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Stock Expert AI
78 Stocks

Investment - Banking & Investment Services Stocks

Complete list of 78 Investment - Banking & Investment Services industry stocks with AI-powered MoonshotScore analysis, real-time price data, and institutional-grade market insights.

Advancing: 40
Avg Score: 37
Companies: 78

Investment - Banking & Investment Services Industry Overview

The Investment - Banking & Investment Services industry comprises 78 publicly traded companies with a combined market capitalization of $354.0B.

Today's market sentiment for Investment - Banking & Investment Services stocks is Bullish, with 40 stocks advancing and 22 declining. The average price movement across the industry is -0.39%.

The average AI MoonshotScore across Investment - Banking & Investment Services stocks is 37/100, reflecting current market conditions. Our proprietary MoonshotScore evaluates each stock across fundamentals, technical indicators, and market sentiment.

Total Market Cap
$354.0B
Median Market Cap
$186M
Avg MoonshotScore
37
Top MoonshotScore
68
Advancing Today
40
Total Companies
78

Market Cap Distribution

How Investment - Banking & Investment Services companies are distributed across market capitalization tiers.

19%
77%
Large Cap
$10B–$200B · 3 stocks
Mid Cap
$2B–$10B · 13 stocks
Small Cap
Under $2B · 53 stocks

Frequently Asked Questions

How many stocks are in the Investment - Banking & Investment Services industry?

There are currently 78 publicly traded companies classified under the Investment - Banking & Investment Services industry.

What are the best Investment - Banking & Investment Services stocks to invest in?

Based on our AI MoonshotScore analysis, the top-rated Investment - Banking & Investment Services stocks are ABXL, WHFCL, ZBAI. Always conduct your own research before investing.

What are the largest Investment - Banking & Investment Services companies by market cap?

The largest Investment - Banking & Investment Services companies by market capitalization are IBKR ($163.50B), BNJ ($99.39B), ICSFX ($14.55B).

What is the average MoonshotScore for Investment - Banking & Investment Services stocks?

The current average MoonshotScore for the Investment - Banking & Investment Services industry is 37/100.

How does the Investment - Banking & Investment Services industry perform compared to the overall market?

Investment - Banking & Investment Services stocks are tracked against broader market benchmarks. You can compare sector and industry performance on our Market Sectors dashboard.

Our Analysis Methodology

Stock Expert AI evaluates every publicly traded U.S. stock using the MoonshotScore, a proprietary 0–100 composite rating. The score synthesizes nine quantitative dimensions: revenue growth trajectory, profitability and margins, analyst consensus estimates, insider transaction patterns, institutional ownership shifts, short interest dynamics, technical momentum signals, earnings surprise history, and valuation multiples relative to peers.

Price data is sourced from Financial Modeling Prep (FMP) with Yahoo Finance as a fallback. Fundamental data comes from SEC filings, FMP, and Alpha Vantage. Sentiment signals are derived from aggregated analyst ratings and news flow. All metrics refresh during market hours; after-hours data reflects the most recent closing values.

Sector and industry classifications follow the Global Industry Classification Standard (GICS), the same taxonomy used by S&P and MSCI. Companies are assigned to one of 11 sectors and further classified into 50+ industries based on their primary revenue source.

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Data is provided for informational purposes only and should not be considered investment advice. Stock prices, market capitalizations, and MoonshotScores are updated throughout the trading day. Past performance does not guarantee future results. Always consult with a qualified financial advisor before making investment decisions.

All Investment - Banking & Investment Services Stocks

78 of 78 shown
Stock Price Change Volume Market Cap MoonshotScore Sector
ABXL
Abacus Global Management, Inc.
$25.50 +0.06% 21K 3B 68 Financials
WHFCL
WhiteHorse Finance, Inc. 7.875% Notes due 2028
$25.35 +0.40% 624 $143.10M 62 Financials
ZBAI
ATIF Holdings Ltd.
$8.95 +0.00% 10.1K $7.39M 61 Financials
SAJ
Saratoga Investment Corp.
$25.67 +0.00% 424 $358.87M 60 Financials
SAY
Saratoga Investment Corp.
$25.32 -0.05% 2.9K $363.57M 60 Financials
NSAM
NorthStar Asset Management Group
$15.84 +0.82% 21.81M 0 60 Financials
BULLW
Webull Corporation Warrants
$2.28 +4.11% 6.1K $3.97B 59 Financials
IBKR
Interactive Brokers Group, Inc.
$95.06 +4.09% 2.16M $163.50B 57 Financials
SAZ
Saratoga Investment Corp.
$25.56 -0.43% 387 $354.58M 54 Financials
MGR
Affiliated Managers Group, Inc.
$20.00 +0.60% 32.5K $5.89B 52 Financials
ABXB
Abacus Flexible Bond Leaders ETF
$19.32 +0.03% 6.2K $1.93M 52 Financials
AURE
Aurelion Inc.
$1.89 -0.53% 5.6K $598,034 51 Financials
HBMBF
HBM Healthcare Investments AG
$268.61 +11.92% 10 $1.78B 51 Financials
TERG
Leverage Shares 2x Long TER Daily ETF
$46.56 +5.07% 91.4K $1.08M 50 Financials
FFUT
FIDELITY MANAGED FUTURES ETF
$57.65 +0.18% 4.8K $135.90M 50 Financials
CPSR
Calamos S&P 500 Structured Alt Protection ETF – March
$25.90 +0.14% 589 $24.02M 50 Financials
KCHV
Kochav Defense Acquisition Corp.
$10.36 +0.00% 15.6K $354.91M 50 Financials
SFB
Stifel Financial Corporation
$19.77 +0.35% 8.1K $2.01B 50 Financials
CPSU
Calamos S&P 500 Structured Alt Protection ETF – June
$27.70 +0.23% 4.1K $13.11M 50 Financials
XPMSX
Conversus StepStone Private Markets Class S
$62.44 +0.11% 0 $1.31B 49 Financials
DVSPF
Dividend 15 Split Corp.
$6.31 +2.19% 190 $856.18M 49 Financials
ETIVF
Unbound Group plc
$0.03 -70.51% 90.0K $1.73M 49 Financials
KCHVU
Kochav Defense Acquisition Corp.
$10.51 -0.09% 38 $370.60M 48 Financials
FTPCX
First Trust Private Credit Fund
$9.70 -0.61% 0 $1.93M 48 Financials
LTSL
Ladenburg Thalmann Financial Services Inc. 6.50% NT 27
$25.04 +0.16% 2.6K $3.62B 48 Financials
MGRD
Affiliated Managers Group, Inc.
$14.78 +0.20% 827 $9.12B 48 Financials
LTSH
Ladenburg Thalmann Financial Services, Inc.
$25.00 +0.16% 100 $3.61B 48 Financials
MGRB
Affiliated Managers Group, Inc.
$16.36 +0.34% 8.6K $9.13B 48 Financials
LTSK
Ladenburg Thalmann Financial Services, Inc.
$25.00 -0.08% 475 $3.58B 47 Financials
FTBI
First Trust Balanced Income ETF
$21.86 +0.81% 9.6K $8.64M 47 Financials
SPCT
Liberty One Spectrum ETF
$27.44 +0.07% 3.1K $5.26M 47 Financials
EPEM
Harbor Emerging Markets Equity ETF (EPEM)
$28.70 -0.73% 8 $8.07M 47 Financials
FCRX
Crescent Capital BDC, Inc.
$25.17 -0.00% 1.2K $931.55M 47 Financials
OPPE
WisdomTree European Opportunities Fund
$57.25 +0.93% 10.0K $162.84M 47 Financials
HBTA
Horizon Expedition Plus ETF
$32.62 +1.50% 77.0K $1.30M 47 Financials
QCPC
Quantex Capital Corporation
$0.00 +0.00% 2.0K $19 46 Financials
FMFN
First Montauk Financial Corp.
$0.00 +0.00% 805 $1 46 Financials
BGFLX
Blackstone / GSO Floating Rate Enhanced Income Fund
$0.83 +0.00% 0 0 46 Financials
FMIXX
Fidelity Michigan Municipal Money Market Portfolio
$1.00 +0.00% 0 0 46 Financials
BNJ
Brookfield Finance I (UK) PLC operates as a debt issuing vehicle. The company
$15.36 +2.46% 57.0K $99.39B 46 Financials
STSB
iShares Factors US Small Blend Style ETF
$21.66 -23.11% 682 $15.09M 46 Financials
OGPKS
Otis Gallery Llc - Membership Interests Series - Gallery Drop 116 Fund
$0.83 +27.69% 335 0 46 Financials
SPICF
Spice Venture Capital Pte.Ltd.
$0.68 -9.33% 1.6K 0 46 Financials
SNDS
YieldShares High Income ETF
$21.83 -1.79% 18.1K 0 46 Financials
BKCPF
Blockchain Capital Tokenhub Pte. Ltd.
$33.25 +0.76% 10.1K $4.14B 46 Financials
GLADZ
Gladstone Capital Corporation 7.75% Notes due 2028
$25.23 -0.01% 7.7K $563.32M 45 Financials
ICSFX
Invesco Comstock R6
$34.08 +0.53% 0 $14.55B 44 Financials
SMYY
GraniteShares YieldBOOST SMCI ETF
$6.84 -0.44% 42.0K $206,267 44 Financials
SOFL
2x Daily Software Platform ETF
$22.84 +0.48% 166 $1.13M 44 Financials
BFJL
FT Vest Bitcoin Strategy Floor15 ETF - July
$17.16 +1.27% 249 $2.70M 44 Financials
GPZ
VanEck Alternative Asset Manager ETF
$22.46 +2.18% 143.1K $153.82M 44 Financials
BRKC
YieldMax BRK.B Option Income Strategy ETF
$41.41 +0.00% 4.6K $32.97M 44 Financials
OBTC
Osprey Bitcoin Trust
$20.43 +3.67% 3.1K $91.20M 44 Financials
CAS
Simplify China A Shares PLUS Income ETF
$27.90 -0.46% 759 $10.81M 44 Financials
BTMWW
Bitcoin Depot Inc.
$0.05 -0.00% 0 $1.69M 43 Financials
TAVIR
Tavia Acquisition Corp.
$0.10 +0.00% 12.8K $169.56M 42 Financials
GEGGL
Great Elm Group, Inc.
$24.78 +0.45% 439 $722.04M 39 Financials
LTCN
Grayscale Litecoin Trust
$3.33 +4.55% 35.6K $80.88M 39 Financials
NBPVF
NB Private Equity Partners Limited
$19.62 -3.69% 132 $957.37M 37 Financials
PMPEX
Primark Private Equity Investments Fund
$17.03 +0.00% 0 $413.82M 0 Financials
GECCZ
Great Elm Capital Corp. 8.75% Notes due 2028
$25.12 -0.25% 1.1K $125.37M 0 Financials
TRINL
Trinity Capital Inc. - 7.00% No
$25.07 -0.24% 16.8K $1.01B 0 Financials
MNGPF
Man Group Limited
$3.99 +3.64% 9.0K $4.45B 0 Financials
CGBDL
Carlyle Secured Lending, Inc. 8.20% Notes due 2028
$25.48 +0.00% 102 $990.13M 0 Financials
TRLC
TriLinc Global Impact Fund, LLC
$0.80 +0.00% 10.0K $32.01M 0 Financials
JZCLF
JZ Capital Partners Limited
$2.70 +0.19% 2.0K $186.45M 0 Financials
CELFX
Cliffwater Enhanced Lending Fund
$10.69 -2.29% 0 $5.11B 0 Financials
GJH
STRATS Trust for United States Cellular Corp. Securities, Series 2004-6 STRATS 6.375
$9.50 +0.00% 4 0 0 Financials
QGPLF
Quest for Growth Belgium
$9.01 +0.00% 1.3K $95.64M 0 Financials
SYZ
Lazard US Systematic Small Cap Equity ETF
$30.68 +1.89% 828.267 $65.30M 0 Financials
RPC
Ridgepost Capital, Inc.
$7.98 +1.92% 103.2K $624.19M 0 Financials
BLGCF
Buligo Capital Ltd
$3.20 +0.00% 6.3K 0 0 Financials
CWGRP
Cowen Inc.
$1524.00 +0.00% 50 $846.99M 0 Financials
RTXG
Leverage Shares 2x Long RTX Daily ETF
$25.08 +2.08% 13.9K $1.50M 0 Financials
RILYZ
B. Riley Financial, Inc. 5.25% Senior Notes due 2028
$18.44 +0.99% 8.6K $323.83M 0 Financials
OGMBS
Otis Gallery LLC - Membership Interests Series - Gallery Drop 122 Fund
$1.02 -4.67% 974 0 0 Financials
FEDGF
Falconedge plc
$0.02 +0.00% 0 $15.97M 0 Financials
TVAVF
The Tel-Aviv Stock Exchange Ltd.
$44.65 -0.12% 120 $4.19B 0 Financials
Showing 78 of 78 Investment - Banking & Investment Services stocks

Evidence & Sources

  • Data sources used on Stock Expert AI include FMP (Financial Modeling Prep), Alpaca, Finnhub, Alpha Vantage, and SEC filings where available.
  • Definitions follow standard investing terminology, with key terms explained inline in plain language where useful.
  • Financial data is refreshed regularly from real-time and delayed market feeds.
  • This page is educational and does not constitute investment advice.
  • All analysis is generated by AI models and should be verified with independent research.

Last updated: 2026-07-05