BLK+1.16%20.0%
IVZ+51.71%10.0%
AMUN.PA+47.18%9.0%
BEN+44.56%8.0%
TROW+13.41%8.0%
STT+72.37%7.0%
JPM+23.30%6.0%
MS+54.47%6.0%
DWS.XETRA+38.02%5.0%
GS+46.31%5.0%
AB-1.44%4.0%
SDR.LSE+57.98%4.0%
JHG+22.71%3.0%
VCTR+47.68%3.0%
ANIM.MI+24.69%2.0%
As of Aug 6, 2026, 4:25 AM ET
Asset Managers '26: Trad Asset Managers Constituents
BlackRock, Inc.BLK | 20.0% | 0.22% | 7.38% | 12.10% | 3.96% | 5.91% | 6.62% | 17.86% | 1.16% | $175.70B |
Invesco Ltd.IVZ | 10.0% | 0.03% | 6.95% | 15.02% | 8.14% | 21.85% | 21.90% | 104.02% | 51.71% | $14.19B |
Amundi S.A.AMUN.PA | 9.0% | 0.21% | 11.69% | 8.85% | 2.43% | 34.29% | 16.43% | 59.35% | 47.18% | $22.55B |
Franklin Resources, Inc.BEN | 8.0% | -2.38% | 7.48% | 1.39% | 3.13% | 48.31% | 33.50% | 90.01% | 44.56% | $18.15B |
T. Rowe Price Group, Inc.TROW | 8.0% | -0.70% | -1.30% | -3.48% | 2.89% | 13.98% | 23.31% | 29.06% | 13.41% | $24.64B |
State Street CorporationSTT | 7.0% | 0.98% | 0.89% | 6.30% | 1.57% | 46.91% | 46.40% | 114.63% | 72.37% | $51.77B |
JPMorgan Chase & Co.JPM | 6.0% | 0.48% | 1.71% | 6.37% | 2.12% | 11.49% | 19.63% | 47.04% | 23.30% | $962.59B |
Morgan StanleyMS | 6.0% | 0.56% | 1.76% | -1.73% | 3.73% | 22.94% | 31.08% | 83.00% | 54.47% | $344.27B |
DWS Group GmbH & Co. KGaADWS.XETRA | 5.0% | 0.00% | 8.25% | 8.79% | 3.67% | 31.05% | 22.73% | 63.91% | 38.02% | $17.47B |
The Goldman Sachs Group, Inc.GS | 5.0% | 0.70% | -0.08% | 0.48% | 4.12% | 20.63% | 24.01% | 88.31% | 46.31% | $312.82B |
AllianceBernstein Holding L.P.AB | 4.0% | 0.08% | -0.27% | 0.73% | 0.92% | 0.84% | -3.49% | 5.60% | -1.44% | $3.45B |
Schroders plcSDR.LSE | 4.0% | 0.08% | 1.34% | 1.47% | 0.24% | 48.84% | 3.27% | 85.11% | 57.98% | $12.36B |
Janus Henderson Group plcJHG | 3.0% | 0.00% | 0.00% | 0.00% | 0.00% | 9.21% | -0.29% | 45.29% | 22.71% | $8.00B |
Victory Capital Holdings, Inc.VCTR | 3.0% | -2.58% | 2.85% | 10.12% | 0.95% | 59.60% | 45.55% | 69.34% | 47.68% | $6.25B |
Anima Holding S.p.A.ANIM.MI | 2.0% | 1.10% | 4.88% | 2.97% | 6.51% | 27.53% | 11.99% | 28.64% | 24.69% | $2.76B |
| Theme return | — | -0.06% | 4.62% | 7.86% | 2.96% | 24.22% | 19.62% | 60.25% | 33.88% | — |
| Average | 6.7% | -0.08% | 3.57% | 4.63% | 2.96% | 26.89% | 20.18% | 62.08% | 36.27% | $131.80B |
| Median | 6.0% | 0.08% | 1.76% | 2.97% | 2.89% | 22.94% | 21.90% | 63.91% | 44.56% | $18.15B |
| Std Dev | 4.2% | 1.03% | 3.78% | 5.28% | 2.16% | 17.13% | 14.59% | 31.50% | 20.70% | $247.41B |
| Min | 2.0% | -2.58% | -1.30% | -3.48% | 0.00% | 0.84% | -3.49% | 5.60% | -1.44% | $2.76B |
| Max | 20.0% | 1.10% | 11.69% | 15.02% | 8.14% | 59.60% | 46.40% | 114.63% | 72.37% | $962.59B |
| % Positive Tickers | 66.67% | 73.33% | 80.00% | 93.33% | 100.00% | 86.67% | 100.00% | 93.33% |
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About this theme
Asset Managers '26: Trad Asset Managers tracks 15 publicly listed stocks in this theme. Sample tickers: AB, AMUN.PA, ANIM.MI, BEN, BLK, DWS.XETRA, GS, IVZ, JHG, JPM, MS, SDR.LSE, and 3 more. Use the table below for the full list.