Index Performance
+0.98%
AMCO
+5.50%
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 December 12, 2025
CSV download
| State Street Corp. (STT) | 10.36% | $35.66B | 1.74% | N/A | 3.09 |
| The Bank of New York Mellon Corp. (BK) | 9.89% | $81.61B | 1.86% | N/A | 1.15 |
| Northern Trust Corp. (NTRS) | 9.69% | $26.20B | -9.24% | N/A | -0.87 |
| Apollo Global Management, Inc. (APO) | 9.39% | $85.93B | 26.30% | 66.85% | 3.24 |
| Ameriprise Financial, Inc. (AMP) | 9.25% | $45.86B | 6.33% | 52.46% | 2.39 |
| T. Rowe Price Group, Inc. (TROW) | 9.16% | $22.89B | 6.04% | 81.67% | 2.85 |
| Franklin Resources, Inc. (BEN) | 8.92% | $12.23B | 2.31% | 70.70% | 2.73 |
| BlackRock Finance, Inc. (BLK) | 8.76% | $177.67B | 19.11% | 77.86% | 8.68 |
| Ares Management Corp. (ARES) | 8.74% | $56.80B | 70.35% | 76.89% | 8.32 |
| KKR Group Co., Inc. (KKR) | 8.40% | $121.71B | -2.34% | 41.50% | 11.53 |
| Blackstone, Inc. (BX) | 7.43% | $184.41B | 41.36% | 99.47% | 11.19 |
Market data by FactSet