TopFunds

Asset Management

Companies

15 companies

LIST VIEW

15 companies
Valuation
Historical Performance:
Fundamentals
Sort by:
01
BlackRock Inc. BLK

1,134.4 (+1.2)%

22.3
(1.3)%
-
-
-
3.3%
9%

-

02
Blackstone Inc. BX

106.6 (-2.4)%

23.7
5.3%
-
-
-
6.3%
13.8%

2.5

03
BNY Mellon BNY

143.2 (+0.8)%

30.7
(1.7)%
-
-
-
-
-

-

04
Brookfield Corp BN

36.6 (-0.5)%

65.7
(9.6)%
-
-
-
0.3%
0.8%

49.8

05
KKR & Co. Inc. KKR

86.2 (-1.6)%

27.1
2.9%
-
-
-
0.6%
2.9%

16.1

06
Apollo Global Management APO

110.8 (-1)%

24.8
11.9%
-
-
-
0.8%
8.2%

-

07
State Street Corporation STT

165.7 (-1.1)%

13.5
(28.4)%
-
-
-
0.8%
10.6%

-

08
Ameriprise Financial AMP

500.8 (-0.4)%

12.1
16.9%
-
-
-
1.9%
54.4%

-

09
Ares Management ARES

112.3 (-1.5)%

46.6
3.4%
-
-
-
1.8%
6.1%

14.3

10
Principal Financial Group PFG

108.8 (-0.1)%

15.5
20.1%
-
-
-
0.4%
9.6%

-

11
T. Rowe Price TROW

101 (-0.4)%

10.1
9.8%
-
-
-
14.3%
17.3%

-

12
Franklin Resources BEN

31 (-1.3)%

20.7
1.4%
-
-
-
1.6%
3.7%

48

13
Invesco IVZ

28.2 (-2.1)%

(41.5)
15.3%
-
-
-
(1)%
(2.2)%

0.4

14
HG Capital Trust N HGT.L

375.5 (-2.1)%

(62.6)
(2.5)%
-
-
-
3.8%
3.8%

-

15
State Street SPDR S&P 500 ETF Trust SPY

763.3 (-1.1)%

-
-
-
-
-
-
-

-

Total
Help

Assumes equal weights for the Base and Lens views. The Holdings view is position-weighted.

(-0.9)%
13.9
2.9%
282.8%
0%
0%
2.3%
9.2%
8.3