MS+49.18%17.0%
UBS+34.56%14.0%
SCHW+5.56%11.0%
LPLA-14.55%9.0%
AMP-2.03%8.0%
BAER.SW+27.51%7.0%
RJF-1.49%7.0%
STEL.LSE0.00%6.0%
NTRS+39.23%5.0%
GS+45.73%4.0%
JPM+18.30%4.0%
STT+69.20%4.0%
601628.SHG+2.77%2.0%
BMO+62.06%2.0%
As of Jul 27, 2026, 7:41 AM ET
Asset Managers '26: Wealth & Private Banking Constituents
Morgan StanleyMS | 17.0% | -0.86% | -6.29% | 0.70% | 20.17% | 28.12% | 78.87% | 49.18% | $338.30B |
UBS Group AGUBS | 14.0% | 0.26% | -3.97% | 3.95% | 11.61% | 24.75% | 69.74% | 34.56% | $169.59B |
The Charles Schwab CorporationSCHW | 11.0% | -0.07% | 0.44% | 6.01% | 1.97% | 6.66% | 30.79% | 5.56% | $177.34B |
LPL Financial Holdings Inc.LPLA | 9.0% | 0.44% | 1.06% | 10.73% | -9.08% | 8.11% | -4.03% | -14.55% | $26.29B |
Ameriprise Financial, Inc.AMP | 8.0% | -3.15% | -2.87% | 5.02% | 3.41% | 7.54% | 3.60% | -2.03% | $47.55B |
Julius Baer Gruppe AGBAER.SW | 7.0% | 2.47% | -6.44% | 0.14% | 14.54% | 5.65% | 40.03% | 27.51% | $17.68B |
Raymond James Financial, Inc.RJF | 7.0% | -0.07% | -0.84% | 4.95% | 3.73% | 8.46% | 17.01% | -1.49% | $32.99B |
—STEL.LSE | 6.0% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | $2.77B |
Northern Trust CorporationNTRS | 5.0% | 1.73% | -3.00% | 3.10% | 32.54% | 26.52% | 83.36% | 39.23% | $33.40B |
JPMorgan Chase & Co.JPM | 4.0% | 0.96% | 3.03% | 6.22% | 9.63% | 17.64% | 44.59% | 18.30% | $946.43B |
State Street CorporationSTT | 4.0% | 1.63% | 1.94% | 10.33% | 47.04% | 46.52% | 114.81% | 69.20% | $51.31B |
The Goldman Sachs Group, Inc.GS | 4.0% | -1.15% | -6.81% | 4.19% | 20.86% | 24.24% | 88.66% | 45.73% | $313.07B |
Bank of MontrealBMO | 2.0% | 1.25% | -1.12% | 0.71% | 40.09% | 25.26% | 92.37% | 62.06% | $124.51B |
China Life Insurance Company Limited601628.SHG | 2.0% | -3.40% | 4.04% | 4.23% | -8.56% | -8.26% | 15.61% | 2.77% | $168.17B |
| Theme return | — | -0.06% | -2.39% | 4.59% | 12.33% | 17.25% | 46.47% | 23.69% | — |
| Average | 7.1% | 0.00% | -1.49% | 4.31% | 13.42% | 15.80% | 48.24% | 24.00% | $174.96B |
| Median | 6.5% | 0.13% | -0.98% | 4.21% | 10.62% | 13.05% | 42.31% | 22.91% | $87.91B |
| Std Dev | 4.2% | 1.65% | 3.40% | 3.26% | 16.52% | 13.76% | 37.91% | 25.59% | $237.81B |
| Min | 2.0% | -3.40% | -6.81% | 0.00% | -9.08% | -8.26% | -4.03% | -14.55% | $2.77B |
| Max | 17.0% | 2.47% | 4.04% | 10.73% | 47.04% | 46.52% | 114.81% | 69.20% | $946.43B |
| % Positive Tickers | 50.00% | 35.71% | 92.86% | 78.57% | 85.71% | 85.71% | 71.43% |
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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.