Index Performance
+12.94%
AMCO
+3.02%
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 September 8, 2026
CSV download
| Ameriprise Financial, Inc. (AMP) | 9.99% | $49.17B | 11.73% | 47.10% | 1.96 |
| The Bank of New York Mellon Corp. (BK) | 9.42% | $110.49B | -1.64% | N/A | 1.14 |
| Ares Management Corp. (ARES) | 9.40% | $45.78B | 12.55% | 82.35% | 6.33 |
| State Street Corp. (STT) | 9.36% | $52.71B | 3.20% | N/A | 3.55 |
| Blackstone, Inc. (BX) | 9.25% | $166.37B | 33.19% | 99.60% | 7.48 |
| KKR Group Co., Inc. (KKR) | 9.22% | $93.45B | 20.36% | 47.98% | 7.34 |
| Northern Trust Corp. (NTRS) | 8.93% | $33.82B | 17.18% | N/A | -0.50 |
| BlackRock Finance, Inc. (BLK) | 8.83% | $174.32B | 22.39% | 77.52% | 6.14 |
| Franklin Templeton, Inc. (BEN) | 8.70% | $17.60B | 19.08% | 73.63% | 3.50 |
| T. Rowe Price Group, Inc. (TROW) | 8.65% | $23.34B | 10.68% | 80.88% | 3.02 |
| Apollo Global Management, Inc. (APO) | 8.26% | $77.84B | 62.66% | 64.53% | 2.20 |
Market data by FactSet