MS+25.15%17.0%
UBS+16.47%14.0%
SCHW+5.29%11.0%
LPLA+3.87%9.0%
AMP+2.34%8.0%
BAER.SW+31.52%7.0%
RJF-0.65%7.0%
STEL.LSE-1.35%6.0%
NTRS+27.12%5.0%
GS+15.97%4.0%
JPM+8.68%4.0%
STT+52.81%4.0%
601628.SHG-1.74%2.0%
BMO+30.89%2.0%
As of Oct 2, 2026, 9:55 PM ET
Asset Managers '26: Wealth & Private Banking Constituents
Morgan StanleyMS | 17.0% | 1.21% | -2.91% | -8.24% | 3.38% | 9.48% | 16.73% | 62.96% | 25.15% | 84.65% | 117.04% | $300.17B |
UBS Group AGUBS | 14.0% | 0.29% | -4.48% | -14.42% | -1.23% | 1.46% | 13.41% | 54.30% | 16.47% | 55.61% | 228.55% | $156.38B |
The Charles Schwab CorporationSCHW | 11.0% | -1.70% | -3.34% | -10.38% | -1.39% | -2.58% | 1.89% | 24.94% | 5.29% | 55.44% | 38.02% | $168.17B |
LPL Financial Holdings Inc.LPLA | 9.0% | 1.37% | 5.69% | -8.48% | 4.12% | -9.01% | 8.20% | -3.96% | 3.87% | 34.30% | 100.87% | $25.31B |
Ameriprise Financial, Inc.AMP | 8.0% | -0.77% | -2.98% | -9.92% | 0.46% | 2.05% | 6.13% | 2.24% | 2.34% | 4.67% | 96.03% | $44.13B |
Julius Baer Gruppe AGBAER.SW | 7.0% | 1.99% | 0.02% | -4.93% | 1.99% | 15.90% | 6.90% | 41.68% | 31.52% | 60.07% | 63.78% | $18.03B |
Raymond James Financial, Inc.RJF | 7.0% | -0.97% | 3.75% | -6.01% | 3.51% | 3.32% | 8.03% | 16.55% | -0.65% | 27.74% | 76.04% | $30.39B |
Stellar Diamonds plcSTEL.LSE | 6.0% | 0.00% | -0.60% | -1.86% | 0.00% | -1.56% | -1.66% | 1.67% | -1.35% | 0.86% | -2.43% | — |
Northern Trust CorporationNTRS | 5.0% | 1.30% | -2.32% | -7.50% | 0.11% | 24.01% | 18.37% | 71.56% | 27.12% | 96.38% | 75.85% | $31.36B |
JPMorgan Chase & Co.JPM | 4.0% | -0.24% | -2.17% | -6.62% | -0.17% | 3.23% | 10.76% | 36.15% | 8.68% | 63.79% | 118.74% | $890.62B |
State Street CorporationSTT | 4.0% | 0.77% | -3.69% | -8.65% | -0.58% | 36.35% | 35.88% | 99.21% | 52.81% | 113.89% | 135.82% | $48.70B |
The Goldman Sachs Group, Inc.GS | 4.0% | 0.66% | -4.81% | -10.01% | 0.80% | 2.82% | 5.70% | 60.51% | 15.97% | 87.52% | 160.25% | $266.26B |
Bank of MontrealBMO | 2.0% | -0.36% | -4.70% | -3.85% | -0.08% | 30.17% | 16.38% | 78.74% | 30.89% | 95.08% | 101.87% | $116.06B |
China Life Insurance Company Limited601628.SHG | 2.0% | 0.00% | -5.23% | -3.59% | 0.00% | -15.89% | -15.61% | 6.34% | -1.74% | -12.70% | 22.88% | $154.72B |
| Theme return | — | 0.30% | -1.73% | -9.43% | 1.05% | 5.22% | 9.83% | 37.47% | 14.99% | 56.50% | 120.00% | — |
| Average | 7.1% | 0.25% | -1.98% | -7.46% | 0.78% | 7.13% | 9.37% | 39.49% | 15.46% | 54.81% | 95.24% | $173.10B |
| Median | 6.5% | 0.14% | -2.94% | -7.87% | 0.06% | 3.03% | 8.11% | 38.92% | 12.33% | 57.84% | 98.45% | $116.06B |
| Std Dev | 4.2% | 0.99% | 3.12% | 3.18% | 1.71% | 14.19% | 11.15% | 31.52% | 15.62% | 37.84% | 56.40% | $225.66B |
| Min | 2.0% | -1.70% | -5.23% | -14.42% | -1.39% | -15.89% | -15.61% | -3.96% | -1.74% | -12.70% | -2.43% | $18.03B |
| Max | 17.0% | 1.99% | 5.69% | -1.86% | 4.12% | 36.35% | 35.88% | 99.21% | 52.81% | 113.89% | 228.55% | $890.62B |
| % Positive Tickers | 50.00% | 21.43% | 0.00% | 50.00% | 71.43% | 85.71% | 92.86% | 78.57% | 92.86% | 92.86% |
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