INDUSTRY

Asset Management Industry Stocks

The Asset Management industry includes 182 US-listed companies on StockSifting — NYSE and NASDAQ stocks that sit within the broader Financial Services sector of the American equity market. A review of these businesses highlights recurring competitive themes such as Firm, Equity, Investments, Financial, Investment, which typically drive revenue growth, margin expansion, and capital allocation decisions across this industry. Names like BlackRock, Inc., Blackstone Inc., Brookfield Corporation, and KKR & Co. Inc. show how companies in the Asset Management space compete through differentiated strategies including scale advantages, specialised IP, pricing power, distribution networks, and technology platforms. For US investors, this industry-level view is one of the most efficient ways to compare P/E ratios, ROCE, ROE, dividend yield, market cap, and 52-week trading ranges across true peers — companies that face the same macro drivers, regulatory environment, and end-market demand. Use the table below to rank all Asset Management stocks by any fundamental metric and identify which US-listed companies in this industry offer the best combination of quality, value, and growth for your portfolio.

About the Asset Management industry

This Asset Management industry page is designed for US investors who want a cleaner peer comparison set. Instead of screening unrelated stocks together, you can review businesses from the same industry, compare valuation and profitability, and move into individual company pages for deeper research.

182 Companies in Asset Management

Compare US-listed companies by price, P/E ratio, market cap, dividend yield, ROCE, ROE, and 52-week high-low range.

Click any column to sort ascending or descending.
S.No. Company Name Price P/E Market Cap Div Yield ROCE ROE 52 Week High 52 Week Low
1 BlackRock, Inc. $995.6 25.92 $162.12 B 2.24% 4.7% 11.52% $1,219.94 $917.39
2 Blackstone Inc. $115.35 46.14 $140.9 B 4% 36.16% $190.09 $101.73
3 Brookfield Corporation $44.6 74.29 $99.25 B 0.01% 4.08% 2.84% $49.57 $37.93
4 KKR & Co. Inc. $93.4 28.32 $83.86 B 0.82% 0.14% 9.92% $153.87 $82.67
5 Apollo Global Management, Inc. $128.03 64.52 $73.81 B 1.75% 6.4% 5.34% $157.28 $99.56
6 Brookfield Asset Management Ltd. $46.18 29.25 $73.74 B 4.3% 20.18% 26.36% $64.1 $42.2
7 State Street Corporation $161.75 14.66 $44.94 B 2.06% 11.09% $163.95 $95.62
8 Ameriprise Financial, Inc. $454.66 10.49 $40.87 B 1.49% 61.59% $550.18 $422.37
9 Northern Trust Corporation $170.47 16.93 $31.67 B 1.85% 14.45% $173.66 $105.43
10 Ares Management Corporation $125.65 44.8 $27.9 B 4.14% 4.22% 14.54% $195.26 $95.8
11 Principal Financial Group, Inc. $105.22 14.52 $22.67 B 3.17% 13.35% $105.56 $75
12 T. Rowe Price Group, Inc. $105.99 10.81 $22.64 B 4.86% 17.78% 19.48% $118.22 $85.22
13 Franklin Resources, Inc. $31.33 22.36 $16.4 B 4.13% 3.61% 6.05% $32.47 $21.11
14 TPG Inc. $41.19 100.35 $15.83 B 5.31% 14.17% $70.38 $36.95
15 The Carlyle Group Inc. $43.48 28.64 $15.65 B 3.22% 9.65% $69.85 $41.54
16 Blue Owl Capital Inc. $9.8 175.73 $15.28 B 9.03% 3.99% 3.89% $21.08 $7.95
17 Corebridge Financial, Inc. $26.86 50.07 $12.27 B 3.79% 1.97% $36.57 $22.19
18 Invesco Ltd. $27.35 $12.25 B 3.05% -2.66% -1.86% $29.61 $14.17
19 Equitable Holdings, Inc. $40.8 $11.49 B 2.98% -198.15% $56.61 $35.2
20 SEI Investments Company $89.42 14.54 $10.74 B 1.17% 21.84% 30.64% $93.96 $75.08
21 Janus Henderson Group plc $51.76 10.14 $10.66 B 0.03% 13.36% 15.86% $53.76 $35.76
22 Blue Owl Capital Corporation $11.02 15.18 $5.47 B 10.97% 4.83% $15.19 $10.52
23 StepStone Group Inc. $44.91 $5.36 B 2.41% -10.1% -98.37% $77.8 $40.58
24 Blue Owl Technology Finance Corp. $11.29 12.37 $5.22 B 12.18% 5.33% $21.62 $10.48
25 HA Sustainable Infrastructure Capital, Inc. $38.67 88.3 $4.94 B 4.22% 2.21% $44.13 $24.38
26 Sprott Inc. $122.79 39.59 $4.65 B 0.01% 18.57% 23.54% $230.43 $83.21
27 Hamilton Lane Incorporated $80.46 17.91 $4.46 B 2.9% 22.66% 29.51% $161.13 $76.79
28 Cohen & Steers, Inc. $73.94 24.24 $3.78 B 3.64% 23.06% 28.28% $78.81 $58.39
29 Artisan Partners Asset Management Inc. $37.19 10.57 $3.04 B 9.05% 33.34% 71.28% $48.5 $34.99
30 FS KKR Capital Corp. $10.7 278.28 $3 B 15.31% -9.39% $22.68 $9.72
31 DigitalBridge Group, Inc. $15.66 19.87 $2.94 B 0.26% -1.6% 7.15% $15.72 $8.94
32 Hercules Capital, Inc. $15.28 8.61 $2.86 B 10.28% 15.88% $19.67 $13.7
33 WisdomTree, Inc. $18.18 46.4 $2.85 B 0.7% 14.53% 14.38% $19.85 $9.69
34 Acadian Asset Management Inc. $74 31.03 $2.61 B 0.53% 31.95% 200.66% $76.13 $29.78
35 The Gabelli Dividend & Income Trust $28.57 6.01 $2.58 B 5.85% 15.14% $29.58 $24.57
36 GCM Grosvenor Inc. $10.71 42.76 $2.15 B 4.41% 19.99% -4.25% $13.22 $9.3
37 BlackRock Science and Technology Term Trust $29.05 6.58 $2.07 B 9.26% 19.38% $31.58 $19.23
38 Patria Investments Limited $11.15 25.68 $1.8 B 0.05% 20.51% 14.78% $17.8 $10.72
39 General American Investors Company, Inc. $62.87 4.46 $1.74 B 0.79% 19.36% $66.18 $53.78
40 BlackRock Science and Technology Trust $46.02 6.69 $1.68 B 8.51% 17.36% $50.56 $34.87
41 Sixth Street Specialty Lending, Inc. $17.39 15.37 $1.65 B 9.51% 6.73% $25.16 $16.96
42 BlackRock Capital Allocation Term Trust $15.46 7.37 $1.64 B 21.1% 13.72% $15.98 $13.73
43 BlackRock ESG Capital Allocation Term Trust $15.36 7.29 $1.56 B 22.32% 13.1% $17.14 $13.36
44 The Gabelli Equity Trust Inc. $5.53 4.86 $1.53 B 4.95% 16.51% $6.31 $5.28
45 Trinity Capital Inc. $16.88 10.97 $1.52 B 11.87% 13.23% $17.38 $13.76
46 Blackrock Municipal 2030 Target Term Trust $22.63 26.37 $1.45 B 2.69% 3.52% $23.24 $21.4
47 Capital Southwest Corporation $23.21 12.79 $1.45 B 9.85% 11.68% $24.43 $19.37
48 Abrdn Healthcare Investors $19.12 111.49 $1.11 B 0.99% $20.46 $15.09
49 BlackRock Innovation and Growth Term Trust $8.76 38.16 $1.07 B 20.96% 1.65% $9.38 $6.13
50 Strive Asset Management, LLC $13.92 $1.02 B -91.13% -104.59% $252 $7.02
51 FS Credit Opportunities Corp. $4.8 6.75 $1.01 B 15.61% 10.4% $7.65 $4.13
52 Kayne Anderson BDC, Inc. $14.34 10.72 $951.46 M 11.01% 7.91% $16.28 $13.06
53 Virtus Investment Partners, Inc. $146.57 8.06 $941.71 M 6.7% 4.04% 12.75% $215.06 $121.61
54 Blackrock Resources & Commodities Strategy Trust $11.64 4.31 $925.91 M 6.91% 25.87% $13.86 $9.22
55 Tortoise Energy Infrastructure Corporation $43.2 10.31 $917.23 M 6% 13.37% $51.18 $40.35
56 Destiny Tech100 Inc. $41.79 20.73 $917.04 M 17.23% $72.87 $19.71
57 BlackRock Health Sciences Term Trust $14.33 8.99 $890.03 M 16.07% 9.77% $15.8 $13.67
58 Ridgepost Capital, Inc $8.07 37.65 $883.54 M 1.87% 8.68% 6.78% $13.08 $6.79
59 Barings BDC, Inc. $8.34 9.77 $873.26 M 12.35% 7.67% $9.92 $7.96
60 PennantPark Floating Rate Capital Ltd. $8.09 13.34 $826.49 M 11.52% 5.84% $10.88 $7.68
61 GAMCO Global Gold, Natural Resources & Income Trust $4.9 10.86 $812.46 M 0.07% 10.82% $5.88 $4.31
62 Nuveen Select Tax-Free Income Portfolio $14.15 9.86 $739.8 M 10.5% $14.65 $13.73
63 New Mountain Finance Corporation $7.83 48.35 $739.56 M 12.48% -4.83% $11.04 $7.47
64 Burford Capital Limited $4.45 16.16 $726.37 M 0.03% -77.35% $1,113 $286
65 Maase Inc. $10.66 $709.17 M -1.14% -18.51% $20.89 $2.41
66 BlackRock Utilities, Infrastructure & Power Opportunities Trust $27.32 6.12 $675.84 M 0.06% 18.79% $29.27 $22.97
67 Invesco Municipal Opportunity Trust $9.66 27.56 $654.17 M 2.29% 3.25% $10.1 $8.9
68 Gladstone Investment Corporation $15.35 3.42 $632.17 M 6.07% 32.34% $17.14 $13.11
69 Nuveen Churchill Direct Lending Corp. $12.77 10.64 $630.67 M 11.11% 6.76% $17.27 $12.43
70 OIO Group $1.93 $629.92 M -4.5% -34.99% $7.5 $1.5
71 Invesco Senior Income Trust $3.01 14.32 $609.06 M 6.7% 0.1% $3.83 $2.93
72 Invesco Value Municipal Income Trust $12.41 28 $588.57 M 2.38% 3.34% $13.17 $11.2
73 Innventure, Inc. $5.85 $562.26 M -22.59% -81.78% $7.86 $2.36
74 Invesco Trust for Investment Grade Municipals $10.04 27.12 $545.57 M 2.2% 3.31% $10.66 $9.37
75 Invesco Municipal Trust $9.71 26.75 $537.86 M 2.23% 3.34% $9.99 $8.94
76 Eagle Point Credit Company Inc. $4.06 $537.49 M 38.88% -12.67% $8 $3.46
77 BlackRock Health Sciences Trust $39.94 6.79 $526.14 M 7.79% 14.39% $42.74 $35.03
78 BlackRock Enhanced International Dividend Trust $5.65 6.31 $523.75 M 8.97% 14.56% $6.23 $5.19
79 Invesco Quality Municipal Income Trust $9.88 26.86 $522.49 M 2.68% 3.36% $10.42 $9.06
80 Invesco California Value Municipal Income Trust $10.67 29.05 $515.65 M 1.75% 3.31% $11.38 $9.96
81 Diamond Hill Investment Group Inc $174.99 9.71 $473.29 M 3.43% 16.3% 27.96% $175 $114.11
82 Invesco Trust for Investment Grade New York Municipals $11.06 $465.04 M 0.07% -13.01% $12.1 $9.97
83 AlTi Global, Inc. $2.98 $460.92 M -7.37% -18.14% $5.45 $2.96
84 BNY Mellon Strategic Municipals, Inc. $6.37 200.12 $400.23 M 3.79% 0.46% $6.55 $5.71
85 Invesco Advantage Municipal Income Trust II $8.86 $393.05 M 0.08% -0.1% $9.6 $8.1
86 Source Capital $45.45 6.33 $373.27 M 5.63% 15.23% $50.41 $41.98
87 Saratoga Investment Corp. $22.36 9.88 $361.63 M 13.39% 9.06% $25.64 $20.78
88 Eaton Vance Floating-Rate Income Trust $10.73 23.62 $352.87 M 2.42% 4.05% $12.67 $10.34
89 Barings Corporate Investors $17.06 $343.54 M 4.3% $23 $16.57
90 CION Investment Corporation $6.72 $334.58 M 5.78% -0.18% $10.93 $6.5
91 Putnam Premier Income Trust $3.44 18.42 $332.1 M 4.87% $3.77 $3.41
92 Angel Oak Financial Strategies Income Term Trust $12.71 7.64 $306.52 M 4.72% -9.22% $13.55 $12.38
93 Kingsway Financial Services Inc. $10.12 $302.2 M 0.34% -36.46% $16.8 $9.8
94 Invesco Municipal Income Opportunities Trust $6.04 17.12 $293.01 M 4.63% 5.56% $6.4 $5.51
95 XAI Octagon Floating Rate & Alternative Income Trust $18.07 23 $280.25 M 0.22% 2.19% $19.48 $2.98
96 Runway Growth Finance Corp. $6.16 8.52 $261.58 M 20.72% -0.55% $11.4 $6.16
97 PennantPark Investment Corporation $3.86 18.93 $261.51 M 23.82% 3% $7.53 $3.61
98 Stellus Capital Investment Corporation $8.73 10.93 $259.08 M 15.2% 6.38% $15.39 $8.43
99 Eagle Point Income Company Inc. $10.52 $247.76 M 17.36% -0.57% $14.05 $9.17
100 Sound Point Meridian Capital, Inc. $11.53 $240.33 M 13.62% 4.61% $18.6 $8.36
101 Franklin Limited Duration Income Trust $5.78 7.05 $236.58 M 0.13% 11.63% $6.55 $5.7
102 Invesco Pennsylvania Value Municipal Income Trust $11.2 $225.19 M 0.07% -14.15% $11.32 $9.75
103 Chicago Atlantic BDC, Inc. $9.79 6.53 $223.41 M 13.79% 11.28% $11.44 $8.92
104 Eaton Vance Municipal Income 2028 Term Trust $18.89 31.98 $207.57 M 4.39% 3.21% $20 $17.97
105 Franklin Universal Trust $7.93 5.85 $199.17 M 6.53% 16.44% $8.35 $7.43
106 SWK Holdings Corp $0 $192.33 M 0% 9.73% -0.99% $17.9 $13.86
107 Ellington Credit Company $4.66 11.9 $176.26 M 17.91% 2.13% $6.08 $4.27
108 Westwood Holdings Group, Inc. $17.27 21.32 $156.93 M 3.85% 3.92% 5.95% $18.99 $14.7
109 Putnam Master Intermediate Income Trust $3.21 13.2 $152.03 M 5.44% 6.9% $3.5 $3.08
110 The Gabelli Multimedia Trust Inc. $4.27 48.26 $146.72 M 0.21% 1.55% $4.39 $3.75
111 GAMCO Natural Resources, Gold & Income Trust $8.57 2.97 $138.71 M 0.08% 40.45% $9.3 $6.17
112 The Gabelli Healthcare & Wellness Trust $9.05 58.84 $134.74 M 7.42% 1.42% $10.05 $8.86
113 Silvercrest Asset Management Group Inc. $11.14 49.76 $132.02 M 7.51% 5.89% 4.81% $16.99 $11.03
114 The Gabelli Global Small and Mid Cap Value Trust $15.52 5.24 $119.73 M 4.33% 18.96% $16.8 $12.45
115 The Gabelli Global Utility & Income Trust $19.11 31.3 $115.98 M 0.07% 2.63% $21.69 $16.6
116 Eaton Vance Senior Income Trust $4.96 24.75 $106.46 M 0.09% -6.62% $5.75 $4.84
117 Royce Global Trust, Inc. $14.02 5.01 $94.83 M 1.38% 19.62% $14.99 $11.54
118 DeFi Development Corp. $2.86 1.79 $86.14 M -77.2% -144.52% $33.75 $2.74
119 Advanced Flower Capital Inc. $3.49 $86.12 M 12.76% -7.44% $5.78 $2.06
120 Solana Company $1.27 $74.15 M -7.02% 128.31% $92.5 $1.19
121 Great Elm Group, Inc. $2.28 $71.49 M -5.55% -38.27% $3.51 $1.8
122 Pearl Diver Credit Company Inc. $9.99 $68.57 M 12.95% -30.8% $18.4 $9.5
123 MFS Investment Grade Municipal Trust $7.63 417.5 $65.23 M 0.05% -23.91% $8.42 $7.34
124 Invesco High Income Trust II $10.37 13.77 $64.97 M 0.11% -10.14% $11.43 $9.85
125 Cypherpunk Technologies Inc. $0.52 28.7 $55.33 M -23.13% -92.42% $3.7 $0.23
126 Beneficient $3.54 $51.6 M -34.17% -169.99% $12.48 $2.09
127 The Marygold Companies, Inc. $1.12 $47.95 M -28.12% -14.73% $1.38 $0.64
128 The Generation Essentials Group $0.85 $47.62 M 2.99% 0.81% $37.02 $0.78
129 Royalty Management Holding Corporation $2.55 $39.69 M 0.38% -2% -9.59% $5 $1.03
130 FG Nexus Inc. $6.25 $39.13 M 4.37% -13.49% -71.55% $206.25 $4.17
131 U.S. Global Investors, Inc. $2.67 10.73 $33.86 M 3.32% -6.46% 6.96% $3.65 $2.23
132 Mount Logan Capital Inc. $2.88 10.99 $32.78 M 4.08% -7.97% 6.32% $8.74 $2.87
133 Binah Capital Group, Inc. $1.55 8.21 $26.06 M 4.79% 3.3% 17.35% $3.44 $1.36
134 Equus Total Return, Inc. $1.37 0.01 $18.73 M 2079.77% -50.61% $2.49 $1
135 Investcorp Credit Management BDC, Inc. $1.2 $17.32 M 39.83% -29.97% $3.12 $0.99
136 Bonk, Inc. $1.56 $14.16 M -98.55% -155.04% $46.9 $1.53
137 ZeroStack Corp. $4.82 $11.91 M -9.28% -353.13% $47 $3.72
138 CaliberCos Inc. $0.84 $7.97 M -6.06% -696.31% $48 $0.8
139 AlphaTON Capital Corp $0.27 $7.5 M -659.38% -108.16% $13.8 $0.18
140 TaoWeave, Inc. $1.68 $5.81 M -42.12% -43.28% $5.5 $0.58
141 BNB Plus Corp. $0.54 0 $3.73 M -813.09% -337.1% $7.15 $0.35
142 Affiliated Managers Group, Inc.
143 Alpha Compute Corp
144 Ares Capital Corporation
145 ArrowMark Financial Corp.
146 BCP Investment Corp.
147 Bain Capital Specialty Finance, Inc.
148 BlackRock TCP Capital Corp.
149 Blackstone Secured Lending Fund
150 Carlyle Secured Lending, Inc.
151 Crescent Capital BDC, Inc.
152 Federated Hermes, Inc.
153 Fidus Investment Corporation
154 Gladstone Capital Corporation
155 Goldman Sachs BDC, Inc.
156 Golub Capital BDC, Inc.
157 Great Elm Capital Corp.
158 Hennessy Advisors, Inc.
159 Horizon Technology Finance Corporation
160 Kingsway Corporation
161 MSC Income Fund, Inc.
162 Main Street Capital Corporation
163 MidCap Financial Investment Corporation
164 Morgan Stanley Direct Lending Fund
165 OFS Capital Corporation
166 Oaktree Specialty Lending Corporation
167 Oxford Square Capital Corp.
168 Palmer Square Capital BDC Inc.
169 Pershing Square Inc.
170 PhenixFIN Corporation
171 Prospect Capital Corporation
172 Rand Capital Corporation
173 Raymond James Financial, Inc.
174 Robostrategy, Inc.
175 SLR Investment Corp.
176 Stablecoin Development Corporat
177 SuRo Capital Corp.
178 TriplePoint Venture Growth BDC Corp.
179 Victory Capital Holdings, Inc.
180 Vinci Compass Investments Ltd.
181 Western Asset Investment Grade Opportunity Trust Inc. $15.96 5.67% $17.09 $15.78
182 WhiteHorse Finance, Inc.