Portfolio of Asset Management Stocks

Here are 14 asset management stocks.

14 Asset Management Stocks

Stock Returns & Price Chart


Recent Prices &
Annualized Return

Ameriprise FinancialAMP
Artisan Partners Asset ManagementAPAM
Blackstone Group L.P.BX
Franklin ResourcesBEN
Legg MasonLM
Northern Trust CorporationNTRS
Oaktree Capital GroupOAK
Principal Financial GroupPFG
SEI InvestmentsSEIC
T. Rowe Price GroupTROW
Price data from Quandl as of most recent close.

To inspect the performance of the Asset Management Stocks portfolio, see the chart below. Portfolio values are computed using monthly closes for stocks from Quandl.

The 11 stocks included in the portfolio computations are: AMP, BLK, BX, BEN, IVZ, LAZ, LM, NTRS, PFG, SEIC and TROW. The current value of the portfolio assumes that $909.09 was invested (total of $10,000) in each stock at its closing monthly price for the first date shown on the portfolio value chart below. All prices are adjusted for splits and dividends. The 3 stocks excluded from the portfolio computations because of insufficient price data are: APAM, KKR and OAK.

The current value of a $10,000 investment is $28,596. The percent return is 185.96%. The annualized return is 11.08%.

Return Summary for Asset Management Stocks
Start DateSep-30-2009
Start Investment$10,000.00
End DateSep-19-2019
Current Value of Investment$28,595.74
Total Return185.96%
Annualized Return11.08%
Min DateSep-30-2011
Min Price$8,381.40
Max DateJan-31-2018
Max Price$29,795.09
# Values121
Number Returns7,260
Number Profitable Returns6,391
Percent Profitable Returns88.03%
Number Unprofitable Returns869
Percent Unprofitable Returns11.97%
Profitable to Unprofitable Returns Ratio7.35

NOTE: The stocks included in the tables and chart are representative of the industry. They are not recommendations.

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