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Market Cap Distribution

Price Performance Heatmap

5Y Price (Market Cap Weighted)

All Stocks (130)

%
Company Market Cap Price
JPM-PM JPMorgan Chase & Co. 80%
Actively managed mutual funds are part of the bank’s asset management and wealth products.
$836.20B
$300.89
-1.56%
BAC Bank of America Corporation 80%
Mutual Funds (Actively Managed) as a product line within asset management.
$366.43B
$48.65
-2.55%
BAC-PB Bank of America Corporation 75%
Mutual Funds (Actively Managed) reflects BAC's asset-management products offered through GWIM.
$366.43B
$48.65
-2.55%
WFC Wells Fargo & Company 80%
Mutual Funds are a core product category within Wells Fargo's asset-management and wealth platforms.
$252.59B
$77.62
-2.49%
WFC-PL Wells Fargo & Company 65%
Mutual Funds are part of asset management offerings within wealth management.
$252.59B
$77.62
-2.49%
MS Morgan Stanley 80%
Mutual Funds (Actively Managed) as a major asset-management product line and revenue source.
$243.63B
$151.86
-3.18%
HBCYF HSBC Holdings plc 75%
Wealth management and asset products (e.g., mutual funds) are a noted revenue/asset management line.
$232.98B
$13.22
-1.60%
RY Royal Bank of Canada 80%
Mutual Funds represents wealth-management product offerings RBC distributes/advises on.
$203.06B
$143.64
-1.61%
C Citigroup Inc. 70%
Citi Asset Management offers mutual funds as investment products.
$190.39B
$96.94
-1.80%
MBFJF Mitsubishi UFJ Financial Group, Inc. 75%
Asset management is a major service line, including mutual funds.
$187.74B
$14.90
-6.87%
MUFG Mitsubishi UFJ Financial Group, Inc. 75%
Mutual Funds are a core asset management product line.
$180.38B
$14.62
-1.62%
BLK BlackRock, Inc. 90%
BlackRock offers actively managed mutual funds as part of its product suite.
$179.16B
$1156.45
+0.39%
SCHW The Charles Schwab Corporation 85%
Schwab offers mutual funds as a major asset management product line.
$167.09B
$91.96
-2.48%
BCDRF Banco Santander, S.A. 65%
Mutual Funds (Actively Managed) reflect Santander's asset management and fund products for clients.
$145.94B
$9.80
-3.92%
TD The Toronto-Dominion Bank 75%
TD Wealth offers actively managed mutual funds as part of its asset-management services.
$140.30B
$78.32
-1.04%
UBS UBS Group AG 75%
UBS Asset Management includes actively managed mutual funds, a primary product line for the firm’s asset management business.
$127.52B
$39.74
-1.97%
BBVXF Banco Bilbao Vizcaya Argentaria, S.A. 58%
BBVA provides mutual funds as part of its asset management capabilities.
$105.16B
$18.25
-1.56%
BBVA Banco Bilbao Vizcaya Argentaria, S.A. 80%
BBVA Asset Management offers mutual funds and managed investment products.
$105.13B
$18.04
-2.70%
SMFNF Sumitomo Mitsui Financial Group, Inc. 60%
The company participates in asset management products/services, including actively managed funds for clients.
$100.68B
$26.16
-6.39%
BN Brookfield Corporation 60%
Brookfield's asset-management platform includes actively managed mutual funds as part of wealth solutions.
$97.65B
$43.03
-5.24%
ING ING Groep N.V. 70%
ING's asset management business and assets under management underpin fee income with mutual fund offerings.
$93.22B
$23.99
-1.60%
BMO Bank of Montreal 75%
Wealth management offerings include mutual funds as a core product line.
$91.66B
$125.66
-1.06%
PNC The PNC Financial Services Group, Inc. 60%
Mutual Funds is a major product category within Asset Management.
$80.35B
$203.12
-0.49%
BNS The Bank of Nova Scotia 85%
Mutual Funds as a core asset-management product within Global Wealth Management.
$78.48B
$63.43
-0.66%
MFG Mizuho Financial Group, Inc. 60%
Diversified asset management activities suggest mutual funds as a product line within wealth management.
$77.32B
$6.09
-2.56%
CM Canadian Imperial Bank of Commerce 80%
Mutual Funds reflects CM's asset management and retail fund sales capabilities.
$75.39B
$79.81
-0.49%
BCS Barclays PLC 85%
Barclays offers mutual funds as part of its asset management/wealth management products.
$72.29B
$19.74
-1.74%
USB U.S. Bancorp 55%
Wealth/fund offerings (mutual funds) are part of USB's investment products.
$70.55B
$45.28
-4.35%
LYG Lloyds Banking Group plc 60%
Asset management through mutual funds offerings is part of the group's wealth/asset management activities.
$70.24B
$4.42
-1.34%
BCLYF Barclays PLC 70%
Barclays offers actively managed mutual funds as part of its asset management and wealth platforms.
$70.03B
$5.00
-2.25%
DB Deutsche Bank AG 80%
Asset management arm (DWS) offers actively managed mutual funds and related investment products.
$68.85B
$34.56
-2.18%
MFC Manulife Financial Corporation 85%
Global Wealth and Asset Management drives revenue through actively managed funds, a major product line.
$55.53B
$31.70
-1.12%
MET MetLife, Inc. 60%
Asset management capabilities include active management of funds, aligning with mutual funds/managed fund capabilities.
$53.55B
$79.77
-3.23%
AMP Ameriprise Financial, Inc. 85%
Active mutual funds are a core product category managed or offered by AMP.
$47.07B
$494.13
+0.12%
BSBR Banco Santander (Brasil) S.A. 75%
BSBR provides asset management products such as mutual funds, as part of its investment suite.
$37.82B
$5.08
-4.33%
PUK Prudential plc 88%
Asset management through Eastspring Investments with actively managed mutual funds.
$36.84B
$26.76
-1.69%
HIG The Hartford Financial Services Group, Inc. 70%
Hartford markets and manages mutual funds as part of its investment product suite.
$36.65B
$129.02
-1.54%
PUKPF Prudential plc 85%
Asset management via Eastspring Investments; actively managed mutual funds as a core investment product line.
$35.80B
$14.05
SLF Sun Life Financial Inc. 85%
Sun Life's asset management arm includes actively managed mutual funds (MFS), a core product category.
$35.46B
$61.58
+0.85%
RJF Raymond James Financial, Inc. 65%
Active mutual funds are a core product line within RJF's asset-management offerings.
$35.45B
$175.69
+1.46%
MTB-PH M&T Bank Corporation 70%
Mutual Funds: actively managed funds offered through wealth management capabilities.
$32.20B
$200.63
+0.64%
STT State Street Corporation 90%
SSGA offers actively managed mutual funds as part of its investment management offerings.
$31.66B
$111.00
-5.76%
KB KB Financial Group Inc. 75%
KB manages mutual funds (actively managed) as part of its asset management business.
$29.35B
$77.50
-3.33%
IBKR Interactive Brokers Group, Inc. 80%
IBKR provides mutual funds access and trading on its platform.
$28.82B
$66.12
+0.82%
FITB Fifth Third Bancorp 65%
Mutual Funds offering as part of wealth management product suite.
$27.68B
$41.47
-5.96%
SHG Shinhan Financial Group Co., Ltd. 70%
SHG offers mutual funds / actively managed investment products as part of asset management.
$25.29B
$49.33
-3.61%
LPLA LPL Financial Holdings Inc. 80%
The platform enables access to mutual funds (non-proprietary products) as part of its product suite.
$25.21B
$315.24
-4.26%
BAP Credicorp Ltd. 70%
Mutual funds are a recognized asset management product line within Credicorp Capital.
$24.07B
$254.99
-2.12%
FCNCA First Citizens BancShares, Inc. 60%
FCNCA's wealth management offerings likely include actively managed mutual funds for clients.
$23.39B
$1742.68
-1.69%
HBAN Huntington Bancshares Incorporated 65%
Active management mutual funds are part of Huntington’s wealth management disclosures.
$22.73B
$15.60
-4.70%
TROW T. Rowe Price Group, Inc. 90%
Actively managed mutual funds are a major product line for the firm.
$22.35B
$101.43
-5.02%
RF Regions Financial Corporation 75%
Mutual funds are a product category within Regions' investment offerings and wealth management suite.
$21.72B
$24.16
-4.99%
FUTU Futu Holdings Limited 65%
Mutual funds (actively managed) offerings are part of the wealth management product suite.
$21.34B
$154.60
-10.31%
NRSCF Nomura Holdings, Inc. 80%
Mutual funds are a core product category within Nomura's asset management offerings.
$20.33B
$6.91
CG The Carlyle Group Inc. 60%
Actively managed mutual fund products as part of Carlyle's asset management offerings.
$20.27B
$56.13
-5.03%
NMR Nomura Holdings, Inc. 85%
Active mutual funds are a core product within Asset/Investment Management, consistent with Nomura's asset management activities and AUM growth.
$19.99B
$6.73
-3.72%
KEY KeyCorp 70%
Active mutual fund offerings (asset management) are part of KeyCorp's client investment solutions.
$18.85B
$17.20
-5.65%
PFG Principal Financial Group, Inc. 80%
PFG distributes actively managed mutual funds as part of its asset management platform.
$17.81B
$79.42
-4.63%
BCH Banco de Chile 80%
Mutual fund management and asset management-related fee income indicate a major asset management business.
$15.42B
$30.52
-1.99%
BSAC Banco Santander-Chile 70%
BSAC brokers mutual funds, representing an actively managed investment product offering.
$14.89B
$26.33
-1.39%
EQH-PC Equitable Holdings, Inc. 80%
AllianceBernstein provides active asset management products (mutual funds) and related investment strategies.
$14.69B
$48.35
-3.18%
EQH Equitable Holdings, Inc. 85%
AB's asset management business supports actively managed funds, aligning with Mutal Funds (Actively Managed).
$14.69B
$48.35
-3.18%
AEG Aegon Ltd. 70%
Mutual funds (actively managed) offerings as part of asset management.
$14.00B
$7.67
-1.41%
WF Woori Financial Group Inc. 55%
WF's securities business may involve actively managed funds or fund-related offerings via its affiliate platforms.
$13.27B
$52.98
-2.61%
RNR RenaissanceRe Holdings Ltd. 65%
Launch of the RenaissanceRe Medici UCITS Fund indicates active fund products under management.
$12.67B
$260.41
-0.61%
BEN Franklin Resources, Inc. 95%
Core product line comprises actively managed mutual funds.
$11.91B
$22.67
-4.51%
IVZ Invesco Ltd. 88%
Invesco provides actively managed Mutual Funds as a core product line.
$10.06B
$22.47
-6.49%
SSB SouthState Corporation 60%
Banks often offer mutual funds as part of wealth management and asset management offerings.
$9.53B
$93.88
-5.80%
PRI Primerica, Inc. 70%
PRI's Investment and Savings Products (ISP) include mutual funds as a core offering.
$8.75B
$266.26
-1.93%
XP XP Inc. 80%
XP distributes and manages mutual funds as part of its diversified investment offerings.
$8.69B
$15.81
-2.65%
VOYA Voya Financial, Inc. 90%
Actively managed mutual funds are a core investment product offered by VOYA's Investment Management segment.
$7.25B
$75.25
-1.35%
BOKF BOK Financial Corporation 70%
Wealth management activities typically include mutual funds as part of investment offerings.
$6.97B
$108.46
-6.00%
PNFP Pinnacle Financial Partners, Inc. 55%
Potential mutual fund offerings through wealth management/portfolio services.
$6.70B
$86.38
-5.80%
JHG Janus Henderson Group plc 95%
Actively managed mutual funds are a core product line and revenue driver for JHG.
$6.59B
$41.83
-4.95%
ONB Old National Bancorp 65%
Wealth management activities often include mutual funds as part of client portfolios and advisory services.
$6.59B
$20.61
-5.63%
MAIN Main Street Capital Corporation 60%
MSC Income Fund represents active mutual fund products within the asset management platform.
$5.72B
$63.26
-1.11%
LAZ Lazard Ltd 78%
Lazard offers actively managed mutual funds as part of its asset-management product suite, contributing to AUM growth.
$5.40B
$47.86
-3.39%
UBSI United Bankshares, Inc. 55%
UBSI may offer investment funds through its trust/brokerage operations (mutual funds), expanding into investment products.
$5.05B
$35.53
-4.64%
GGAL Grupo Financiero Galicia S.A. 70%
Asset management capabilities, including mutual funds, via Galicia Asset Management.
$4.89B
$33.13
-3.72%
IFS Intercorp Financial Services Inc. 75%
Inteligo/Interfondos app enhances mutual fund investing and AUM, indicating a wealth management product line.
$4.57B
$39.94
-1.14%
VCTR Victory Capital Holdings, Inc. 90%
The firm manages actively managed mutual funds as a core product line.
$4.44B
$65.98
-2.40%
AVAL Grupo Aval Acciones y Valores S.A. 55%
Mutual funds or fund-management activities as part of asset-management/fee-generation activities.
$4.32B
$3.64
+4.30%
AB AllianceBernstein Holding L.P. 80%
AB offers actively managed mutual funds as a core product line.
$4.23B
$38.18
+0.08%
ASB-PE Associated Banc-Corp 65%
Mutual funds (actively managed) are offered as part of the wealth management platform.
$4.09B
$24.68
-5.91%
FHI Federated Hermes, Inc. 88%
Manages actively managed mutual funds, a core product offering.
$4.04B
$51.04
-3.26%
CNO-PA CNO Financial Group, Inc. 5.125 55%
Mutual funds product category potentially offered as part of client investment solutions.
$3.90B
$40.07
+1.60%
EBC Eastern Bankshares, Inc. 60%
Mutual Funds (Actively Managed): Part of wealth management product ecosystem via assets under management.
$3.76B
$17.82
-4.86%
INTR Inter & Co, Inc. 60%
Mutual funds as an asset class offered via Inter's platform.
$3.70B
$8.43
-1.63%
CNS Cohen & Steers, Inc. 90%
CNS provides actively managed mutual funds as a core product line.
$3.37B
$66.15
-0.71%
BMA Banco Macro S.A. 60%
Acquisition of Alianza SGR suggests involvement in actively managed mutual funds.
$3.26B
$51.00
-1.92%
APAM Artisan Partners Asset Management Inc. 85%
The firm operates actively managed pooled investment vehicles, i.e., mutual funds.
$2.99B
$42.39
-3.29%
FFBC First Financial Bancorp. 60%
Wealth-related products and income sources may include mutual funds.
$2.41B
$26.13
+2.51%
GCMG GCM Grosvenor Inc. 75%
The company fundraising and management of commingled funds indicate active management of mutual funds or similar fund vehicles.
$2.22B
$11.45
-1.12%
PAX Patria Investments Limited 60%
Patria raises and manages actively managed funds and investment vehicles, aligning with mutual fund-style product offerings.
$2.09B
$13.80
-1.22%
SYBT Stock Yards Bancorp, Inc. 60%
Investment product sales and fee-based income linked to WMT activities (mutual funds).
$1.96B
$66.63
-3.60%
TFC-PO Truist Financial Corporation 60%
Mutual fund products offered as part of investment/wealth management services.
$1.96B
$42.31
-4.66%
NBTB NBT Bancorp Inc. 50%
Wealth management and potential mutual fund products may be part of the fee-based offerings, aligning with Managed Funds activity.
$1.95B
$41.21
-0.24%
VRTS Virtus Investment Partners, Inc. 95%
Core business includes actively managed Mutual Funds across multiple boutique managers.
$1.33B
$191.81
+2.05%
GDLC Grayscale Digital Large Cap Fund LLC 55%
GDLC is a fund product with a defined portfolio strategy; it aligns with the Mutual Funds category as a structured investment vehicle, even though it operates as a non-traditional fund structure.
$872.71M
$55.00
-1.13%
UVSP Univest Financial Corporation 65%
Active management mutual funds are a common wealth management product, aligned with asset management growth.
$824.24M
$28.54
-3.48%
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