Brokers and Asset Managers sector: performance, industries and movers
Updated 16 October 2026, 06:50 ET
The Brokers and Asset Managers sector covers 72 companies in FundSpec's universe. Its average member is up 1.4% over one day, down 11.8% over 30 days and up 9.1% over one year. Figures as of the close on 15 October 2026.
Performance by horizon
1 day+1.36%
5 days-0.48%
30 days-11.77%
180 days-1.23%
1 year+9.10%
A sector move is the average percentage change of its member stocks over the horizon, so a few large moves in small companies can lift or sink it. Compare the 30-day and one-year columns to separate a rotation from a trend. Read the guide: Sector rotation and sector performance.
The interactive view with every horizon and industry is in Sector Performance.
Industries
Industries within the sector ranked by their 30-day move:
| Industry | Members | 30 days |
|---|---|---|
| Brokers and Asset Managers | 8 companies | -0.67% |
| Security & Commodity Brokers, Dealers, Exchanges & Services | 10 companies | -1.56% |
| Commodity Contracts Brokers & Dealers | 1 company | -6.39% |
| Security Brokers, Dealers & Flotation Companies | 21 companies | -14.01% |
| Investment Advice | 32 companies | -17.09% |
Movers, 30 days
Strongest over 30 days
| Ticker | Company | Industry | 30 days |
|---|---|---|---|
| XP | XP Inc. | Brokers and Asset Managers | +50.20% |
| MTC | Mmtec, Inc. | Security Brokers, Dealers & Flotation Companies | +33.58% |
| VALU | Value Line Inc | Investment Advice | +15.49% |
| VINP | Vinci Compass Investments Ltd. | Brokers and Asset Managers | +11.17% |
| FRHC | Freedom Holding Corp. | Security Brokers, Dealers & Flotation Companies | +10.37% |
| TW | Tradeweb Markets Inc. | Security & Commodity Brokers, Dealers, Exchanges & Services | +6.32% |
| AMG | Affiliated Managers Group, Inc. | Investment Advice | +4.60% |
| PAX | Patria Investments Ltd | Brokers and Asset Managers | +4.42% |
| CBOE | Cboe Global Markets, Inc. | Security & Commodity Brokers, Dealers, Exchanges & Services | +3.21% |
| CME | CME Group Inc. | Security & Commodity Brokers, Dealers, Exchanges & Services | +2.63% |
Weakest over 30 days
| Ticker | Company | Industry | 30 days |
|---|---|---|---|
| RILY | BRC Group Holdings, Inc. | Investment Advice | -34.08% |
| GLXY | Galaxy Digital Inc. | Security Brokers, Dealers & Flotation Companies | -31.13% |
| PJT | PJT Partners Inc. | Investment Advice | -26.75% |
| OWL | Blue Owl Capital Inc. | Investment Advice | -24.24% |
| CG | Carlyle Group Inc. | Investment Advice | -22.91% |
| VRTS | Virtus Investment Partners, Inc. | Investment Advice | -22.31% |
| BX | Blackstone Inc. | Investment Advice | -20.69% |
| APAM | Artisan Partners Asset Management Inc. | Investment Advice | -20.39% |
| KKR | KKR & Co. Inc. | Investment Advice | -20.16% |
| MC | Moelis & Co | Investment Advice | -19.99% |
Movers, 1 day
Strongest over 1 day
| Ticker | Company | Industry | 1 day |
|---|---|---|---|
| MTC | Mmtec, Inc. | Security Brokers, Dealers & Flotation Companies | +9.67% |
| BLK | BlackRock Finance, Inc. | Brokers and Asset Managers | +4.38% |
| LAZ | Lazard, Inc. | Investment Advice | +4.33% |
| CNS | Cohen & Steers, Inc. | Investment Advice | +3.90% |
| VIRT | Virtu Financial, Inc. | Security Brokers, Dealers & Flotation Companies | +3.48% |
| STEP | StepStone Group Inc. | Investment Advice | +3.34% |
| NAVI | Navient Corp | Security Brokers, Dealers & Flotation Companies | +3.24% |
| APAM | Artisan Partners Asset Management Inc. | Investment Advice | +3.21% |
| IVZ | Invesco Ltd. | Investment Advice | +3.11% |
| VCTR | Victory Capital Holdings, Inc. | Investment Advice | +3.01% |
Weakest over 1 day
| Ticker | Company | Industry | 1 day |
|---|---|---|---|
| TOP | TOP Financial Group Ltd | Security & Commodity Brokers, Dealers, Exchanges & Services | -11.22% |
| SCHW | Schwab Charles Corp | Security Brokers, Dealers & Flotation Companies | -2.73% |
| XP | XP Inc. | Brokers and Asset Managers | -1.48% |
| APO | Apollo Global Management, Inc. | Investment Advice | -1.34% |
| OPY | Oppenheimer Holdings Inc | Security Brokers, Dealers & Flotation Companies | -0.83% |
| UROY | Uranium Royalty Corp. | Brokers and Asset Managers | -0.80% |
| NOAH | Noah Holdings Ltd | Brokers and Asset Managers | -0.14% |
| WHG | Westwood Holdings Group Inc | Investment Advice | -0.05% |
| SNEX | StoneX Group Inc. | Security & Commodity Brokers, Dealers, Exchanges & Services | -0.02% |
| SEIC | SEI Investments Co | Security Brokers, Dealers & Flotation Companies | 0.00% |
Covered companies
Members with a FundSpec stock page, by market capitalization:
| Ticker | Company | Last close | Day | 30 days |
|---|---|---|---|---|
| MS | Morgan Stanley | $182.10 | +0.33% | -16.14% |
| GS | Goldman Sachs Group Inc. | $891.28 | +1.43% | -14.13% |
| BLK | BlackRock Finance, Inc. | $1,120.78 | +4.38% | -0.48% |
| SCHW | Schwab Charles Corp. | $94.16 | -2.73% | -14.69% |
| IBKR | Interactive Brokers Group, Inc. | $86.03 | +2.25% | -7.44% |
| BX | Blackstone Inc. | $109.20 | +2.82% | -20.69% |
| CME | CME Group Inc. | $289.46 | +1.36% | +2.63% |
| HOOD | Robinhood Markets, Inc. | $103.99 | +2.88% | -16.62% |
| ICE | Intercontinental Exchange, Inc. | $158.41 | +2.13% | -3.75% |
| KKR | KKR & Co. Inc. | $87.63 | +2.37% | -20.16% |
| APO | Apollo Global Management, Inc. | $111.87 | -1.34% | -16.82% |
| NDAQ | Nasdaq, Inc. | $93.50 | +1.67% | -5.28% |
| AMP | Ameriprise Financial Inc. | $502.58 | +1.36% | -11.06% |
| ARES | Ares Management Corp. | $114.03 | +1.37% | -19.42% |
| CBOE | Cboe Global Markets, Inc. | $308.09 | +2.54% | +3.21% |
| RJF | Raymond James Financial Inc. | $157.37 | +0.08% | -13.10% |
| NMR | Nomura Holdings Inc. | $9.28 | +0.22% | -12.62% |
| TROW | Price T Rowe Group Inc. | $101.37 | +1.76% | -8.58% |
| BEN | Franklin Resources Inc. | $31.38 | +2.78% | -6.47% |
| IVZ | Invesco Ltd. | $28.80 | +3.11% | -11.95% |