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 |
All price changes on this page include dividends and splits.