BLK-2.80%20.0%
IVZ+44.81%10.0%
AMUN.PA+47.97%9.0%
BEN+46.36%8.0%
TROW+5.06%8.0%
STT+76.81%7.0%
JPM+18.02%6.0%
MS+39.72%6.0%
DWS.XETRA+47.95%5.0%
GS+33.68%5.0%
AB+3.00%4.0%
SDR.LSE+61.80%4.0%
JHG+17.55%3.0%
VCTR+65.54%3.0%
ANIM.MI+20.17%2.0%
As of Sep 10, 2026, 5:04 AM ET
Asset Managers '26: Trad Asset Managers Constituents
BlackRock, Inc.BLK | 20.0% | -2.13% | -7.94% | -5.25% | -4.97% | 0.16% | 0.83% | 11.46% | -2.80% | 23.38% | 27.22% | $166.16B |
Invesco Ltd.IVZ | 10.0% | -0.77% | -2.34% | 1.78% | 0.31% | 22.15% | 22.20% | 104.53% | 44.81% | 106.11% | 51.47% | $14.23B |
Amundi S.A.AMUN.PA | 9.0% | -1.92% | 0.20% | 0.13% | 1.34% | 32.77% | 15.11% | 57.55% | 47.97% | 58.83% | 52.01% | $22.22B |
Franklin Resources, Inc.BEN | 8.0% | -1.53% | -1.53% | 1.79% | 3.08% | 44.91% | 30.44% | 85.65% | 46.36% | 93.46% | 38.00% | $17.73B |
T. Rowe Price Group, Inc.TROW | 8.0% | -1.54% | -3.15% | -5.30% | -1.14% | 6.80% | 15.55% | 20.93% | 5.06% | 13.70% | -39.00% | $23.09B |
State Street CorporationSTT | 7.0% | 0.01% | -0.74% | 2.79% | 2.18% | 50.72% | 50.19% | 120.19% | 76.81% | 141.75% | 154.51% | $53.11B |
JPMorgan Chase & Co.JPM | 6.0% | 0.34% | -0.81% | -1.41% | -0.07% | 10.08% | 18.12% | 45.19% | 18.02% | 65.46% | 145.08% | $950.45B |
Morgan StanleyMS | 6.0% | -0.42% | 0.26% | 0.00% | 2.03% | 21.29% | 29.32% | 80.54% | 39.72% | 122.55% | 134.27% | $339.67B |
DWS Group GmbH & Co. KGaADWS.XETRA | 5.0% | -1.15% | 1.33% | 4.79% | 2.80% | 35.00% | 26.42% | 68.85% | 47.95% | 146.64% | 156.30% | $17.94B |
The Goldman Sachs Group, Inc.GS | 5.0% | -0.75% | -0.50% | -0.55% | 2.62% | 17.04% | 20.32% | 82.70% | 33.68% | 112.66% | 178.63% | $303.50B |
AllianceBernstein Holding L.P.AB | 4.0% | -0.90% | -1.33% | 0.63% | -0.76% | -1.09% | -5.34% | 3.58% | 3.00% | 27.35% | 5.76% | $3.39B |
Schroders plcSDR.LSE | 4.0% | -0.09% | 0.25% | 0.85% | 0.15% | 48.31% | 2.90% | 84.45% | 61.80% | 95.27% | 12.39% | $12.36B |
Janus Henderson Group plcJHG | 3.0% | 0.00% | 0.00% | 0.00% | 0.00% | 9.21% | -0.29% | 45.29% | 17.55% | 51.16% | 51.81% | $8.00B |
Victory Capital Holdings, Inc.VCTR | 3.0% | -1.29% | -5.45% | 0.38% | -1.08% | 78.58% | 62.86% | 89.48% | 65.54% | 125.02% | 282.17% | $6.96B |
Anima Holding S.p.A.ANIM.MI | 2.0% | -0.15% | -2.71% | -1.72% | -2.57% | 20.39% | 5.72% | 21.44% | 20.17% | 60.62% | 116.98% | $2.60B |
| Theme return | — | -1.10% | -2.48% | -0.48% | 0.36% | 23.47% | 18.89% | 59.28% | 31.48% | 77.41% | 77.37% | — |
| Average | 6.7% | -0.82% | -1.63% | -0.07% | 0.26% | 26.42% | 19.62% | 61.46% | 35.04% | 82.93% | 91.17% | $129.43B |
| Median | 6.0% | -0.77% | -0.81% | 0.13% | 0.15% | 21.29% | 18.12% | 68.85% | 39.72% | 93.46% | 52.01% | $17.94B |
| Std Dev | 4.2% | 0.74% | 2.35% | 2.57% | 2.13% | 21.31% | 18.17% | 34.36% | 23.30% | 41.92% | 81.58% | $243.88B |
| Min | 2.0% | -2.13% | -7.94% | -5.30% | -4.97% | -1.09% | -5.34% | 3.58% | -2.80% | 13.70% | -39.00% | $2.60B |
| Max | 20.0% | 0.34% | 1.33% | 4.79% | 3.08% | 78.58% | 62.86% | 120.19% | 76.81% | 146.64% | 282.17% | $950.45B |
| % Positive Tickers | 13.33% | 26.67% | 53.33% | 53.33% | 93.33% | 86.67% | 100.00% | 93.33% | 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: BLK, IVZ, AMUN.PA, BEN, TROW, STT, JPM, MS, DWS.XETRA, GS, AB, SDR.LSE, and 3 more. Use the table below for the full list.