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Asset Management Stocks: Companies & Metrics

Browse 131 asset management stocks with financial metrics and performance data (Financials sector).

Industry market cap
$1.09T
Cap-weighted, today
+1.88%
Cap-weighted, 1 year
+5.35%
Advancing / declining today
84 / 44

Asset Management Stocks

131 stocks in the asset management industry. Click column headers to sort.

#
1
BLK logo
BLK
BlackRock, Inc.$1,118.25$183.95B$28.54B$6.58B$40.37627.69K
2
BX logo
BX
Blackstone Inc.$117.97$94.36B$15.36B$3.52B$4.475.35M
3
BN logo
BN
Brookfield Corporation$37.97$89.33B$77.98B$1.43B$0.614.99M
4
KKR logo
KKR
KKR & Co. Inc.$91.34$86.37B$23.70B$3.07B$3.225.06M
5
BAM logo
BAM
Brookfield Asset Management Ltd.$47.03$75.92B$5.03B$2.81B$1.742.95M
6
APO logo
APO
Apollo Global Management, Inc.$112.83$68.83B$35.83B$1.85B$3.063.30M
7
STT logo
STT
State Street Corporation$167.83$46.87B$19.26B$3.40B$11.912.41M
8
AMP logo
AMP
Ameriprise Financial, Inc.$492.19$45.72B$19.74B$3.95B$41.39614.63K
9
RJF logo
RJF
Raymond James Financial, Inc.$157.70$31.10B$15.55B$2.31B$11.511.24M
10
NTRS logo
NTRS
Northern Trust Corporation$167.92$31.05B$10.54B$2.23B$11.881.23M
11
ARES logo
ARES
Ares Management Corporation$122.08$27.63B$6.39B$636.35M$2.862.30M
12
PFG logo
PFG
Principal Financial Group, Inc.$108.57$23.74B$15.69B$1.56B$7.031.30M
13
TROW logo
TROW
T. Rowe Price Group, Inc.$104.20$22.32B$7.59B$2.22B$10.151.91M
14
PS logo
PS
Pershing Square Inc.$44.05$17.62B$768.71M$16.09M$0.04580.07K
15
TPG logo
TPG
TPG Inc.$44.64$17.21B$4.28B$236.23M$0.732.70M
16
BEN logo
BEN
Franklin Resources, Inc.$31.06$16.03B$9.32B$812.80M$1.574.12M
17
CRBG logo
CRBG
Corebridge Financial, Inc.$34.13$15.50B$19.92B$907.00M$1.835.21M
18
EQH logo
EQH
Equitable Holdings, Inc.$52.75$14.68B$10.61B-$940.00M−$3.283.00M
19
CG logo
CG
The Carlyle Group Inc.$38.59$14.30B$2.33B$363.90M$0.983.53M
20
ARCC logo
ARCC
Ares Capital Corporation$18.64$13.38B$2.11B$960.00M$1.354.53M
21
IVZ logo
IVZ
Invesco Ltd.$28.06$12.75B$6.90B-$101.50M−$0.224.65M
22
SEIC logo
SEIC
SEI Investments Company$102.30$12.62B$2.45B$706.85M$5.66898.83K
23
AMG logo
AMG
Affiliated Managers Group, Inc.$383.42$10.31B$2.51B$856.30M$28.83283.88K
24
VCTR logo
VCTR
Victory Capital Holdings, Inc.$107.60$6.76B$1.56B$438.67M$6.73678.87K
25
OWL logo
OWL
Blue Owl Capital Inc.$9.36$6.44B$2.99B$80.91M$0.1218.92M
26
BXSL logo
BXSL
Blackstone Secured Lending Fund$23.33$5.43B$726.40M$293.34M$1.271.51M
27
HASI logo
HASI
HA Sustainable Infrastructure Capital, Inc.$36.32$5.19B$462.89M$86.15M$0.641.02M
28
OBDC logo
OBDC
Blue Owl Capital Corporation$10.05$4.98B$1.26B$288.63M$0.573.85M
29
MAIN logo
MAIN
Main Street Capital Corporation$53.51$4.92B$667.27M$451.34M$4.99475.73K
30
HLNE logo
HLNE
Hamilton Lane Incorporated$82.27$4.44B$858.37M$275.89M$5.08669.15K
31
OTF logo
OTF
Blue Owl Technology Finance Corp.$9.12$4.20B$1.21B$375.08M$0.812.11M
32
FHI logo
FHI
Federated Hermes, Inc.$56.81$4.09B$1.94B$412.65M$5.64754.00K
33
CNS logo
CNS
Cohen & Steers, Inc.$71.00$3.70B$604.82M$168.30M$3.26317.16K
34
STEP logo
STEP
StepStone Group Inc.$42.04$3.45B$2.01B-$613.20M−$7.661.06M
35
WT logo
WT
WisdomTree, Inc.$21.20$3.31B$609.68M$80.88M$0.552.77M
36
AAMI logo
AAMI
Acadian Asset Management Inc.$92.35$3.30B$668.50M$101.40M$2.83388.80K
37
HTGC logo
HTGC
Hercules Capital, Inc.$16.41$3.28B$506.15M$383.20M$1.951.14M
38
AB logo
AB
AllianceBernstein Holding L.P.$34.93$3.26B$1.40B$505.04M$5.47291.38K
39
GBDC logo
GBDC
Golub Capital BDC, Inc.$12.12$3.16B$544.29M$171.75M$0.651.51M
40
FSK logo
FSK
FS KKR Capital Corp.$10.44$2.93B$510.00M-$375.00M−$1.341.97M
41
SII logo
SII
Sprott Inc.$105.23$2.71B$402.02M$105.32M$4.08106.21K
42
GCMG logo
GCMG
GCM Grosvenor Inc.$12.37$2.52B$573.30M$44.50M$0.22450.60K
43
AMTD logo
AMTD
AMTD IDEA Group$25.56$2.31B$111.27M$92.44M$7.6757.11K
44
MAAS logo
MAAS
Maase Inc.$12.20$2.25B$172.79M-$341.32M−$3.70371.10K
45
PAX logo
PAX
Patria Investments Limited$11.74$1.87B$433.83M$71.38M$0.451.12M
46
CET logo
CET
Central Securities Corporation$55.65$1.64B$272.80M$265.21M$9.1524.00K
47
TSLX logo
TSLX
Sixth Street Specialty Lending, Inc.$17.09$1.62B$295.13M$89.04M$0.94509.24K
48
CSWC logo
CSWC
Capital Southwest Corporation$22.37$1.58B$208.03M$110.73M$1.67551.06K
49
BST logo
BST
BlackRock Science and Technology Trust$46.51$1.48B$252.35M$250.75M$7.86103.60K
50
TRIN logo
TRIN
Trinity Capital Inc.$16.34$1.48B$258.58M$157.03M$1.95944.32K
51
MSDL logo
MSDL
Morgan Stanley Direct Lending Fund$13.22$1.12B$227.30M$59.75M$0.69501.70K
52
RPC logo
RPC
Ridgepost Capital, Inc$8.68$1.04B$312.91M$27.38M$0.24561.26K
53
OCSL logo
OCSL
Oaktree Specialty Lending Corporation$11.44$1.01B$177.26M$42.24M$0.48471.16K
54
GSBD logo
GSBD
Goldman Sachs BDC, Inc.$8.62$970.35M$216.72M$58.48M$0.51835.52K
55
LCLN logo
LCLN
Lincoln International, Inc.$23.52$941.20M$665.36M$50.81M$0.58642.20K
56
BTX logo
BTX
BlackRock Innovation and Growth Term Trust$8.42$926.68M$11.48M$8.69M$0.17486.04K
57
ASA logo
ASA
ASA Gold and Precious Metals Limited$48.63$922.97M$6.93M$375.53M$19.8546.72K
58
BBDC logo
BBDC
Barings BDC, Inc.$8.31$870.11M$194.70M$87.11M$0.83543.81K
59
KBDC logo
KBDC
Kayne Anderson BDC, Inc.$12.76$846.59M$147.42M$74.54M$1.09394.36K
60
VRTS logo
VRTS
Virtus Investment Partners, Inc.$119.31$808.68M$806.38M$119.81M$17.55147.21K
61
TYG logo
TYG
Tortoise Energy Infrastructure Corporation$37.68$796.16M$46.61M$19.36M$0.90156.22K
62
VINP logo
VINP
Vinci Compass Investments Ltd.$11.49$780.87M$329.91M$84.87M$1.2888.63K
63
BUR logo
BUR
Burford Capital Limited$3.36$756.29M$-1.63B-$1.69B−$7.652.49M
64
CGBD logo
CGBD
Carlyle Secured Lending, Inc.$10.22$710.73M$144.54M$40.82M$0.57452.92K
65
PSEC logo
PSEC
Prospect Capital Corporation$1.48$710.20M$647.55M$123.77M$0.226.10M
66
FDUS logo
FDUS
Fidus Investment Corporation$18.56$704.43M$114.88M$77.31M$2.08287.09K
67
MFIC logo
MFIC
MidCap Financial Investment Corporation$8.38$691.73M$143.90M-$29.65M−$0.33577.46K
68
BCSF logo
BCSF
Bain Capital Specialty Finance, Inc.$10.07$653.23M$201.93M$63.93M$0.99548.72K
69
TBLD logo
TBLD
Thornburg Income Builder Opportunities Trust$20.29$652.00M$102.22M$97.69M$3.0470.98K
70
PFLT logo
PFLT
PennantPark Floating Rate Capital Ltd.$6.38$633.01M$124.67M$50.25M$0.51799.57K
71
NMFC logo
NMFC
New Mountain Finance Corporation$6.67$630.66M$164.79M-$48.37M−$0.44610.50K
72
CYPH logo
CYPH
Cypherpunk Technologies Inc.$2.82$612.91M$0.00-$877.00K−$0.0115.96M
73
SLRC logo
SLRC
SLR Investment Corp.$11.17$609.38M$199.68M$73.77M$1.35384.88K
74
GAIN logo
GAIN
Gladstone Investment Corporation$14.68$584.59M$143.19M$165.13M$4.19145.17K
75
MSIF logo
MSIF
MSC Income Fund, Inc.$11.54$527.71M$150.04M$99.06M$2.13171.08K
76
NCDL logo
NCDL
Nuveen Churchill Direct Lending Corp.$10.55$521.03M$120.06M$46.86M$0.95277.77K
77
GLAD logo
GLAD
Gladstone Capital Corporation$18.36$520.78M$70.33M$47.41M$1.74171.61K
78
BOT logo
BOT
Robostrategy, Inc.$22.97$465.70M---364.28K
79
ECC logo
ECC
Eagle Point Credit Company$2.63$349.82M$160.59M-$229.50M−$1.741.41M
80
TCPC logo
TCPC
BlackRock TCP Capital Corp.$4.02$337.34M$135.85M-$108.54M−$1.28740.59K
81
CION logo
CION
CION Investment Corporation$6.49$322.30M$100.04M$2.71M$0.05312.34K
82
CCAP logo
CCAP
Crescent Capital BDC, Inc.$8.66$319.16M$114.62M-$3.17M−$0.09257.57K
83
SSSS logo
SSSS
SuRo Capital Corp.$10.20$307.64M$211.91M$205.25M$7.07336.36K
84
PSBD logo
PSBD
Palmer Square Capital BDC Inc.$9.76$302.57M$36.96M-$30.74M−$0.97120.99K
85
ALTI logo
ALTI
AlTi Global, Inc.$2.58$286.01M$308.64M-$41.99M−$0.41142.66K
86
KWY logo
KWY
Kingsway Corporation$9.91$283.59M$154.58M-$7.61M−$0.2742.33K
87
RWAY logo
RWAY
Runway Growth Finance Corp.$6.46$271.80M$98.42M$7.76M$0.21286.24K
88
HRZN logo
HRZN
Horizon Technology Finance Corporation$3.96$257.30M$93.77M$5.07M$0.10454.92K
89
SAR logo
SAR
Saratoga Investment Corp.$13.57$219.23M$72.97M$15.77M$0.99159.79K
90
LIEN logo
LIEN
Chicago Atlantic BDC, Inc.$9.14$208.58M$52.13M$31.68M$1.3972.53K
91
SCM logo
SCM
Stellus Capital Investment Corporation$6.64$191.69M$61.49M$29.77M$1.04120.78K
92
PNNT logo
PNNT
PennantPark Investment Corporation$2.87$187.40M$92.05M$10.13M$0.14575.24K
93
HSDT logo
HSDT
Solana Company$2.26$180.25M$12.07M-$157.27M−$3.48589.68K
94
TPVG logo
TPVG
TriplePoint Venture Growth BDC Corp.$4.29$174.17M$66.32M$40.17M$0.99237.70K
95
WHF logo
WHF
WhiteHorse Finance, Inc.$7.96$171.71M$41.34M$17.55M$0.78115.95K
96
WHG logo
WHG
Westwood Holdings Group, Inc.$18.86$171.25M$101.70M$7.86M$0.8714.09K
97
EARN logo
EARN
Ellington Credit Company$3.63$136.59M$17.79M-$62.09M−$1.65453.12K
98
OXSQ logo
OXSQ
Oxford Square Capital Corp.$1.30$129.06M$3.27M-$36.53M−$0.421.28M
99
SPMC logo
SPMC
Sound Point Meridian Capital, Inc.$5.74$120.15M$96.67M-$189.34M−$9.2333.02K
100
ASST logo
ASST
Strive, Inc.$28.97$109.04M$8.76M-$1.12B−$40.229.12M

More Asset Management Stocks

The table opens with the 100 largest by market cap. The other 31 are listed A to Z.

Show all 31 stocks
  • AFCG Advanced Flower Capital Inc.
  • ALP Alpha Compute Corp
  • BCG Binah Capital Group, Inc.
  • BCIC BCP Investment Corp.
  • BENF Beneficient
  • BNKK Bonk, Inc.
  • BTTC Black Titan Corporation
  • CITR CitroTech Inc.
  • CWD CaliberCos Inc.
  • DFDV DeFi Development Corp.
  • EQS Equus Total Return, Inc.
  • FGNX FG Nexus Inc.
  • GECC Great Elm Capital Corp.
  • GEG Great Elm Group, Inc.
  • GROW U.S. Global Investors, Inc.
  • HNNA Hennessy Advisors, Inc.
  • ICMB Investcorp Credit Management BDC, Inc.
  • INV Innventure, Inc.
  • MGLD The Marygold Companies, Inc.
  • MLCI Mount Logan Capital Inc.
  • NOAH Noah Holdings Limited
  • OFS OFS Capital Corporation
  • OIO OIO Group
  • PFX PhenixFIN Corporation
  • RAND Rand Capital Corporation
  • RMCO Royalty Management Holding Corporation
  • SAMG Silvercrest Asset Management Group Inc.
  • SDEV Stablecoin Development Corporation
  • TGE The Generation Essentials Group
  • TWAV TaoWeave, Inc.
  • ZSTK ZeroStack Corp.

About the Asset Management Industry

The Asset Management industry includes 131 U.S.-listed companies in the Financials sector with a combined market capitalization of $1.09T. The largest are BlackRock, Inc. (BLK, $183.95B), Blackstone Inc. (BX, $94.36B) and Brookfield Corporation (BN, $89.33B), together 34% of the industry's value.

88 of the 130 companies with reported earnings are profitable, and their median P/E ratio is 14.7. 98 of 131 pay a dividend, with a median yield of 6.98% among payers.

Over the past year the median stock is down 17.5%, and 40 of 128 are higher than a year ago. Median revenue growth is 7.7% year over year.

Profitability

Profitable companies
88 of 130
Median gross margin
70.4%
Median net profit margin
17.0%
Median return on equity
4.9%

Longest dividend growth streak: Franklin Resources, Inc. (BEN), 37 consecutive years.

Frequently Asked Questions About Asset Management Stocks

How many stocks are in the asset management industry?

There are 131 publicly traded stocks in the asset management industry, part of the Financials sector.

Which asset management stocks pay the highest dividend yields?

The highest yields in the asset management industry are Horizon Technology Finance Corporation (HRZN, 24.50%), Great Elm Capital Corp. (GECC, 24.38%) and BCP Investment Corp. (BCIC, 23.97%). Franklin Resources, Inc. (BEN) has the longest record of dividend increases, 37 consecutive years.

Which asset management stocks performed best over the past year?

Over the past year the strongest asset management stocks were Cypherpunk Technologies Inc. (CYPH, +537.3%), Maase Inc. (MAAS, +254.7%) and Acadian Asset Management Inc. (AAMI, +96.8%). The weakest were Burford Capital Limited (BUR, −68.2%), Eagle Point Credit Company (ECC, −55.0%) and Prospect Capital Corporation (PSEC, −45.6%).

Are asset management companies profitable?

88 of the 130 asset management companies with reported earnings are profitable, with a median gross margin of 70.4%, a median net profit margin of 17.0% and a median return on equity of 4.9%.