Index Performance
-4.61%
AMCO
-3.07%
TMLARGE
Overview
Description
An index that tracks Asset management companies based on a specific criteria. Methodology Must be listed on a US exchange, have a GICS Classification of asset management, market cap of over 10 billion, have a positive ROE, and a positive EBITD
- TickerAMCO
- Inception Date12/08/2023
- WeightingEqual
- # of holdings11
What's inside?
Holdings
All holdings as of May 23, 2025
CSV download
| Franklin Resources, Inc. (BEN) | 9.73% | $11.30B | 1.12% | 70.29% | 2.58 |
| Ares Management Corp. (ARES) | 9.65% | $52.35B | 56.52% | 84.92% | 10.04 |
| Northern Trust Corp. (NTRS) | 9.54% | $20.58B | 0.33% | N/A | -1.34 |
| The Bank of New York Mellon Corp. (BK) | 9.47% | $63.74B | 1.93% | N/A | 0.75 |
| State Street Corp. (STT) | 9.46% | $27.41B | 2.90% | N/A | 3.06 |
| Ameriprise Financial, Inc. (AMP) | 9.07% | $48.04B | 3.74% | 54.26% | 2.57 |
| BlackRock Finance, Inc. (BLK) | 8.99% | $149.31B | 10.67% | 78.52% | 7.34 |
| T. Rowe Price Group, Inc. (TROW) | 8.96% | $20.49B | 0.78% | 80.48% | 2.71 |
| KKR Group Co., Inc. (KKR) | 8.89% | $104.09B | -69.04% | 33.99% | 10.88 |
| Blackstone, Inc. (BX) | 8.16% | $165.14B | 6.26% | 99.27% | 10.28 |
| Apollo Global Management, Inc. (APO) | 8.06% | $74.79B | -18.73% | 47.38% | 3.64 |
Market data by FactSet