Index Performance
-6.26%
AMCO
+4.98%
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 October 27, 2026
CSV download
| BlackRock Finance, Inc. (BLK) | 10.10% | $184.27B | 23.95% | 82.57% | N/A |
| T. Rowe Price Group, Inc. (TROW) | 9.53% | $22.11B | 10.68% | 80.88% | 3.02 |
| Ares Management Corp. (ARES) | 9.45% | $40.36B | 12.55% | 82.35% | 6.33 |
| Northern Trust Corp. (NTRS) | 9.11% | $31.17B | 3.09% | N/A | 0.55 |
| The Bank of New York Mellon Corp. (BK) | 9.08% | $100.13B | -4.14% | N/A | N/A |
| Franklin Templeton, Inc. (BEN) | 9.05% | $15.87B | 19.08% | 73.63% | 3.50 |
| State Street Corp. (STT) | 8.89% | $46.62B | 10.33% | N/A | 3.33 |
| Blackstone, Inc. (BX) | 8.84% | $143.99B | -18.44% | 98.76% | 7.40 |
| KKR Group Co., Inc. (KKR) | 8.80% | $82.52B | 20.36% | 47.98% | 7.34 |
| Apollo Global Management, Inc. (APO) | 8.59% | $67.48B | 62.66% | 64.53% | 2.20 |
| Ameriprise Financial, Inc. (AMP) | 8.57% | $43.54B | 11.73% | 47.10% | 1.96 |
Market data by FactSet