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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B
Industry Rank
This industry ranks #19 out of 123 stock categories.
B
Average POWR Rating
The average market cap-weighted POWR Rating for stocks in this industry is B (Buy).
| 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 | BLK | BlackRock, Inc. | 551.77 | 555.48 | 560.56 | 548.62 | 576.81 | 323.98 | 7.45 (1.37%) | 11.33% | 17.43% | 85.12B | 520.49 | 6.01% | 483.28 | 14.17% |
A Strong Buy |
| 2 | ARES | Ares Management Corporation | 39.36 | 40.06 | 40.20 | 39.06 | 41.88 | 20.20 | -0.17 (-0.43%) | 12.86% | 46.05% | 9.75B | 36.35 | 8.27% | 32.95 | 19.44% |
A Strong Buy |
| 3 | LM | Legg Mason, Inc. | 49.71 | 49.73 | 49.75 | 49.66 | 50.70 | 33.99 | 0.00 (0.00%) | 40.72% | 32.99% | 4.42B | 49.50 | 0.42% | 42.59 | 16.72% |
A Strong Buy |
| 4 | FOCS | Focus Financial Partners Inc. | 33.86 | 33.65 | 34.39 | 32.58 | 34.96 | 12.17 | 0.51 (1.53%) | 14.90% | 21.49% | 2.36B | 26.96 | 25.61% | 25.70 | 31.75% |
A Strong Buy |
| 5 | BSIG | BrightSphere Investment Group Inc. | 12.75 | 12.73 | 13.04 | 12.46 | 13.04 | 3.61 | 0.44 (3.57%) | 28.03% | 9.16% | 1.03B | 9.04 | 40.99% | 8.79 | 45.04% |
A Strong Buy |
| 6 | ASA | ASA Gold and Precious Metals Limited | 17.42 | 17.50 | 17.79 | 17.37 | 17.79 | 8.16 | -0.09 (-0.51%) | 27.90% | 52.81% | 336.03M | 15.31 | 13.80% | 13.23 | 31.63% |
A Strong Buy |
| 7 | TROW | T. Rowe Price Group, Inc. | 122.73 | 124.85 | 125.67 | 122.37 | 139.82 | 82.51 | 0.22 (0.18%) | 2.50% | 13.01% | 27.93B | 117.79 | 4.19% | 116.28 | 5.55% |
B Buy |
| 8 | AMP | Ameriprise Financial, Inc. | 145.45 | 150.09 | 151.11 | 145.16 | 180.85 | 80.01 | -0.38 (-0.26%) | -11.46% | -0.39% | 17.79B | 135.43 | 7.40% | 142.36 | 2.17% |
B Buy |
| 9 | HLNE | Hamilton Lane Incorporated - | 67.78 | 68.49 | 68.86 | 67.49 | 76.31 | 36.27 | 0.35 (0.52%) | 14.90% | 17.10% | 3.52B | 65.33 | 3.76% | 60.47 | 12.10% |
B Buy |
| 10 | CNNE | Cannae Holdings, Inc. | 40.50 | 41.50 | 41.50 | 39.70 | 44.87 | 20.51 | -0.35 (-0.86%) | 8.90% | 38.41% | 3.20B | 35.51 | 14.07% | 34.45 | 17.55% |
B Buy |
| 11 | APAM | Artisan Partners Asset Management Inc. | 31.89 | 32.28 | 32.43 | 31.79 | 38.09 | 17.69 | 0.31 (0.98%) | 4.46% | 16.22% | 2.51B | 29.51 | 8.07% | 27.71 | 15.08% |
B Buy |
| 12 | WDR | Waddell & Reed Financial, Inc. | 15.49 | 15.72 | 16.37 | 15.35 | 18.33 | 9.87 | 0.15 (0.98%) | -3.89% | -6.06% | 1.02B | 14.26 | 8.63% | 14.74 | 5.08% |
B Buy |
| 13 | VRTS | Virtus Investment Partners, Inc. | 114.07 | 116.42 | 117.27 | 113.26 | 141.79 | 55.37 | 1.00 (0.88%) | -5.01% | 7.98% | 877.77M | 99.31 | 14.86% | 105.37 | 8.25% |
B Buy |
| 14 | SAMG | Silvercrest Asset Management Group Inc. | 12.75 | 13.11 | 13.11 | 12.71 | 14.50 | 6.21 | -0.13 (-1.01%) | 4.33% | -8.60% | 183.09M | 11.06 | 15.31% | 11.34 | 12.42% |
B Buy |
| 15 | BK | Bank of New York Mellon Corporation (The) | 37.94 | 38.32 | 38.89 | 37.80 | 51.60 | 26.40 | 0.35 (0.93%) | -23.45% | -14.22% | 33.59B | 36.99 | 2.56% | 41.81 | -9.26% |
C Neutral |
| 16 | STT | State Street Corporation | 63.13 | 63.84 | 65.18 | 62.76 | 85.89 | 42.10 | 1.00 (1.61%) | -18.69% | 13.10% | 22.22B | 61.03 | 3.44% | 65.20 | -3.18% |
C Neutral |
| 17 | NTRS | Northern Trust Corporation | 77.67 | 78.88 | 79.57 | 77.41 | 110.48 | 60.67 | 0.73 (0.95%) | -25.57% | -15.46% | 16.16B | 78.74 | -1.35% | 89.73 | -13.44% |
C Neutral |
| 18 | EQH | AXA Equitable Holdings, Inc. | 19.02 | 19.41 | 19.75 | 18.96 | 27.30 | 9.89 | 0.16 (0.85%) | -21.99% | -9.21% | 8.57B | 18.73 | 1.55% | 20.72 | -8.20% |
C Neutral |
| 19 | SEIC | SEI Investments Company | 54.24 | 55.31 | 55.54 | 54.10 | 69.61 | 35.40 | -0.05 (-0.09%) | -16.64% | -3.62% | 8.02B | 53.35 | 1.68% | 57.57 | -5.78% |
C Neutral |
| 20 | VOYA | Voya Financial, Inc. | 45.76 | 46.64 | 47.11 | 45.68 | 63.81 | 29.75 | 0.01 (0.02%) | -24.52% | -17.67% | 5.77B | 45.22 | 1.20% | 51.60 | -11.33% |
C Neutral |
| 21 | EV | Eaton Vance Corporation | 37.95 | 38.86 | 39.06 | 37.78 | 51.79 | 23.59 | 0.08 (0.21%) | -17.19% | -11.83% | 4.32B | 37.49 | 1.24% | 41.26 | -8.01% |
C Neutral |
| 22 | JHG | Janus Henderson Group plc Ordinary Shares | 20.63 | 20.89 | 21.23 | 20.60 | 27.50 | 11.81 | 0.30 (1.48%) | -10.98% | -3.87% | 3.81B | 20.30 | 1.62% | 20.80 | -0.82% |
C Neutral |
| 23 | AMG | Affiliated Managers Group, Inc. | 72.82 | 73.09 | 74.16 | 72.45 | 92.71 | 44.37 | 1.57 (2.20%) | -13.72% | -19.21% | 3.44B | 69.70 | 4.47% | 75.05 | -2.98% |
C Neutral |
| 24 | AB | AllianceBernstein Holding L.P. Units | 26.67 | 27.00 | 27.48 | 26.63 | 36.06 | 13.24 | 0.05 (0.19%) | -7.09% | -10.59% | 2.61B | 24.25 | 9.97% | 26.26 | 1.55% |
C Neutral |
| 25 | VCTR | Victory Capital Holdings, Inc. | 17.60 | 17.52 | 17.86 | 17.32 | 24.83 | 10.18 | 0.28 (1.62%) | -15.62% | -4.86% | 1.19B | 15.98 | 10.15% | 17.66 | -0.32% |
C Neutral |
| 26 | RILY | B. Riley Financial, Inc. | 21.70 | 21.53 | 22.00 | 21.05 | 30.17 | 12.94 | 0.41 (1.93%) | -11.19% | 8.61% | 560.45M | 19.61 | 10.65% | 22.43 | -3.26% |
C Neutral |
| 27 | DHIL | Diamond Hill Investment Group, Inc. - | 113.22 | 114.43 | 116.76 | 112.14 | 150.00 | 75.00 | 0.09 (0.08%) | -19.39% | -16.44% | 366.27M | 108.18 | 4.66% | 124.18 | -8.83% |
C Neutral |
| 28 | MYFW | First Western Financial, Inc. | 14.15 | 14.20 | 14.26 | 13.87 | 18.98 | 10.75 | -0.10 (-0.70%) | -14.09% | 7.93% | 112.04M | 13.37 | 5.85% | 15.46 | -8.50% |
C Neutral |
| 29 | HNNA | Hennessy Advisors, Inc. | 8.00 | 7.95 | 8.19 | 7.95 | 12.78 | 5.68 | -0.09 (-1.11%) | -18.19% | -16.74% | 58.09M | 7.91 | 1.10% | 9.38 | -14.72% |
C Neutral |
| 30 | JMP | JMP Group LLC Common Shares | 2.79 | 2.88 | 2.90 | 2.72 | 3.98 | 2.15 | 0.04 (1.45%) | -13.62% | -29.19% | 54.62M | 2.70 | 3.28% | 2.97 | -5.95% |
C Neutral |
| 31 | GROW | U.S. Global Investors, Inc. - | 2.27 | 2.04 | 2.29 | 2.04 | 3.20 | 0.80 | 0.24 (11.82%) | 59.06% | 32.75% | 34.12M | 2.02 | 12.30% | 1.57 | 44.50% |
C Neutral |
| 32 | BEN | Franklin Resources, Inc. | 20.38 | 20.75 | 21.00 | 20.30 | 35.77 | 14.91 | 0.18 (0.89%) | -20.31% | -41.55% | 10.09B | 19.73 | 3.30% | 22.89 | -10.97% |
D Sell |
| 33 | IVZ | Invesco Ltd | 10.55 | 10.72 | 10.76 | 10.45 | 21.09 | 6.38 | 0.29 (2.83%) | -39.11% | -48.64% | 4.84B | 8.99 | 17.40% | 13.43 | -21.43% |
D Sell |
| 34 | FHI | Federated Hermes | 23.30 | 23.60 | 23.82 | 23.15 | 38.26 | 13.06 | 0.31 (1.35%) | -27.09% | -28.29% | 2.35B | 22.84 | 2.01% | 27.86 | -16.37% |
D Sell |
| 35 | WETF | WisdomTree Investments, Inc. | 3.43 | 3.59 | 3.67 | 3.42 | 6.55 | 1.87 | -0.01 (-0.29%) | -27.92% | -44.50% | 536.54M | 3.18 | 7.97% | 3.97 | -13.59% |
D Sell |
| 36 | PZN | Pzena Investment Management Inc | 5.36 | 5.54 | 5.65 | 5.28 | 10.15 | 3.46 | -0.10 (-1.83%) | -33.85% | -37.31% | 384.00M | 4.82 | 11.14% | 6.59 | -18.62% |
D Sell |
| 37 | GBL | Gamco Investors, Inc. | 13.28 | 13.45 | 13.60 | 12.93 | 20.90 | 9.03 | -0.14 (-1.04%) | -31.67% | -31.12% | 367.72M | 12.88 | 3.14% | 15.50 | -14.33% |
D Sell |
| 38 | WHG | Westwood Holdings Group Inc | 14.60 | 15.60 | 16.06 | 14.58 | 34.43 | 10.50 | -0.63 (-4.14%) | -49.81% | -57.47% | 124.10M | 18.66 | -21.75% | 24.21 | -39.69% |
D Sell |
| 39 | AAMC | Altisource Asset Management Corp Com | 17.40 | 17.07 | 17.87 | 17.07 | 32.24 | 7.60 | 0.45 (2.65%) | 40.89% | 37.01% | 28.29M | 16.71 | 4.10% | 14.68 | 18.56% |
D Sell |
| 40 | SVVC | Firsthand Technology Value Fund, Inc. | 4.10 | 4.14 | 4.15 | 4.03 | 9.43 | 2.72 | -0.06 (-1.44%) | -36.24% | -54.99% | 28.26M | 3.65 | 12.24% | 5.40 | -24.04% |
D Sell |
| 41 | AINC | Ashford Inc. (Holding Company) | 10.15 | 10.10 | 10.15 | 9.90 | 35.72 | 4.96 | 0.25 (2.53%) | -56.99% | -63.57% | 25.65M | 8.63 | 17.57% | 17.22 | -41.05% |
D Sell |
| 42 | HCAP | Harvest Capital Credit Corporation | 4.11 | 4.20 | 4.20 | 4.11 | 10.56 | 2.66 | -0.09 (-2.14%) | -51.40% | -60.94% | 24.49M | 4.17 | -1.42% | 6.94 | -40.77% |
D Sell |
| 43 | MDLY | Medley Management Inc. | 0.78 | 0.84 | 0.85 | 0.76 | 3.65 | 0.28 | -0.03 (-3.13%) | -72.55% | -68.65% | 4.88M | 0.57 | 35.92% | 2.00 | -61.06% |
D Sell |
| 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.