MS+39.72%17.0%
UBS+36.72%14.0%
SCHW+16.22%11.0%
LPLA+2.26%9.0%
AMP+13.31%8.0%
BAER.SW+31.97%7.0%
RJF+5.26%7.0%
STEL.LSE0.00%6.0%
NTRS+45.36%5.0%
GS+33.68%4.0%
JPM+18.02%4.0%
STT+76.81%4.0%
601628.SHG+2.60%2.0%
BMO+40.26%2.0%
As of Sep 10, 2026, 5:04 AM ET
Asset Managers '26: Wealth & Private Banking Constituents
Morgan StanleyMS | 17.0% | -0.42% | 0.26% | 0.00% | 2.03% | 21.29% | 29.32% | 80.54% | 39.72% | 122.55% | 134.27% | $339.67B |
UBS Group AGUBS | 14.0% | -0.42% | -0.11% | 1.63% | 1.29% | 18.42% | 32.37% | 80.10% | 36.72% | 88.97% | 264.38% | $179.75B |
The Charles Schwab CorporationSCHW | 11.0% | -0.31% | -3.29% | -1.06% | -1.61% | 7.00% | 11.91% | 37.23% | 16.22% | 72.32% | 56.46% | $185.29B |
LPL Financial Holdings Inc.LPLA | 9.0% | -0.18% | -5.69% | -5.97% | -2.25% | -2.12% | 16.39% | 3.31% | 2.26% | 66.48% | 143.14% | $27.96B |
Ameriprise Financial, Inc.AMP | 8.0% | -0.86% | -1.33% | -1.01% | 1.70% | 13.30% | 17.82% | 13.50% | 13.31% | 29.32% | 119.54% | $49.61B |
Julius Baer Gruppe AGBAER.SW | 7.0% | -2.01% | -2.47% | -1.60% | -0.60% | 21.44% | 12.02% | 48.46% | 31.97% | 82.98% | 63.91% | $18.83B |
Raymond James Financial, Inc.RJF | 7.0% | -0.61% | -2.17% | -2.02% | 1.14% | 9.63% | 14.63% | 23.67% | 5.26% | 51.75% | 101.68% | $33.71B |
Stellar Diamonds plcSTEL.LSE | 6.0% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 3.64% | -1.61% | $2.84B |
Northern Trust CorporationNTRS | 5.0% | -0.10% | -1.12% | -1.69% | 1.58% | 35.21% | 29.07% | 87.07% | 45.36% | 113.56% | 80.64% | $33.79B |
JPMorgan Chase & Co.JPM | 4.0% | 0.34% | -0.81% | -1.41% | -0.07% | 10.08% | 18.12% | 45.19% | 18.02% | 65.46% | 145.08% | $950.45B |
State Street CorporationSTT | 4.0% | 0.01% | -0.74% | 2.79% | 2.18% | 50.72% | 50.19% | 120.19% | 76.81% | 141.75% | 154.51% | $53.11B |
The Goldman Sachs Group, Inc.GS | 4.0% | -0.75% | -0.50% | -0.55% | 2.62% | 17.04% | 20.32% | 82.70% | 33.68% | 112.66% | 178.63% | $303.50B |
Bank of MontrealBMO | 2.0% | -1.38% | 0.45% | -5.10% | 2.57% | 35.23% | 20.92% | 85.70% | 40.26% | 123.31% | 109.06% | $120.91B |
China Life Insurance Company Limited601628.SHG | 2.0% | 0.24% | -0.11% | 1.74% | -2.22% | -12.64% | -12.35% | 10.46% | 2.60% | 19.87% | 21.22% | $160.77B |
| Theme return | — | -0.48% | -1.41% | -0.28% | 0.66% | 16.37% | 21.46% | 52.03% | 27.04% | 83.37% | 137.84% | — |
| Average | 7.1% | -0.46% | -1.26% | -1.02% | 0.60% | 16.04% | 18.62% | 51.29% | 25.87% | 78.19% | 112.21% | $175.73B |
| Median | 6.5% | -0.36% | -0.77% | -1.04% | 1.21% | 15.17% | 17.97% | 46.83% | 24.99% | 77.65% | 114.30% | $87.01B |
| Std Dev | 4.2% | 0.62% | 1.62% | 2.31% | 1.66% | 15.98% | 14.23% | 36.76% | 20.87% | 40.53% | 65.31% | $238.20B |
| Min | 2.0% | -2.01% | -5.69% | -5.97% | -2.25% | -12.64% | -12.35% | 0.00% | 0.00% | 3.64% | -1.61% | $2.84B |
| Max | 17.0% | 0.34% | 0.45% | 2.79% | 2.62% | 50.72% | 50.19% | 120.19% | 76.81% | 141.75% | 264.38% | $950.45B |
| % Positive Tickers | 21.43% | 14.29% | 21.43% | 57.14% | 78.57% | 85.71% | 92.86% | 92.86% | 100.00% | 92.86% |
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About this theme
Asset Managers '26: Wealth & Private Banking tracks 14 publicly listed stocks in this theme. Sample tickers: MS, UBS, SCHW, LPLA, AMP, BAER.SW, RJF, STEL.LSE, NTRS, GS, JPM, STT, and 2 more. Use the table below for the full list.