A more recent edition of NAICS is available.
2012 Edition

national industry 525990

Other Financial Vehicles

Overview

This industry comprises legal entities (i.e., funds (except insurance and employee benefit funds; open-end investment funds; trusts, estates, and agency accounts)). Included in this industry are mortgage Real Estate Investment Trusts (REITs).

The immediate parent of national industry 525990 is international industry 52599: Other Financial Vehicles

Illustrative Examples

  • Closed-end investment funds Special purpose vehicles
  • Collateralized Mortgage Obligations (CMOs) Unit investment trust funds
  • Face-amount certificate funds
  • Mortgage real estate investment trusts (REITs)
  • Real Estate Mortgage Investment Conduits (REMICs)

2012 NAICS Edition Cross References

  • Legal entities (i.e., funds, plans, and programs) that provide insurance and employee benefits exclusively for the sponsor, firm, or its employees or members are classified in Industry Group 5251, Insurance and Employee Benefit Funds;
  • Legal entities (i.e., open-end investment funds) organized to pool assets that consist of securities or other financial instruments, where the pools are offered to the public in an initial offering with additional shares offered continuously and perpetually at a specific price determined by the net asset value, are classified in Industry 525910, Open-End Investment Funds;
  • Legal entities (i.e., trusts, estates, or agency accounts) administered on behalf of the beneficiaries under the terms of a trust agreement, will, or agency agreement are classified in Industry 525920, Trusts, Estates, and Agency Accounts; and
  • Equity Real Estate Investment Trusts (REITs) that are primarily engaged in leasing buildings, dwellings, or other real estate property to others are classified in Industry Group 5311, Lessors of Real Estate based on primary type of real estate property leased.

History

The NAICS editions in which this code was present are indicated below. In the event that a code was changed from the prior edition the equivalent value in that edition is provided for reference.

Edition Existed Equivalent Value
2002 525990
2007 525990
2012 525990
2017 525990
2022 525990

Insurance Industry Mappings

The US Property and Casualty Insurance Industry may use the following classification descriptions which might encompass national industry 525990, Other Financial Vehicles:

  1. finance and insurance
  2. financial vehicle not otherwise classified
  3. financial vehicle not otherwise classified naic
  4. fund trust and other financial vehicle
  5. investment company
  6. investment institution
  7. other financial vehicle
  8. other investment pool and fund
  9. real estate investment trust
  10. unit investment trust face amount certificate office and closed end management investment office

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