NAICS 5239: Other Financial Investment Activities

Industry group

Code facts

Codes under it
5
Contract awards
82 In the last 12 months
Contract obligations
$123,255,513 In FY2025

NAICS codes and definitions come from the U.S. Census Bureau, size standards from the SBA and contract spending from SAM.gov/FPDS.

Contract obligations by fiscal year

Fiscal year Obligated
FY2027 To date -$1,037,846
FY2026 $131,058,566
FY2025 $123,255,513
FY2024 $105,873,071
FY2023 $149,326,953

Top contractors by obligations

Rank Contractor Obligated, FY2026–FY2027 Share
1 Ducks Unlimited, Inc. $41,000,000
2 Pacific Investment Management Company LLC $13,524,703
3 Arrowstreet Capital LP $12,299,565
4 Pgim, Inc. $10,587,759
5 Wellington Management Company LLP $8,306,893
6 Allspring Global Investments, LLC $6,683,091
7 Goldman Sachs Asset Management, L.P $5,074,524
8 Innovest Systems, LLC $5,000,000
9 TCW Asset Management Company LLC $4,400,000
10 Marathon Asset Management LIMITED $4,217,714

Top funding agencies by obligations

Rank Agency Obligated, FY2026–FY2027 Share
1 Pension Benefit Guaranty Corporation $72,282,699
2 Department of the Army Department of Defense $41,000,000
3 Department of the Interior $5,121,590
4 Department of Housing and Urban Development $4,797,874
5 Department of State $4,241,335
6 International Development Finance Corporation $1,699,735
7 Export Import Bank of the US $902,750
8 Department of Labor $343,935
9 Department of the Treasury $40,000
10 Department of Veterans Affairs $33,897

Contract obligations by state

Rank Place of performance Obligated, last 12 months Share
1 Mississippi $41,000,000
2 District of Columbia $26,503,834
3 Massachusetts $17,237,011
4 California $13,334,803
5 New Jersey $5,987,759
6 Virginia $3,686,637
7 Connecticut $3,033,897
8 New York $2,197,527
9 Washington $1,088,474
10 Illinois $867,333
11 Iowa $805,610
12 Maryland $691,087
13 Ohio $602,958
14 Wisconsin $540,000
15 Florida $203,560
16 Arizona $79,751
17 Georgia $46,847
18 Colorado $19,478
Show all 18

Shares are of everything obligated under NAICS 5239 in the last 12 months before deobligations, including work performed abroad or with no place of performance on record.

Contract opportunities

Notice Posted Due
Justification for other than full and open competition Limited / Sole Source Justification · Pension Benefit Guaranty Corporation · 16PBGC26P0012 —
Justification for other than full and open competition Limited / Sole Source Justification · Pension Benefit Guaranty Corporation · 16PBGC26P0011 —
Justification for other than full and open competition Limited / Sole Source Justification · Pension Benefit Guaranty Corporation · 16PBGC26P0010 —
Justification for other than full and open competition Limited / Sole Source Justification · Pension Benefit Guaranty Corporation · 16PBGC26P0009 —
Justification for other than full and open competition Limited / Sole Source Justification · Pension Benefit Guaranty Corporation · 16PBGC26P0008 —
MRL Environmental Mitigation Bank Credits - Bottomland Hardwood, CEMVN Solicitation · ENDIST New Orleans (USACE) · W912P826RA035
Morganza to the Gulf Project, BLH-Wet LA Coastal Zone Resources, Mitigation Bank Credits, CEMVN Solicitation · ENDIST New Orleans (USACE) · W912P826RA032
Intent to Award Pre-Solicitation · Office of Acquisitions and Grants (USGS)
MRL Environmental Mitigation Bank Credits - Bottomland Hardwood, CEMVN Pre-Solicitation · ENDIST New Orleans (USACE) · W912P826RA035 —
Export Business Development Events (Export BDE) Global Solicitation · Export Import Bank of the US
Independent Model Validation (IMV) Pre-Solicitation · Department of Housing and Urban Development
Independent Financial Advisors Vendor Pool Special Notice · Maritime Administration
Special Notice - IEEs in Specific Industries Pre-Solicitation · Central Office (BIA)
Morganza to the Gulf Project, BLH-Wet LA Coastal Zone Resources, Mitigation Bank Credits, CEMVN Pre-Solicitation · ENDIST New Orleans (USACE) · W912P826RA032 —
Solicitation for Elevators Preventive Maintenance Service Award Notice · Department of State · 19GG8026P0171 —
Morganza to the Gulf Project, Fresh/Intermediate Marsh Resources EFH, U. S. Army Corps of Engineers, New Orleans District Solicitation · ENDIST New Orleans (USACE)
Morganza to the Gulf Project, Fresh/Intermediate Marsh Resources. U. S. Army Corps of Engineers, New Orleans District Pre-Solicitation · ENDIST New Orleans (USACE)
Active Quantitative Investment Management Services Pre-Solicitation · Pension Benefit Guaranty Corporation
Special Situation Investment Management Services Award Notice · Pension Benefit Guaranty Corporation · 16PBGC26C0002 —
Harvest of Ash Trees within the Infested Area of Emerald Ash Borer Award Notice · Marketing and Regulatory Programs Business Services (APHIS) · 12639526C0012 —
Solicitation for Elevators Preventive Maintenance Service Solicitation · Department of State · 19GG8026Q0006
Harvest of Ash Trees within the Infested Area of Emerald Ash Borer Solicitation · Marketing and Regulatory Programs Business Services (APHIS) · 12639526Q0036
Request for Proposal - Real Estate Investment Trust (REIT) Management Services (Original Release, Amend 01, Amend 02) Solicitation · Pension Benefit Guaranty Corporation
PBGC - Pre-Solicitation Notice - Real Estate Investment Trust (REIT) Management Services Pre-Solicitation · Pension Benefit Guaranty Corporation —
Justification and Approval for Trust Fund Custodial Services Limited / Sole Source Justification · Library of Congress —
Fixed Income Investment Services (Amendment 2) Solicitation · Pension Benefit Guaranty Corporation
Special Situation Investment Management Services Solicitation · Pension Benefit Guaranty Corporation · 16PBGC25R0061
Expert Witness - Western Global Airlines, Inc. Award Notice · Office of the Assistant Secretary for Administration and Management —
Special Situation Investment Management Services - Draft RFP Special Notice · Pension Benefit Guaranty Corporation
Notice of Intent to Sole Source Pre-Solicitation · Pension Benefit Guaranty Corporation
Fixed Income Investment Services (Draft Solicitation) Pre-Solicitation · Pension Benefit Guaranty Corporation
RFI - U. S. REIT Equity Investment Management Services - PBGC Pre-Solicitation · Pension Benefit Guaranty Corporation
Yazoo Backwater Project Mitigation Credits Award Notice · ENDIST Vicksburg (USACE) —
Investment Due Diligence Reporting Services for SBIC Applicants Pre-Solicitation · Federal Acquisition Service
Westshore Lake Pontchartrain, Bottomland Hardwood, U. S. Army Corps of Engineers, New Orleans District Award Notice · ENDIST New Orleans (USACE) · W912P825C0011 —
Westshore Lake Pontchartrain, Bottomland Hardwood, U. S. Army Corps of Engineers, New Orleans District Award Notice · ENDIST New Orleans (USACE) · W912P825C0010 —
Yazoo Backwater Basin Mitigation Bank Credits Special Notice · ENDIST Vicksburg (USACE)
PBGC Active EME Investment Management Services Solicitation · Pension Benefit Guaranty Corporation
Private Markets Investment Monitoring Services Pre-Solicitation · Pension Benefit Guaranty Corporation
Yazoo Backwater Basin Mitigation Bank Credits Pre-Solicitation · ENDIST Vicksburg (USACE) · W912EE25S0006
Morganza to the Gulf Reach A, Phase I, Bottomland Hardwood Coastal Zone, U. S. Army Corps of Engineers, New Orleans District Award Notice · ENDIST New Orleans (USACE) · W912P825P0016 —
R610-- Money Management Services Special Notice · Veterans Integrated Service Network 1 (VHA)
Westshore Lake Pontchartrain, Bottomland Hardwood, U. S. Army Corps of Engineers, New Orleans District Solicitation · ENDIST New Orleans (USACE) · W912P825R0009
PBGC Custodian Banking Services Solicitation · Pension Benefit Guaranty Corporation
Active emerging market equity investment management services Pre-Solicitation · Pension Benefit Guaranty Corporation
Pension Benefit Guaranty Corporation Custodian Banking Services Pre-Solicitation · Pension Benefit Guaranty Corporation · 2024
Morganza to the Gulf Reach A, Phase I, Bottomland Hardwood Coastal Zone, U. S. Army Corps of Engineers, New Orleans District Solicitation · ENDIST New Orleans (USACE) · W912P825R0003
Pension Benefit Guaranty Corporation Custodian Banking Services Solicitation · Pension Benefit Guaranty Corporation · 1554
Morganza to the Gulf Reach A, Phase I, Bottomland Hardwood Coastal Zone, U. S. Army Corps of Engineers, New Orleans District Pre-Solicitation · ENDIST New Orleans (USACE) · W912P825R0003 —
Custodian Banking Services Draft Solicitation Special Notice · Pension Benefit Guaranty Corporation
Show 40 more

Latest 50 of 522 listed here. See the rest on GovTribe.

Codes under 5239

NAICS code Size standard
52391 Miscellaneous Intermediation NAICS industry —
52394 Portfolio Management and Investment Advice NAICS industry —
52399 All Other Financial Investment Activities NAICS industry —
523920 Portfolio Management National industry $41.5 million in average annual receipts
523930 Investment Advice National industry $41.5 million in average annual receipts

Definition

This industry group comprises establishments primarily engaged in one of the following: (1) acting as principals in buying or selling financial contracts (except investment bankers, securities dealers, and commodity contracts dealers); (2) acting as agents (i.e., brokers) (except securities brokerages and commodity contracts brokerages) in buying or selling financial contracts; or (3) providing other investment services (except securities and commodity exchanges), such as portfolio management; investment advice; and trust, fiduciary, and custody services.

Quick answers

What is NAICS 5239?

NAICS 5239 is Other Financial Investment Activities, an industry group in NAICS 52, Finance and Insurance.

What codes are under NAICS 5239?

NAICS 5239 has 5 codes under it with their own GovTribe pages, including 52391 Miscellaneous Intermediation, 52394 Portfolio Management and Investment Advice and 52399 All Other Financial Investment Activities.

How much do federal agencies spend under NAICS 5239?

Federal contracts under NAICS 5239 obligated $123,255,513 in fiscal year 2025 and $508,476,258 in fiscal years 2023 through 2027.

Who are the largest contractors under NAICS 5239?

The contractors with the most obligated under NAICS 5239 in fiscal years 2026 and 2027 are Ducks Unlimited, Inc. ($41,000,000); Pacific Investment Management Company LLC ($13,524,703); and Arrowstreet Capital LP ($12,299,565).

Which agencies buy the most under NAICS 5239?

The agencies that obligated the most under NAICS 5239 in fiscal years 2026 and 2027 are Pension Benefit Guaranty Corporation ($72,282,699), Department of the Army ($41,000,000) and Department of the Interior ($5,121,590).

Which PSC codes are used with NAICS 5239?

The PSC codes with the most obligated under NAICS 5239 in fiscal years 2026 and 2027 are R710 Support – Management: Financial; F999 Other Environmental Services, Studies, and Analytical Support; and R499 Other Professional Services.

Where is the work under NAICS 5239 performed?

By place of performance, the states with the most contract obligations under NAICS 5239 over the last 12 months are Mississippi ($41,000,000), the District of Columbia ($26,503,834) and Massachusetts ($17,237,011).

What is the latest contract opportunity under NAICS 5239?

The latest contract opportunity under NAICS 5239 is Justification for other than full and open competition, limited / sole source justification from Pension Benefit Guaranty Corporation, posted October 1, 2026.

On GovTribe

See everything under NAICS 5239

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