Asset Management Stocks
The companies in this industry offer services to individuals, institutional investors, retirement plans, financial intermediaries, and institutions. Products offered include stocks and stock mutual funds, bonds and bond mutual funds, lifecycle funds, exchange-traded funds, certificates of deposit, money market funds, and annuities. Demand is driven by demographic and market trends such as the growing population of retirees and the accumulation of wealth and investable assets, as well as returns on investments. The profitability of individual companies depends on the volume and performance of the assets they manage.
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C
Industry Rank
This industry ranks #67 out of 123 stock categories.
C
Average POWR Rating
The average market cap-weighted POWR Rating for stocks in this industry is C (Neutral).
| Rk | Symbol | Name | Last | Open | High | Low | 52WK Hi | 52WK Lo | Day Chg | YTD Chg | 12M Chg | Mkt Cap | 50D MA | ± 50D | 200D MA | ± 200D | POWR |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | ARES | Ares Management Corporation | 40.52 | 40.21 | 40.88 | 40.14 | 42.40 | 20.20 | 0.32 (0.80%) |
17.34% | 52.37% | 10.45B | 39.71 | 2.04% | 35.92 | 12.82% |
A Strong Buy |
| 2 | APAM | Artisan Partners Asset Management Inc. | 39.05 | 38.92 | 39.70 | 38.86 | 40.07 | 17.69 | 0.35 (0.90%) |
30.17% | 39.75% | 3.07B | 37.34 | 4.58% | 30.48 | 28.11% |
A Strong Buy |
| 3 | BLK | BlackRock, Inc. | 565.29 | 557.20 | 570.88 | 555.11 | 609.69 | 323.98 | 10.49 (1.89%) |
14.74% | 27.98% | 86.20B | 571.19 | -1.03% | 515.84 | 9.59% |
B Buy |
| 4 | TROW | T. Rowe Price Group, Inc. | 128.71 | 129.10 | 130.02 | 127.83 | 142.51 | 82.51 | 1.22 (0.96%) |
8.27% | 13.33% | 29.22B | 132.80 | -3.08% | 121.15 | 6.24% |
B Buy |
| 5 | AMP | Ameriprise Financial, Inc. | 154.61 | 151.63 | 156.38 | 150.84 | 180.85 | 80.01 | 4.23 (2.81%) |
-5.25% | 6.20% | 18.59B | 154.96 | -0.23% | 143.29 | 7.90% |
B Buy |
| 6 | JHG | Janus Henderson Group plc Ordinary Shares | 21.72 | 21.70 | 22.10 | 21.31 | 27.50 | 11.81 | -0.07 (-0.32%) |
-4.65% | -2.54% | 3.99B | 20.61 | 5.37% | 20.14 | 7.85% |
B Buy |
| 7 | VRTS | Virtus Investment Partners, Inc. | 139.28 | 137.95 | 140.94 | 137.95 | 148.24 | 55.37 | 2.14 (1.56%) |
16.55% | 27.44% | 1.07B | 138.02 | 0.91% | 113.46 | 22.75% |
B Buy |
| 8 | BSIG | BrightSphere Investment Group Inc. | 12.96 | 12.84 | 13.10 | 12.84 | 14.61 | 3.61 | 0.07 (0.54%) |
30.24% | 31.89% | 1.04B | 13.36 | -2.98% | 9.94 | 30.38% |
B Buy |
| 9 | WDR | Waddell & Reed Financial, Inc. | 14.82 | 14.73 | 15.04 | 14.73 | 17.64 | 9.87 | 0.15 (1.02%) |
-6.49% | -12.63% | 965.73M | 15.24 | -2.74% | 14.43 | 2.67% |
B Buy |
| 10 | RILY | B. Riley Financial, Inc. | 25.16 | 25.41 | 25.59 | 25.16 | 30.17 | 12.94 | -0.13 (-0.51%) |
4.32% | 7.11% | 640.40M | 25.88 | -2.80% | 22.31 | 12.76% |
B Buy |
| 11 | DHIL | Diamond Hill Investment Group, Inc. - | 127.97 | 127.00 | 128.00 | 127.00 | 150.00 | 75.00 | -0.11 (-0.09%) |
-8.89% | -7.36% | 411.30M | 122.97 | 4.07% | 119.02 | 7.52% |
B Buy |
| 12 | ASA | ASA Gold and Precious Metals Limited | 21.36 | 21.37 | 21.52 | 20.96 | 25.45 | 8.16 | -0.05 (-0.23%) |
56.82% | 78.08% | N/A | 22.82 | -6.41% | 16.23 | 31.61% |
B Buy |
| 13 | NTRS | Northern Trust Corporation | 78.20 | 78.13 | 79.03 | 77.66 | 110.48 | 60.67 | 0.74 (0.96%) |
-24.41% | -15.46% | 16.27B | 80.18 | -2.46% | 83.74 | -6.61% |
C Neutral |
| 14 | BEN | Franklin Resources, Inc. | 20.28 | 20.13 | 20.54 | 20.07 | 29.27 | 14.91 | 0.24 (1.20%) |
-18.59% | -29.05% | 10.05B | 20.79 | -2.46% | 20.63 | -1.68% |
C Neutral |
| 15 | SEIC | SEI Investments Company | 51.17 | 51.23 | 51.63 | 51.16 | 69.61 | 35.40 | 0.10 (0.20%) |
-21.36% | -12.94% | 7.50B | 52.13 | -1.85% | 55.29 | -7.46% |
C Neutral |
| 16 | VOYA | Voya Financial, Inc. | 47.59 | 47.72 | 48.33 | 47.35 | 63.81 | 29.75 | -0.01 (-0.02%) |
-21.27% | -12.11% | 6.01B | 49.67 | -4.20% | 49.76 | -4.36% |
C Neutral |
| 17 | EV | Eaton Vance Corporation | 38.36 | 38.44 | 38.89 | 37.52 | 51.79 | 23.59 | 0.26 (0.68%) |
-15.44% | -13.80% | 4.38B | 38.38 | -0.06% | 38.93 | -1.46% |
C Neutral |
| 18 | CNNE | Cannae Holdings, Inc. | 37.58 | 36.54 | 37.68 | 36.49 | 44.87 | 20.51 | 1.49 (4.13%) |
1.05% | 36.91% | 3.44B | 37.30 | 0.75% | 36.46 | 3.07% |
C Neutral |
| 19 | HLNE | Hamilton Lane Incorporated - | 65.06 | 63.62 | 65.85 | 63.41 | 76.31 | 36.27 | 1.81 (2.86%) |
10.85% | 14.75% | 3.43B | 68.19 | -4.60% | 63.76 | 2.04% |
C Neutral |
| 20 | AMG | Affiliated Managers Group, Inc. | 68.44 | 68.44 | 69.56 | 68.35 | 88.95 | 44.37 | 0.43 (0.63%) |
-18.90% | -16.99% | 3.19B | 69.43 | -1.42% | 71.58 | -4.39% |
C Neutral |
| 21 | AB | AllianceBernstein Holding L.P. Units | 27.10 | 26.94 | 27.57 | 26.94 | 36.06 | 13.24 | 0.07 (0.26%) |
-3.57% | -6.71% | 2.61B | 28.06 | -3.42% | 26.09 | 3.86% |
C Neutral |
| 22 | FOCS | Focus Financial Partners Inc. | 32.90 | 33.00 | 33.46 | 31.96 | 40.99 | 12.17 | 0.02 (0.06%) |
11.64% | 38.53% | 2.29B | 35.38 | -7.02% | 29.03 | 13.33% |
C Neutral |
| 23 | SAMG | Silvercrest Asset Management Group Inc. | 10.12 | 10.38 | 10.85 | 9.41 | 13.75 | 6.21 | -0.18 (-1.75%) |
-16.07% | -17.15% | 145.44M | 11.56 | -12.49% | 11.08 | -8.64% |
C Neutral |
| 24 | HNNA | Hennessy Advisors, Inc. | 8.49 | 8.19 | 8.49 | 8.19 | 12.78 | 5.68 | -0.01 (-0.12%) |
-11.83% | -21.46% | 61.67M | 8.60 | -1.26% | 8.59 | -1.12% |
C Neutral |
| 25 | BK | Bank of New York Mellon Corporation (The) | 34.25 | 33.87 | 34.52 | 33.87 | 51.60 | 26.40 | 0.38 (1.12%) |
-30.31% | -23.80% | 30.34B | 36.10 | -5.12% | 38.59 | -11.24% |
D Sell |
| 26 | STT | State Street Corporation | 59.30 | 59.53 | 60.34 | 58.94 | 85.89 | 42.10 | -0.59 (-0.99%) |
-23.63% | 0.91% | 20.90B | 65.43 | -9.36% | 65.14 | -8.96% |
D Sell |
| 27 | EQH | AXA Equitable Holdings, Inc. | 18.28 | 18.47 | 18.58 | 18.22 | 27.30 | 9.89 | -0.06 (-0.33%) |
-24.43% | -16.56% | 8.22B | 20.26 | -9.79% | 19.95 | -8.35% |
D Sell |
| 28 | IVZ | Invesco Ltd | 11.39 | 11.49 | 11.64 | 11.36 | 19.01 | 6.38 | -0.04 (-0.35%) |
-33.36% | -31.82% | 5.23B | 10.55 | 7.93% | 11.62 | -1.97% |
D Sell |
| 29 | FHI | Federated Hermes | 21.53 | 21.31 | 21.82 | 21.31 | 38.26 | 13.06 | 0.21 (0.98%) |
-31.92% | -32.77% | 2.16B | 23.98 | -10.21% | 25.21 | -14.61% |
D Sell |
| 30 | VCTR | Victory Capital Holdings, Inc. | 16.77 | 16.89 | 17.00 | 16.77 | 24.83 | 10.18 | -0.03 (-0.18%) |
-19.32% | 9.43% | 1.13B | 17.61 | -4.76% | 17.78 | -5.67% |
D Sell |
| 31 | WETF | WisdomTree Investments, Inc. | 3.22 | 3.28 | 3.33 | 3.21 | 5.52 | 1.87 | -0.02 (-0.62%) |
-31.85% | -38.09% | 482.60M | 3.61 | -10.91% | 3.54 | -9.03% |
D Sell |
| 32 | PZN | Pzena Investment Management Inc | 5.25 | 5.52 | 5.59 | 5.25 | 9.24 | 3.46 | -0.17 (-3.14%) |
-34.85% | -41.14% | 374.01M | 5.23 | 0.32% | 5.67 | -7.47% |
D Sell |
| 33 | GBL | Gamco Investors, Inc. | 11.68 | 11.46 | 11.86 | 11.46 | 19.88 | 9.03 | 0.22 (1.92%) |
-39.81% | -40.18% | 322.25M | 12.53 | -6.75% | 13.96 | -16.32% |
D Sell |
| 34 | MYFW | First Western Financial, Inc. | 12.80 | 12.80 | 12.80 | 12.75 | 18.98 | 10.75 | -0.25 (-1.92%) |
-22.28% | -25.10% | 101.79M | 13.69 | -6.50% | 14.65 | -12.60% |
D Sell |
| 35 | WHG | Westwood Holdings Group Inc | 11.09 | 11.56 | 11.67 | 11.09 | 31.92 | 10.50 | -0.11 (-0.98%) |
-61.87% | -59.78% | 93.66M | 11.84 | -6.37% | 19.32 | -42.59% |
D Sell |
| 36 | JMP | JMP Group LLC Common Shares | 2.45 | 2.39 | 2.46 | 2.39 | 3.52 | 2.15 | 0.02 (0.82%) |
-24.15% | -28.90% | 48.08M | 2.57 | -4.65% | 2.76 | -11.24% |
D Sell |
| 37 | GROW | U.S. Global Investors, Inc. - | 2.45 | 2.32 | 2.47 | 2.32 | 3.90 | 0.80 | 0.13 (5.60%) |
72.02% | 23.12% | 36.83M | 3.20 | -23.41% | 1.98 | 23.72% |
D Sell |
| 38 | AAMC | Altisource Asset Management Corp Com | 20.74 | 19.50 | 22.30 | 19.50 | 32.24 | 8.83 | 1.19 (6.09%) |
67.94% | 122.29% | 33.85M | 18.57 | 11.68% | 16.35 | 26.82% |
D Sell |
| 39 | SVVC | Firsthand Technology Value Fund, Inc. | 4.19 | 4.13 | 4.24 | 4.13 | 7.65 | 2.72 | 0.06 (1.45%) |
-34.84% | -45.16% | 28.88M | 4.65 | -9.97% | 4.75 | -11.83% |
D Sell |
| 40 | HCAP | Harvest Capital Credit Corporation | 3.50 | 3.50 | 3.50 | 3.47 | 10.18 | 2.66 | -0.02 (-0.57%) |
-58.61% | -64.82% | 20.85M | 3.60 | -2.70% | 5.31 | -34.06% |
D Sell |
| 41 | AINC | Ashford Inc. (Holding Company) | 5.91 | 6.01 | 6.24 | 5.72 | 29.71 | 4.86 | 0.00 (0.00%) |
-74.96% | -75.78% | 14.83M | 6.77 | -12.76% | 12.30 | -51.94% |
D Sell |
| 42 | MDLY | Medley Management Inc. | 0.59 | 0.62 | 0.64 | 0.58 | 3.65 | 0.28 | -0.03 (-5.29%) |
-79.23% | -83.09% | 3.74M | 0.71 | -17.13% | 1.28 | -53.95% |
D Sell |
| NR | LM | Legg Mason, Inc. | 49.99 | 49.99 | 50.00 | 49.99 | 50.70 | 33.99 | 0.00 (0.00%) |
41.52% | 29.81% | 4.45B | N/A | N/A% | N/A | N/A% |
NR Not Rated |
| NR | OZM | Och-Ziff Capital Management Group LLC | 20.47 | 20.40 | 20.69 | 20.22 | 25.49 | 8.60 | 0.23 (1.14%) |
133.45% | 19.01% | 1.02B | N/A | N/A% | N/A | N/A% |
NR Not Rated |
| NR | OHAI | OHA Investment Corporation - Closed End Fund | 1.32 | 1.32 | 1.36 | 1.29 | 1.50 | 0.85 | 0.02 (1.15%) |
37.34% | 17.41% | 26.63M | N/A | N/A% | N/A | N/A% |
NR Not Rated |
All price changes on this page include dividends and splits.