Compare Stocks

Comparative Price Performance Over Time

Compare Stocks - Price & Volume

CompanyCurrent Price50-Day Moving Average52-Week RangeMarket CapBetaAvg. VolumeToday's Volume
Bank of America Co. stock logo
BAC
Bank of America
$37.82
-0.2%
$36.13
$24.96
$38.49
$299.13B1.3940.95 million shs28.66 million shs
Citigroup Inc. stock logo
C
Citigroup
$62.64
+1.4%
$59.09
$38.17
$63.90
$118.35B1.5214.99 million shs16.36 million shs
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$427.37
+1.7%
$400.27
$289.36
$428.53
$136.32B1.432.40 million shs2.32 million shs
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$193.50
+0.1%
$190.36
$131.81
$200.94
$555.38B1.1510.24 million shs6.41 million shs
Morgan Stanley stock logo
MS
Morgan Stanley
$92.83
+0.3%
$89.68
$69.42
$95.57
$150.56B1.437.72 million shs4.59 million shs
10 Best Cheap Stocks to Buy Now Cover

MarketBeat just released its list of 10 cheap stocks that have been overlooked by the market and may be seriously undervalued. Click the link below to see which companies made the list.

Get This Free Report

Price Performance

Company1-Day Performance7-Day Performance30-Day Performance90-Day Performance1-Year Performance
Bank of America Co. stock logo
BAC
Bank of America
-0.24%+2.30%-0.03%+13.13%+32.98%
Citigroup Inc. stock logo
C
Citigroup
+1.39%+5.90%-0.18%+16.71%+33.67%
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
+1.74%+5.78%+2.93%+13.12%+26.98%
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
+0.11%+4.14%-3.02%+12.32%+43.09%
Morgan Stanley stock logo
MS
Morgan Stanley
+0.27%+2.39%-0.72%+5.81%+4.96%

MarketRank™

CompanyOverall ScoreAnalyst's OpinionShort Interest ScoreDividend StrengthESG ScoreNews and Social Media SentimentCompany OwnershipEarnings & Valuation
Bank of America Co. stock logo
BAC
Bank of America
4.7078 of 5 stars
2.25.02.53.33.11.72.5
Citigroup Inc. stock logo
C
Citigroup
4.9631 of 5 stars
2.35.02.52.63.11.75.0
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
4.6915 of 5 stars
2.44.02.53.03.12.52.5
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
4.5376 of 5 stars
2.35.02.52.13.02.51.9
Morgan Stanley stock logo
MS
Morgan Stanley
4.5641 of 5 stars
2.23.03.32.43.12.52.5

Analyst Ratings

CompanyConsensus Rating ScoreConsensus RatingConsensus Price Target% Upside from Current Price
Bank of America Co. stock logo
BAC
Bank of America
2.47
Hold$38.531.86% Upside
Citigroup Inc. stock logo
C
Citigroup
2.56
Moderate Buy$62.910.43% Upside
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
2.75
Moderate Buy$434.931.77% Upside
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
2.65
Moderate Buy$192.05-0.75% Downside
Morgan Stanley stock logo
MS
Morgan Stanley
2.42
Hold$98.075.64% Upside

Current Analyst Ratings

Latest C, BAC, MS, JPM, and GS Analyst Ratings

DateCompanyBrokerageActionRatingPrice TargetDetails
4/19/2024
Bank of America Co. stock logo
BAC
Bank of America
Wolfe Research
Subscribe to MarketBeat All Access for the recommendation accuracy rating
UpgradePeer Perform ➝ Outperform$42.00
4/19/2024
Morgan Stanley stock logo
MS
Morgan Stanley
HSBC
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Boost Price TargetHold ➝ Hold$100.00 ➝ $102.00
4/18/2024
Bank of America Co. stock logo
BAC
Bank of America
BMO Capital Markets
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Boost Price TargetMarket Perform ➝ Market Perform$36.00 ➝ $37.00
4/18/2024
Morgan Stanley stock logo
MS
Morgan Stanley
JMP Securities
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Reiterated RatingMarket Perform
4/18/2024
Morgan Stanley stock logo
MS
Morgan Stanley
BMO Capital Markets
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Boost Price TargetOutperform ➝ Outperform$115.00 ➝ $118.00
4/17/2024
Bank of America Co. stock logo
BAC
Bank of America
Oppenheimer
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Lower Price TargetOutperform ➝ Outperform$46.00 ➝ $45.00
4/17/2024
Morgan Stanley stock logo
MS
Morgan Stanley
Bank of America
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Boost Price TargetBuy ➝ Buy$100.00 ➝ $106.00
4/17/2024
Morgan Stanley stock logo
MS
Morgan Stanley
Jefferies Financial Group
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Boost Price TargetBuy ➝ Buy$107.00 ➝ $109.00
4/17/2024
Morgan Stanley stock logo
MS
Morgan Stanley
Oppenheimer
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Boost Price TargetOutperform ➝ Outperform$97.00 ➝ $101.00
4/17/2024
Morgan Stanley stock logo
MS
Morgan Stanley
Keefe, Bruyette & Woods
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Boost Price TargetMarket Perform ➝ Market Perform$94.00 ➝ $98.00
4/16/2024
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
HSBC
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Boost Price TargetBuy ➝ Buy$460.00 ➝ $470.00
(Data available from 4/27/2021 forward. View 10+ years of historical ratings with our analyst ratings screener.)

Sales & Book Value

CompanyAnnual RevenuePrice/SalesCashflowPrice/CashBook ValuePrice/Book
Bank of America Co. stock logo
BAC
Bank of America
$171.91B1.74$3.90 per share9.69$33.60 per share1.13
Citigroup Inc. stock logo
C
Citigroup
$156.82B0.77$8.92 per share7.02$99.10 per share0.63
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$108.42B1.28$41.74 per share10.24$363.61 per share1.18
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$239.43B2.32$20.43 per share9.47$106.80 per share1.81
Morgan Stanley stock logo
MS
Morgan Stanley
$96.19B1.57$8.43 per share11.01$55.58 per share1.67

Profitability & Earnings

CompanyNet IncomeEPSTrailing P/E RatioForward P/E RatioP/E GrowthNet MarginsReturn on Equity (ROE)Return on Assets (ROA)Next Earnings Date
Bank of America Co. stock logo
BAC
Bank of America
$26.52B$2.8913.0910.991.7013.94%10.88%0.89%7/16/2024 (Estimated)
Citigroup Inc. stock logo
C
Citigroup
$9.23B$3.3818.538.760.934.90%6.17%0.49%7/12/2024 (Estimated)
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$8.52B$25.6116.6911.021.358.17%8.65%0.58%7/17/2024 (Estimated)
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$49.55B$16.5611.6812.012.4220.05%17.79%1.34%7/12/2024 (Estimated)
Morgan Stanley stock logo
MS
Morgan Stanley
$9.09B$5.4916.9112.121.769.57%10.87%0.85%7/16/2024 (Estimated)

Latest C, BAC, MS, JPM, and GS Earnings

DateQuarterCompanyConsensus EstimateReported EPSBeat/MissGap EPSRevenue EstimateActual RevenueDetails
4/16/2024Q1 24
Bank of America Co. stock logo
BAC
Bank of America
$0.77$0.83+$0.06$0.90$25.49 billion$25.82 billion    
4/16/2024Q1 24
Morgan Stanley stock logo
MS
Morgan Stanley
$1.69$2.02+$0.33$2.02$14.42 billion$15.14 billion    
4/15/2024Q1 2024
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$8.54$11.58+$3.04$11.58$12.94 billion$14.21 billion    
4/12/2024Q1 2024
Citigroup Inc. stock logo
C
Citigroup
$1.29$1.58+$0.29$1.58$20.46 billion$21.10 billion    

Dividends

CompanyAnnual PayoutDividend Yield3-Year Dividend GrowthPayout RatioYears of Consecutive Growth
Bank of America Co. stock logo
BAC
Bank of America
$0.962.54%+8.51%33.22%3 Years
Citigroup Inc. stock logo
C
Citigroup
$2.123.38%+0.65%62.72%1 Years
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$11.002.57%+28.06%42.95%3 Years
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$4.602.38%+4.00%27.78%2 Years
Morgan Stanley stock logo
MS
Morgan Stanley
$3.403.66%+32.41%61.93%3 Years

Latest C, BAC, MS, JPM, and GS Dividends

AnnouncementCompanyPeriodAmountYieldEx-Dividend DateRecord DatePayable Date
4/25/2024
Bank of America Co. stock logo
BAC
Bank of America
quarterly$0.242.53%6/7/20246/7/20246/28/2024
4/11/2024
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
Quarterly$2.752.77%5/30/20245/30/20246/27/2024
4/3/2024
Citigroup Inc. stock logo
C
Citigroup
quarterly$0.533.44%5/3/20245/6/20245/24/2024
4/16/2024
Morgan Stanley stock logo
MS
Morgan Stanley
quarterly$0.853.8%4/29/20244/30/20245/15/2024
3/19/2024
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
quarterly$1.152.37%4/4/20244/5/20244/30/2024
1/31/2024
Bank of America Co. stock logo
BAC
Bank of America
quarterly$0.242.82%2/29/20243/1/20243/29/2024
(Data available from 1/1/2013 forward)

Debt

CompanyDebt-to-Equity RatioCurrent RatioQuick Ratio
Bank of America Co. stock logo
BAC
Bank of America
1.12
0.79
0.79
Citigroup Inc. stock logo
C
Citigroup
1.50
0.95
0.95
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
1.98
1.12
0.76
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
1.29
0.92
0.91
Morgan Stanley stock logo
MS
Morgan Stanley
2.89
0.75
0.75

Ownership

Institutional Ownership

CompanyInstitutional Ownership
Bank of America Co. stock logo
BAC
Bank of America
70.71%
Citigroup Inc. stock logo
C
Citigroup
71.72%
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
71.21%
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
71.55%
Morgan Stanley stock logo
MS
Morgan Stanley
84.19%

Insider Ownership

CompanyInsider Ownership
Bank of America Co. stock logo
BAC
Bank of America
0.29%
Citigroup Inc. stock logo
C
Citigroup
0.08%
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
0.54%
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
0.79%
Morgan Stanley stock logo
MS
Morgan Stanley
0.24%

Miscellaneous

CompanyEmployeesShares OutstandingFree FloatOptionable
Bank of America Co. stock logo
BAC
Bank of America
213,0007.89 billion7.87 billionOptionable
Citigroup Inc. stock logo
C
Citigroup
239,0001.92 billion1.91 billionOptionable
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
45,300324.53 million322.78 millionOptionable
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
309,9262.87 billion2.85 billionOptionable
Morgan Stanley stock logo
MS
Morgan Stanley
80,0001.63 billion1.62 billionOptionable

C, BAC, MS, JPM, and GS Headlines

SourceHeadline
Gold snaps five-week win streak, but bull run not over yet: MSGold snaps five-week win streak, but bull run not over yet: MS
msn.com - April 26 at 7:54 PM
Bank of New Hampshire Reduces Position in Morgan Stanley (NYSE:MS)Bank of New Hampshire Reduces Position in Morgan Stanley (NYSE:MS)
marketbeat.com - April 26 at 1:43 PM
Buy the Dip: A Magnificent 7 Stock Morgan Stanley RecommendsBuy the Dip: A 'Magnificent 7' Stock Morgan Stanley Recommends
theglobeandmail.com - April 26 at 9:52 AM
Morgan Stanley Reorganizes Asia PE Team After Senior DeparturesMorgan Stanley Reorganizes Asia PE Team After Senior Departures
msn.com - April 26 at 4:50 AM
The Thrill Factor Is Back for Retail InvestorsThe Thrill Factor Is Back for Retail Investors
wsj.com - April 26 at 12:16 AM
Rooting for Trump to fail has made his stock shorters millionsRooting for Trump to fail has made his stock shorters millions
marketbeat.com - April 26 at 12:07 AM
Morgan Stanley Explores Letting Its 15,000 Brokers Recommend Spot Bitcoin ETFs To ClientsMorgan Stanley Explores Letting Its 15,000 Brokers Recommend Spot Bitcoin ETFs To Clients
insidebitcoins.com - April 25 at 2:11 PM
Morgan Stanley Considers Broader Bitcoin ETF Sales Through Broker NetworkMorgan Stanley Considers Broader Bitcoin ETF Sales Through Broker Network
msn.com - April 25 at 1:47 PM
What do weight loss drugs mean for a diet industry built on eating less and exercising more?What do weight loss drugs mean for a diet industry built on eating less and exercising more?
marketbeat.com - April 25 at 5:54 AM
UPDATE 2-Morgan Stanley Asia private equity unit to reorganise as CEO retiresUPDATE 2-Morgan Stanley Asia private equity unit to reorganise as CEO retires
finance.yahoo.com - April 25 at 2:02 AM
ROSEN, NATIONAL INVESTOR COUNSEL, Encourages Morgan Stanley Investors to Inquire About Securities Class Action Investigation - MSROSEN, NATIONAL INVESTOR COUNSEL, Encourages Morgan Stanley Investors to Inquire About Securities Class Action Investigation - MS
markets.businessinsider.com - April 24 at 9:02 PM
Morgan Stanley PE Asia to reorganise regional teams as CEO steps downMorgan Stanley PE Asia to reorganise regional teams as CEO steps down
finance.yahoo.com - April 24 at 9:02 PM
Why Morgan Stanley is a Top 25 Dividend Giant (MS)Why Morgan Stanley is a Top 25 Dividend Giant (MS)
nasdaq.com - April 24 at 4:01 PM
AI-related data centre expansion creates investment opportunity in this power generation stock says Morgan StanleyAI-related data centre expansion creates investment opportunity in this power generation stock says Morgan Stanley
theglobeandmail.com - April 24 at 10:59 AM
Morgan Stanley Names 10 Women and an Ally as their MAKERS Class of 2024Morgan Stanley Names 10 Women and an Ally as their MAKERS Class of 2024
finance.yahoo.com - April 24 at 10:59 AM
Users Refuse to Give Up On Spotify, So Does Wall StreetUsers Refuse to Give Up On Spotify, So Does Wall Street
marketbeat.com - April 24 at 6:05 AM
Labour hols Macau GGR, room rates likely below 2019: MSLabour hols Macau GGR, room rates likely below 2019: MS
ggrasia.com - April 24 at 1:07 AM
Yousif Capital Management LLC Lowers Stake in Morgan Stanley (NYSE:MS)Yousif Capital Management LLC Lowers Stake in Morgan Stanley (NYSE:MS)
marketbeat.com - April 23 at 9:54 PM
NATIONALLY RANKED ROSEN LAW FIRM Encourages Morgan Stanley Investors to Inquire About Securities Class Action Investigation - MSNATIONALLY RANKED ROSEN LAW FIRM Encourages Morgan Stanley Investors to Inquire About Securities Class Action Investigation - MS
markets.businessinsider.com - April 23 at 2:51 PM
Morgan Stanley on track to post 7th straight session of gain after strong resultsMorgan Stanley on track to post 7th straight session of gain after strong results
msn.com - April 23 at 2:51 PM
Graystone Consulting Named a Quality Leader for Third Straight Year by Coalition GreenwichGraystone Consulting Named a Quality Leader for Third Straight Year by Coalition Greenwich
finance.yahoo.com - April 23 at 2:51 PM
Charles Schwab Fortifies its Uptrend on EPS BeatCharles Schwab Fortifies its Uptrend on EPS Beat
marketbeat.com - April 23 at 10:16 AM
Charles Schwab Fortifies its Uptrend on EPS Beat  (MS)Charles Schwab Fortifies its Uptrend on EPS Beat (MS)
marketbeat.com - April 23 at 10:15 AM
3 Stocks to Buy Today as Investment Banking Rebounds3 Stocks to Buy Today as Investment Banking Rebounds
fool.com - April 23 at 8:15 AM

New MarketBeat Followers Over Time

Media Sentiment Over Time

Top Headlines

All Headlines

Company Descriptions

Bank of America logo

Bank of America

NYSE:BAC
Bank of America Corporation, through its subsidiaries, provides banking and financial products and services for individual consumers, small and middle-market businesses, institutional investors, large corporations, and governments worldwide. It operates in four segments: Consumer Banking, Global Wealth & Investment Management (GWIM), Global Banking, and Global Markets. The Consumer Banking segment offers traditional and money market savings accounts, certificates of deposit and IRAs, non-interest and interest-bearing checking accounts, and investment accounts and products; credit and debit cards; residential mortgages, and home equity loans; and direct and indirect loans, such as automotive, recreational vehicle, and consumer personal loans. The GWIM segment provides investment management, brokerage, banking, and trust and retirement products and services; wealth management solutions; and customized solutions, including specialty asset management services. The Global Banking segment offers lending products and services, including commercial loans, leases, commitment facilities, trade finance, and commercial real estate and asset-based lending; treasury solutions, such as treasury management, foreign exchange, short-term investing options, and merchant services; working capital management solutions; debt and equity underwriting and distribution, and merger-related and other advisory services; and fixed-income and equity research, and certain market-based services. The Global Markets segment provides market-making, financing, securities clearing, settlement, and custody services; securities and derivative products; and risk management products using interest rate, equity, credit, currency and commodity derivatives, foreign exchange, fixed-income, and mortgage-related products. Bank of America Corporation was founded in 1784 and is based in Charlotte, North Carolina.
Citigroup logo

Citigroup

NYSE:C
Citigroup Inc., a diversified financial service holding company, provides various financial product and services to consumers, corporations, governments, and institutions worldwide. It operates through five segments: Services, Markets, Banking, U.S. Personal Banking, and Wealth. The Services segment includes Treasury and Trade Solutions, which provides cash management, trade, and working capital solutions to multinational corporations, financial institutions, and public sector organizations; and Securities Services, such as cross-border support for clients, local market expertise, post-trade technologies, data solutions, and various securities services solutions. The Markets segment offers sales and trading services for equities, foreign exchange, rates, spread products, and commodities to corporate, institutional, and public sector clients; and market-making services, including asset classes, risk management solutions, financing, prime brokerage, research, securities clearing, and settlement. The banking segment includes investment banking; advisory services related to mergers and acquisitions, divestitures, restructurings, and corporate defense activities; and corporate lending, which includes corporate and commercial banking. The U.S. Personal Banking segment provides co-branded cards and retail banking services. The Wealth segment provides financial services to high-net-worth clients through banking, lending, mortgages, investment, custody, and trust product offerings; and to professional industries, including law firms, consulting groups, accounting, and asset management. The company was founded in 1812 and is headquartered in New York, New York.
The Goldman Sachs Group logo

The Goldman Sachs Group

NYSE:GS
The Goldman Sachs Group, Inc., a financial institution, provides a range of financial services for corporations, financial institutions, governments, and individuals worldwide. It operates through Global Banking & Markets, Asset & Wealth Management, and Platform Solutions segments. The Global Banking & Markets segment provides financial advisory services, including strategic advisory assignments related to mergers and acquisitions, divestitures, corporate defense activities, restructurings, and spin-offs; and relationship lending, and acquisition financing, as well as secured lending, through structured credit and asset-backed lending and involved in financing under securities to resale agreements. This segment also offers client execution activities for cash and derivative instruments; credit and interest rate products; and provision of mortgages, currencies, commodities, and equities related products, as well as underwriting services. The Asset & Wealth Management segment manages assets across various classes, including equity, fixed income, hedge funds, credit funds, private equity, real estate, currencies, and commodities; and provides customized investment advisory solutions, wealth advisory services, personalized financial planning, and private banking services, as well as invests in corporate equity, credit, real estate, and infrastructure assets. The Platform Solutions segment offers credit cards and point-of-sale financing for purchase of goods or services. This segment also provides cash management services, such as deposit-taking and payment solutions for corporate and institutional clients. The Goldman Sachs Group, Inc. was founded in 1869 and is headquartered in New York, New York.
JPMorgan Chase & Co. logo

JPMorgan Chase & Co.

NYSE:JPM
JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers deposit, investment and lending products, cash management, and payments and services; mortgage origination and servicing activities; residential mortgages and home equity loans; and credit cards, auto loans, leases, and travel services to consumers and small businesses through bank branches, ATMs, and digital and telephone banking. The CIB segment provides investment banking products and services, including corporate strategy and structure advisory, and equity and debt market capital-raising services, as well as loan origination and syndication; payments; and cash and derivative instruments, risk management solutions, prime brokerage, and research. This segment also offers securities services, including custody, fund accounting and administration, and securities lending products for asset managers, insurance companies, and public and private investment funds. The CB segment provides financial solutions, including lending, payments, investment banking, and asset management to small and midsized companies, local governments, nonprofit clients, and large corporations, as well as investors, developers, and owners of multifamily, office, retail, industrial, and affordable housing properties. The AWM segment offers multi-asset investment management solutions in equities, fixed income, alternatives, and money market funds to institutional clients and retail investors; and retirement products and services, brokerage, custody, estate planning, lending, deposits, and investment management products to high net worth clients. JPMorgan Chase & Co. was founded in 1799 and is headquartered in New York, New York.
Morgan Stanley logo

Morgan Stanley

NYSE:MS
Morgan Stanley, a financial holding company, provides various financial products and services to corporations, governments, financial institutions, and individuals in the Americas, Europe, the Middle East, Africa, and Asia. It operates through Institutional Securities, Wealth Management, and Investment Management segments. The Institutional Securities segment offers capital raising and financial advisory services, including services related to the underwriting of debt, equity, and other securities, as well as advice on mergers and acquisitions, restructurings, real estate, and project finance. This segment also provides equity and fixed income products comprising sales, financing, prime brokerage, and market-making services; foreign exchange and commodities; corporate and commercial real estate loans, commercial mortgage and secured lending facilities, and financing for sales and trading customers, and asset-backed and mortgage lending; and wealth management services, investment, and research services. The Wealth Management segment offers financial advisor-led brokerage, custody, administrative, and investment advisory services; self-directed brokerage services; financial and wealth planning services; workplace services, including stock plan administration; annuity and insurance products; securities-based lending, residential real estate loans, and other lending products; banking; and retirement plan services to individual investors and small to medium-sized businesses and institutions. The Investment Management segment provides equity, fixed income, alternatives and solutions, and liquidity and overlay services to benefit/defined contribution plans, foundations, endowments, government entities, sovereign wealth funds, insurance companies, third-party fund sponsors, corporations, and individuals through institutional and intermediary channels. The company was founded in 1924 and is headquartered in New York, New York.