Blackstone Inc. (BX)

BX · Financials · United States

Blackstone Inc. (BX) is a company in the Financials sector, based in United States. The stock is held in 20 ETFs we track – with its largest weight of 1.19 % in XUFI (msci-usa-financials). Anyone holding one of these ETFs also owns a small indirect stake in Blackstone.

Above-average ETF coverage: 20 of the 95 ETFs we cover hold Blackstone, spread across 9 indices. That puts the stock in more ETFs than 82.9 % of the 4,334 stocks we cover.

Held in20 ETFs

Highest weight1.19 %

Indices9

SectorFinancials

CountryUnited States

ISINUS09260D1072

Data note 1

Price chart

Data note 2

Performance

Performance
Year to date	-19.9 %	1 year	-32.8 %
1 month	-12.2 %	3 months	-1.2 %
Calendar year 2025	-10.6 %

52W

Data note 3

Measured in euros, Blackstone returned -18.4 % year to date and -31.2 % over one year. The gap to the dollar figures above comes from the exchange rate alone: each daily price is converted at the ECB euro reference rate for the same day.

Data note 4

Risk metrics

Max drawdown-48.7 %

Volatility p.a.37.0 %

Data note 5

Below peak-38.0 %

Beta to S&P 5001.35

Correlation to S&P 5000.48

The close on Sep 16, 2026 was 38.0 % below the highest close since Aug 12, 2024, reached on Nov 22, 2024. Over the last 252 trading days, on days when the S&P 500 rose or fell 1 %, Blackstone moved on average 1.35 % in the same direction. The correlation of 0.48 shows how reliable that average is: the broad market explained part of the daily moves, but far from all.

Data note 6

Correlated with

The strongest co-movers on top, the most inverse below. Low or negative values improve portfolio diversification.

Correlated with
Instrument	r	−1 … +1
KKR and Co. Inc.	+0.83
Ares Management Corporation Class A	+0.82
Carlyle Group Inc	+0.80
Apollo Global Management Inc	+0.76
BlackRock Inc.	+0.68
Dow Jones	+0.61
WTI crude oil	-0.41
Heating oil	-0.41
Brent crude oil	-0.39

Data note 7

Key financials

Latest reported fiscal year (FY2025, period end 2025-12-31) as filed with the SEC.

Revenue14.5 bn $

Net income3.0 bn $

Diluted EPS3.87 $

Net margin20.9 %

Return on equity34.8 %

Equity ratio18.2 %

Revenue growth+9.2 %

Revenue and profit by fiscal year
Fiscal year	Revenue	Net income	Margin
FY2023	8.0	1.4	17.3 %
FY2024	13.2	2.8	21.0 %
FY2025	14.5	3.0	20.9 %

Data note 8

Held in these ETFs

Held in these ETFs
ETF	Index	Weight	per €1,000 in the ETF
XUFI / XUFN	msci-usa-financials	1.19 %	€11.90
XDWF	msci-world-financials	0.62 %	€6.20
WFIN	msci-world-financials	0.62 %	€6.20
XDEQ	msci-world-quality	0.29 %	€2.90
SPYL / SPY5	sp500	0.14 %	€1.40
SXR8	sp500	0.14 %	€1.40
XD9U / XD9D	msci-usa	0.14 %	€1.40
SWWD	msci-world	0.10 %	€1.00
EUNL	msci-world	0.10 %	€1.00
SPPW	msci-world	0.10 %	€1.00
XDWD / XDWL	msci-world	0.10 %	€1.00
WIMI	msci-world-imi	0.09 %	€0.90
SPYY	msci-acwi	0.09 %	€0.90
IUSQ	msci-acwi	0.09 %	€0.90
SPYI / SPSA	msci-acwi-imi	0.08 %	€0.80

Data note 9

The last column turns the weight into euros: this much of €1,000 invested in one of these funds is allocated to Blackstone as of the fund's latest holdings list.

Weight in EUNL since 2019

Dec 31, 2019Sep 16, 2026

In EUNL, a fund tracking the MSCI World, Blackstone had a weight of 0.08 % on Dec 31, 2019 and 0.10 % on Sep 16, 2026. Its share peaked at 0.18 % on Dec 31, 2024. The weight rises and falls with the stock's price relative to the other index members, and it also shifts when the index provider changes the composition.

Data note 10

How much Blackstone Inc. overlaps with other holdings in a portfolio is shown by the Portfolio X-Ray and the ETF overlap check.

Stocks with similar ETF exposure

Names that reach a portfolio through largely the same funds as Blackstone — the figure counts the ETFs holding both.

Data note 11

Key figures side by side

Key figures compared with stocks of similar ETF exposure
Stock	1 year	Volatility p.a.	Net margin	Revenue growth
Blackstone	-32.8 %	37.0 %	20.9 %	+9.2 %
Aflac Incorporated	+8.5 %	19.6 %	21.2 %	-9.3 %
Ameriprise Financial	+11.3 %	27.2 %	18.8 %	+5.5 %
BlackRock	-7.3 %	26.7 %	22.9 %	+18.7 %
Charles Schwab Corp	+15.5 %	25.6 %	–	+22.0 %
Moody's Corporation	-8.4 %	26.8 %	31.9 %	+8.9 %
Nasdaq	-4.1 %	25.0 %	21.6 %	+11.6 %
Raymond James Financial	-2.7 %	26.8 %	13.4 %	+6.6 %
S&P Global	-24.9 %	26.1 %	29.2 %	+7.9 %

Return and volatility from our daily closing prices in US dollars; margin and growth from the latest SEC annual filing. Fiscal years do not all end on the same date.