Industry · Financials · close of Oct 30, 2026
Asset Management Stocks
86 US-listed asset management companies above our tradable floor ($5 and $1 million a day), largest first, with each one's stage, price and valuation after the close.
86
companies
18 (21%)
in a Stage 2 uptrend
-4.8%
3-month return, weighted by size
4 · 31 · 29
in Stage 1 · 3 · 4
Only the Stage 2 ones →Filter them in the screener →All Financials stocks →Industry rotation →
Every asset management stock we cover
| Stock | Stage | Close | Day | 3 months | From high | RS | P/E | Yield | Market cap |
|---|---|---|---|---|---|---|---|---|---|
| BLKBlackRock | Stage 2, wk 12 | $1,147.54 | -2.4% | +2.4% | -2.5% | 59 | 25.9 | 1.99% | $186B |
| BXBlackstone | Stage 4, wk 1 | $118.51 | -1.7% | -12.0% | -25.2% | 41 | 26.6 | 4.77% | $142B |
| BNBrookfield Corporation Class A Limited Voting Shares | Stage 4, wk 16 | $39.28 | -0.6% | -9.6% | -19.7% | 42 | 70.9 | 0.75% | $87.7B |
| KKRKKR | Stage 4, wk 3 | $94.39 | -1.5% | -11.3% | -33.5% | 39 | 29.6 | 0.87% | $87.2B |
| BAMBrookfield Asset Management Inc Class A Limited Voting Shares | Stage 4, wk 1 | $48.26 | -0.7% | -3.9% | -12.8% | 48 | 27.4 | 4.36% | $77.1B |
| APOApollo Global Management, Inc. (New) | Stage 4, wk 1 | $115.84 | -2.3% | -10.1% | -23.2% | 49 | 41.2 | 2.01% | $68.4B |
| STTState Street | Stage 3, wk 3 | $169.77 | -2.3% | -7.1% | -12.1% | 85 | 13.7 | 2.18% | $46.2B |
| AMPAmeriprise Financial | Stage 3, wk 4 | $490.83 | -1.4% | -11.1% | -14.0% | 57 | 12.0 | 1.39% | $42.6B |
| ARESAres Management | Stage 3, wk 3 | $128.15 | +0.5% | -6.5% | -25.1% | 45 | 57.0 | 4.61% | $42.5B |
| NTRSNorthern Trust | Stage 3, wk 4 | $169.16 | -2.2% | -6.7% | -11.2% | 79 | 13.0 | 2.11% | $30.6B |
| RJFRaymond James Financial | Stage 3, wk 4 | $157.22 | -2.5% | -11.2% | -12.9% | 54 | 13.9 | 1.39% | $30.2B |
| PFGPrincipal Financial Group | Stage 3, wk 2 | $111.63 | -1.8% | -2.3% | -5.8% | 81 | 15.7 | 3.10% | $23.7B |
| TROWT. Rowe Price Group | Stage 3, wk 7 | $103.90 | -2.6% | -7.3% | -13.5% | 58 | 10.4 | 5.03% | $22.2B |
| PSPershing Square | — | $45.66 | -7.1% | +30.5% | — | — | — | 0.88% | $18.3B |
| TPGTPG | Stage 3, wk 2 | $46.68 | -2.6% | +1.9% | -30.5% | 44 | 68.9 | 5.08% | $18.2B |
| OWLBlue Owl Capital | Stage 3, wk 3 | $10.33 | -0.8% | -5.7% | -34.1% | 32 | 80.9 | 9.92% | $16.2B |
| BENFranklin Templeton | Stage 3, wk 3 | $31.64 | -2.2% | -9.3% | -10.6% | 84 | 21.4 | 4.17% | $16.1B |
| CRBGCorebridge Financial | Stage 2, wk 15 | $34.81 | -1.4% | +12.0% | -2.2% | 64 | 22.4 | 2.83% | $15.5B |
| EQHEquitable Holdings | Stage 2, wk 15 | $53.85 | -1.4% | +12.2% | -2.2% | 66 | — | 2.10% | $14.7B |
| CGCarlyle Group | Stage 4, wk 5 | $40.18 | -1.0% | -17.3% | -37.9% | 35 | 40.4 | 3.76% | $14.3B |
| ARCCAres Capital | Stage 3, wk 1 | $19.11 | -0.1% | +2.2% | -3.0% | 56 | 14.0 | 10.43% | $13.8B |
| SEICSEI Investments | Stage 2, wk 23 | $103.42 | -1.3% | -0.7% | -7.4% | 76 | 18.4 | 0.96% | $12.3B |
| IVZInvesco | Stage 3, wk 2 | $27.76 | -4.3% | -9.6% | -16.7% | 68 | — | 2.94% | $12.2B |
| AMGAffiliated Managers Group | Stage 2, wk 22 | $381.57 | -4.4% | +0.2% | -4.4% | 89 | 13.9 | 0.01% | $9.9B |
| VCTRVictory Capital Holdings | Stage 2, wk 40 | $110.62 | -2.8% | +7.1% | -8.3% | 92 | 19.6 | 1.86% | $6.8B |
| HLNEHamilton Lane | Stage 4, wk 3 | $83.91 | -2.0% | -11.0% | -44.4% | 36 | 13.0 | 2.91% | $5.6B |
| STEPStepStone Group | Stage 4, wk 2 | $43.22 | -2.8% | -6.6% | -41.5% | 34 | — | 4.05% | $5.6B |
| MAINMain Street Capital | Stage 3, wk 1 | $55.26 | -1.1% | +1.1% | -9.2% | 56 | 10.9 | 5.97% | $5.2B |
| OBDCBlue Owl Capital | Stage 4, wk 2 | $10.39 | -1.0% | -2.6% | -12.8% | 46 | 18.2 | 12.55% | $5.2B |
| HASIHA Sustainable Infrastructure Capital | Stage 4, wk 1 | $37.22 | -0.8% | -2.4% | -12.1% | 81 | 56.2 | 4.66% | $4.8B |
| OTFBlue Owl Technology Finance | Stage 4, wk 3 | $9.51 | -1.1% | -4.1% | -27.7% | 37 | 11.4 | 15.82% | $4.4B |
| FHIFederated Hermes | Stage 3, wk 4 | $58.48 | +0.8% | -8.0% | -10.6% | 73 | 10.7 | 2.57% | $4.3B |
| CNSCohen & Steers | Stage 3, wk 5 | $72.48 | -0.6% | -13.7% | -15.4% | 60 | 22.0 | 3.81% | $3.7B |
| GBDCGolub Capital BDC | Stage 3, wk 3 | $12.72 | -0.5% | -1.0% | -3.0% | 54 | 18.5 | 11.02% | $3.3B |
| AAMIAcadian Asset Management | Stage 2, wk 43 | $88.92 | -2.6% | -0.9% | -8.5% | 93 | 32.9 | 0.42% | $3.2B |
| HTGCHercules Capital | Stage 2, wk 12 | $16.59 | -1.8% | +1.5% | -6.6% | 57 | 8.2 | 11.56% | $3.1B |
| WTWisdomTree | Stage 2, wk 40 | $20.71 | -3.9% | -1.2% | -17.3% | 92 | 38.6 | 0.55% | $3.1B |
| FSKFS KKR Capital | Stage 3, wk 2 | $11.03 | -1.3% | +3.2% | -20.6% | 43 | — | 17.46% | $3.0B |
| ASSTStrive | Stage 2, wk 8 | $22.20 | -10.9% | +88.1% | -27.8% | 46 | — | — | $2.8B |
| SIISprott | Stage 4, wk 1 | $101.07 | -5.2% | -2.5% | -38.9% | 72 | 26.0 | 1.50% | $2.6B |
| APAMArtisan Partners Asset Management | Stage 4, wk 1 | $36.58 | +0.5% | -11.5% | -16.2% | 48 | 8.3 | 10.44% | $2.6B |
| TYTri Continental | Stage 3, wk 2 | $34.37 | -0.6% | -1.4% | -3.9% | 57 | 5.4 | 3.43% | $1.8B |
| TSLXSixth Street Specialty Lending | Stage 3, wk 1 | $17.63 | +0.1% | +1.8% | -15.7% | 43 | 18.7 | 9.89% | $1.7B |
| CETCentral Securities | Stage 2, wk 25 | $55.61 | -1.5% | +2.1% | -2.4% | 65 | 7.5 | 4.88% | $1.6B |
| TRINTrinity Capital | Stage 3, wk 2 | $16.98 | -1.5% | -2.0% | -7.5% | 75 | 9.3 | 12.61% | $1.5B |
| GAMGeneral American Investors | Stage 3, wk 2 | $63.93 | -0.8% | -2.7% | -5.9% | 63 | 4.0 | — | $1.5B |
| PAXPatria Investments | Stage 1, wk 2 | $9.18 | -1.3% | -16.6% | -45.7% | 32 | 27.7 | 5.45% | $1.5B |
| CSWCCapital Southwest | Stage 3, wk 2 | $23.17 | -1.0% | -0.6% | -7.7% | 74 | 12.4 | 13.59% | $1.5B |
| HQHabrdn Healthcare Investors | Stage 3, wk 3 | $21.39 | -0.1% | -0.7% | -10.8% | 72 | 4.6 | 12.17% | $1.2B |
| DXYZDestiny Tech100 | Stage 1, wk 8 | $25.53 | -4.7% | +7.3% | -64.2% | 57 | 3.3 | — | $1.2B |
| OCSLOaktree Specialty Lending | Stage 3, wk 2 | $12.14 | +0.1% | +4.4% | -6.0% | 52 | 23.9 | 11.73% | $1.1B |
| TYGTortoise Energy Infrastructure | Stage 4, wk 5 | $40.94 | +1.9% | -1.7% | -14.8% | 60 | 5.3 | 14.72% | $1.0B |
| RPCRidgepost Capital | Stage 4, wk 5 | $9.22 | -0.8% | +1.5% | -15.7% | 45 | 36.9 | 1.89% | $1.0B |
| GSBDGoldman Sachs BDC | Stage 3, wk 1 | $8.93 | -1.4% | +5.1% | -9.7% | 56 | 16.8 | 16.47% | $1.0B |
| BCXBlackRock Resources | Stage 2, wk 11 | $11.91 | -0.9% | +2.1% | -9.8% | 75 | 4.6 | 6.93% | $908M |
| BBDCBarings BDC | Stage 3, wk 1 | $8.65 | -0.7% | +5.8% | -5.8% | 59 | 10.2 | 12.61% | $906M |
| ASAASA Gold and Precious Metals | Stage 4, wk 1 | $49.11 | -3.8% | -2.2% | -39.5% | 60 | 1.3 | 0.19% | $902M |
| MFICMidCap Financial Investment | Stage 4, wk 19 | $10.36 | -0.4% | +10.1% | -9.8% | 50 | — | 15.16% | $853M |
| KBDCKayne Anderson BDC | Stage 4, wk 11 | $12.88 | -1.2% | -2.8% | -10.5% | 54 | 11.7 | 12.84% | $851M |
| VRTSVirtus Investment Partners | Stage 4, wk 2 | $118.23 | -5.4% | -30.2% | -30.5% | 37 | 7.0 | 8.21% | $783M |
| GCMGGCM Grosvenor | Stage 3, wk 1 | $12.64 | +0.2% | -3.2% | -9.2% | 64 | 24.3 | 3.86% | $773M |
| FDUSFidus Investment | Stage 3, wk 3 | $19.31 | -0.7% | -1.8% | -4.2% | 57 | 9.0 | 11.69% | $768M |
| CGBDCarlyle Secured Lending | Stage 2, wk 7 | $10.78 | -0.3% | +8.5% | -7.8% | 51 | 20.6 | 13.88% | $742M |
| BCSFBain Capital Specialty Finance | Stage 4, wk 11 | $10.77 | -0.7% | -12.0% | -18.3% | 45 | 10.3 | 16.70% | $699M |
| PFLTPennantPark Floating Rate Capital | Stage 4, wk 18 | $6.88 | -0.9% | -0.3% | -20.4% | 43 | 12.6 | 16.15% | $683M |
| NMFCNew Mountain Finance | Stage 4, wk 2 | $7.03 | -0.1% | +0.7% | -17.1% | 42 | — | 17.51% | $664M |
| SLRCSLR Investment | Stage 4, wk 23 | $11.63 | -1.4% | -8.2% | -24.2% | 42 | 8.3 | 13.09% | $634M |
| OXLCOxford Lane Capital | Stage 4, wk 1 | $6.43 | -2.6% | -25.7% | -44.8% | 28 | — | 33.61% | $630M |
| TIPTTiptree | Stage 3, wk 5 | $17.04 | -1.0% | -3.2% | -10.1% | 52 | — | 1.46% | $621M |
| GAINGladstone Investment | Stage 3, wk 4 | $15.16 | -0.7% | -7.9% | -9.2% | 65 | 3.5 | 6.51% | $604M |
| HQLabrdn Life Sciences Investors | Stage 3, wk 4 | $18.44 | -1.6% | -1.6% | -16.3% | 68 | 2.7 | 12.50% | $561M |
| NCDLNuveen Churchill Direct Lending | Stage 4, wk 17 | $11.16 | +0.5% | -7.4% | -19.8% | 45 | 11.2 | 14.63% | $551M |
| BOTRoboStrategy | — | $20.99 | -14.1% | -26.2% | — | — | — | — | $514M |
| PWRLPowerlaw | — | $11.51 | -7.0% | +3.0% | — | — | — | 7.93% | $497M |
| FWDIForward Industries | Stage 2, wk 6 | $6.35 | -8.5% | +56.0% | -55.9% | 21 | — | — | $484M |
| GLADGladstone Capital | Stage 2, wk 18 | $18.97 | -0.8% | +2.2% | -4.2% | 59 | 8.7 | 9.82% | $429M |
| CIONCION Investment | Stage 2, wk 4 | $6.99 | -1.7% | +16.6% | -21.4% | 46 | 93.6 | 19.02% | $344M |
| CCAPCrescent Capital BDC | Stage 4, wk 8 | $9.27 | -0.3% | -14.2% | -30.5% | 36 | — | 17.88% | $342M |
| PSBDPalmer Square Capital BDC | Stage 1, wk 4 | $9.93 | -0.8% | +5.9% | -10.0% | 49 | — | 14.85% | $304M |
| RWAYRunway Growth Finance | Stage 2, wk 4 | $6.52 | -1.2% | +20.1% | -22.0% | 38 | 27.0 | 20.99% | $273M |
| SARSaratoga Investment Corp New | Stage 4, wk 15 | $13.62 | -2.3% | -27.1% | -38.6% | 34 | — | 21.91% | $212M |
| NSLRNeostellar Capital | Stage 4, wk 9 | $5.93 | -0.8% | -43.5% | -60.2% | 32 | 1.4 | 4.07% | $157M |
| SAMGSilvercrest Asset Management Group | Stage 1, wk 3 | $11.18 | +8.0% | +9.1% | -25.3% | 42 | 88.6 | 8.14% | $87.4M |
| SVRNSVRN | Stage 2, wk 5 | $29.47 | -5.3% | +367.0% | -56.2% | 48 | — | — | $55.3M |
| AMTDAMTD IDEA Group | Stage 4, wk 21 | $19.64 | -5.0% | -72.3% | -84.8% | 11 | 1.0 | — | $26.3M |
| PSUSPershing Square USA | — | $37.61 | -2.1% | -1.8% | — | — | — | — | — |
Asset Management Stocks: quick answers
How many asset management stocks are in an uptrend?
As of Oct 30, 2026, 18 of the 86 US-listed asset management stocks we cover are in Stage 2, the uptrend phase, including BlackRock (BLK), Corebridge Financial (CRBG), Equitable Holdings (EQH), SEI Investments (SEIC) and Affiliated Managers Group (AMG).
What is the largest asset management stock?
BlackRock (BLK), with a market value of $186B. It closed at $1,147.54 on Oct 30, 2026, in Stage 2.
Which asset management stocks are near their 52-week high?
As of Oct 30, 2026, 6 are within 5% of a 52-week high: BlackRock (BLK), Corebridge Financial (CRBG), Equitable Holdings (EQH), Ares Capital (ARCC), Affiliated Managers Group (AMG) and Golub Capital BDC (GBDC).
End-of-day data for common stocks and ADRs on the NYSE, Nasdaq and NYSE American, computed after each US close and dated to the trading session.