Index Performance
+5.38%
AMCO
+4.15%
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 January 7, 2026
CSV download
| Franklin Resources, Inc. (BEN) | 9.31% | $13.10B | 2.31% | 70.70% | 2.73 |
| The Bank of New York Mellon Corp. (BK) | 9.23% | $84.00B | 1.86% | N/A | 1.15 |
| T. Rowe Price Group, Inc. (TROW) | 9.23% | $23.13B | 6.04% | 81.67% | 2.85 |
| Ares Management Corp. (ARES) | 9.21% | $55.83B | 70.35% | 76.89% | 8.32 |
| State Street Corp. (STT) | 9.15% | $36.99B | 1.74% | N/A | 3.09 |
| Northern Trust Corp. (NTRS) | 9.14% | $26.97B | -9.24% | N/A | -0.87 |
| BlackRock Finance, Inc. (BLK) | 9.05% | $175.39B | 19.11% | 77.86% | 8.68 |
| Ameriprise Financial, Inc. (AMP) | 9.04% | $46.27B | 6.33% | 52.46% | 2.39 |
| Blackstone, Inc. (BX) | 9.00% | $187.35B | 41.36% | 99.47% | 11.19 |
| KKR Group Co., Inc. (KKR) | 8.89% | $116.57B | -2.34% | 41.50% | 11.53 |
| Apollo Global Management, Inc. (APO) | 8.75% | $83.74B | 26.30% | 66.85% | 3.24 |
Market data by FactSet