APO-8.33%11.1%
ARES-19.19%11.1%
BAM-10.00%11.1%
BBDC-7.90%11.1%
BX-21.96%11.1%
CG-23.63%11.1%
GBDC-3.46%11.1%
KKR-24.82%11.1%
OWL-35.81%11.1%
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Blackstone Inc.BX | 5.32% | 2.84% | 2.86% | -21.96% | -14.07% | 4/23/26 (BMO) | 4/23/26 (BMO) | -2.98% | -6.23% | -8.91% | -1.12% | $144.50B | 11.1% |
KKR & Co. Inc.KKR | 2.81% | -0.10% | 0.87% | -24.82% | -22.24% | 5/5/26 (BMO) | 5/5/26 (BMO) | -1.50% | -2.46% | 0.13% | -4.91% | $86.05B | 11.1% |
Apollo Global Management, Inc.APO | 4.02% | 3.10% | 3.49% | -8.33% | 0.15% | 5/6/26 (BMO) | 5/6/26 (BMO) | -5.23% | -1.93% | 2.03% | 3.84% | $76.50B | 11.1% |
Brookfield Asset Management Ltd.BAM | 2.59% | -2.98% | -2.06% | -10.00% | -13.00% | 5/8/26 (BMO) | 5/8/26 (BMO) | -0.14% | 1.99% | 0.30% | -5.25% | $75.29B | 11.1% |
Ares Management CorporationARES | 2.94% | 1.64% | 1.45% | -19.19% | -22.33% | 5/1/26 | 5/1/26 | 7.05% | 1.36% | -8.78% | 9.76% | $42.89B | 11.1% |
The Carlyle Group Inc.CG | 3.60% | -0.64% | 0.09% | -23.63% | -3.09% | 5/6/26 (BMO) | 5/6/26 (BMO) | 5.96% | -4.45% | -12.64% | -7.90% | $16.25B | 11.1% |
Blue Owl Capital Inc.OWL | 1.80% | -6.71% | -8.40% | -35.81% | -50.03% | 4/30/26 (BMO) | 4/30/26 (BMO) | 3.81% | 12.39% | -29.07% | -3.91% | $14.99B | 11.1% |
Golub Capital BDC, Inc.GBDC | 0.46% | -0.46% | -1.95% | -3.46% | -6.77% | 5/4/26 (AMC) | 5/4/26 (AMC) | -3.91% | -2.90% | 9.00% | -2.24% | $3.41B | 11.1% |
Barings BDC, Inc.BBDC | 1.62% | -2.37% | -1.43% | -7.90% | -1.12% | 5/7/26 (AMC) | 5/7/26 (AMC) | 1.10% | -3.59% | -3.05% | -4.68% | $885.8M | 11.1% |
| Average | 2.80% | -0.63% | -0.56% | -17.23% | -14.72% | 0.46% | -0.65% | -5.67% | -1.82% | $51.20B | 11.1% | ||
| Median | 2.81% | -0.46% | 0.09% | -19.19% | -13.00% | -0.14% | -2.46% | -3.05% | -3.91% | $42.89B | 11.1% | ||
| Std Dev | 1.35% | 2.92% | 3.35% | 9.88% | 14.79% | 4.12% | 5.22% | 10.37% | 5.14% | $45.41B | 0.0% | ||
| Min | 0.46% | -6.71% | -8.40% | -35.81% | -50.03% | -5.23% | -6.23% | -29.07% | -7.90% | $885.8M | 11.1% | ||
| Max | 5.32% | 3.10% | 3.49% | -3.46% | 0.15% | 7.05% | 12.39% | 9.00% | 9.76% | $144.50B | 11.1% | ||
| % Positive Tickers | 100.00% | 33.33% | 55.56% | 0.00% | 11.11% | 44.44% | 33.33% | 44.44% | 22.22% |
* 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
New Age Financing '26: Private Credit tracks 9 publicly listed stocks in this theme: APO, ARES, BAM, BBDC, BX, CG, GBDC, KKR, OWL. See the constituent table for details.