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Market Cap Distribution

Price Performance Heatmap

5Y Price (Market Cap Weighted)

All Stocks (349)

%
Company Market Cap Price
JPM-PM JPMorgan Chase & Co. 85%
Investment advisory services are a key component of Asset & Wealth Management offerings.
$836.20B
$300.89
-1.56%
BAC Bank of America Corporation 80%
Investment Advisory Services for wealth management and portfolio guidance.
$366.43B
$48.65
-2.55%
BAC-PB Bank of America Corporation 80%
Investment Advisory Services encompasses BAC's wealth-management advisory and fiduciary services.
$366.43B
$48.65
-2.55%
WFC Wells Fargo & Company 85%
Wealth and Investment Management includes investment advisory and fiduciary services for clients.
$252.59B
$77.62
-2.49%
WFC-PL Wells Fargo & Company 75%
Investment Advisory Services are a core component of Wealth & Investment Management.
$252.59B
$77.62
-2.49%
MS Morgan Stanley 80%
Investment Advisory Services representing portfolio/ Fund-level advice and fiduciary guidance within Investment Management and Wealth Management.
$243.63B
$151.86
-3.18%
HBCYF HSBC Holdings plc 70%
The firm provides investment advisory services to clients and funds as part of its wealth and institutional offerings.
$232.98B
$13.22
-1.60%
RY Royal Bank of Canada 80%
Investment Advisory Services covers portfolio management and fiduciary guidance RBC provides.
$203.06B
$143.64
-1.61%
C Citigroup Inc. 75%
Citigroup offers investment advisory services as part of its wealth/asset management business.
$190.39B
$96.94
-1.80%
MBFJF Mitsubishi UFJ Financial Group, Inc. 70%
Investment advisory services are part of MUFG's asset management and investor services offerings.
$187.74B
$14.90
-6.87%
MUFG Mitsubishi UFJ Financial Group, Inc. 75%
Investment Advisory Services reflect MUFG's fiduciary management and fund advice.
$180.38B
$14.62
-1.62%
BLK BlackRock, Inc. 95%
BlackRock provides professional investment advisory services to funds and clients.
$179.16B
$1156.45
+0.39%
SCHW The Charles Schwab Corporation 92%
Schwab provides professional investment advisory services to individuals and funds, including wealth management and fiduciary guidance.
$167.09B
$91.96
-2.48%
BCDRF Banco Santander, S.A. 65%
Investment Advisory Services include portfolio management and fiduciary guidance within wealth management.
$145.94B
$9.80
-3.92%
TD The Toronto-Dominion Bank 70%
TD offers investment advisory services for portfolio management and fiduciary guidance.
$140.30B
$78.32
-1.04%
UBS UBS Group AG 75%
UBS provides investment advisory and portfolio management services to clients, aligning with its advisory offerings.
$127.52B
$39.74
-1.97%
HOOD Robinhood Markets, Inc. 80%
Robinhood provides investment advisory services and wealth management capabilities.
$122.63B
$138.96
-8.28%
BX Blackstone Inc. 80%
Blackstone manages actively managed funds and investment products for clients, generating fee-based revenue.
$112.20B
$153.77
-4.19%
BBVXF Banco Bilbao Vizcaya Argentaria, S.A. 60%
BBVA offers asset management and investment advisory services as part of its client offerings.
$105.16B
$18.25
-1.56%
BBVA Banco Bilbao Vizcaya Argentaria, S.A. 75%
BBVA provides Investment Advisory Services to clients and institutions.
$105.13B
$18.04
-2.70%
SMFNF Sumitomo Mitsui Financial Group, Inc. 65%
SMFG provides investment advisory services for institutional investors and funds as part of its asset management capabilities.
$100.68B
$26.16
-6.39%
BN Brookfield Corporation 90%
Brookfield is a global asset manager providing investment advisory and fund management services.
$97.65B
$43.03
-5.24%
BMO Bank of Montreal 75%
Investment advisory services are a key component of BMO's wealth management and asset management business.
$91.66B
$125.66
-1.06%
PNC The PNC Financial Services Group, Inc. 75%
Investment Advisory Services aligns with PNC’s asset management and fiduciary guidance offerings.
$80.35B
$203.12
-0.49%
BNS The Bank of Nova Scotia 75%
Investment Advisory Services for wealth-management clients.
$78.48B
$63.43
-0.66%
MFG Mizuho Financial Group, Inc. 70%
Asset/wealth management ambitions and investment advisory capabilities imply investment advisory services.
$77.32B
$6.09
-2.56%
CM Canadian Imperial Bank of Commerce 85%
Investment Advisory Services aligns with CM's wealth management and fiduciary advisory offerings.
$75.39B
$79.81
-0.49%
BK The Bank of New York Mellon Corporation 70%
BK offers investment advisory services and fiduciary guidance for funds and clients through its wealth/institutional platforms.
$74.79B
$104.54
-2.45%
BCS Barclays PLC 90%
Barclays provides investment advisory services as part of its wealth management offerings.
$72.29B
$19.74
-1.74%
USB U.S. Bancorp 90%
Investment Advisory Services covers wealth, trust, and fund services provided by USB.
$70.55B
$45.28
-4.35%
LYG Lloyds Banking Group plc 60%
Investment advisory services support client investment management and fiduciary guidance.
$70.24B
$4.42
-1.34%
BCLYF Barclays PLC 85%
Barclays provides investment advisory services through wealth management and investment platforms.
$70.03B
$5.00
-2.25%
DB Deutsche Bank AG 75%
Active investment advisory services provided to funds and clients within asset management.
$68.85B
$34.56
-2.18%
LLDTF Lloyds Banking Group plc 60%
Lloyds provides asset management and investment advisory services as part of its wealth/IP&I offering.
$67.98B
$1.15
GBTC Grayscale Bitcoin Trust ETF (BTC) 60%
The sponsor/manager provides investment management services to funds like GBTC, aligning with fund advisory offerings.
$60.64B
$87.58
-1.18%
NWG NatWest Group plc 60%
Private Banking & Wealth Management imply Investment Advisory Services as a component of NatWest's offerings.
$59.67B
$14.39
-0.76%
MFC Manulife Financial Corporation 80%
Investment advisory services are a key service offering within Manulife's asset management framework.
$55.53B
$31.70
-1.12%
MET-PF MetLife, Inc. 70%
MetLife Investment Management provides asset management and investment advisory services for institutional clients, aligning with its MIM arm.
$54.36B
$79.16
+0.30%
MET MetLife, Inc. 75%
MetLife Investment Management (MIM) provides asset management and investment advisory services to clients.
$53.55B
$79.77
-3.23%
AMP Ameriprise Financial, Inc. 95%
AMP provides professional investment advisory services for client portfolios and investment strategy.
$47.07B
$494.13
+0.12%
ARES Ares Management Corporation 75%
Investment Advisory Services representing Ares' fiduciary fund/portfolio management offerings.
$46.01B
$140.88
-4.68%
CBRE CBRE Group, Inc. 65%
CBRE provides investment advisory services and related asset management support for funds and capital markets activities.
$44.83B
$150.38
-1.99%
BSBR Banco Santander (Brasil) S.A. 80%
BSBR offers investment advisory services as part of its wealth management offerings.
$37.82B
$5.08
-4.33%
PUK Prudential plc 75%
Investment advisory services related to asset management and funds.
$36.84B
$26.76
-1.69%
HIG The Hartford Financial Services Group, Inc. 65%
Hartford provides investment advisory services for funds and clients.
$36.65B
$129.02
-1.54%
PUKPF Prudential plc 80%
Investment advisory services related to funds and portfolio management for clients and funds.
$35.80B
$14.05
SLF Sun Life Financial Inc. 75%
Sun Life provides investment advisory services to clients and funds.
$35.46B
$61.58
+0.85%
RJF Raymond James Financial, Inc. 92%
RJF provides investment advisory and portfolio management services to clients (Private Client Group and Asset Management).
$35.45B
$175.69
+1.46%
MTB-PH M&T Bank Corporation 80%
Investment Advisory Services: wealth management and institutional services provided to clients.
$32.20B
$200.63
+0.64%
STT State Street Corporation 90%
State Street provides investment advisory services for funds and clients as part of its asset management and fiduciary services.
$31.66B
$111.00
-5.76%
VTR Ventas, Inc. 65%
Ventas Investment Management platform provides external investment management and advisory capabilities for third-party capital partnerships.
$30.57B
$67.73
+0.04%
IX ORIX Corporation 92%
ORIX's core business includes asset management and investment advisory services for third-party funds and clients.
$29.66B
$24.41
-0.81%
KB KB Financial Group Inc. 75%
KB provides investment advisory services for funds and clients.
$29.35B
$77.50
-3.33%
IBKR Interactive Brokers Group, Inc. 60%
IBKR offers advisory tools and services to RIAs and institutions through its Advisor Portal and PortfolioAnalyst.
$28.82B
$66.12
+0.82%
FITB Fifth Third Bancorp 80%
Investment Advisory Services for wealth management and portfolio guidance.
$27.68B
$41.47
-5.96%
SHG Shinhan Financial Group Co., Ltd. 75%
SHG provides investment advisory services / wealth management for clients.
$25.29B
$49.33
-3.61%
LPLA LPL Financial Holdings Inc. 80%
LPL generates revenue from investment advisory services delivered through its advisor network on the platform.
$25.21B
$315.24
-4.26%
BAP Credicorp Ltd. 80%
Credicorp Capital provides investment advisory services and wealth management capabilities.
$24.07B
$254.99
-2.12%
OWL Blue Owl Capital Inc. 85%
Blue Owl provides investment advisory services for funds and clients, central to its asset-management business.
$23.90B
$15.44
-5.10%
FCNCA First Citizens BancShares, Inc. 70%
Wealth management capabilities imply Investment Advisory Services for clients within FCNCA's platform.
$23.39B
$1742.68
-1.69%
HBAN Huntington Bancshares Incorporated 70%
Wealth/asset management and investment advisory services are a material fee-income segment.
$22.73B
$15.60
-4.70%
TROW T. Rowe Price Group, Inc. 95%
T. Rowe Price's core offering is investment advisory services and asset management for clients across asset classes.
$22.35B
$101.43
-5.02%
TPG TPG Inc. 80%
Investment advisory services across multiple funds and platforms.
$22.07B
$58.97
-1.25%
RF Regions Financial Corporation 80%
Wealth management revenue from investment management and trust services aligns with Investment Advisory Services.
$21.72B
$24.16
-4.99%
CFG-PE Citizens Financial Group, Inc. 75%
Wealth management/investment advisory services are highlighted through the growth of the Private Bank and assets under management.
$21.36B
$49.25
-5.40%
CFG Citizens Financial Group, Inc. 75%
Wealth management and private bank services align with Investment Advisory Services.
$21.36B
$49.25
-5.40%
FUTU Futu Holdings Limited 70%
Wealth management and investment advisory services are provided via the platforms.
$21.34B
$154.60
-10.31%
NRSCF Nomura Holdings, Inc. 85%
Nomura's asset management and wealth management activities align with Investment Advisory Services for funds and portfolios.
$20.33B
$6.91
CG The Carlyle Group Inc. 80%
Investment advisory services spanning funds and client portfolios across Carlyle's platform.
$20.27B
$56.13
-5.03%
NMR Nomura Holdings, Inc. 92%
Nomura provides investment advisory services including portfolio management and fiduciary guidance for funds and clients across its Wealth Management and Investment Management divisions.
$19.99B
$6.73
-3.72%
RPRX Royalty Pharma plc 55%
The firm acts as a capital allocator and fund manager whose activities resemble investment advisory services.
$19.70B
$35.04
-0.51%
KEY KeyCorp 75%
Wealth management and investment advisory services are a material fee-based growth engine with rising AUM.
$18.85B
$17.20
-5.65%
PFG Principal Financial Group, Inc. 85%
PFG provides investment advisory services for portfolio management and fiduciary guidance.
$17.81B
$79.42
-4.63%
BCH Banco de Chile 70%
Investment advisory services align with the bank's asset management and client advisory capabilities.
$15.42B
$30.52
-1.99%
BSAC Banco Santander-Chile 70%
BSAC provides investment advisory services for clients, in line with asset management activities.
$14.89B
$26.33
-1.39%
EQH-PC Equitable Holdings, Inc. 85%
Wealth Management and retirement services are delivered via investment advisory capabilities.
$14.69B
$48.35
-3.18%
EQH Equitable Holdings, Inc. 92%
Asset management and wealth advisory capabilities through AllianceBernstein correspond to Investment Advisory Services.
$14.69B
$48.35
-3.18%
AEG Aegon Ltd. 75%
Aegon Asset Management provides investment advisory services to clients, including third-party funds.
$14.00B
$7.67
-1.41%
EWBC East West Bancorp, Inc. 60%
Wealth management services imply investment advisory capabilities and related fee income.
$13.68B
$99.28
-5.41%
GLXY Galaxy Digital 65%
Asset management and investment advisory services for digital assets and related strategies.
$13.66B
$39.38
-8.13%
JLL Jones Lang LaSalle Incorporated 60%
JLL provides Investment Advisory Services as part of its capital markets and investment management capabilities.
$13.45B
$283.23
-2.52%
WF Woori Financial Group Inc. 65%
WF provides investment advisory services through its securities arm and related wealth management activities.
$13.27B
$52.98
-2.61%
EVR Evercore Inc. 78%
Evercore operates an Investment Management/wealth management segment, providing asset management and investment advisory services.
$13.17B
$337.32
-1.20%
HLI Houlihan Lokey, Inc. 78%
The firm provides investment advisory services for funds and clients, aligning with financial advisory and valuation activities.
$13.13B
$188.06
-1.75%
RNR RenaissanceRe Holdings Ltd. 80%
Capital Partners provides investment management/advisory services and earns management and performance fees from funds.
$12.67B
$260.41
-0.61%
CIB Grupo Cibest S.A. 60%
Asset management and investment advisory services are part of Grupo Cibest's offerings.
$12.63B
$52.54
-3.06%
NLY Annaly Capital Management, Inc. 75%
Annaly functions as a diversified capital manager providing investment advisory services for mortgage assets.
$12.42B
$20.53
-2.24%
BEN Franklin Resources, Inc. 85%
Investment advisory services for funds and clients are a core offering.
$11.91B
$22.67
-4.51%
FHN-PE First Horizon Corporation 75%
Investment Advisory Services align with wealth and trust management offerings.
$11.49B
$22.66
+0.80%
FHN First Horizon Corporation 65%
Investment Advisory Services aligns with wealth/trust management and related client advisory offerings.
$11.29B
$22.26
-5.28%
SF Stifel Financial Corp. 80%
Global Wealth Management leverages advisory services and asset management for clients, a core service offering.
$11.00B
$107.06
-4.43%
JEF Jefferies Financial Group Inc. 85%
The firm provides investment advisory services as part of its asset management and advisory platform.
$10.50B
$50.89
-4.47%
SEIC SEI Investments Company 70%
SEI provides Investment Advisory Services, including OCIO-like arrangements and fiduciary portfolio guidance.
$10.11B
$81.22
-3.65%
IVZ Invesco Ltd. 85%
Invesco delivers Investment Advisory Services, including portfolio management and fiduciary guidance for funds and clients.
$10.06B
$22.47
-6.49%
CMA Comerica Incorporated 65%
Wealth Management involves investment advisory services for affluent and institutional clients.
$9.97B
$75.87
-5.45%
SSB SouthState Corporation 70%
Wealth management and trust services provide investment advisory income for high-net-worth and retail clients.
$9.53B
$93.88
-5.80%
MORN Morningstar, Inc. 70%
Morningstar provides investment advisory services and fiduciary guidance for funds and clients.
$9.52B
$225.34
-1.22%
UMBF UMB Financial Corporation 60%
Investment advisory services reflect asset management and fiduciary offerings within the institutional banking framework.
$9.07B
$120.21
+0.59%
PRI Primerica, Inc. 70%
PRI provides investment advisory services and a managed accounts platform within ISP.
$8.75B
$266.26
-1.93%
XP XP Inc. 85%
XP provides investment advisory and portfolio management services to retail and institutional clients.
$8.69B
$15.81
-2.65%
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