MS+54.47%17.0%
UBS+40.83%14.0%
SCHW+12.71%11.0%
LPLA-4.97%9.0%
AMP+11.46%8.0%
BAER.SW+38.99%7.0%
RJF+8.27%7.0%
STEL.LSE0.00%6.0%
NTRS+46.72%5.0%
GS+46.31%4.0%
JPM+23.30%4.0%
STT+72.37%4.0%
601628.SHG-2.50%2.0%
BMO+64.99%2.0%
As of Aug 6, 2026, 4:25 AM ET
Asset Managers '26: Wealth & Private Banking Constituents
Morgan StanleyMS | 17.0% | 0.56% | 1.76% | -1.73% | 3.73% | 22.94% | 31.08% | 83.00% | 54.47% | $344.27B |
UBS Group AGUBS | 14.0% | 0.21% | 3.54% | 2.72% | 1.57% | 15.68% | 29.30% | 75.93% | 40.83% | $175.59B |
The Charles Schwab CorporationSCHW | 11.0% | 1.57% | 5.93% | 7.35% | 2.64% | 8.48% | 13.47% | 39.14% | 12.71% | $187.86B |
LPL Financial Holdings Inc.LPLA | 9.0% | 1.60% | 9.50% | 18.10% | 1.76% | 0.77% | 19.82% | 6.36% | -4.97% | $28.79B |
Ameriprise Financial, Inc.AMP | 8.0% | 1.35% | 6.07% | 10.55% | 2.78% | 15.17% | 19.77% | 15.38% | 11.46% | $50.43B |
Julius Baer Gruppe AGBAER.SW | 7.0% | 1.34% | 5.74% | -1.16% | 4.08% | 21.13% | 11.73% | 48.08% | 38.99% | $18.87B |
Raymond James Financial, Inc.RJF | 7.0% | 1.11% | 6.65% | 8.50% | 2.60% | 12.81% | 17.94% | 27.25% | 8.27% | $35.19B |
—STEL.LSE | 6.0% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | $2.84B |
Northern Trust CorporationNTRS | 5.0% | 1.08% | 2.14% | 1.79% | 1.20% | 34.99% | 28.86% | 86.75% | 46.72% | $34.12B |
JPMorgan Chase & Co.JPM | 4.0% | 0.48% | 1.71% | 6.37% | 2.12% | 11.49% | 19.63% | 47.04% | 23.30% | $962.59B |
State Street CorporationSTT | 4.0% | 0.98% | 0.89% | 6.30% | 1.57% | 46.91% | 46.40% | 114.63% | 72.37% | $51.77B |
The Goldman Sachs Group, Inc.GS | 4.0% | 0.70% | -0.08% | 0.48% | 4.12% | 20.63% | 24.01% | 88.31% | 46.31% | $312.82B |
Bank of MontrealBMO | 2.0% | 0.64% | 1.78% | 2.75% | 0.83% | 41.74% | 26.74% | 94.64% | 64.99% | $126.73B |
China Life Insurance Company Limited601628.SHG | 2.0% | 1.74% | -5.35% | 0.44% | -3.72% | -13.39% | -13.11% | 9.50% | -2.50% | $159.38B |
| Theme return | — | 0.91% | 3.79% | 7.16% | 2.10% | 16.82% | 21.94% | 52.32% | 30.27% | — |
| Average | 7.1% | 0.95% | 2.88% | 4.46% | 1.81% | 17.10% | 19.69% | 52.57% | 29.50% | $177.95B |
| Median | 6.5% | 1.03% | 1.96% | 2.74% | 1.94% | 15.43% | 19.80% | 47.56% | 31.15% | $89.25B |
| Std Dev | 4.2% | 0.52% | 3.58% | 5.28% | 1.92% | 15.81% | 13.78% | 36.40% | 24.92% | $241.43B |
| Min | 2.0% | 0.00% | -5.35% | -1.73% | -3.72% | -13.39% | -13.11% | 0.00% | -4.97% | $2.84B |
| Max | 17.0% | 1.74% | 9.50% | 18.10% | 4.12% | 46.91% | 46.40% | 114.63% | 72.37% | $962.59B |
| % Positive Tickers | 92.86% | 78.57% | 78.57% | 85.71% | 85.71% | 85.71% | 92.86% | 78.57% |
Default: Wgt ↓ · Click headers to sort · Shift+click secondary
About this theme
Asset Managers '26: Wealth & Private Banking tracks 14 publicly listed stocks in this theme. Sample tickers: 601628.SHG, AMP, BAER.SW, BMO, GS, JPM, LPLA, MS, NTRS, RJF, SCHW, STEL.LSE, and 2 more. Use the table below for the full list.