Traditional asset managers
These companies run mutual funds and ETFs, and earn fees based on the assets they manage.
+15.1%
over 1 year · S&P 500 +11.6%
Key indicators
Health
55 / 100
Fragile
Solid
Price
P/E 14
Cheap
Expensive
Up over 1 year
27 of 33
Wallets over 90 days
1 / 1 buys / sells
Buys
Sells
Health and price: against the other tags.
Key indicators
When a figure has a bar, the marker places it among its peers, and the further right it sits, the more the figure beats the others. Green marks the best third, red the weakest and white anything in between. Some figures stay white wherever they sit, like price, pace or holding time, because neither side is better there.
The 33 companies
JPM
+9.6%
MS
+14.7%
BLK
Size: weight in the tag. Color: move over the period.
See all companies
See all companies
J
JPMorgan Chase
JPM
48.7%
+9.6%
M
Morgan Stanley
MS
15.9%
+14.7%
B
BlackRock
BLK
10.6%
+14.2%
B
Bank of New York Mellon
BNY
5.4%
+41.3%
S
State Street
STT
2.5%
+46.6%
A
Ameriprise Financial
AMP
2.4%
+11.5%
P
Prudential Financial
PRU
2.3%
+20.7%
N
Northern Trust
NTRS
1.7%
+37.5%
R
Raymond James Financial
RJF
1.7%
+3.1%
P
Principal Financial Group
PFG
1.3%
+37.8%
T
T. Rowe Price Group
TROW
1.3%
+9.4%
B
Franklin Resources
BEN
1.0%
+64.0%
E
Equitable Holdings
EQH
0.8%
+26.6%
S
SEI Investments
SEIC
0.7%
+31.7%
I
Invesco
IVZ
0.7%
+21.0%
A
Affiliated Managers Group
AMG
0.5%
+49.1%
V
Voya Financial
VOYA
0.5%
+44.1%
V
Victory Capital
VCTR
0.4%
+102.1%
F
Federated Hermes
FHI
0.3%
+29.9%
L
Lazard
LAZ
0.2%
−18.6%
C
Cohen & Steers
CNS
0.2%
+10.8%
A
Acadian Asset Management
AAMI
0.2%
+114.2%
A
Artisan Partners Asset Management
APAM
0.2%
−4.4%
W
WisdomTree
WT
0.2%
+87.5%
A
AllianceBernstein
AB
0.2%
−7.5%
A
Strive
ASST
0.2%
−17.2%
V
Virtus Investment Partners
VRTS
<0.1%
−21.1%
M
Manulife Financial
MFC
+32.0%
N
Nomura
NMR
+34.0%
P
Prudential
PUK
−10.1%
S
Sprott
SII
+17.4%
S
Sun Life Financial
SLF
+27.7%
U
UBS
UBS
+24.6%