Asset Management Stock List
Use the PortfoliosLab Stock Screener to filter stocks by sector, industry, performance, valuation, and advanced risk metrics such as volatility, Sharpe ratio, and maximum drawdown.
Compare stocks side-by-side, review key fundamentals in one table, and add them directly to your portfolio for optimization.
Industry is Asset Management
Symbol | Full Name | Sector | Industry | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| John Hancock Investors Trust | Financial Services | Asset Management | -3.61% | 6.30% | 9.62% | 49 | ||||||||
| John Hancock Income Securities Trust | Financial Services | Asset Management | -4.98% | 2.94% | 5.52% | 43 | ||||||||
| Jio Financial Services Limited | Financial Services | Asset Management | -22.20% | — | 0.22% | 36 | ||||||||
| JPEL Private Equity Ltd | Financial Services | Asset Management | 4.98% | 3.25% | 0.00% | 95 | ||||||||
| Nuveen Real Asset Income and Growth Fund | Financial Services | Asset Management | -3.85% | 7.57% | 12.63% | 57 | ||||||||
| Nuveen Real Estate Income Fund | Financial Services | Asset Management | 2.24% | 5.11% | 8.88% | 38 | ||||||||
| JTC plc | Financial Services | Asset Management | 1.56% | — | 1.02% | 85 | ||||||||
| Jupiter Fund Management plc | Financial Services | Asset Management | 5.30% | -2.22% | 2.57% | 98 | ||||||||
| Jackson Financial Inc. | Financial Services | Asset Management | -1.92% | — | 3.18% | 62 | ||||||||
| KKR & Co. Inc. | Financial Services | Asset Management | -28.31% | 22.79% | 0.81% | 19 | ||||||||
| DWS Municipal Income Trust | Financial Services | Asset Management | 1.13% | 1.13% | 8.49% | 51 | ||||||||
| Life & Banc Split Corp. | Financial Services | Asset Management | -1.64% | 19.15% | 9.98% | 95 | ||||||||
| London City Equities Limited | Financial Services | Asset Management | 0.00% | 17.13% | 2.94% | 41 | ||||||||
| Brompton Lifeco Split Corp. | Financial Services | Asset Management | -4.07% | 21.85% | 9.14% | 71 | ||||||||
| BNY Mellon Strategic Municipals, Inc. | Financial Services | Asset Management | -1.05% | 1.22% | 4.41% | 51 | ||||||||
| Canadian Life Companies Split Corp. | Financial Services | Asset Management | -1.95% | 18.03% | 17.34% | 78 | ||||||||
| Legal & General Group plc | Financial Services | Asset Management | -2.63% | 8.44% | 8.42% | 60 | ||||||||
| Legal & General Group Plc | Financial Services | Asset Management | -4.52% | 8.26% | 8.29% | 58 | ||||||||
| Chicago Atlantic BDC, Inc | Financial Services | Asset Management | -4.02% | — | 14.23% | 34 | ||||||||
| Liontrust Asset Management | Financial Services | Asset Management | -5.46% | 6.69% | 22.71% | 21 |