Considering investing in asset management stocks? While the best asset management stocks depend on your portfolio and investment goals, we've identified some asset management stocks that are worth keeping an eye on in the portfolio management sector. Keep reading to learn more about asset management stocks and how to start investing.
11 popular asset management stocks to watch
We round up a selection of stocks in or related to the portfolio management industry, weighting the list more heavily towards popular mid- and large-cap stocks.
| Best stock | 1-year return | Market cap | Exchange | Volume | Buy now on CIBC Investor's Edge |
|---|---|---|---|---|---|
| Affiliated Managers Group (AMG.US) | (data unavailable) | $7.6 billion (USD) | NYSE | (data unavailable) | Buy now |
| Ameriprise Financial (AMP.US) | -16.26% | $43 billion (USD) | NYSE | 614,416 | Buy now |
| BlackRock (BLK.US) | 4.85% | $161.3 billion (USD) | NYSE | 863,354 | Buy now |
| The Bank of New York Mellon Corporation (BK.US) | 41.03% | $79.1 billion (USD) | NYSE | 2,596,187 | Buy now |
| Franklin Resources (BEN.US) | 1.50% | $11.8 billion (USD) | NYSE | 2,292,569 | Buy now |
| Janus Henderson Group (JHG.US) | -1.39% | $6.8 billion (USD) | NYSE | 699,263 | Buy now |
| AllianceBernstein Holding L-P (AB.US) | (data unavailable) | $4.6 billion (USD) | NYSE | (data unavailable) | Buy now |
| Artisan Partners Asset Management (APAM.US) | (data unavailable) | $2.9 billion (USD) | NYSE | (data unavailable) | Buy now |
| Apollo Global Management LLC Class A (APO.US) | -24.80% | $76.5 billion (USD) | NYSE | 2,755,500 | Buy now |
| Fidus Investment (FDUS.US) | (data unavailable) | $718 million (USD) | NASDAQ | (data unavailable) | Buy now |
| Ares Management (ARES.US) | (data unavailable) | $51.4 billion (USD) | NYSE | (data unavailable) | Buy now |
What to look for when investing in asset management stock
The portfolio management industry is affected by a range of complex factors such as trade policies, regulations, and fluctuating supply and demand. So when considering asset management stocks to buy, it's important that you have access to vital information about a company's financial health, leadership team, and market positioning.
Also keep in mind that, while volatility can be ideal for day traders, long-term investors will want to look for stocks to offer steadier gains over time.
How to invest in asset management stock
- Research the portfolio management industry. Before investing, learn about the asset management stock sector, its trends and the companies within it. Look at each company's financial health, potential for growth and past performance to identify stocks that fit your investment goals.
- Choose a stock trading platform. Compare trading fees, access to trading tools and user interface options. We've identified reliable trading platforms to help narrow down your options below or check out the best stock trading apps in Canada to find one that suits your needs.
- Open and fund your account. Sign up with your personal details and link a bank account or funding method to deposit money before you start trading.
- Select the asset management stock(s) to buy. Search by company name or ticker symbol, like AMG or AMP. Compare key metrics such as market cap, price history and earnings per share to pick the best stock for your strategy.
- Buy the stock and monitor performance. Place your order to buy the stock and track its performance over time. Consider setting alerts, signing up for industry newsletters or using platform research tools to stay up to date on market changes.
Our top picks for where to buy asset management stocks
Are asset management stocks a good investment?
While it's possible to turn a profit investing in asset management stocks, keep in mind that—like any investment—asset management stocks are not immune to risk. These stocks are subject to fluctuating conditions both in the market and in the portfolio management industry, so carefully vet your picks before you invest.What are the best asset management stocks?
A lot of factors go into picking the best asset management stocks. Stock performance can be impacted by factors like market conditions, company decisions and global events. Plus, what may be a strong asset management stock investment for one person might not be suitable for another.
That said, we rounded up this list of popular asset management stocks in or related to the portfolio management industry to help narrow down your options:
- Affiliated Managers Group (AMG)
- Ameriprise Financial (AMP)
- BlackRock (BLK)
- The Bank of New York Mellon Corporation (BK)
- Franklin Resources (BEN)
- Janus Henderson Group (JHG)
- AllianceBernstein Holding L-P (AB)
- Artisan Partners Asset Management (APAM)
- Apollo Global Management LLC Class A (APO)
- Fidus Investment (FDUS)
- Ares Management (ARES)
Keep in mind that this is not a "best" list or a recommendation. It highlights some asset management stocks for informational purposes only and does not indicate past or future performance or investment advice. We do not guarantee any investment performance.
We've outlined detailed company and stock performance details for each asset management stock below. Keep reading to decide if any of these companies are the right investment for you.
Affiliated Managers Group (AMG)
Affiliated Managers Group, Inc. , through its affiliates, operates as an investment management company providing investment management services to mutual funds, institutional clients,retails and high net worth individuals in the United States. It provides advisory or sub-advisory services to mutual funds.
| Market Capitalization | $7.6 billion |
|---|---|
| Gross profit (TTM) | $1.1 billion |
| Profit margin | 26.01% |
| Revenue (TTM) | $2 billion |
| Earnings per share (TTM) | $16.72 |
| 52-week stock price range | $139.20 – $272.00 |
Ameriprise Financial (AMP)
Ameriprise Financial, Inc. , together with its subsidiaries, operates as a diversified financial services company in the United States and internationally. The company offers financial planning and advice services to individual and institutional clients.
| Closing stock price | $470.11 |
|---|---|
| Market Capitalization | $43 billion |
| Gross profit (TTM) | $10.5 billion |
| Profit margin | 19.59% |
| Revenue (TTM) | $18.5 billion |
| Earnings per share (TTM) | $36.37 |
| 52-week stock price range | $392.21 – $574.69 |
BlackRock (BLK)
BlackRock, Inc. is a publicly owned investment manager. The firm primarily provides its services to institutional, intermediary, and individual investors including corporate, public, union, and industry pension plans, insurance companies, third-party mutual funds, endowments, public institutions, governments, foundations, charities, sovereign wealth funds, corporations, official institutions, and banks.
| Closing stock price | $1,079.87 |
|---|---|
| Market Capitalization | $161.3 billion |
| Gross profit (TTM) | $10.9 billion |
| Profit margin | 26.64% |
| Revenue (TTM) | $22.9 billion |
| Earnings per share (TTM) | $38.89 |
| 52-week stock price range | $766.05 – $1,219.94 |
The Bank of New York Mellon Corporation (BK)
The Bank of New York Mellon Corporation provides a range of financial products and services in the United States and internationally. It operates through Securities Services, Market and Wealth Services, Investment and Wealth Management, and Other segments. The Securities Services segment offers custody, trust and depositary, accounting, exchange-traded funds, middle-office solutions, transfer agency, services for private equity and real estate funds, foreign exchange, securities lending, liquidity/lending services, and data analytics.
| Closing stock price | $113.09 |
|---|---|
| Market Capitalization | $79.1 billion |
| Gross profit (TTM) | $19.7 billion |
| Profit margin | 26.57% |
| Revenue (TTM) | $19.7 billion |
| Earnings per share (TTM) | $6.93 |
| 52-week stock price range | $69.30 – $113.74 |
Franklin Resources (BEN)
Franklin Resources, Inc. is a publicly owned asset management holding company. Through its subsidiaries, the firm provides its services to individuals, institutions, pension plans, trusts, and partnerships.
| Closing stock price | $23.01 |
|---|---|
| Market Capitalization | $11.8 billion |
| Gross profit (TTM) | $3.3 billion |
| Profit margin | 5.99% |
| Revenue (TTM) | $8.8 billion |
| Earnings per share (TTM) | $0.91 |
| 52-week stock price range | $15.81 – $25.72 |
Janus Henderson Group (JHG)
Janus Henderson Group plc is an asset management holding entity. Through its subsidiaries, the firm provides services to institutional, retail clients, and high net worth clients. It manages separate client-focused equity and fixed income portfolios.
| Closing stock price | $44.02 |
|---|---|
| Market Capitalization | $6.8 billion |
| Gross profit (TTM) | $1.7 billion |
| Profit margin | 20.07% |
| Revenue (TTM) | $2.7 billion |
| Earnings per share (TTM) | $3.39 |
| 52-week stock price range | $27.44 – $48.97 |
AllianceBernstein Holding L-P (AB)
AllianceBernstein Holding L. P. is a publicly owned investment manager.
| Market Capitalization | $4.6 billion |
|---|---|
| Gross profit (TTM) | $-102,365,000 |
| Revenue (TTM) | $-102,365,000 |
| Earnings per share (TTM) | $3.02 |
| 52-week stock price range | $30.41 – $41.67 |
Artisan Partners Asset Management (APAM)
Artisan Partners Asset Management Inc. is publicly owned investment manager. It provides its services to pension and profit sharing plans, trusts, endowments, foundations, charitable organizations, government entities, private funds and non-U.
| Market Capitalization | $2.9 billion |
|---|---|
| Gross profit (TTM) | $525.9 million |
| Profit margin | 22.90% |
| Revenue (TTM) | $1.2 billion |
| Earnings per share (TTM) | $3.71 |
| 52-week stock price range | $31.11 – $46.79 |
Apollo Global Management LLC Class A (APO)
Apollo Global Management, Inc. is a private equity firm specializing in investments in credit, private equity, infrastructure, secondaries and real estate markets. The firm prefers to invest in private and public markets.
| Closing stock price | $131.39 |
|---|---|
| Market Capitalization | $76.5 billion |
| Gross profit (TTM) | $10.9 billion |
| Profit margin | 15.78% |
| Revenue (TTM) | $27.2 billion |
| Earnings per share (TTM) | $6.86 |
| 52-week stock price range | $101.45 – $186.86 |
Fidus Investment (FDUS)
Fidus Investment Corporation is a business development company. It specializing in leveraged buyouts, refinancings, change of ownership transactions, recapitalizations, strategic acquisitions, mezzanine, growth capital, business expansion, lower middle market investments, debt investments, subordinated and second lien loans, senior secured and unitranche debt, preferred equity, warrants, subordinated debt, senior subordinated notes, junior secured loans, and unitranche loans. It does not invest in turnarounds or distressed situations.
| Market Capitalization | $718 million |
|---|---|
| Gross profit (TTM) | $151.2 million |
| Profit margin | 54.03% |
| Revenue (TTM) | $151.2 million |
| Earnings per share (TTM) | $2.34 |
| 52-week stock price range | $15.82 – $21.73 |
Ares Management (ARES)
Ares Management Corporation operates as an alternative asset manager in the United States, Europe, and Asia. Its Direct Lending Group segment provides financing solutions to small-to-medium sized companies. The company's Private Equity Group segment focuses on majority or shared-control investments primarily in under-capitalized companies.
| Market Capitalization | $51.4 billion |
|---|---|
| Gross profit (TTM) | $2 billion |
| Profit margin | 12.15% |
| Revenue (TTM) | $5.4 billion |
| Earnings per share (TTM) | $2.37 |
| 52-week stock price range | $109.20 – $196.36 |
Compare trading platforms to buy asset management stock
Compare special offers, low fees and a wide range of investment options among popular trading platforms in Canada. Note that the dollar amounts in the table below are in CAD.
Finder Score for stock trading platforms
To make comparing even easier we came up with the Finder Score. Trading costs, account fees and features across 10+ stock trading platforms and apps are all weighted and scaled to produce a score out of 10. The higher the score, the better the platform—it's that simple.
Bottom line
If you're considering adding asset management stocks to your portfolio, make sure you thoroughly look into any companies before investing to help mitigate risk. We've compiled a list of asset management stocks to help narrow down your options. Then choose a legitimate stock trading platform to start investing. After that it comes down to monitoring the portfolio management industry to know when to buy, sell or hold.Frequently asked questions about asset management stocks
Sources
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