MS+59.34%17.0%
UBS+45.32%14.0%
SCHW+1.55%11.0%
LPLA-24.21%9.0%
AMP-12.14%8.0%
BAER.SW+31.89%7.0%
RJF+2.98%7.0%
STEL.LSE0.00%6.0%
NTRS+56.89%5.0%
GS+68.21%4.0%
JPM+17.23%4.0%
STT+69.76%4.0%
601628.SHG-11.85%2.0%
BMO+58.58%2.0%
As of Jun 9, 2026, 8:59 PM ET
Constituents
Build 20260610T080726
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| Company | 1D % | 10D % | MTD % | YTD % | 1Yr % | Prev Rpt | Next Rpt | Lst Q Ern % | Ern Move % | Intra-Qtr % | Since Rpt % | Mkt Cap | Wgt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
JPMorgan Chase & Co.JPM | 0.51% | 4.47% | 5.44% | -2.95% | 17.23% | 4/14/26 (BMO) | 4/14/26 (BMO) | -5.12% | -2.47% | 1.89% | 2.21% | $837.88B | 4.0% |
Morgan StanleyMS | -0.94% | 1.08% | -0.36% | 18.43% | 59.34% | 4/15/26 (BMO) | 4/15/26 (BMO) | 4.60% | 2.17% | -3.04% | 12.24% | $331.62B | 17.0% |
The Goldman Sachs Group, Inc.GS | -1.24% | 0.63% | -1.58% | 17.41% | 68.21% | 4/13/26 (BMO) | 4/13/26 (BMO) | 3.14% | 0.20% | -5.63% | 13.45% | $304.45B | 4.0% |
UBS Group AGUBS | 1.19% | 1.65% | -0.28% | 3.34% | 45.32% | 4/29/26 (BMO) | 4/29/26 (BMO) | -8.18% | 4.28% | -3.82% | 9.01% | $156.88B | 14.0% |
The Charles Schwab CorporationSCHW | 0.78% | 1.63% | 0.03% | -10.85% | 1.55% | 4/16/26 (BMO) | 4/16/26 (BMO) | 0.38% | -7.97% | -9.05% | -3.80% | $154.38B | 11.0% |
China Life Insurance Company Limited601628.SHG | 0.42% | -2.30% | -1.58% | -24.92% | -11.85% | 4/29/26 | 4/29/26 | -5.63% | 0.25% | -0.80% | -9.07% | $138.35B | 2.0% |
Bank of MontrealBMO | 0.38% | 1.98% | 1.60% | 29.43% | 58.58% | 5/27/26 | 5/27/26 | -2.84% | 0.00% | 14.26% | 2.09% | $115.72B | 2.0% |
State Street CorporationSTT | 0.91% | 4.89% | 2.17% | 28.22% | 69.76% | 4/17/26 (BMO) | 4/17/26 (BMO) | 0.00% | 2.49% | 14.36% | 12.25% | $45.18B | 4.0% |
Ameriprise Financial, Inc.AMP | -0.07% | 0.78% | 0.46% | -7.79% | -12.14% | 4/23/26 (AMC) | 4/23/26 (AMC) | 1.12% | -0.94% | -12.56% | -2.86% | $40.38B | 8.0% |
Northern Trust CorporationNTRS | 0.88% | 3.11% | 1.81% | 24.90% | 56.89% | 4/21/26 (BMO) | 4/21/26 (BMO) | 2.92% | 5.56% | 6.97% | 1.65% | $31.57B | 5.0% |
Raymond James Financial, Inc.RJF | 0.77% | 5.53% | 3.79% | -5.44% | 2.98% | 4/22/26 (AMC) | 4/22/26 (AMC) | -1.46% | -0.73% | -6.84% | -1.35% | $29.50B | 7.0% |
LPL Financial Holdings Inc.LPLA | 1.61% | 5.30% | 4.81% | -19.29% | -24.21% | 4/30/26 (AMC) | 4/30/26 (AMC) | 0.49% | -3.71% | -8.33% | -9.53% | $23.06B | 9.0% |
Julius Bär Gruppe AGBAER.SW | -1.07% | -1.00% | -0.59% | 7.58% | 31.89% | 2/2/26 (AMC) | — | 3.31% | — | -2.41% | — | $16.62B | 7.0% |
—STEL.LSE | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | — | — | — | — | — | — | $2.77B | 6.0% |
| Average | 0.30% | 1.98% | 1.12% | 4.15% | 25.97% | -0.56% | -0.07% | -1.15% | 2.19% | $159.17B | 7.1% | ||
| Median | 0.47% | 1.64% | 0.25% | 1.67% | 24.56% | 0.38% | 0.10% | -3.04% | 1.87% | $80.45B | 6.5% | ||
| Std Dev | 0.83% | 2.31% | 2.17% | 16.82% | 32.21% | 3.75% | 3.47% | 8.14% | 7.71% | $213.37B | 4.2% | ||
| Min | -1.24% | -2.30% | -1.58% | -24.92% | -24.21% | -8.18% | -7.97% | -12.56% | -9.53% | $2.77B | 2.0% | ||
| Max | 1.61% | 5.53% | 5.44% | 29.43% | 69.76% | 4.60% | 5.56% | 14.36% | 13.45% | $837.88B | 17.0% | ||
| % Positive Tickers | 64.29% | 78.57% | 57.14% | 50.00% | 71.43% | 53.85% | 50.00% | 30.77% | 58.33% |
* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.
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.