NAICS 3 Digit Subsector Code 525

Subsector 525

NAICS Subsector Code 525 – Funds, Trusts, and Other Financial Vehicles

Definition of NAICS 3 Digit Subsector Code 525: Industries in the Funds, Trusts, and Other Financial Vehicles subsector are comprised of 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.

Three Digit Subsector Breakdown for the North American Industry Classification System

NAICS codes are broken down by digit. The broadest description starts with the 2 digit sector codes. The 3 digit subsector codes are more specific, then the 4 digit industry group, 5 digit industry, and the most specific is the 6 digit NAICS code. If NAICS Subsector 525 does not describe the industry of the business in question, then select the largest applicable code below. From there, follow the progression of smaller digits to the larger digits in order to obtain the most specific 6 digit classification.

  • Sector 52: Finance and Insurance
    • Subsector 525: Funds, Trusts, and Other Financial Vehicles
      • Industry Group 5251: Insurance and Employee Benefit Funds
        • Industry 52511: Pension Funds
          • 6 Digit Code(s) NAICS 525110: Pension Funds
        • Industry 52512: Health and Welfare Funds
          • 6 Digit Code(s) NAICS 525120: Health and Welfare Funds
        • Industry 52519: Other Insurance Funds
          • 6 Digit Code(s) NAICS 525190: Other Insurance Funds
      • Industry Group 5259: Other Investment Pools and Funds
        • Industry 52591: Open-End Investment Funds
          • 6 Digit Code(s) NAICS 525910: Open-End Investment Funds
        • Industry 52592: Trusts, Estates, and Agency Accounts
          • 6 Digit Code(s) NAICS 525920: Trusts, Estates, and Agency Accounts
        • Industry 52599: Other Financial Vehicles
          • 6 Digit Code(s) NAICS 525990: Other Financial Vehicles

NAICS 3 Digit Subsector Code 525