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 #50 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 | TROW | T. Rowe Price Group, Inc. | 156.42 | 157.53 | 158.59 | 155.41 | 159.68 | 82.51 | -2.11 (-1.33%) |
3.32% | 20.18% | 35.42B | 146.60 | 6.70% | 129.89 | 20.43% |
A Strong Buy |
| 2 | STT | State Street Corporation | 77.18 | 78.28 | 78.74 | 76.43 | 85.89 | 42.10 | -2.40 (-3.02%) |
6.05% | -4.96% | 27.23B | 71.60 | 7.79% | 64.19 | 20.25% |
A Strong Buy |
| 3 | AMP | Ameriprise Financial, Inc. | 208.28 | 204.63 | 208.53 | 203.43 | 208.53 | 80.01 | 1.33 (0.64%) |
7.18% | 23.76% | 24.57B | 189.59 | 9.86% | 155.26 | 34.15% |
A Strong Buy |
| 4 | BEN | Franklin Resources, Inc. | 26.56 | 26.72 | 27.11 | 26.47 | 27.60 | 14.91 | -0.56 (-2.06%) |
6.28% | 5.73% | 13.44B | 23.15 | 14.74% | 20.55 | 29.25% |
A Strong Buy |
| 5 | EQH | AXA Equitable Holdings, Inc. | 27.50 | 27.58 | 27.72 | 27.01 | 28.13 | 9.89 | -0.39 (-1.40%) |
7.46% | 7.17% | 12.23B | 25.51 | 7.80% | 20.62 | 33.38% |
A Strong Buy |
| 6 | IVZ | Invesco Ltd | 20.00 | 19.93 | 20.14 | 19.50 | 20.42 | 6.38 | -0.27 (-1.33%) |
14.74% | 11.11% | 9.19B | 17.04 | 17.37% | 11.87 | 68.43% |
A Strong Buy |
| 7 | EV | Eaton Vance Corporation | 71.82 | 71.81 | 72.06 | 71.23 | 72.96 | 23.59 | -0.79 (-1.09%) |
5.73% | 52.81% | 8.20B | 65.40 | 9.81% | 44.49 | 61.45% |
A Strong Buy |
| 8 | VOYA | Voya Financial, Inc. | 59.51 | 59.29 | 60.03 | 59.05 | 63.81 | 29.75 | -0.38 (-0.63%) |
1.19% | -2.87% | 7.51B | 57.41 | 3.66% | 49.69 | 19.77% |
A Strong Buy |
| 9 | JHG | Janus Henderson Group plc Ordinary Shares | 34.32 | 34.36 | 34.47 | 33.38 | 35.23 | 11.81 | -0.83 (-2.36%) |
5.57% | 37.44% | 6.23B | 30.63 | 12.06% | 23.00 | 49.23% |
A Strong Buy |
| 10 | AMG | Affiliated Managers Group, Inc. | 110.32 | 108.78 | 110.71 | 107.97 | 111.39 | 44.37 | -0.59 (-0.53%) |
8.48% | 30.26% | 5.00B | 95.34 | 15.71% | 76.32 | 44.56% |
A Strong Buy |
| 11 | HLNE | Hamilton Lane Incorporated - | 81.96 | 81.92 | 82.99 | 79.30 | 84.55 | 36.27 | -0.91 (-1.10%) |
5.01% | 26.17% | 4.32B | 75.27 | 8.89% | 68.14 | 20.29% |
A Strong Buy |
| 12 | APAM | Artisan Partners Asset Management Inc. | 52.74 | 53.00 | 53.22 | 51.21 | 55.25 | 17.69 | -0.97 (-1.81%) |
4.77% | 53.00% | 4.14B | 48.07 | 9.71% | 36.69 | 43.75% |
A Strong Buy |
| 13 | FOCS | Focus Financial Partners Inc. | 49.72 | 49.31 | 49.72 | 48.21 | 49.90 | 12.17 | 0.08 (0.16%) |
14.30% | 73.54% | 3.56B | 42.83 | 16.10% | 34.29 | 44.99% |
A Strong Buy |
| 14 | AB | AllianceBernstein Holding L.P. Units | 35.14 | 35.13 | 35.37 | 34.32 | 36.35 | 13.24 | -0.34 (-0.96%) |
4.06% | 7.59% | 3.38B | 32.81 | 7.09% | 27.31 | 28.68% |
A Strong Buy |
| 15 | VRTS | Virtus Investment Partners, Inc. | 226.97 | 231.99 | 233.27 | 225.03 | 239.99 | 55.37 | -8.39 (-3.56%) |
4.59% | 79.95% | 1.73B | 201.94 | 12.40% | 141.28 | 60.65% |
A Strong Buy |
| 16 | BSIG | BrightSphere Investment Group Inc. | 21.12 | 20.76 | 21.31 | 20.29 | 21.59 | 3.61 | -0.10 (-0.47%) |
9.54% | 109.73% | 1.69B | 18.59 | 13.62% | 13.15 | 60.66% |
A Strong Buy |
| 17 | VCTR | Victory Capital Holdings, Inc. | 24.43 | 24.36 | 24.96 | 24.00 | 26.04 | 10.18 | -0.01 (-0.04%) |
-1.53% | 12.22% | 1.65B | 22.02 | 10.94% | 18.21 | 34.13% |
A Strong Buy |
| 18 | WDR | Waddell & Reed Financial, Inc. | 25.03 | 25.00 | 25.08 | 24.98 | 25.90 | 9.87 | -0.01 (-0.04%) |
-0.75% | 48.99% | 1.57B | 21.63 | 15.72% | 16.18 | 54.68% |
A Strong Buy |
| 19 | RILY | B. Riley Financial, Inc. | 49.68 | 48.95 | 49.90 | 47.19 | 52.79 | 12.94 | 0.45 (0.91%) |
12.35% | 94.98% | 1.26B | 37.93 | 30.96% | 26.25 | 89.24% |
A Strong Buy |
| 20 | PZN | Pzena Investment Management Inc | 8.44 | 8.67 | 8.67 | 8.41 | 8.90 | 3.46 | -0.23 (-2.65%) |
15.62% | -3.32% | 600.67M | 7.11 | 18.67% | 5.52 | 52.94% |
A Strong Buy |
| 21 | DHIL | Diamond Hill Investment Group, Inc. - | 152.01 | 153.78 | 156.29 | 151.54 | 162.00 | 75.00 | -2.04 (-1.32%) |
1.84% | 6.79% | 480.81M | 150.08 | 1.28% | 125.83 | 20.80% |
A Strong Buy |
| 22 | SSSS | SuRo Capital Corp. | 14.12 | 14.35 | 14.55 | 13.86 | 14.91 | 3.60 | -0.23 (-1.60%) |
7.87% | 104.64% | 281.19M | 11.89 | 18.72% | 9.62 | 46.73% |
A Strong Buy |
| 23 | SAMG | Silvercrest Asset Management Group Inc. | 15.48 | 15.36 | 15.52 | 15.05 | 15.78 | 6.21 | -0.12 (-0.77%) |
11.45% | 25.04% | 222.48M | 13.63 | 13.56% | 11.66 | 32.78% |
A Strong Buy |
| 24 | MOGO | Mogo Inc. | 5.06 | 5.01 | 5.38 | 4.89 | 5.38 | 0.55 | -0.08 (-1.56%) |
34.22% | 84.67% | 152.05M | 3.17 | 59.62% | 1.78 | 184.78% |
A Strong Buy |
| 25 | BANX | StoneCastle Financial Corp. | 19.88 | 19.93 | 20.20 | 19.88 | 22.77 | 9.25 | -0.05 (-0.25%) |
3.27% | -11.78% | 130.45M | 19.61 | 1.39% | 17.49 | 13.65% |
A Strong Buy |
| 26 | JBAXY | Julius Bär Gruppe AG | 12.31 | 12.48 | 12.48 | 12.14 | 12.48 | 4.92 | -0.05 (-0.40%) |
6.49% | 21.24% | N/A | 11.28 | 9.14% | 9.14 | 34.73% |
A Strong Buy |
| 27 | BLK | BlackRock, Inc. | 727.76 | 742.18 | 754.44 | 724.00 | 788.00 | 323.98 | -15.74 (-2.12%) |
0.86% | 37.25% | 110.99B | 701.23 | 3.78% | 584.28 | 24.56% |
B Buy |
| 28 | BK | Bank of New York Mellon Corporation (The) | 45.57 | 45.96 | 46.13 | 45.32 | 47.63 | 26.40 | -0.96 (-2.06%) |
7.38% | -10.10% | 40.38B | 40.75 | 11.84% | 37.18 | 22.56% |
B Buy |
| 29 | NTRS | Northern Trust Corporation | 96.44 | 97.88 | 98.73 | 95.73 | 109.88 | 60.67 | -3.25 (-3.26%) |
3.54% | -9.89% | 20.07B | 92.25 | 4.54% | 82.31 | 17.17% |
B Buy |
| 30 | ARES | Ares Management Corporation | 45.14 | 45.45 | 45.68 | 44.62 | 49.86 | 20.20 | -0.64 (-1.40%) |
-4.06% | 26.02% | 11.67B | 46.34 | -2.58% | 39.97 | 12.93% |
B Buy |
| 31 | SEIC | SEI Investments Company | 59.67 | 59.72 | 60.10 | 59.03 | 69.61 | 35.40 | -0.81 (-1.34%) |
3.83% | -8.57% | 8.63B | 56.21 | 6.15% | 53.24 | 12.08% |
B Buy |
| 32 | ORCC | Owl Rock Capital Corporation | 13.24 | 13.08 | 13.34 | 13.01 | 16.23 | 8.09 | 0.16 (1.22%) |
4.58% | -17.92% | 5.14B | 12.77 | 3.66% | 11.76 | 12.62% |
B Buy |
| 33 | ONEXF | Onex Corporation | 56.47 | 55.67 | 56.47 | 55.67 | 68.42 | 25.66 | -0.86 (-1.50%) |
-1.50% | -16.52% | 5.11B | 54.31 | 3.99% | 47.33 | 19.32% |
B Buy |
| 34 | CNNE | Cannae Holdings, Inc. | 42.75 | 42.36 | 43.00 | 42.02 | 46.57 | 20.51 | -0.11 (-0.26%) |
-3.43% | 10.07% | 3.92B | 42.06 | 1.65% | 37.94 | 12.69% |
B Buy |
| 35 | FHI | Federated Hermes | 30.74 | 30.51 | 31.04 | 30.16 | 38.26 | 13.06 | -0.39 (-1.25%) |
6.40% | -10.46% | 3.05B | 28.35 | 8.44% | 23.48 | 30.91% |
B Buy |
| 36 | ATCO | Atlas Corp. | 11.14 | 11.45 | 11.51 | 11.06 | 14.38 | 5.39 | -0.46 (-3.97%) |
2.77% | -22.75% | 2.75B | 10.94 | 1.79% | 8.58 | 29.87% |
B Buy |
| 37 | WETF | WisdomTree Investments, Inc. | 5.27 | 5.44 | 5.50 | 5.27 | 5.82 | 1.87 | -0.24 (-4.36%) |
-1.50% | 27.60% | 784.08M | 4.79 | 10.03% | 3.72 | 41.82% |
B Buy |
| 38 | GCMG | GCM Grosvenor Inc. | 13.25 | 13.47 | 13.60 | 13.10 | 15.36 | 9.00 | -0.09 (-0.67%) |
-0.53% | 28.52% | 559.95M | 11.83 | 11.96% | 10.79 | 22.76% |
B Buy |
| 39 | PIOE | P10 Holdings, Inc. | 6.17 | 6.07 | 6.60 | 6.07 | 6.99 | 1.25 | -0.09 (-1.44%) |
-6.52% | 378.29% | 551.04M | 6.06 | 1.85% | 3.63 | 69.90% |
B Buy |
| 40 | GBL | Gamco Investors, Inc. | 17.07 | 17.00 | 17.41 | 17.00 | 19.43 | 9.03 | 0.07 (0.41%) |
-3.78% | -6.47% | 468.67M | 15.24 | 12.04% | 12.61 | 35.37% |
B Buy |
| 41 | CCAP | Crescent Capital BDC, Inc. | 15.35 | 14.97 | 15.37 | 14.87 | 19.00 | 6.21 | 0.55 (3.72%) |
5.35% | -17.09% | 432.36M | 14.12 | 8.74% | 12.09 | 27.01% |
B Buy |
| 42 | MYFW | First Western Financial, Inc. | 20.21 | 20.29 | 20.50 | 20.08 | 22.31 | 10.75 | -0.29 (-1.41%) |
3.27% | 24.75% | 160.71M | 18.32 | 10.29% | 14.76 | 36.89% |
B Buy |
| 43 | GROW | U.S. Global Investors, Inc. - | 5.73 | 5.78 | 5.92 | 5.51 | 6.70 | 0.80 | 0.12 (2.14%) |
5.17% | 334.09% | 86.45M | 4.29 | 33.64% | 2.91 | 96.67% |
B Buy |
| 44 | JMP | JMP Group LLC Common Shares | 4.02 | 4.10 | 4.17 | 4.02 | 4.48 | 2.15 | -0.06 (-1.47%) |
4.42% | 32.42% | 79.06M | 3.34 | 20.44% | 2.78 | 44.64% |
B Buy |
| 45 | HCAP | Harvest Capital Credit Corporation | 7.62 | 7.63 | 7.69 | 7.23 | 9.08 | 2.66 | -0.07 (-0.91%) |
0.79% | -15.05% | 45.40M | 5.53 | 37.91% | 4.20 | 81.32% |
B Buy |
| 46 | BRPHF | Galaxy Digital Holdings Ltd. | 8.20 | 9.17 | 9.17 | 7.83 | 10.33 | 0.41 | -0.28 (-3.35%) |
-4.48% | 726.83% | N/A | 6.00 | 36.60% | 2.92 | 181.08% |
B Buy |
| 47 | IGIFF | IGM Financial Inc. | 27.60 | 27.60 | 27.60 | 27.60 | 30.55 | 14.48 | -0.35 (-1.25%) |
1.73% | -7.72% | N/A | 26.22 | 5.28% | 23.64 | 16.74% |
B Buy |
| 48 | VYGVF | Voyager Digital Ltd. | 5.99 | 5.47 | 10.00 | 5.31 | 10.00 | 0.09 | -0.60 (-9.04%) |
53.59% | 3,018.81% | N/A | 2.43 | 146.12% | 0.98 | 510.31% |
B Buy |
| 49 | FFXDF | Fairfax India Holdings Corporation | 10.70 | 10.49 | 11.83 | 10.48 | 13.83 | 5.37 | 0.20 (1.89%) |
10.77% | -20.34% | 1.61B | 9.53 | 12.27% | 8.20 | 30.55% |
C Neutral |
| 50 | SCU | Sculptor Capital Management, Inc. | 17.87 | 17.91 | 18.31 | 17.55 | 28.85 | 8.86 | -0.36 (-1.97%) |
17.57% | -15.75% | 990.03M | 14.81 | 20.64% | 13.13 | 36.07% |
C Neutral |
| 51 | BCSF | Bain Capital Specialty Finance, Inc. | 12.66 | 12.57 | 12.78 | 12.57 | 20.09 | 7.11 | -0.03 (-0.24%) |
4.37% | -36.41% | 817.35M | 11.72 | 8.04% | 10.17 | 24.45% |
C Neutral |
| 52 | SII | Sprott, Inc. | 29.01 | 28.87 | 29.21 | 28.57 | 43.63 | 13.30 | 0.00 (0.00%) |
0.07% | 23.47% | 740.13M | 29.60 | -1.98% | 31.41 | -7.65% |
C Neutral |
| 53 | ASA | ASA Gold and Precious Metals Limited | 21.02 | 21.50 | 21.60 | 20.93 | 25.45 | 8.16 | -0.49 (-2.28%) |
-3.89% | 53.77% | 405.48M | 21.14 | -0.58% | 19.37 | 8.52% |
C Neutral |
| 54 | FCRD | First Eagle Alternative Capital BDC, Inc. | 3.69 | 3.72 | 3.74 | 3.67 | 6.86 | 1.56 | -0.03 (-0.81%) |
1.10% | -41.71% | 111.11M | 3.52 | 4.68% | 2.99 | 23.23% |
C Neutral |
| 55 | ICMB | Investcorp Credit Management BDC, Inc. | 4.92 | 4.89 | 4.99 | 4.85 | 7.70 | 1.38 | 0.02 (0.41%) |
3.36% | -30.11% | 68.42M | 4.41 | 11.56% | 3.57 | 37.68% |
C Neutral |
| 56 | HNNA | Hennessy Advisors, Inc. | 8.75 | 8.92 | 8.92 | 8.61 | 11.15 | 5.68 | 0.01 (0.11%) |
2.76% | -13.45% | 64.40M | 8.92 | -1.89% | 8.26 | 5.90% |
C Neutral |
| 57 | AAMC | Altisource Asset Management Corp Com | 21.30 | 21.22 | 21.30 | 21.20 | 32.24 | 10.25 | 0.13 (0.61%) |
-9.67% | 61.61% | 35.15M | 22.74 | -6.34% | 18.99 | 12.14% |
C Neutral |
| 58 | SVVC | Firsthand Technology Value Fund, Inc. | 4.90 | 4.61 | 4.90 | 4.61 | 6.86 | 2.72 | 0.23 (4.93%) |
9.62% | -24.98% | 33.78M | 4.24 | 15.46% | 4.09 | 19.80% |
C Neutral |
| 59 | SLLDY | Sanlam Limited | 7.65 | 7.65 | 7.77 | 7.55 | 10.92 | 4.95 | -0.08 (-1.03%) |
-2.36% | -29.99% | N/A | 7.50 | 1.97% | 6.76 | 13.11% |
C Neutral |
| 60 | WHG | Westwood Holdings Group Inc | 13.66 | 14.14 | 14.40 | 13.56 | 30.04 | 9.42 | -0.75 (-5.20%) |
-5.79% | -53.54% | 114.38M | 13.02 | 4.88% | 14.42 | -5.27% |
D Sell |
| 61 | GECC | Great Elm Capital Corporation | 3.50 | 3.51 | 3.55 | 3.46 | 8.15 | 2.25 | -0.03 (-0.85%) |
-2.78% | -55.64% | 76.91M | 3.47 | 0.74% | 3.37 | 3.98% |
D Sell |
| 62 | COHN | Cohen & Company Inc. | 17.50 | 18.12 | 18.62 | 17.46 | 31.82 | 2.77 | -0.30 (-1.69%) |
7.13% | 343.60% | 24.08M | 16.91 | 3.50% | 13.23 | 32.24% |
D Sell |
| 63 | AINC | Ashford Inc. (Holding Company) | 8.06 | 7.52 | 8.19 | 7.48 | 27.83 | 4.50 | 0.47 (6.19%) |
-6.06% | -65.09% | 20.59M | 6.42 | 25.51% | 7.19 | 12.17% |
D Sell |
| 64 | MDLY | Medley Management Inc. | 9.51 | 9.48 | 9.92 | 8.92 | 32.70 | 2.80 | 0.03 (0.32%) |
19.02% | -70.47% | 6.37M | 7.44 | 27.85% | 6.66 | 42.89% |
D Sell |
| NR | FSKR | FS KKR Capital Corp. II | 16.85 | 16.88 | 17.02 | 16.70 | 18.74 | 11.64 | -0.15 (-0.88%) |
2.74% | 17.83% | 2.87B | N/A | N/A% | N/A | N/A% |
NR Not Rated |
| NR | CIXX | CI Financial Corp | 12.97 | 12.80 | 13.04 | 12.75 | 19.22 | 7.50 | -0.05 (-0.38%) |
4.51% | -26.64% | 2.75B | N/A | N/A% | N/A | N/A% |
NR Not Rated |
| NR | MAUSY | Matsui Securities Co., Ltd. | 17.70 | 18.00 | 18.00 | 17.70 | 18.00 | 15.42 | 2.16 (13.90%) |
0.00% | 14.79% | N/A | N/A | N/A% | N/A | N/A% |
NR Not Rated |
| NR | WNDLF | Wendel SE | 123.25 | 123.25 | 123.25 | 123.25 | 137.56 | 72.72 | -1.20 (-0.96%) |
-0.16% | -6.91% | N/A | N/A | N/A% | N/A | N/A% |
NR Not Rated |
All price changes on this page include dividends and splits.