TopFunds

Asset Management

Companies

15 companies

LIST VIEW

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

1,114.3 (+0.7)%

23.5
(0.1)%
-
-
-
3.3%
9%

12.9

02
Blackstone Inc. BX

136.6 (-0.1)%

30.4
4.1%
-
-
-
6.3%
13.8%

2.5

03
BNY Mellon BNY

163.9 (+1.2)%

19.1
1.4%
-
-
-
1.2%
12.4%

-

04
KKR & Co. Inc. KKR

108 (+1.4)%

34
2.3%
-
-
-
0.6%
2.9%

16.1

05
Brookfield Corp BN

39.9 (+0.6)%

71.6
(8.8)%
-
-
-
0.3%
0.8%

49.8

06
Apollo Global Management APO

131.5 (-0.6)%

29.4
10%
-
-
-
0.8%
8.2%

-

07
State Street Corporation STT

193.4 (+1.7)%

17.1
(9.7)%
-
-
-
0.8%
10.6%

-

08
Ameriprise Financial AMP

560.9 (+1.6)%

13.5
5.3%
-
-
-
1.9%
54.4%

-

09
Ares Management ARES

139.5 (+1)%

57.9
2.8%
-
-
-
1.8%
6.1%

14.3

10
Principal Financial Group PFG

119.1 (+7)%

16.9
18.4%
-
-
-
0.4%
9.6%

-

11
T. Rowe Price TROW

109.6 (+0.2)%

11
9%
-
-
-
14.3%
17.3%

-

12
Franklin Resources BEN

33.2 (+0.4)%

22.1
1.3%
-
-
-
1.6%
3.7%

48

13
Invesco IVZ

32.3 (+1.9)%

(47.5)
13.4%
-
-
-
(1)%
(2.2)%

0.4

14
HG Capital Trust N HGT.L

414 (+2.7)%

20.2
3.7%
-
-
-
3.8%
3.8%

-

15
State Street SPDR S&P 500 ETF Trust SPY

768.3 (+0.4)%

-
-
-
-
-
-
-

-

Total
Help

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

+1.4%
21.3
3.5%
321.3%
0%
0%
2.4%
10%
7.1