Index Performance
+12.24%
AMCO
+2.33%
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 July 27, 2026
CSV download
| Ameriprise Financial, Inc. (AMP) | 9.91% | $47.45B | 8.92% | 53.18% | 2.04 |
| T. Rowe Price Group, Inc. (TROW) | 9.69% | $25.14B | 5.28% | 81.97% | 2.35 |
| The Bank of New York Mellon Corp. (BK) | 9.35% | $107.85B | -2.48% | N/A | 1.14 |
| Blackstone, Inc. (BX) | 9.34% | $155.02B | 29.46% | 99.54% | 7.72 |
| State Street Corp. (STT) | 9.27% | $50.51B | 9.67% | N/A | 3.49 |
| KKR Group Co., Inc. (KKR) | 9.10% | $89.78B | 68.70% | 59.35% | 7.88 |
| Northern Trust Corp. (NTRS) | 9.07% | $34.17B | 7.77% | N/A | -0.30 |
| Ares Management Corp. (ARES) | 8.91% | $41.46B | 30.26% | 80.75% | 6.30 |
| BlackRock Finance, Inc. (BLK) | 8.81% | $174.34B | 22.09% | 81.78% | N/A |
| Franklin Resources, Inc. (BEN) | 8.58% | $16.96B | 5.37% | 72.56% | 2.96 |
| Apollo Global Management, Inc. (APO) | 7.97% | $69.45B | -13.40% | 29.87% | 2.45 |
Market data by FactSet