Index Performance
-12.68%
AMCO
-1.13%
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 March 9, 2026
CSV download
| Franklin Resources, Inc. (BEN) | 11.31% | $14.02B | 5.65% | 73.05% | 2.86 |
| Northern Trust Corp. (NTRS) | 10.38% | $26.67B | -9.93% | N/A | -1.06 |
| The Bank of New York Mellon Corp. (BK) | 10.37% | $80.17B | 2.03% | N/A | 1.09 |
| State Street Corp. (STT) | 9.93% | $34.88B | 1.96% | N/A | 3.10 |
| Ameriprise Financial, Inc. (AMP) | 9.84% | $43.12B | 5.17% | 51.50% | 2.34 |
| BlackRock Finance, Inc. (BLK) | 9.43% | $155.89B | 19.22% | 76.55% | 7.28 |
| T. Rowe Price Group, Inc. (TROW) | 9.23% | $20.07B | 3.12% | 78.89% | 2.85 |
| Apollo Global Management, Inc. (APO) | 7.72% | $64.32B | 23.31% | 61.23% | 3.05 |
| Blackstone, Inc. (BX) | 7.67% | $141.23B | 9.60% | 98.66% | 10.54 |
| KKR Group Co., Inc. (KKR) | 7.25% | $81.42B | -10.31% | 40.45% | 10.34 |
| Ares Management Corp. (ARES) | 6.87% | $38.56B | 53.25% | 78.50% | 8.34 |
Market data by FactSet