Asset Management
Investment management firms offering diversified services such as asset administration, investment advice, portfolio or mutual fund management, money management, and venture capital.
Market Cap
1.167T
Industry Weight
13.49%
Companies
537
Employees
574,228
Asset Management S&P 500 ^GSPC
Loading Chart for Asset Management
DELL

Day Return

Industry
0.87%
S&P 500
0.02%

YTD Return

Industry
6.12%
S&P 500
9.47%

1-Year Return

Industry
31.90%
S&P 500
26.61%

3-Year Return

Industry
19.57%
S&P 500
28.51%

5-Year Return

Industry
79.20%
S&P 500
84.22%

Note: Industry performance is calculated based on the previous closing price of all industry constituents

Largest Companies in This Industry

Name
Last Price
1Y Target Est.
Market Weight
Market Cap
Day Change %
YTD Return
Avg. Analyst Rating
122.13 127.40 14.05% 147.661B -1.54% -6.71%
Hold
790.33 931.92 11.17% 117.443B -0.80% -2.64%
Buy
100.24 118.05 8.79% 92.418B -2.80% +20.99%
Buy
109.78 124.50 5.94% 62.465B -2.03% +17.80%
Buy
140.15 147.90 4.13% 43.42B -1.49% +17.85%
Buy
57.85 64.64 4.12% 43.261B -1.01% +11.14%
Buy
431.94 462.50 4.08% 42.902B -0.37% +13.72%
Buy
18.39 22.44 2.50% 26.276B -0.86% +23.42%
Buy
112.67 116.40 2.39% 25.159B +0.96% +4.62%
Hold
76.16 88.23 2.18% 22.944B -0.55% -1.68%
Hold

Investing in the Asset Management Industry

Start Investing in Asset Management Through These Companies

Top Performing Companies

Name
Last Price
1Y Target Est.
YTD Return
50.85 50.29 +47.65%
29.01 31.33 +33.93%
9.06 10.66 +30.74%
5.44 - +26.22%
42.54 - +25.52%

High Growth Companies

Name
Last Price
Growth Estimate
YTD Return
23.22 +408.45% -10.21%
9.06 +48.65% +30.74%
17.60 +48.00% +0.40%
100.24 +37.43% +20.99%
15.09 +33.93% -11.24%

Asset Management Research

Discover the Latest Analyst and Technical Research for This Industry

  • Daily – Vickers Top Buyers & Sellers for 05/13/2024

    The Vickers Top Buyers & Sellers is a daily report that identifies the five companies the largest insider purchase transactions based on the dollar value of the transactions as well as the five companies the largest insider sales transactions based on the dollar value of the transactions.

     
  • Analyst Report: KKR & Co. Inc.

    KKR is one of the world's largest alternative asset managers, with $552.8 billion in total managed assets, including $446.4 billion in fee-earning AUM, at the end of 2023. The company has two core segments: asset management (which includes private markets—private equity, credit, infrastructure, energy, and real estate—and public markets—primarily credit and hedge/investment fund platforms) and insurance (following the firm's initial investment in, and then ultimate purchase of, Global Atlantic Financial Group, which is engaged in retirement/annuity and life insurance lines as well as reinsurance). On the asset management side, private markets account for 50% of fee-earning AUM and 70% of base management fees, while public markets account for 50% and 30%, respectively.

    Rating
    Price Target
     
  • Analyst Report: Affiliated Managers Group, Inc.

    Affiliated Managers Group offers investment strategies to investors through its network of affiliates. The firm typically buys a majority interest in small to midsize boutique asset managers, receiving a fixed percentage of revenue from these firms in return. Affiliates operate independently, with AMG providing strategic, operational, and technology support, as well as global distribution. At the end of December 2023, AMG's affiliate network—which includes firms like AQR Capital Management, and Pantheon in alternative assets and other products (which accounted for 35% of AUM), Artemis, Genesis, Harding Loevner, and Tweedy Browne in global and emerging-market equities (28%) and Frontier, River Road, Parnassus, and Yacktman in U.S. equities (21%)—had $672.2 billion in managed assets.

    Rating
    Price Target
     
  • Analyst Report: Ameriprise Financial Inc

    Based in Minneapolis, Ameriprise Financial, through its subsidiaries, provides financial products and services to individual and institutional clients in the U.S. and internationally. It has four business segments: Advice & Wealth Management, Asset Management, Retirement & Protection, and Corporate & Other.

    Rating
    Price Target
     

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