Financial services: 60%
Investment management: 25%
Technology services: 15%

Top 3 markets:
USA: 50%
Europe: 30%
Asia-Pacific: 20%

State Street Corporation generates the majority of its revenue from financial services, including custody and asset management. Investment management is also a significant area in which the company operates, followed by technology services, which are gaining importance, especially through digital transformations and innovations.

Geographically, the U.S. market is the largest revenue contributor, followed by Europe and the Asia-Pacific region. These markets provide State Street with a solid foundation for further growth, particularly through expansion into emerging markets and adaptation to regional regulatory requirements.

Production: No physical production

State Street Corporation is a financial services company and does not produce physical products. Instead, it offers services such as investment management, investment research, and trading services. These services are provided globally, with its headquarters located in Boston, Massachusetts, USA.

The company is known for its role as one of the largest asset managers and custodians worldwide. It operates branches in various countries to effectively serve its global clients.

Strategic Growth Focus:

• Digitalization and Technology Investments
• Expansion of the Global Customer Base
• Sustainable Investments and ESG Focus

State Street Corporation pursues a strategy that heavily focuses on digitalization and technology investments. The company invests in cutting-edge technologies to enhance its efficiency and offer innovative solutions to its customers. This includes automating processes and utilizing data analytics to create better decision-making foundations.

Another key focus is on expanding the global customer base. State Street aims to strengthen its presence in emerging markets and establish new customer relationships. This is intended to be supported by strategic partnerships and acquisitions.

Furthermore, the company places great emphasis on sustainable investments and ESG (Environmental, Social, and Governance) criteria. State Street integrates ESG factors into its investment strategies to meet the growing demand from investors for responsible investments. This strategy is not only aimed at reducing risks but also at opening up new growth opportunities.

Main raw materials/materials: No specific raw materials

State Street Corporation is a financial services company and not a manufacturing company that imports physical raw materials. Therefore, State Street does not import raw materials or materials in the traditional sense.

As a financial services provider, State Street focuses on services such as investment management, securities services, and financial advice. Their "raw materials" are more of an intangible nature, such as data, information, and financial products.

When it comes to IT infrastructure or office supplies, such companies typically source them from global providers, with specific suppliers and countries of origin not publicly specified.

Market share: 10% in the asset management sector (2024, estimate)

Assets under Management (AUM): 4 trillion USD (2024)

Cost efficiency: Operating Expense Ratio of 0.15% (2024)

State Street Corporation has a significant competitive advantage that is composed of several factors. Firstly, the company is one of the largest asset managers globally, giving it a considerable market share and economies of scale. These economies of scale enable State Street to offer services cost-effectively, underscored by a low Operating Expense Ratio of 0.15%.

Furthermore, State Street benefits from its strong technological infrastructure, allowing the company to offer innovative solutions in data analysis and risk management. This strengthens its position in an increasingly technology-driven financial sector.

Another advantage is State Street's global presence, enabling it to serve a diversified customer portfolio and benefit from various regional growth opportunities. Despite strong competition in the industry, especially from other major asset managers such as BlackRock and Vanguard, State Street remains competitive through its strategic investments in technology and its cost-efficient operations.

Institutional investor share: approx. 90% (estimated for 2025 based on historical data)

Insider purchases/sales: No significant transactions (estimated for 2025)

The institutional investor share at State Street Corporation is traditionally high, as it is an established financial services company that is attractive to institutional investors. Historically, this share has been around 90%, which also represents a realistic estimate for 2025.

Insider purchases and sales are often less frequent and less significant at large financial companies like State Street, as the shares are typically held by institutional investors. Based on the latest available data, there were no significant insider transactions that could influence the market.

Market share of State Street Corporation: 12% (estimated, 2025)

Major competitors and their market share:

1. BlackRock, Inc.: 25%
2. Vanguard Group: 20%
3. Fidelity Investments: 15%
4. State Street Corporation: 12%
5. J.P. Morgan Asset Management: 10%
6. BNY Mellon: 8%
7. Invesco Ltd.: 5%
8. T. Rowe Price: 3%
9. Schwab Asset Management: 2%
10. Northern Trust: 1%

Moat of State Street Corporation:

State Street Corporation has a significant moat, mainly characterized by its strong position in asset management and custody services. The company's long-standing experience and extensive network in the financial sector provide it with a stable competitive advantage. Additionally, State Street benefits from its technological infrastructure, enabling efficient and cost-effective services.

Compared to its competitors like BlackRock and Vanguard, which have a broader customer base and a greater variety of products, State Street's moat is less pronounced. BlackRock and Vanguard have a stronger competitive advantage due to their dominant market positions and economies of scale. Nevertheless, State Street remains an important player in the market due to its specialization and innovation.

In summary, State Street possesses a solid, though not market-leading, moat. The competition has superior advantages in some areas, but State Street remains competitive through its niche strengths and technological advancements.

Revenue growth: 4.5% (2024)
Profit growth: 3.2% (2024)
Return on equity: 11.8% (2024)

State Street Corporation has experienced moderate revenue and profit growth in recent years. The 11.8% return on equity indicates that the company is capable of efficiently utilizing its resources to generate profits.

The company specializes in providing financial services to institutional investors, which represents a stable source of income. Continuous investment in technology and digitalization could support future growth and further increase efficiency.

Overall, State Street Corporation could be a solid investment for investors seeking stability and moderate growth, especially in an environment marked by uncertainties. However, it is important to keep an eye on the overall market developments and potential regulatory changes that could affect the financial sector.

Dividend Yield: 3.5% (estimated for 2025)
Dividend History: Continuous payout for over 10 years

State Street Corporation is known for its reliable dividend policy. The company has been consistently paying dividends in recent years, and has also regularly increased them. The dividend yield is currently around 3.5%, which is competitive compared to other companies in the financial services industry.

The reliability of the dividend is supported by the company's solid financial foundation and stable earnings. State Street has established itself as one of the leading providers of financial services, which represents a stable source of income. Analysts expect the company to continue its dividend policy in the coming years.