Index Performance
+12.72%
AMCO
+8.03%
TMLARGE
Overview
Description
An index that tracks Asset management companies based on a specific criteria. Methodology Must be listed on a US exchange, have a GICS Classification of asset management, market cap of over 10 billion, have a positive ROE, and a positive EBITD
- TickerAMCO
- Inception Date12/08/2023
- WeightingEqual
- # of holdings11
What's inside?
Holdings
All holdings as of July 14, 2026
CSV download
| Ameriprise Financial, Inc. (AMP) | 9.82% | $46.62B | 8.92% | 53.18% | 2.04 |
| T. Rowe Price Group, Inc. (TROW) | 9.70% | $24.87B | 5.28% | 81.97% | 2.35 |
| Northern Trust Corp. (NTRS) | 9.53% | $34.54B | 7.77% | N/A | -0.30 |
| State Street Corp. (STT) | 9.48% | $50.83B | 0.63% | N/A | 2.91 |
| The Bank of New York Mellon Corp. (BK) | 9.41% | $106.05B | 1.20% | N/A | -0.24 |
| Blackstone, Inc. (BX) | 9.02% | $152.15B | 29.46% | 99.54% | 7.72 |
| KKR Group Co., Inc. (KKR) | 8.95% | $86.46B | 68.70% | 59.35% | 7.88 |
| Franklin Resources, Inc. (BEN) | 8.80% | $17.22B | 5.37% | 72.56% | 2.96 |
| BlackRock Finance, Inc. (BLK) | 8.74% | $167.12B | 25.16% | 74.65% | 6.49 |
| Ares Management Corp. (ARES) | 8.63% | $39.68B | 30.26% | 80.75% | 6.30 |
| Apollo Global Management, Inc. (APO) | 7.91% | $69.14B | -13.40% | 29.87% | 2.45 |
Market data by FactSet