Portfolio of Asset Management Stocks

Here are 14 asset management stocks.

14 Asset Management Stocks

Name & Return

& Snapshot

Ameriprise Financial AMP
Artisan Partners Asset Management APAM
BlackRock BLK
Blackstone Group L.P. BX
Carlyle Group CG
Cohen & Steers CNS
Franklin Resources BEN
Invesco IVZ
Lazard LAZ
Northern Trust Corporation NTRS
Principal Financial Group PFG
SEI Investments SEIC
T. Rowe Price Group TROW
Display Price Chart for each stock.
Display Dividend Chart for each stock.

Portfolio Values

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

All 14 stocks are included in the portfolio computations. The current value of the portfolio assumes that $714.29 was invested 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 current value of the $10,000 investment is $22,418. The percent return is 124.18%. The annualized return is 17.52%.

Portfolio Value Chart for Last 100 Daily Closes

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