3 Financial Stocks Tied To Treasury And TIPS ETF Demand

Interest rates are higher, inflation is still in focus and the 10 year Treasury yield above 5% is forcing investors to rethink where they park cash. That mix is reshaping how money flows into bond ETFs, including products tied to US Treasuries and TIPS. This article walks through 3 stocks from our screener that appear positively exposed to these cross currents so you can judge whether any deserve a closer look.

The three stocks highlighted below are only a starting sample from this theme, and the full screen surfaced 18 more asset managers and ETF sponsors with equally compelling stories that are not covered here. To go straight to the broader opportunity set, analyze and filter the full universe of potential US Treasury and inflation-protected bond ETF sponsors using the US Treasury and Inflation-Protected Bond ETF Sponsors screener.

SEI Investments (SEIC)

SEI Investments plugs directly into the Treasury and TIPS ETF theme through its fee-based asset management and outsourcing platform, giving investors exposure to bond-heavy portfolios while also touching broader wealth, retirement, and institutional solutions that benefit from higher rates and inflation concerns.

SEI Investments manages portfolios and fund platforms for private banks, advisors, asset managers and institutions, earning about US$876 million from investment managers, US$651 million from investment advisors and US$603 million from private banks, with a market value near US$12.7b.

"Ongoing investments in IMS technology, hiring ahead of client onboarding and platform enhancements are expected to keep margins relatively flat or slightly lower into 2026."

What happens if a single pressure point quietly shifts how efficiently those higher-rate, fixed income flows convert into long-term profitability?

That efficiency question is exactly what sits at the heart of the full narrative for SEI Investments, which breaks down where SEI Investments could see operating leverage quietly accelerate.

Ameriprise Financial (AMP)

Ameriprise Financial ties into the Treasury and TIPS ETF theme through its broad advice and asset management platform, giving clients packaged bond and inflation-hedging options while keeping the focus on long-term planning rather than single products.

Ameriprise Financial is a diversified financial services group that combines advice, wealth management, asset management and insurance, with Advice & Wealth Management generating about US$12.9b of revenue, Retirement & Protection Solutions around US$4.0b and Asset Management roughly US$3.8b, on a market value near US$49.4b.

"The company is investing about US$1b each year in technology, including artificial intelligence tools that are being built into advisor workflows to support more personalized client advice while keeping advisors in control of decisions."

What happens if one quiet shift in how clients move from cash into fixed income meaningfully changes how that tech spending translates into future profitability?

If that shift is what you are watching, the full narrative for Ameriprise Financial walks through how Ameriprise Financial’s tech spend, flows and advice engine could be quietly decoupling.

Cboe Global Markets (CBOE)

Cboe Global Markets gives you exposure to the bond and ETF theme from a different angle, since it runs the exchanges and clearing pipes where Treasury and TIPS-linked ETFs trade rather than sponsoring the funds themselves.

Cboe Global Markets operates a global exchange network across options, cash equities, futures and FX. The group earns about US$2.7b from Options, US$1.7b from North American Equities, US$424 million from Europe and Asia Pacific, US$140 million from Futures and US$106 million from Global FX, and it carries a market value near US$28.3b.

"Cboe's Data Vantage (market data, analytics, and index licensing) is demonstrating consistent double-digit revenue growth, supported by high-margin, recurring subscription sales, which enhances the predictability and profitability of earnings."

The key question is what happens if one seemingly small shift in trading activity meaningfully changes how efficiently that data engine feeds long term earnings power.

If that shift is on your radar, the full narrative for Cboe Global Markets explains how Cboe Global Markets' data engine and trading activity could be quietly accelerating future earnings power.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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