
Source: encyclopedia
Houlihan Lokey HLI
Investment BankMulti
Houlihan Lokey HLI restructuring
Source: encyclopedia
Houlihan Lokey HLI restructuring
Investment BanksLong
Houlihan Lokey HLI restructuring boutique
Source: encyclopedia
Humana HUM Medicare
Health InsuranceMulti
Humana HUM Medicare Advantage
Source: encyclopedia
Huntington Bancshares HBAN
RegionalMulti
Huntington HBAN Midwest regional
Source: encyclopedia
IAK iShares US Insurance
InsuranceLong
IAK iShares US Insurance ETF
Source: encyclopedia
ICE Intercontinental NYSE
ExchangesLong
ICE Intercontinental Exchange + NYSE + MERS
Source: encyclopedia
Interactive Brokers IBKR
Fintech BrokersLong
Interactive Brokers IBKR pro
Source: encyclopedia
Invesco IVZ
Asset MgrMulti
Invesco IVZ asset mgr
Source: encyclopedia
Invesco IVZ
Asset MgmtMulti
Invesco IVZ asset manager QQQ Powershares
Source: encyclopedia
JPM #1 Forbes Global 2000 4Y
Big BanksLong
JPMorgan #1 Forbes Global 2000 4 consecutive years
Source: Wikipedia
JPM Apple Card charge Q4 2025
Big BanksShort
JPM Q4 2025 one-time Apple Card deal charge
Source: Yahoo
JPM largest US IB by revenue
Big BanksLong
JPMorgan largest US investment bank by revenue
Source: Wikipedia
JPM software loan markdowns
Big BanksShort
JPM marked down software loan collateral
Source: Perspective
JPMorgan JPM $4T assets
Big BanksLong
JPMorgan Chase JPM $4T assets world's #5 bank
Source: Wikipedia
JPMorgan JPM largest US
Big BanksLong
JPMorgan JPM largest US bank
Source: Financial
Japan Exchange Group JPX
ExchangesMulti
Japan Exchange Group JPX TSE + OSE
Source: encyclopedia
Jefferies JEF
Investment BankMulti
Jefferies JEF mid-tier IB
Source: encyclopedia
Jefferies JEF mid-market IB
Investment BanksMulti
Jefferies Financial JEF mid-market IB
Source: encyclopedia
KBWB KBW Bank ETF
IndustryLong
KBWB Invesco KBW Bank ETF
Source: encyclopedia
KIE SPDR Insurance ETF
InsuranceLong
KIE SPDR S&P Insurance ETF
Source: encyclopedia
KKR & Co KKR
Alts/PELong
KKR & Co private equity
Source: Fool
KKR -48% from peak
Alts/PEShort
KKR -48% from peak
Source: Fortune
KKR KKR PE pioneer
AltsLong
KKR KKR PE pioneer Henry Kravis
Source: encyclopedia
KRE Regional Banks
IndustryMulti
KRE SPDR S&P Regional Banking ETF
Source: encyclopedia
KeyCorp KEY Ohio
RegionalMulti
KeyCorp KEY Ohio regional banking
Source: encyclopedia
Klarna KLAR Sweden BNPL
Fintech PaymentsMulti
Klarna KLAR Sweden BNPL IPO 2025
Source: encyclopedia
LSE Group LON UK
ExchangesMulti
LSE Group LSEG UK + Refinitiv data
Source: encyclopedia
Lazard LAZ M&A advisory
Investment BanksMulti
Lazard LAZ M&A advisory + asset mgmt
Source: encyclopedia
Lazard LAZ asset mgmt
Asset MgmtMulti
Lazard LAZ asset mgmt + advisory
Source: encyclopedia
Lazard LAZ pure-play
Investment BankMulti
Lazard LAZ pure-play advisory
Source: encyclopedia
Lazard PJT Partners
Investment BankMulti
PJT Partners boutique IB
Source: encyclopedia
Lincoln National LNC
Insurance LifeMulti
Lincoln National LNC life
Source: encyclopedia
M&T Bank MTB Northeast
RegionalMulti
M&T Bank MTB Northeast regional
Source: encyclopedia
MS wealth margins softened Q1 2026
Investment BanksMulti
Morgan Stanley wealth margins softened Q1 2026
Source: CoreBrief
Main Street Capital MAIN
BDCsIncome
Main Street Capital MAIN
Source: encyclopedia
Marsh McLennan MMC broker
InsuranceLong
Marsh McLennan MMC largest insurance broker
Source: encyclopedia
Mastercard MA #2
Fintech PaymentsLong
Mastercard MA #2 payment network
Source: encyclopedia
Mastercard MA #2
PaymentsLong
Mastercard MA card network #2
Source: encyclopedia
MetLife MET life
Insurance LifeMulti
MetLife MET life insurance leader
Source: encyclopedia
MetLife MET life ins
InsuranceMulti
MetLife MET life insurance + retirement
Source: encyclopedia
Moelis MC boutique
Investment BankMulti
Moelis MC boutique IB
Source: encyclopedia
Moelis MC restructuring
Investment BanksMulti
Moelis & Company MC advisory
Source: encyclopedia
Morgan Stanley MS wealth
Big BanksLong
Morgan Stanley MS wealth + IB
Source: encyclopedia
Morgan Stanley MS wealth+IB
Investment BanksLong
Morgan Stanley MS wealth + IB
Source: CoreBrief
Munich Re MUV2
ReinsuranceMulti
Munich Re MUV2 reinsurance
Source: encyclopedia
Munich Re reinsurer
InsuranceLong
Munich Re MURGY largest reinsurer
Source: encyclopedia
Nasdaq NDAQ
ExchangesLong
Nasdaq NDAQ exchange + market tech
Source: encyclopedia
Northern Trust NTRS
RegionalMulti
Northern Trust NTRS custody + wealth
Source: encyclopedia
OCIC 22% redemption requests
Alts/PEShort
OCIC 22% redemption requests capped 5%
Source: Perspective
Owl Rock OBDC
BDCsIncome
Owl Rock OBDC BDC
Source: encyclopedia
PJT Partners PJT advisory
Investment BanksMulti
PJT Partners PJT spinoff Blackstone advisory
Source: encyclopedia
PNC Financial
Big BanksMulti
PNC Financial Services regional
Source: encyclopedia
PNC Financial PNC
Big BanksMulti
PNC Financial PNC #6 super-regional
Source: Bankrate
PayPal PYPL
Fintech PaymentsMulti
PayPal Holdings PYPL
Source: encyclopedia
PayPal PYPL digital
PaymentsMulti
PayPal PYPL digital payments + Venmo
Source: encyclopedia
Progressive PGR
Insurance P&CLong
Progressive PGR auto insurance
Source: encyclopedia
Progressive PGR auto leader
InsuranceLong
Progressive PGR auto insurance #1 direct
Source: encyclopedia
Prudential PRU
Insurance LifeMulti
Prudential Financial PRU life
Source: encyclopedia
Prudential PRU life
InsuranceMulti
Prudential Financial PRU life + retirement
Source: encyclopedia
Q1 2026 banks strong
IndustryLong
Q1 2026 big bank earnings strong client activity
Source: CoreBrief
Raymond James RJF
Investment BanksMulti
Raymond James RJF wealth + IB
Source: encyclopedia
Regions Financial RF
RegionalMulti
Regions Financial RF Southern
Source: encyclopedia
RenRe RenaissanceRe
ReinsuranceLong
RenaissanceRe RNR Bermuda
Source: encyclopedia
Renaissance RE RNR Bermuda
InsuranceMulti
RenaissanceRe RNR Bermuda reinsurer
Source: encyclopedia
Robinhood HOOD
Fintech BrokersLong
Robinhood HOOD retail broker + crypto
Source: encyclopedia
S&P CDX Financials Index 2026
Private CreditMulti
S&P CDX Financials Index credit derivatives
Source: FA-Mag
State Street STT
Asset MgrMulti
State Street STT custody + asset mgr
Source: encyclopedia
State Street STT custody
Asset MgmtLong
State Street STT custody + asset mgmt SPDR
Source: encyclopedia
Stifel SF
Investment BankMulti
Stifel SF middle-market
Source: encyclopedia
Stifel SF mid-market
Investment BanksMulti
Stifel SF mid-market broker-dealer
Source: encyclopedia
Stripe private
Fintech PaymentsMulti
Stripe private $70B+ valuation
Source: encyclopedia
Swiss Re SREN
ReinsuranceMulti
Swiss Re SREN reinsurance
Source: encyclopedia
Swiss Re reinsurer
InsuranceLong
Swiss Re SSREY reinsurer #2
Source: encyclopedia
T Rowe Price TROW
Asset MgrMulti
T. Rowe Price TROW active
Source: encyclopedia
T Rowe Price TROW
Asset MgmtMulti
T Rowe Price TROW active manager
Source: encyclopedia
TD Bank TD Canadian-US
Big BanksMulti
TD Bank TD Canadian-US Toronto
Source: Bankrate
TPG TPG public
AltsMulti
TPG TPG PE public 2022
Source: encyclopedia
TPG private capital
Alts/PEMulti
TPG private capital
Source: encyclopedia
Travelers TRV
Insurance P&CMulti
Travelers TRV P&C
Source: encyclopedia
Travelers TRV commercial+P&C
InsuranceMulti
Travelers TRV commercial + P&C insurance
Source: encyclopedia
Truist Financial TFC
Big BanksMulti
Truist Financial TFC BB&T-SunTrust merger 2019
Source: Bankrate
Truist TFC
Big BanksMulti
Truist TFC SunTrust + BB&T merger
Source: encyclopedia
US Bancorp USB
Big BanksMulti
US Bancorp USB regional super
Source: encyclopedia
US Bancorp USB
Big BanksMulti
US Bancorp USB largest non-Big-4
Source: Bankrate
UnitedHealth UNH largest
Health InsuranceLong
UnitedHealth UNH largest payer
Source: encyclopedia
VFH Vanguard Financials
IndustryLong
VFH Vanguard Financials ETF
Source: encyclopedia
Vanguard private
Asset MgrMulti
Vanguard private mutual investor-owned
Source: encyclopedia
Vanguard private 2nd
Asset MgmtLong
Vanguard private $9T+ #2 asset manager
Source: encyclopedia
Visa V largest
PaymentsLong
Visa V largest card network
Source: encyclopedia
Visa V largest payments
Fintech PaymentsLong
Visa V largest payment network
Source: encyclopedia
W.R. Berkley WRB specialty
InsuranceMulti
W.R. Berkley WRB specialty insurance
Source: encyclopedia
WFC asset cap removed Jun 2025
Big BanksLong
Wells Fargo asset growth cap removed Jun 2025
Source: Bankrate
WR Berkley WRB
Insurance P&CMulti
W.R. Berkley WRB P&C specialty
Source: encyclopedia
Wells Fargo WFC
Big BanksMulti
Wells Fargo WFC turnaround under cap
Source: encyclopedia
Wells Fargo WFC #4
Big BanksMulti
Wells Fargo WFC 1852 founded scandal recovery
Source: Bankrate
Western Alliance WAL
RegionalMulti
Western Alliance WAL Phoenix regional
Source: encyclopedia
Willis Towers Watson WTW
InsuranceMulti
Willis Towers Watson WTW broker + consulting
Source: encyclopedia
XLF Financial Sector
ETFsLong
SPDR XLF Financial sector ETF
Source: encyclopedia
XLF Financial Select Sector
IndustryLong
XLF Financial Select Sector SPDR
Source: encyclopedia
An encyclopedia of publicly documented strategies for education. YCAI does not recommend, endorse, or trade any of these. Not investment advice.