Asset Management Industry

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

EL7 Score

61Balanced

102 of 152

P/E 13.5 vs period average 13.6 Near its historical average

Total stocks129

Total Market Cap$1.4T

Median P/E13.5x

Median Net Margin15.8%

Value

Growth

Best Stocks in Asset Management

Ranked among 75 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
1/75	VCTRVictory Capital	$108.91	+1.2%	14.5	14.6	48	81	68	42	82	84
2/75	SEICSEI Investments	$103.34	+1.0%	18.0	16.0	30	71	92	65	47	83
3/75	AMGAffiliated Managers	$390.97	+2.0%	13.7	10.2	61	59	84	30	35	80
4/75	TROWT. Rowe Price	$103.49	-0.7%	10.4	10.9	72	49	84	56	72	77
5/75	FHIFederated Hermes	$56.93	+0.2%	10.6	9.7	74	61	94	41	68	75
6/75	AAMIAcadian Asset	$93.47	+1.2%	33.0	17.9	18	77	99	10	79	73
7/75	EQHEquitable	$53.58	+1.6%	—	6.3	90	50	1	4	86	72
8/75	ABAllianceBernstein	$35.28	+1.0%	10.5	9.7	45	59	82	95	46	72
9/75	SIISprott	$105.85	+0.6%	25.9	19.1	25	90	92	58	25	72
10/75	AMPAmeriprise Financial	$493.60	+0.3%	11.9	10.7	78	67	98	5	72	71

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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%	167
IYFiShares U.S. Financials ETF	99.0%	$4B	0.37%	143
XLFState Street Financial Select Sector SPDR ETF	98.2%	$52B	0.08%	76
VFHVanguard Financials ETF	96.8%	$14B	0.09%	404

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