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Market Cap Distribution

Price Performance Heatmap

5Y Price (Market Cap Weighted)

All Stocks (97)

%
Company Market Cap Price
JPM-PM JPMorgan Chase & Co. 65%
Sub-Advisory services are used in fund management and outsourcing arrangements within asset management.
$836.20B
$300.89
-1.56%
BAC Bank of America Corporation 70%
Sub-Advisory Services to fund sponsors or institutions.
$366.43B
$48.65
-2.55%
BAC-PB Bank of America Corporation 60%
Sub-Advisory Services pertain to third-party fund sub-advisory arrangements used in wealth management.
$366.43B
$48.65
-2.55%
WFC Wells Fargo & Company 70%
Sub-Advisory Services are used in fund management across Wells Fargo's investment platforms.
$252.59B
$77.62
-2.49%
WFC-PL Wells Fargo & Company 60%
Sub-Advisory Services involve third-party investment management support within wealth management.
$252.59B
$77.62
-2.49%
MS Morgan Stanley 70%
Sub-Advisory Services to third-party funds, aligning with Morgan Stanley's asset management framework.
$243.63B
$151.86
-3.18%
RY Royal Bank of Canada 65%
Sub-Advisory Services are used within asset management offerings that RBC utilizes for clients.
$203.06B
$143.64
-1.61%
MBFJF Mitsubishi UFJ Financial Group, Inc. 65%
Sub-advisory services are listed as part of MUFG's asset management framework.
$187.74B
$14.90
-6.87%
MUFG Mitsubishi UFJ Financial Group, Inc. 65%
Sub-Advisory Services indicate MUFG's role in managing third-party funds.
$180.38B
$14.62
-1.62%
BLK BlackRock, Inc. 85%
BlackRock offers sub-advisory services to fund sponsors as part of its asset management platform.
$179.16B
$1156.45
+0.39%
BCDRF Banco Santander, S.A. 60%
Sub-Advisory Services involve outsourced investment management arrangements offered to clients.
$145.94B
$9.80
-3.92%
TD The Toronto-Dominion Bank 60%
TD may provide sub-advisory services to fund sponsors as part of its asset-management ecosystem.
$140.30B
$78.32
-1.04%
BX Blackstone Inc. 82%
Blackstone provides investment management and advisory services to clients as part of its core business.
$112.20B
$153.77
-4.19%
BN Brookfield Corporation 60%
Brookfield provides investment management services that can include sub-advisory arrangements within its platform.
$97.65B
$43.03
-5.24%
BNS The Bank of Nova Scotia 60%
Sub-Advisory Services as part of wealth-management/asset-management framework.
$78.48B
$63.43
-0.66%
MFG Mizuho Financial Group, Inc. 60%
Strategic advisory capabilities (e.g., cross-border M&A) imply sub-advisory or outsourced investment/advisory services.
$77.32B
$6.09
-2.56%
BK The Bank of New York Mellon Corporation 60%
BK provides sub-advisory services as part of its fund-related platform offerings.
$74.79B
$104.54
-2.45%
DB Deutsche Bank AG 70%
Sub-advisory services are part of the asset management business model, providing outsourced investment management.
$68.85B
$34.56
-2.18%
MFC Manulife Financial Corporation 60%
Sub-advisory services are part of the fund management ecosystem supporting managed accounts.
$55.53B
$31.70
-1.12%
MET MetLife, Inc. 60%
MetLife manages third-party assets (e.g., Talcott mandates), reflecting sub-advisory-like asset management services.
$53.55B
$79.77
-3.23%
AMP Ameriprise Financial, Inc. 75%
Asset management includes sub-advisory relationships and managed asset services through its platforms.
$47.07B
$494.13
+0.12%
ARES Ares Management Corporation 75%
Sub-Advisory Services as a provider to external fund sponsors within the firm's platform.
$46.01B
$140.88
-4.68%
PUK Prudential plc 65%
Sub-advisory investment management services.
$36.84B
$26.76
-1.69%
PUKPF Prudential plc 75%
Sub-advisory services for asset management (outsourced fund-management capabilities).
$35.80B
$14.05
SLF Sun Life Financial Inc. 65%
Sun Life may participate in sub-advisory arrangements for external fund sponsors as part of asset management.
$35.46B
$61.58
+0.85%
RJF Raymond James Financial, Inc. 55%
Asset-management operations may involve sub-advisory services to third-party funds.
$35.45B
$175.69
+1.46%
KB KB Financial Group Inc. 65%
KB Asset Management includes sub-advisory services to third-party funds.
$29.35B
$77.50
-3.33%
BAP Credicorp Ltd. 75%
Sub-advisory services are part of Credicorp Capital’s asset management and client services.
$24.07B
$254.99
-2.12%
OWL Blue Owl Capital Inc. 70%
Blue Owl may provide sub-advisory services to fund sponsors as part of its GP-solutions platform.
$23.90B
$15.44
-5.10%
TROW T. Rowe Price Group, Inc. 60%
Sub-Advisory Services are a potential asset-management service line the firm could provide to other fund sponsors.
$22.35B
$101.43
-5.02%
TPG TPG Inc. 60%
Sub-advisory services to fund sponsors / outsourced investment management.
$22.07B
$58.97
-1.25%
NRSCF Nomura Holdings, Inc. 65%
Sub-advisory services relate to providing investment management services to third-party fund sponsors.
$20.33B
$6.91
CG The Carlyle Group Inc. 75%
AlpInvest's multi-manager/secondary investment capabilities align with Sub-Advisory Services.
$20.27B
$56.13
-5.03%
NMR Nomura Holdings, Inc. 70%
Sub-Advisory Services provided to fund sponsors expands Nomura's fund management offerings and revenue streams.
$19.99B
$6.73
-3.72%
RPRX Royalty Pharma plc 50%
Sub-advisory services are a potential facet of its investment-management activities, though not a core listed service.
$19.70B
$35.04
-0.51%
PFG Principal Financial Group, Inc. 80%
PFG offers sub-advisory investment management services to fund sponsors and clients.
$17.81B
$79.42
-4.63%
EQH-PC Equitable Holdings, Inc. 65%
AB and Equitable use sub-advisory arrangements to manage certain funds and strategies.
$14.69B
$48.35
-3.18%
EQH Equitable Holdings, Inc. 70%
AllianceBernstein provides sub-advisory services to fund sponsors, aligning with Sub-Advisory Services.
$14.69B
$48.35
-3.18%
AEG Aegon Ltd. 65%
Sub-advisory services as an asset manager to other funds.
$14.00B
$7.67
-1.41%
BEN Franklin Resources, Inc. 80%
Sub-advisory services to third-party fund sponsors (e.g., Putnam).
$11.91B
$22.67
-4.51%
FHN-PE First Horizon Corporation 65%
Sub-Advisory Services indicate asset-management outsourcing or outsourced investment management capabilities.
$11.49B
$22.66
+0.80%
SEIC SEI Investments Company 60%
SEI acts as Sub-Advisory Services for fund sponsors and outsourced investment management arrangements.
$10.11B
$81.22
-3.65%
IVZ Invesco Ltd. 70%
Sub-Advisory Services to fund sponsors allow Invesco to manage external funds on a contract basis.
$10.06B
$22.47
-6.49%
SSB SouthState Corporation 55%
Potential sub-advisory services for funds as part of wealth management platform.
$9.53B
$93.88
-5.80%
MORN Morningstar, Inc. 60%
Sub-advisory services appear as a component of Morningstar’s investment management offerings to fund sponsors.
$9.52B
$225.34
-1.22%
XP XP Inc. 70%
XP provides sub-advisory services to fund sponsors, fitting institutional asset management capabilities.
$8.69B
$15.81
-2.65%
CIGI Colliers International Group Inc. 60%
Sub-Advisory Services reflects the practice of providing investment management services under contract for third-party sponsors.
$7.54B
$149.47
-2.00%
STEP StepStone Group Inc. 65%
The firm could be involved in sub-advisory services to fund sponsors as part of private markets investment management.
$7.32B
$62.91
-1.95%
VOYA Voya Financial, Inc. 75%
VOYA engages in Sub-Advisory Services, managing assets on behalf of fund sponsors and clients.
$7.25B
$75.25
-1.35%
BOKF BOK Financial Corporation 65%
Sub-advisory services are often part of comprehensive wealth management platforms.
$6.97B
$108.46
-6.00%
JXN Jackson Financial Inc. 60%
PPM's role as sub-advisor to clients qualifies as Sub-Advisory Services.
$6.78B
$94.92
-5.20%
JHG Janus Henderson Group plc 80%
Sub-advisory services involve providing investment management capabilities to third-party fund sponsors, a material revenue/offerings line.
$6.59B
$41.83
-4.95%
ONB Old National Bancorp 60%
Sub-advisory services are commonly part of wealth management platforms for third-party fund sponsors.
$6.59B
$20.61
-5.63%
AMG Affiliated Managers Group, Inc. 60%
AMG's model involves governance/support akin to sub-advisory services to partner funds, aligning with a sub-advisory investment management role in practice.
$6.56B
$230.78
-4.47%
HLNE Hamilton Lane Incorporated 85%
Hamilton Lane provides Sub-Advisory Services to fund sponsors and clients, a direct service offering.
$6.36B
$118.85
-1.38%
LAZ Lazard Ltd 60%
Asset management relationships often include sub-advisory arrangements; Lazard may provide sub-advisory services to third-party funds.
$5.40B
$47.86
-3.39%
GGAL Grupo Financiero Galicia S.A. 68%
Sub-advisory services to funds within the asset management framework.
$4.89B
$33.13
-3.72%
VCTR Victory Capital Holdings, Inc. 60%
Sub-advisory services to manage assets for other fund sponsors are a plausible component of its diversified asset-management platform.
$4.44B
$65.98
-2.40%
AB AllianceBernstein Holding L.P. 70%
AB serves as a sub-advisor to other fund sponsors, a material revenue/ service model.
$4.23B
$38.18
+0.08%
FHI Federated Hermes, Inc. 70%
Provides sub-advisory services to other fund sponsors or platforms.
$4.04B
$51.04
-3.26%
AGO Assured Guaranty Ltd. 60%
Asset management activities can involve sub-advisory services under fund structures.
$4.02B
$84.55
+1.18%
HASI HA Sustainable Infrastructure Capital, Inc. 80%
HASI engages in co-investment structures with external managers, implying sub-advisory services.
$3.58B
$29.49
-4.75%
HTGC Hercules Capital, Inc. 75%
The RIA platform and fund management imply Sub-Advisory Services as part of its fund management framework.
$2.93B
$16.70
-2.40%
BBUC Brookfield Business Corporation 55%
BrandSafway and Brookfield’s asset-management activities align with Sub-Advisory Services (outsourced investment/advisory support).
$2.46B
$33.76
-3.90%
GCMG GCM Grosvenor Inc. 85%
The firm engages in seed investments in emerging and diverse managers and uses non-exclusive partnerships, aligning with sub-advisory services.
$2.22B
$11.45
-1.12%
PAX Patria Investments Limited 52%
Patria's platform includes sub-advisory-like structures and outsourced investment solutions as part of its diversified platform.
$2.09B
$13.80
-1.22%
DBRG-PJ DigitalBridge Group, Inc. 85%
DBRG operates as a fund sponsor that can act as a sub-advisor to other managers, reflecting its multi-strategy platform.
$1.96B
$11.14
-4.38%
WT WisdomTree, Inc. 60%
Sub-Advisory Services: providing investment management as a sub-advisor to funds.
$1.92B
$13.04
-2.76%
MFH Mercurity Fintech Holding Inc. 65%
Chaince Securities engages in sub-advisory services related to digital asset/tokenization projects.
$1.40B
$23.05
-24.66%
VRTS Virtus Investment Partners, Inc. 90%
Operates a multi-boutique model with Sub-Advisory Services to affiliated/unaffiliated managers.
$1.33B
$191.81
+2.05%
PX P10, Inc. 70%
PX operates fund-related strategies that may include sub-advisory-style investment management relationships within its multi‑strategy platform.
$1.20B
$10.71
-1.56%
CIM-PC Chimera Investment Corporation 65%
Palisades’ integration suggests potential sub-advisory relationships as part of its asset-management platform.
$1.09B
$13.50
-1.46%
AC Associated Capital Group, Inc. 85%
AC offers sub-advisory services to other fund sponsors, under contract.
$653.58M
$30.92
-7.43%
ABL Abacus Global Management, Inc. 65%
Sub-Advisory Services are provided for external funds/mandates.
$555.94M
$5.74
-4.01%
ALTI AlTi Global, Inc. 60%
Strategic fund structures and outsourced investment management relationships suggest potential sub-advisory/outsourced capabilities tied to bespoke wealth solutions.
$520.49M
$3.59
+1.41%
CION CION Investment Corporation 65%
There are sub-advisory/manager arrangements for investment decisions under CIM.
$508.43M
$9.65
+0.10%
GAIN Gladstone Investment Corporation 60%
Sub-Advisory Services reflect the external management structure where the Adviser/Sub-Adviser provide investment management to the fund.
$486.25M
$13.20
-1.93%
DEFT DeFi Technologies Inc. 55%
Inaugural token treasury management mandate with a client suggests sub-advisory/investment management services under contract.
$432.76M
$2.05
-6.82%
GLAD Gladstone Capital Corporation 60%
As an externally managed BDC, GLAD may involve sub-advisory arrangements for fund management.
$431.19M
$19.31
-2.08%
DHIL Diamond Hill Investment Group, Inc. 75%
Provides sub-advisory services to other fund sponsors; part of their investment services.
$370.83M
$135.95
-3.02%
CHMG Chemung Financial Corporation 65%
Potential sub-advisory relationships for funds as part of CHMG's investment management services.
$252.50M
$53.62
+1.06%
SAMG Silvercrest Asset Management Group Inc. 85%
SAMG engages in sub-advisory relationships, delivering investment capabilities to other fund sponsors and clients.
$203.56M
$15.31
+0.86%
FRGE Forge Global Holdings, Inc. 70%
The Megacorn fund and related asset management activities suggest sub-advisory capabilities and structured investment management relationships.
$199.72M
$16.20
-4.03%
BULL Webull Corporation Class A Ordinary Shares 55%
External portfolio management/sub-advisory arrangements reflect Sub-Advisory Services for clients.
$170.69M
$11.40
-9.45%
WHG Westwood Holdings Group, Inc. 90%
WHG engages in Sub-Advisory Services for fund sponsors, including notable sub-advisory wins.
$152.04M
$16.21
-2.70%
SIEB Siebert Financial Corp. 70%
Company offers sub-advisory services to external investment funds under contract.
$118.40M
$2.93
+1.38%
HNNA Hennessy Advisors, Inc. 70%
Sub-advisory fees indicate HNNA acts as a sub-advisor for funds, a distinct service line.
$84.40M
$10.84
+3.83%
DOMH Dominari Holdings Inc. 75%
Dominari Financial uses sub-advisory services for pooled investment vehicles.
$83.62M
$5.71
-9.22%
MGLD The Marygold Companies, Inc. 65%
Potential use of sub-advisory services via UK asset management acquisition (Step-By-Step) to manage funds.
$45.84M
$1.07
+1.90%
LGL The LGL Group, Inc. 60%
LGL’s investment activities imply sub-advisory-style oversight or related fund-management services.
$34.98M
$6.49
+2.04%
GROW U.S. Global Investors, Inc. 80%
Company provides Sub-Advisory Services to other fund sponsors under contract.
$33.72M
$2.56
-5.52%
SUND Sundance Strategies, Inc. 70%
Potential sub-advisory role to structured-finance funds or managers.
$15.07M
$0.35
BMNM Bimini Capital Management, Inc. 80%
BMNM acts as an external manager to Orchid Island Capital, implying a sub-advisory relationship and related services.
$12.59M
$1.25
DSS DSS, Inc. 65%
Sub-advisory services as part of outsourced investment management offerings.
$11.75M
$1.29
-4.30%
FGF FG Financial Group, Inc. 85%
Sub-Advisory services for funds and investment vehicles are provided under merchant banking.
$7.42M
$5.83
-1.52%
GSIW Garden Stage Limited Ordinary Shares 60%
Asset management-related services such as sub-advisory arrangements to funds.
$2.23M
$0.14
-6.38%
ELAB PMGC Holdings Inc. 50%
PMGC Capital could utilize Sub-Advisory Services in fund management and selective external oversight.
$2.10M
$5.31
-0.56%

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