BLK-6.84%20.0%
IVZ+38.31%10.0%
AMUN.PA+20.61%9.0%
BEN+36.49%8.0%
TROW+12.87%8.0%
STT+69.20%7.0%
JPM+18.30%6.0%
MS+49.18%6.0%
DWS.XETRA+30.17%5.0%
GS+45.73%5.0%
AB-5.01%4.0%
SDR.LSE+51.64%4.0%
JHG+22.71%3.0%
VCTR+39.63%3.0%
ANIM.MI+19.02%2.0%
As of Jul 27, 2026, 7:41 AM ET
Asset Managers '26: Trad Asset Managers Constituents
BlackRock, Inc.BLK | 20.0% | 0.90% | 2.05% | 6.74% | -2.23% | -1.57% | 8.80% | -6.84% | $163.62B |
Invesco Ltd.IVZ | 10.0% | 1.22% | 4.99% | 12.43% | 14.83% | 14.87% | 92.26% | 38.31% | $13.27B |
Amundi S.A.AMUN.PA | 9.0% | 0.00% | -2.11% | 4.41% | 20.06% | 4.09% | 42.47% | 20.61% | $20.38B |
Franklin Resources, Inc.BEN | 8.0% | 0.60% | -1.98% | -4.62% | 37.96% | 24.19% | 76.76% | 36.49% | $16.88B |
T. Rowe Price Group, Inc.TROW | 8.0% | 0.97% | 0.00% | -0.04% | 15.06% | 24.48% | 30.28% | 12.87% | $24.96B |
State Street CorporationSTT | 7.0% | 1.63% | 1.94% | 10.33% | 47.04% | 46.52% | 114.81% | 69.20% | $51.31B |
JPMorgan Chase & Co.JPM | 6.0% | 0.96% | 3.03% | 6.22% | 9.63% | 17.64% | 44.59% | 18.30% | $946.43B |
Morgan StanleyMS | 6.0% | -0.86% | -6.29% | 0.70% | 20.17% | 28.12% | 78.87% | 49.18% | $338.30B |
DWS Group GmbH & Co. KGaADWS.XETRA | 5.0% | 1.95% | 3.66% | 5.77% | 20.89% | 13.22% | 51.21% | 30.17% | $16.04B |
The Goldman Sachs Group, Inc.GS | 5.0% | -1.15% | -6.81% | 4.19% | 20.86% | 24.24% | 88.66% | 45.73% | $313.07B |
AllianceBernstein Holding L.P.AB | 4.0% | 0.67% | -0.61% | 4.00% | 1.65% | -2.71% | 6.45% | -5.01% | $4.11B |
Schroders plcSDR.LSE | 4.0% | 0.09% | 0.46% | 1.37% | 47.30% | 2.20% | 83.19% | 51.64% | $12.22B |
Janus Henderson Group plcJHG | 3.0% | 0.00% | 0.00% | 0.00% | 9.21% | -0.29% | 45.29% | 22.71% | $8.00B |
Victory Capital Holdings, Inc.VCTR | 3.0% | 0.01% | -1.23% | 12.56% | 54.06% | 40.50% | 63.46% | 39.63% | $6.08B |
Anima Holding S.p.A.ANIM.MI | 2.0% | -0.42% | -0.24% | -0.14% | 21.43% | 6.63% | 22.48% | 19.02% | $2.61B |
| Theme return | — | 0.61% | 0.30% | 4.91% | 19.09% | 14.68% | 53.63% | 25.78% | — |
| Average | 6.7% | 0.44% | -0.21% | 4.26% | 22.53% | 16.14% | 56.64% | 29.47% | $129.15B |
| Median | 6.0% | 0.60% | 0.00% | 4.19% | 20.17% | 14.87% | 51.21% | 30.17% | $16.88B |
| Std Dev | 4.2% | 0.85% | 3.18% | 4.77% | 16.27% | 14.70% | 31.09% | 20.16% | $243.50B |
| Min | 2.0% | -1.15% | -6.81% | -4.62% | -2.23% | -2.71% | 6.45% | -6.84% | $2.61B |
| Max | 20.0% | 1.95% | 4.99% | 12.56% | 54.06% | 46.52% | 114.81% | 69.20% | $946.43B |
| % Positive Tickers | 66.67% | 40.00% | 73.33% | 93.33% | 80.00% | 100.00% | 86.67% |
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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.