Asset Management Stocks in the S&P 500
Every S&P 500 company classed as Asset Management: 13 of the 56 stocks in the Financial Services sector. Highest fundamentals score first.
Quick answer
S&P 500 Asset Management stocks: 13 (13 scored). Median score 60/100, above the S&P 500 median of 54. Strong (80+): 0. Weak (under 40): 1. Highest scores: T. Rowe Price (78), Ameriprise Financial (71) and Northern Trust (70).
All 13 Asset Management stocks, ranked by score
13 stocks
| T. Rowe Price Group, Inc.T. Rowe Price TROW | 78 | US$ 22.2b | 80 | 100 | 83 | 67 | 70 |
| Ameriprise Financial, Inc. Common StockAmeriprise Financial AMP | 71 | US$ 42.5b | 88 | 50 | 75 | 67 | 75 |
| Northern Trust CorporationNorthern Trust NTRS | 70 | US$ 30.9b | 100 | - | 63 | 50 | 90 |
| Raymond James Financial, Inc. Common StockRaymond James Financial RJF | 69 | US$ 30.2b | 90 | - | 63 | 33 | 80 |
| Principal Financial Group IncPrincipal Financial Group PFG | 65 | US$ 23.8b | 75 | - | 63 | 50 | 63 |
| State Street Corporation Common StockState Street STT | 62 | US$ 46.2b | 90 | - | 25 | 67 | 70 |
| BlackRock, Inc. Common StockBlackRock BLK | 60 | US$ 185.4b | 80 | 100 | 50 | 0 | 70 |
| Blackstone Inc. Common StockBlackstone BX | 58 | US$ 141.6b | 80 | - | 83 | 33 | 60 |
| Franklin Resources, Inc. Common StockFranklin Resources BEN | 51 | US$ 15.9b | 40 | 67 | 67 | 33 | 50 |
| Ares Management Corporation Class A Common StockAres Management ARES | 48 | US$ 42.2b | 80 | 17 | 63 | 0 | 80 |
| Invesco Ltd Common StockInvesco IVZ | 44 | US$ 12.2b | 10 | 50 | 83 | 33 | 50 |
| KKR & Co. Inc. Common StockKKR & KKR | 44 | US$ 87.2b | 60 | 50 | 63 | 0 | 50 |
| Apollo Global Management, Inc. (New) Common StockApollo Global Management APO | 37 | US$ 68.8b | 40 | 50 | 75 | 0 | 20 |
Common questions
This site lists 13 S&P 500 stocks in the Asset Management sub-sector, part of the Financial Services sector. 13 of them have enough data for a score.
As of this site's latest data, T. Rowe Price Group, Inc. (TROW) has the highest fundamentals score in Asset Management, at 78/100. Top three: T. Rowe Price (78), Ameriprise Financial (71) and Northern Trust (70).
The median Asset Management stock scores 60/100, above the S&P 500 median of 54. Split: 0 strong, 12 okay, 1 weak. Its biggest lead over the market is Price Fairness: 33 vs 21 for the whole S&P 500. Its biggest shortfall is Financial Safety: 61 vs 63 for the whole S&P 500.
Apollo Global Management, Inc. (New) Common Stock (APO), at 37/100, the lowest of the 13 scored Asset Management stocks. Its stock page shows which measures pull it down. A score reads the latest published numbers, not a forecast.
Each stock gets 0-100 from five pillars: Business Strength, Financial Safety, Cash & Dividends, Price Fairness and Risk, built from its published financial statements and share price. Banks and REITs use their own cutoffs where normal rules would misjudge them. Full rules: https://scoreyourstock.com/how.
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