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 #55 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. 536.84 544.42 547.35 532.76 547.35 401.82 -5.10
(-0.94%)
6.79% 32.04% 82.87B 500.97 7.16% 457.56 17.33% A
Strong Buy
2 TROW T. Rowe Price Group, Inc. 131.18 133.96 134.55 130.37 134.55 86.61 -2.03
(-1.52%)
7.67% 39.76% 30.65B 124.02 5.78% 112.00 17.12% A
Strong Buy
3 STT State Street Corporation 78.34 80.51 80.65 77.89 85.89 48.62 -2.12
(-2.63%)
-0.96% 9.84% 28.49B 77.59 0.96% 63.08 24.19% A
Strong Buy
4 AMP Ameriprise Financial, Inc. 167.57 171.40 171.48 166.50 173.75 117.09 -3.81
(-2.22%)
0.59% 39.90% 21.93B 165.19 1.44% 147.42 13.67% A
Strong Buy
5 NTRS Northern Trust Corporation 101.62 104.35 104.51 101.00 110.48 83.95 -2.45
(-2.35%)
-4.35% 13.71% 21.53B 106.81 -4.86% 95.34 6.58% A
Strong Buy
6 EQH AXA Equitable Holdings, Inc. 24.98 25.48 25.48 24.74 26.38 18.00 -0.51
(-2.00%)
0.81% 35.47% 11.62B 24.68 1.21% 22.13 12.90% A
Strong Buy
7 SEIC SEI Investments Company 63.71 65.18 65.30 63.29 67.14 46.60 -1.54
(-2.36%)
-2.70% 30.47% 9.57B 64.56 -1.31% 58.30 9.28% A
Strong Buy
8 VOYA Voya Financial, Inc. 61.47 62.23 62.38 60.80 63.37 45.41 -0.64
(-1.03%)
0.80% 34.80% 8.29B 59.40 3.48% 54.88 12.01% A
Strong Buy
9 EV Eaton Vance Corporation 46.71 47.77 47.85 46.35 48.98 36.84 -0.93
(-1.95%)
0.04% 18.67% 5.28B 47.35 -1.34% 43.38 7.67% A
Strong Buy
10 JHG Janus Henderson Group plc Ordinary Shares 25.26 25.37 25.67 25.06 25.83 17.68 -0.01
(-0.04%)
3.31% 15.03% 4.74B 24.82 1.78% 22.10 14.28% A
Strong Buy
11 ARES Ares Management Corporation 37.10 38.02 38.02 36.90 38.17 20.53 -0.80
(-2.11%)
3.95% 79.66% 4.26B 34.07 8.88% 28.65 29.48% A
Strong Buy
12 HLNE Hamilton Lane Incorporated - 67.37 69.12 69.27 67.15 69.68 36.01 -1.80
(-2.60%)
13.04% 85.59% 3.49B 59.68 12.89% 56.14 20.00% A
Strong Buy
13 FII Federated Investors, Inc. 33.87 34.45 34.45 33.56 35.98 24.65 -0.54
(-1.57%)
3.93% 34.99% 3.43B 33.46 1.23% 32.19 5.21% A
Strong Buy
14 LM Legg Mason, Inc. 38.86 38.13 39.10 37.88 40.27 26.36 0.93
(2.45%)
8.21% 35.26% 3.37B 37.21 4.44% 36.04 7.82% A
Strong Buy
15 AB AllianceBernstein Holding L.P. Units 33.62 33.75 33.95 33.34 33.95 26.29 -0.11
(-0.33%)
11.10% 12.03% 3.23B 30.26 11.09% 28.59 17.59% A
Strong Buy
16 CNNE Cannae Holdings, Inc. 39.08 39.22 39.26 38.80 39.58 18.38 -0.14
(-0.36%)
5.08% 112.85% 2.82B 37.28 4.83% 30.09 29.87% A
Strong Buy
17 APAM Artisan Partners Asset Management Inc. 33.49 34.43 34.43 33.31 35.48 22.19 -0.72
(-2.10%)
3.62% 46.24% 2.61B 31.32 6.92% 27.51 21.72% A
Strong Buy
18 VCTR Victory Capital Holdings, Inc. 21.65 21.84 21.84 21.36 22.50 10.12 -0.19
(-0.87%)
3.24% 105.60% 1.46B 20.53 5.46% 17.55 23.39% A
Strong Buy
19 VRTS Virtus Investment Partners, Inc. 126.94 129.66 129.66 125.84 131.18 84.73 -2.80
(-2.16%)
4.29% 44.07% 873.09M 121.06 4.85% 110.85 14.52% A
Strong Buy
20 ASA ASA Gold and Precious Metals Limited 13.96 13.63 13.98 13.63 14.15 9.03 0.28
(2.05%)
2.42% 49.46% 269.29M 12.86 8.58% 11.85 17.77% A
Strong Buy
21 MYFW First Western Financial, Inc. 17.17 16.70 17.26 16.41 17.61 12.47 -0.09
(-0.52%)
4.25% 23.97% 137.12M 16.63 3.22% 14.87 15.47% A
Strong Buy
22 BK Bank of New York Mellon Corporation (The) 45.95 46.66 46.70 45.54 54.27 40.52 -0.76
(-1.63%)
-8.10% -14.45% 42.38B 49.54 -7.25% 46.15 -0.44% B
Buy
23 IVZ Invesco Ltd 18.17 18.49 18.49 17.99 22.18 15.15 -0.30
(-1.62%)
1.06% -3.25% 8.25B 17.67 2.82% 17.96 1.18% B
Buy
24 WDR Waddell & Reed Financial, Inc. 16.45 16.75 16.76 16.29 19.18 14.91 -0.27
(-1.61%)
-0.12% -5.62% 1.16B 16.32 0.79% 16.29 0.96% B
Buy
25 RILY B. Riley Financial, Inc. 26.43 26.44 26.76 26.23 30.17 13.96 -0.23
(-0.86%)
4.96% 86.65% 711.71M 27.03 -2.24% 22.00 20.12% B
Buy
26 DHIL Diamond Hill Investment Group, Inc. - 140.40 143.22 144.00 139.35 161.62 124.57 -2.05
(-1.44%)
-0.04% -9.80% 475.11M 142.29 -1.32% 139.57 0.59% B
Buy
27 HCAP Harvest Capital Credit Corporation 8.85 8.94 8.94 8.81 11.36 8.68 -0.08
(-0.90%)
1.82% -20.63% 52.56M 8.87 -0.25% 9.48 -6.68% B
Buy
28 BEN Franklin Resources, Inc. 25.26 25.70 25.74 25.07 35.82 24.73 -0.42
(-1.64%)
-2.77% -19.37% 12.61B 26.22 -3.67% 29.53 -14.47% C
Neutral
29 AMG Affiliated Managers Group, Inc. 82.91 85.74 85.80 82.67 115.75 71.08 -2.56
(-3.00%)
-2.16% -23.05% 4.09B 84.73 -2.15% 86.37 -4.01% C
Neutral
30 FOCS Focus Financial Partners Inc. 28.00 29.54 29.59 27.61 40.36 19.05 -1.46
(-4.96%)
-4.99% 0.76% 1.94B 28.37 -1.32% 27.43 2.07% C
Neutral
31 BSIG BrightSphere Investment Group Inc. 9.50 9.71 9.73 9.39 14.87 8.40 -0.21
(-2.16%)
-7.05% -22.95% 818.03M 9.84 -3.46% 10.54 -9.82% C
Neutral
32 PZN Pzena Investment Management Inc 8.37 8.40 8.49 8.37 10.42 7.23 0.02
(0.24%)
-2.90% -1.30% 585.72M 8.60 -2.64% 8.63 -2.97% C
Neutral
33 GBL Gamco Investors, Inc. 17.71 18.10 18.10 17.60 22.81 14.81 -0.36
(-1.99%)
-9.13% -5.85% 486.85M 18.09 -2.11% 18.69 -5.25% C
Neutral
34 WHG Westwood Holdings Group Inc 28.73 28.85 28.85 28.51 39.83 26.55 0.02
(0.07%)
-3.00% -23.97% 256.99M 29.76 -3.46% 29.27 -1.85% C
Neutral
35 SAMG Silvercrest Asset Management Group Inc. 12.31 12.41 12.60 12.30 16.05 11.61 -0.18
(-1.44%)
-2.15% -11.12% 176.77M 12.54 -1.83% 13.01 -5.39% C
Neutral
36 HNNA Hennessy Advisors, Inc. 10.38 10.16 10.41 10.15 12.78 9.00 0.25
(2.47%)
2.98% 0.29% 77.86M 10.78 -3.69% 10.07 3.03% C
Neutral
37 WETF WisdomTree Investments, Inc. 3.82 3.89 3.99 3.81 8.04 3.81 -0.10
(-2.55%)
-21.07% -41.23% 592.91M 4.73 -19.26% 5.60 -31.75% D
Sell
38 JMP JMP Group LLC Common Shares 3.07 0.00 0.00 0.00 4.67 0.00 0.00
(0.00%)
-4.95% -32.38% 59.39M 3.14 -2.15% 3.50 -12.31% D
Sell
39 AINC Ashford Inc. (Holding Company) 24.00 23.74 24.26 23.68 66.40 19.43 0.00
(0.00%)
1.69% -55.96% 52.85M 23.82 0.77% 31.61 -24.06% D
Sell
40 SVVC Firsthand Technology Value Fund, Inc. 6.77 6.78 6.84 6.76 15.22 5.45 -0.06
(-0.88%)
5.29% -47.40% 48.60M 6.28 7.79% 8.30 -18.47% D
Sell
41 AAMC Altisource Asset Management Corp Com 13.20 13.25 13.29 12.88 42.00 7.60 -0.27
(-2.00%)
6.88% -50.17% 21.09M 13.17 0.20% 14.85 -11.11% D
Sell
42 GROW U.S. Global Investors, Inc. - 1.35 1.35 1.38 1.35 2.29 1.03 0.00
(0.00%)
-6.11% 9.15% 20.42M 1.40 -3.81% 1.56 -13.69% D
Sell
43 MDLY Medley Management Inc. 3.00 3.00 3.02 2.93 4.99 2.16 -0.03
(-0.99%)
1.35% -25.00% 17.92M 3.00 0.01% 3.02 -0.61% 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

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