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Asset Management

Companies

15 companies

Companies table

15 companies
Valuation
Historical Performance:
Fundamentals
Sort by:
01
BlackRock Inc. BLK

1,176.6 (+0.3)%

24.8
(0.1)%
-
-
-
3.3%
9%

12.9

02
Blackstone Inc. BX

143.4 (-0.2)%

31.9
3.9%
-
-
-
6.3%
13.8%

2.5

03
BNY Mellon BNY

163.7 (+0.9)%

19.1
1.4%
-
-
-
1.2%
12.4%

-

04
KKR & Co. Inc. KKR

107.6 (+0.2)%

33.8
2.3%
-
-
-
0.6%
2.9%

16.1

05
Brookfield Corp BN

42.1 (+0.4)%

75.5
(8.3)%
-
-
-
0.3%
0.8%

49.8

06
Apollo Global Management APO

133.2 (+0.3)%

29.8
9.9%
-
-
-
0.8%
8.2%

-

07
State Street Corporation STT

193 (+1.1)%

17
(9.8)%
-
-
-
0.8%
10.6%

-

08
Ameriprise Financial AMP

560.3 (-0.2)%

13.5
5.3%
-
-
-
1.9%
54.4%

-

09
Ares Management ARES

142.8 (+2)%

59.2
2.7%
-
-
-
1.8%
6.1%

14.3

10
T. Rowe Price TROW

112.9 (+0.5)%

11.3
8.8%
-
-
-
14.3%
17.3%

-

11
Principal Financial Group PFG

111.6 (-0.3)%

15.9
19.6%
-
-
-
0.4%
9.6%

-

12
Franklin Resources BEN

35 (+1.2)%

23.4
1.2%
-
-
-
1.6%
3.7%

48

13
Invesco IVZ

32.7 (+0.8)%

(48.1)
13.2%
-
-
-
(1)%
(2.2)%

0.4

14
HG Capital Trust N HGT.L

425

20.7
3.6%
-
-
-
3.8%
3.8%

-

15
State Street SPDR S&P 500 ETF Trust SPY

765.9 (+0.3)%

-
-
-
-
-
-
-

-

Total
Help

Assumes equal weights for the Base and Lens views. The Holdings view is position-weighted.

+0.5%
21.9
3.6%
334.2%
0%
0%
2.4%
10%
7.1