Custom Search

Portfolio of Asset Management Stocks

Here are 19 asset management stocks.

Asset Management Stocks
Stock
Price Quote & Dividend
1-Year Price Chart
Dividend Chart
Ameriprise Financial
Apollo Global Management, LLC
Artisan Partners Asset Management
Bank of New York Mellon 
BlackRock
Blackstone Group L.P.
Financial Engines
Fortress Investment Group
Franklin Resources
Invesco
Janus Capital Group
KKR
Lazard
Legg Mason
Northern Trust Corporation
Oaktree Capital Group
Principal Financial Group
SEI Investments
T. Rowe Price Group
Price and dividend data from Yahoo! Finance. Click small charts (sparklines) to expand. * Uses 10 years or all years of prices, whichever is less.


To inspect the performance of the Asset Management Stocks portfolio, see the returns table and chart below. Portfolio values are computed using weekly closes for stocks from Yahoo! Finance.

The 12 stocks included in the portfolio computations are: AMP, BK, BLK, BEN, IVZ, JNS, LAZ, LM, NTRS, PFG, SEIC and TROW. The current value of the portfolio assumes that $833.33 was invested (total of $10,000) in each stock at its closing weekly price for the current date in 2007. The 7 stocks excluded from the portfolio computations because of insufficient price data are: APO, APAM, BX, FNGN, FIG, KKR and OAK.


Asset Management Stocks - Return Results
Portfolio:
Asset Management Stocks
Start date:
Mar-28-2007
Start value:
$10,000
End date:
Mar-28-2017
End value:
$16,067
Number prices
523
Minimum value occurred on Mar-02-2009
$3,823
Maximum value occurred on Feb-27-2017
$16,666
Total gain or loss (Start date to End date)
60.67%
Annualized gain or loss (Start date to End date)
4.83%
Total dollar value on End date of a $10,000 purchase made on Start date
$16,067
Average percent return for all possible buy/sell combinations
37.76%
Number returns
136,503
Number profitable returns (Winners)
102,334
Percent profitable returns
74.97%
Number unprofitable returns (Losers)
34,169
Percent unprofitable returns
25.03%
Winners to losers ratio
2.99
See Stock Return Calculator for return information for individual stocks or ETFs.


Click chart to enlarge it.



Customize your own Portfolio of Asset Management Stocks using stocks from the above table. See returns for specified combinations of stocks for specified durations.


Related Articles


Financials Exchange-Traded Funds (ETFs)
Portfolio of Asset Management MLPs
Portfolio of Credit Services Stocks
Portfolio of Diversified Investments
Portfolio of Financial and Commodity Exchange Stocks
Portfolio of Financial Select Sector SPDR Fund Stocks
Portfolio of Management Services and Consulting Stocks