Asset Management Industry

Asset Management industry analysis: EL7 Score and the best stocks ranked by value, profitability, and momentum.

EL7 Score

53Weak

111 of 151

P/E 16.5 vs period average 11.6 Richer than its history

Total stocks118

Total Market Cap$1.3T

Median P/E16.5x

Median Net Margin16.6%

Value

Growth

Best Stocks in Asset Management

Ranked among 72 stocks with a market cap above $500M. Smaller companies are excluded from the ranking.

Rank	Company	Price	Change	P/E	Fwd P/E	Value	Growth	Quality	Safety	Capital Return	EL7 Score
1/72	VCTRVictory Capital	$110.30	-0.7%	14.7	15.1	47	78	67	41	77	80
2/72	SEICSEI Investments	$106.93	+0.1%	18.8	17.1	31	68	90	59	37	77
3/72	FHIFederated Hermes	$59.57	-2.3%	11.1	10.2	75	60	92	40	37	76
4/72	TROWT. Rowe Price	$106.29	-1.2%	10.7	11.2	72	50	83	56	68	75
5/72	AMPAmeriprise Financial	$557.61	+0.7%	13.4	12.3	71	66	97	5	43	74
6/72	ABAllianceBernstein	$36.09	-0.8%	10.8	10.1	44	57	81	97	40	71
7/72	AAMIAcadian Asset	$91.02	-1.1%	32.2	18.3	18	77	99	10	78	70
8/72	HLNEHamilton Lane	$95.98	+0.2%	14.5	13.4	46	80	85	51	77	69
9/72	SIISprott	$133.05	+5.3%	32.5	24.8	18	89	90	59	5	68
10/72	AMGAffiliated Managers	$355.61	+0.3%	12.4	9.6	72	55	83	29	12	67

Page 1 of 8

Score = market-cap-weighted percentile rank of the sector stocks vs the whole market (0-100). Higher = stronger.

ETFs with exposure to this sector

Funds that track the sector and each fund's exposure to it.

Fund	Exposure	Assets	Expense	Holdings
KREState Street SPDR S&P Regional Banking ETF	100.0%	$4B	0.35%	158
IYFiShares U.S. Financials ETF	99.0%	$4B	0.37%	141
XLFState Street Financial Select Sector SPDR ETF	98.1%	$54B	0.08%	76
VFHVanguard Financials ETF	96.8%	$15B	0.09%	404

The percentage is the sector's share of the fund's assets, per the latest available data.