Portfolio of Asset Management Stocks

Here are 14 asset management stocks.


14 Asset Management Stocks

Name
& Monthly Returns

Symbol
& Snapshot

Recent Prices
& Trendline Chart

Ameriprise FinancialAMP
Artisan Partners Asset ManagementAPAM
BlackRockBLK
Blackstone Group L.P.BX
Carlyle GroupCG
Cohen & SteersCNS
Franklin ResourcesBEN
InvescoIVZ
KKRKKR
LazardLAZ
Northern Trust CorporationNTRS
Principal Financial GroupPFG
SEI InvestmentsSEIC
T. Rowe Price GroupTROW
Sparkline weekly price charts based on Alpha Vantage data.


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 $16,721. The percent return is 67.21%. The annualized return is 10.83%.


14 Asset Management Stocks Returns

Name

Symbol

% Return & Details

Ameriprise FinancialAMP109.48%
Artisan Partners Asset ManagementAPAM92.27%
BlackRockBLK63.35%
Blackstone Group L.P.BX248.20%
Carlyle GroupCG103.24%
Cohen & SteersCNS108.33%
Franklin ResourcesBEN-31.85%
InvescoIVZ-41.98%
KKRKKR173.74%
LazardLAZ-9.05%
Northern Trust CorporationNTRS12.96%
Principal Financial GroupPFG27.49%
SEI InvestmentsSEIC6.67%
T. Rowe Price GroupTROW78.13%


Portfolio Value Chart for Last 100 Daily Closes



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