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11 asset management stocks to watch

Ready to invest in the portfolio management industry? Learn how to invest in asset management stocks in just a few steps.

The best asset management stocks depend on your portfolio and investment goals—while volatility can be ideal for day traders, long-term investors will want to look to stocks with steadier gains over time.

11 popular asset management stocks to watch

We round up a selection of stocks in or related to the portfolio management industry, weighting the list more heavily towards popular mid- and large-cap stocks.

  1. Affiliated Managers Group (AMG)
  2. Ameriprise Financial (AMP)
  3. BlackRock (BLK)
  4. Bank of New York Mellon (BK)
  5. Franklin Resources (BEN)
  6. Janus Henderson Group (JHG)
  7. AllianceBernstein Holding L-P (AB)
  8. Artisan Partners Asset Management (APAM)
  9. Apollo Global Management LLC Class A (APO)
  10. Fidus Investment (FDUS)
  11. Ares Management (ARES)

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The asset management stocks industry is affected by a range of complex factors such as trade policies, regulations, and fluctuating supply and demand. So when considering asset management stocks to buy, it's important that you have access to vital information about a company's financial health, leadership team, and market positioning.

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How to invest in asset management stocks

  1. Choose an online stock trading platform. Choose from our Top Picks above, use our comparison table below or jump straight to the best stock trading apps in Canada.
  2. Sign up for an account. Provide your personal information and sign up.
  3. Set up a funding method to pay for the transaction. Deposit funds into your account by linking your banking information.
  4. Choose the stocks you want to buy. Search for the stock by name or ticker symbol like AMG or AMP.
  5. Place your order. Buy the stock. It's that simple.

Learn more about popular asset management stocks

We round up a selection of stocks in or related to the portfolio management industry, weighting the list more heavily towards popular mid- and large-cap US stocks.

1. Affiliated Managers Group (AMG)

Affiliated Managers Group, Inc. , through its affiliates, operates as an investment management company providing investment management services to mutual funds, institutional clients,retails and high net worth individuals in the United States. It provides advisory or sub-advisory services to mutual funds.

  • Previous close price: $173.83
  • Market capitalization: $5,182,567,424
  • 1 year performance: 27.36%
  • P/E ratio: 10.1241
Buy AMG stock on Interactive Brokers

2. Ameriprise Financial (AMP)

Ameriprise Financial, Inc. , together with its subsidiaries, provides various financial products and services to individual and institutional clients in the United States and internationally. It operates through four segments: Advice & Wealth Management, Asset Management, Retirement & Protection Solutions, and Corporate & Other.

  • Previous close price: $449.44
  • Market capitalization: $44,129,931,264
  • 1 year performance: 33.14%
  • P/E ratio: 15.3865
Buy AMP stock on Interactive Brokers

3. BlackRock (BLK)

BlackRock, Inc. is a publicly owned investment manager. The firm primarily provides its services to institutional, intermediary, and individual investors including corporate, public, union, and industry pension plans, insurance companies, third-party mutual funds, endowments, public institutions, governments, foundations, charities, sovereign wealth funds, corporations, official institutions, and banks.

  • Previous close price: $901.81
  • Market capitalization: $133,583,314,944
  • 1 year performance: 28.73%
  • P/E ratio: 22.223
Buy BLK stock on Interactive Brokers

4. Bank of New York Mellon (BK)

The Bank of New York Mellon Corporation provides a range of financial products and services in the United States and internationally. The company operates through Securities Services, Market and Wealth Services, Investment and Wealth Management, and other segments. The Securities Services segment offers custody, trust and depositary, accounting, exchange-traded funds, middle-office solutions, transfer agency, services for private equity and real estate funds, foreign exchange, securities lending, liquidity/lending services, and data analytics.

  • Previous close price: $68.22
  • Market capitalization: $50,343,497,728
  • 1 year performance: 52.04%
  • P/E ratio: 16.2429
Buy BK stock on Interactive Brokers

5. Franklin Resources (BEN)

Franklin Resources, Inc. is a publicly owned asset management holding company. Through its subsidiaries, the firm provides its services to individuals, institutions, pension plans, trusts, and partnerships.

  • Previous close price: $20.24
  • Market capitalization: $10,585,480,192
  • 1 year performance: -24.31%
  • P/E ratio: 12.5714
Buy BEN stock on Interactive Brokers

6. Janus Henderson Group (JHG)

Janus Henderson Group plc is an asset management holding entity. Through its subsidiaries, the firm provides services to institutional, retail clients, and high net worth clients. It manages separate client-focused equity and fixed income portfolios.

  • Previous close price: $37.61
  • Market capitalization: $5,989,919,232
  • 1 year performance: 36.91%
  • P/E ratio: 12.8801
Buy JHG stock on Interactive Brokers

7. AllianceBernstein Holding L-P (AB)

AllianceBernstein Holding L. P. is a publicly owned investment manager.

  • Previous close price: $34.44
  • Market capitalization: $3,947,478,272
  • 1 year performance: 11.20%
  • P/E ratio: 12
Buy AB stock on Interactive Brokers

8. Artisan Partners Asset Management (APAM)

Artisan Partners Asset Management Inc. is publicly owned investment manager. It provides its services to pension and profit sharing plans, trusts, endowments, foundations, charitable organizations, government entities, private funds and non-U.

  • Previous close price: $41.59
  • Market capitalization: $2,907,290,624
  • 1 year performance: 8.25%
  • P/E ratio: 12.4149
Buy APAM stock on Interactive Brokers

9. Apollo Global Management LLC Class A (APO)

Apollo Global Management, Inc. is a private equity firm specializing in investments in credit, private equity, infrastructure, secondaries and real estate markets. The firm prefers to invest in private and public markets.

  • Previous close price: $115.73
  • Market capitalization: $65,912,172,544
  • 1 year performance: 27.46%
  • P/E ratio: 12.5114
Buy APO stock on Interactive Brokers

10. Fidus Investment (FDUS)

Fidus Investment Corporation is a business development company. It specializing in leveraged buyouts, refinancings, change of ownership transactions, recapitalizations, strategic acquisitions, mezzanine, growth capital, business expansion, lower middle market investments, debt investments, subordinated and second lien loans, senior secured and unitranche debt, preferred equity, warrants, subordinated debt, senior subordinated notes, junior secured loans, and unitranche loans. It does not invest in turnarounds or distressed situations.

  • Previous close price: $20.13
  • Market capitalization: $667,534,912
  • 1 year performance: 5.89%
  • P/E ratio: 6.156
Buy FDUS stock on Interactive Brokers

11. Ares Management (ARES)

Ares Management Corporation operates as an alternative asset manager in the United States, Europe, and Asia. The company's Tradable Credit Group segment manages various types of investment funds, such as commingled and separately managed accounts for institutional investors, and publicly traded vehicles and sub-advised funds for retail investors in the tradable and non-investment grade corporate credit markets. Its Direct Lending Group segment provides financing solutions to small-to-medium sized companies.

  • Previous close price: $146.40
  • Market capitalization: $45,822,173,184
  • 1 year performance: 41.53%
  • P/E ratio: 75.0769
Buy ARES stock on Interactive Brokers

Buy asset management stocks from these online trading platforms

Compare special offers, low fees and a wide range of investment options among top trading platforms.

Note: The dollar amounts in the table below are in Canadian dollars.

1 - 6 of 6
Name Product Finder Rating Available Asset Types Stock Trading Fee Account Fee Signup Offer Table description
Interactive Brokers
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Stocks, Bonds, Options, Mutual Funds, ETFs, GICs, Precious Metals, IPOs
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RBC Direct Investing
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3.8 / 5
Stocks, Bonds, Options, Mutual Funds, ETFs, GICs
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Bottom line

While it's possible to turn a profit investing in asset management stocks, keep in mind that—like any investment—asset management stocks are not immune to risk. These stocks are subject to fluctuating conditions both in the market and in the portfolio management industry, so carefully vet your picks before you invest. If you're new to investing or if it's been a while since you've taken a critical look at your investment accounts, compare brokers to make sure you're getting the best trading features for your needs.
Disclaimer: This information should not be interpreted as an endorsement of futures, stocks, ETFs, options or any specific provider, service or offering. It should not be relied upon as investment advice or construed as providing recommendations of any kind. Futures, stocks, ETFs and options trading involves substantial risk of loss and therefore are not appropriate for all investors. Trading forex on leverage comes with a higher risk of losing money rapidly. Past performance is not an indication of future results. Consider your own circumstances, and obtain your own advice, before making any trades.

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