Index Performance
+24.70%
AMCO
+11.31%
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 June 12, 2026
CSV download
| Franklin Resources, Inc. (BEN) | 10.34% | $16.70B | 5.37% | 72.56% | 2.96 |
| State Street Corp. (STT) | 10.30% | $46.39B | 0.63% | N/A | 2.91 |
| Northern Trust Corp. (NTRS) | 9.63% | $32.26B | 7.77% | N/A | -0.30 |
| T. Rowe Price Group, Inc. (TROW) | 9.61% | $23.49B | 5.28% | 81.97% | 2.35 |
| Ares Management Corp. (ARES) | 9.58% | $44.50B | 30.26% | 80.75% | 6.30 |
| The Bank of New York Mellon Corp. (BK) | 9.37% | $98.82B | 1.20% | N/A | -0.24 |
| Apollo Global Management, Inc. (APO) | 8.94% | $77.18B | -13.40% | 29.87% | 2.45 |
| Blackstone, Inc. (BX) | 8.36% | $149.99B | 29.46% | 99.54% | 7.72 |
| BlackRock Finance, Inc. (BLK) | 8.07% | $168.19B | 25.16% | 74.65% | 6.49 |
| KKR Group Co., Inc. (KKR) | 7.98% | $85.60B | 68.70% | 59.35% | 7.88 |
| Ameriprise Financial, Inc. (AMP) | 7.82% | $41.27B | 8.92% | 53.18% | 2.04 |
Market data by FactSet