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Wealth Management Stocks

Directory > Financials > Investments & Brokers > Wealth Management

Symbol Company Name PE Ratio PE Revenue
AB Unit Ltd Partnership Interests/AllianceBernstein Holding LP 13 $422.52M
ABSOF ABS-CBN Holdings Corp 0 $2.51M
AGFMF Non Vtg Cl B Com/AGF Management Ltd 8 $748.07M
AINDF Amundi Index Solutions SICAV 0 $0
AISFF Fltg Rate USD Corp UCITS ETF USD C/Amundi Index Solutions SICAV 0 $0
ALTI Cl A/AlTi Global Inc 0 $344.84M
AMG Affiliated Managers Group Inc. 13 $2.63B
AMLTF Ord/AMP Ltd. 0 $171.00M
AMP Ameriprise Financial Inc 13 $23.41B
AMSPF Amundi Index Solutions SICAV 0 $0
ANDXF Amundi Index Solutions SICAV 0 $0
APAM Cl A/Artisan Partners Asset Management Inc 9 $1.53B
APNLF APN Property Group Ltd 0 $0
AREMP Ares Management Corp 0 $0
ARES Com Cl A/Ares Management Corp 0 $7.11B
ARESP Mandotory Pfd Conv Ser B 6.75%/Ares Management Corp 0 $7.11B
AURE Aurelion Inc 0 $0
BCG Cl A Com/Binah Capital Group Inc 0 $210.41M
BCGWW Wt Exp/Binah Capital Group Inc 0 $210.41M
BDNHF Brewin Dolphin Holdings Plc (United Kingdom) 0 $303.90M
BEN Franklin Resources Inc 25 $11.17B
BKFG BKF Capital Group Inc 0 $300,000
BKFGD BKF Capital Group Inc -26 $0
BKISF US Mortgage backed Securities UCITS ETF/iShares IV PLC 0 $-6,754,840,000
BLEVF Beleave Inc 0 $1.92M
BLKIF iShares IV PLC 0 $872.77M
BLKXF iShares IV PLC 0 $-6,754,840,000
BVC BitVentures Ltd 0 $0
BX Blackstone Inc 34 $18.81B
CEVIF Ord/China Everbright Ltd. 0 $302.54M
CEVIY ADR/China Everbright Ltd. 0 $302.54M
CG Carlyle Group Inc (The) 24 $6.68B
CGABL 4.625% Sub Notes 05/15/2061/Carlyle Group Inc (The) 0 $6.68B
CHNYF iShares IV PLC 0 $-6,754,840,000
CLIUF Ord/City of London Investment Group PLC 0 $0
CLVIF Castle Alternative Invest Ltd. 0 $0
CNECF Centuria Capital Group 0 $0
CNS Cohen & Steers Inc 23 $699.92M
COFUF Coronation Fund Managers Ltd 0 $0
CPTFF S&P 500 Equal Weight UCITS ETF 1C/Xtrackers (IE) plc 0 $-1,277,645,557
CSHR CoinShares PLC 0 $0
CSHRW CoinShares PLC 0 $0
CVCCF CVC Capital Partners Plc 0 $0
CWD Cl A/CaliberCos Inc 0 $24.22M
DDEJF Cl A Sub Voting Shs/Dundee Corp 1 $7.69M
DGLDF VelocityShares Exchange Traded Nts 3X Inverse Gold ETN S&P GSCI Gold Index Excess Return H 10/17/2031/Credit Suisse Nassau Branch 0 $0
DLTXF DLTx ASA 0 $0
DSLVF Credit Suisse AG Nassau Branch 0 $0
ECVTF Economic Investment Trust Limited 4 $276.85M
EMSQF Edge MSCI USA Multifactor UCITS ETF/iShares IV PLC 0 $-6,754,840,000
EMSWF iShares IV PLC 0 $0
ERCTF SSGA SPDR ETFs Europe II PLC 0 $0
FAHYF iShares IV PLC 0 $-6,754,840,000
FFTTF Ord/Fatfish Group Ltd 0 $659,120
FHI Cl B/Federated Hermes Inc 11 $2.28B
FII Cl B/Federated Hermes Inc 15 $1.62B
FNNCF Cl A Shs 2020/Financial 15 Split Corp 0 $294.02M
FRRPF Cl A/Fiera Capital Corp 17 $844.04M
FUZAF Aoyama Zaisan Networks Co Ltd 0 $0
GCADF Guardian Capital Group Ltd 0 $315.68M
GLAE GlassBridge Enterprises Inc 0 $100,000
GLAED GlassBridge Enterprises Inc 0 $200,000
GROW Cl A Com/US Global Investors Inc 0 $11.33M
GULRY ADR/Guoco Group Ltd. 0 $3.11B
HFAHF Navigator Global Investments Ltd 0 $0
HLI Cl A/Houlihan Lokey Inc 25 $3.37B
HNNA Hennessy Advisors Inc 9 $42.47M
HNNAZ 4.875% Sr Nt 10/13/2026/Hennessy Advisors Inc 0 $42.47M
HPH ADS/Highest Performances Holdings Inc 0 $1.19B
HWGHF Kingswood Holdings Ltd 0 $0
HYW ADS/Hywin Holdings Ltd 0 $2.09B
IAACF Accum Ptg Shs ETF USD/iShares IV PLC 0 $872.77M
ICHDF iShares IV PLC 0 $0
ICNGF iShares IV PLC 0 $0
IDEA Cl A/Invent Ventures Inc 0 $307,605
IEDGF iShares IV PLC 0 $0
IEMMF iShares IV PLC 0 $-6,754,840,000
IEMWF iShares IV PLC 0 $0
IGBSF Ishares MSCI Semiconductors UCITS ETF USD/iShares IV PLC 0 $-6,754,840,000
IGIFF IGM Financial Inc 16 $4.84B
IIVPF iShares Automation & Robotics UCITS/iShares IV PLC 0 $-6,754,840,000
IMBXF US MBS UCITS ETF USD/iShares IV PLC 0 $-6,754,840,000
IMWEF iShares IV PLC 0 $-6,754,840,000
IOOFF Ord/IOOF Holdings Ltd 0 $0
IOOFY ADR (Sponsored)/IOOF Holdings Ltd 0 $0
IPXAF Impax Asset Management Group PLC 0 $141.87M
IRSIF Fallen Angels High Yield Corp Bond UCITS ETF (USD Acc)/iShares IV PLC 0 $-6,754,840,000
ISDDF Short Duration High Yield Corp Bd UCITS ETF/iShares IV PLC 0 $-6,754,840,000
ISELF Electric Vehicles And Driving Technology UCITS ETF USD Acc/iShares IV PLC 0 $-6,754,840,000
ISHBF iShares Treasury Bd 20+ Yr UCITS ETF USD ACC/iShares IV PLC 0 $-6,754,840,000
ISHDF iShares IV PLC 0 $-6,754,840,000
ISHFF Shs ETF USD/iShares IV PLC 0 $-6,754,840,000
ISMMF iShares IV PLC 0 $0
ISMVF iShares IV PLC 0 $872.77M
ISQWF MSCI World Quality Factor UCITS ETF USD/iShares IV PLC 0 $-6,754,840,000
ISRIF PTG SHS EXCHANGE TRADED FUND USD/ISHARES IV PLC 0 $-6,754,840,000
ISUDF Ultrashort Bd UCITS ETF USD ACC/iShares IV PLC 0 $-6,754,840,000
ISUUF USD Ultrashort Bd UCITS ETF/iShares IV PLC 0 $-6,754,840,000
ISVBF MSCI China UCITS ETF USD Acc/iShares IV PLC 0 $-6,754,840,000
ISVQF Short Duration Corp Bd UCITS ETF USD ACC/iShares IV PLC 0 $-6,754,840,000
ISVTF iShares IV PLC 0 $-6,754,840,000
ISVUF Edge MSCI USA Value Factor UCITS ETF/iShares IV PLC 0 $-6,754,840,000
ISVXF China CNY Bond UCITS ETF USD Acc/iShares IV PLC 0 $12.30B
ISXVF iShares IV PLC 0 $872.77M
ISZZF Sustainable MSCI USA SRI UCITS ETF/iShares IV PLC 0 $-6,754,840,000
IUAGF iShares IV PLC 0 $0
IUQFF Edge MSCI USA Quality Factor UCITS ETF USD Acc/iShares IV PLC 0 $-6,754,840,000
IUSZF Edge MSCI USA Size Factor UCITS ETF USD Acc/iShares IV PLC 0 $-6,754,840,000
IUVDF iShares Edge MSCI USA Value Factor UCITS ETF USD Dist/iShares IV PLC 0 $12.30B
IUVEF iShares IV PLC 0 $0
IVBUF Nasdaq US Biotech UCITS ETF USD Acc/iShares IV PLC 0 $-6,754,840,000
IVVVF iShares IV PLC 0 $-6,754,840,000
IVZ Ord/Invesco Ltd 0 $8.07B
IWVUF iShares IV PLC 0 $0
IXSCF iShares IV PLC 0 $0
IXSRF iShares IV PLC 0 $-6,754,840,000
JFU Sponsored ADR (New)/9F Inc 0 $2.61B
JTCPF Ord GBP 0.01/JTC PLC 0 $305.38M
KBDC Kayne Anderson BDC Inc 9 $297.72M
MAAS Maase Inc 0 $781.22M
MDLM Cl A (New)/Medley Management Inc 0 $41.73M
MDLY Cl A Com/Medley Management Inc 0 $41.73M
MDLYQ Medley Management Inc 0 $0
MEIEF iShares IV PLC 0 $0
MGR 5.875% Jr Sub Nts 03/30/2059/Affiliated Managers Group Inc. 0 $2.63B
MGRB 4.750% Jr Sub Nts 09/30/2060/Affiliated Managers Group Inc. 0 $2.63B
MGRD 4.200% Jr Sub Nts 09/30/2061/Affiliated Managers Group Inc. 0 $2.63B
MGRE 6.750% Junior Subordinated Notes due 2064/Affiliated Managers Group Inc. 0 $2.63B
MLHC M Line Holdings Inc 0 $3.10M
MNGPF Ord USD 0.0342857/Man Group PLC (Jersey) 0 $1.41B
NAJSF North Atlantic Smaller Companies Investment Trust PLC 0 $0
NCDL Nuveen Churchill Direct Lending Corp 8 $266.01M
NINTF Ninety One PLC 0 $700.00M
NOAH ADS (Sponsored)/Noah Holdings Ltd 39 $2.51B
OAK_PA 6.625% Series A Preferred Units/Brookfield Oaktree Holdings LLC 0 $745.75M
OAK_PB 6.550% Series B Preferred Units/Brookfield Oaktree Holdings LLC 0 $745.75M
OMHLF OM Holdings, Ltd. 0 $654.27M
OTF Blue Owl Technology Finance Corp 0 $0
PASMF Premier Miton Group plc 0 $0
PHCF Ord/Puhui Wealth Investment Management Co Ltd 0 $2.03M
PHCFF Puhui Wealth Investment Management Co Ltd 0 $0
PNPFD Pinetree Capital Ltd 4 $8.52M
PNPFF Com No Par/Pinetree Capital Ltd 9 $11.70M
PTMGF L1 Group Ltd 0 $0
PUYI ADR/Puyi Inc 0 $188.74M
PWCDF Power Corp. of Canada 0 $35.07B
PWM Cl A Ord/Prestige Wealth Inc 0 $0
RMAND Right Season Investment Corp 0 $0
RMANF Right Season Investment Corp 0 $0
RMGOF Remgro Ltd (South Africa) 0 $56.97B
RTBBF Rathbones Group Plc 0 $316.19M
SAMG Cl A/Silvercrest Asset Management Group Inc 24 $157.28M
SDCLF SDCL Energy Efficiency Income Trust PLC 0 $81.20M
SDPMV Sound Point Meridian Capital Inc 0 $0
SDUSF iShares IV PLC 0 $0
SGASF SSGA SPDR ETFs Europe II PLC 0 $0
SHGI Sparx Holdings Group Inc 0 $215
SII Sprott Inc 51 $396.52M
SMWCF SSGA SPDR ETFs Europe II PLC 0 $3.93B
SMWFF SPDR MSCI World Energy UCITS ETF/SSGA SPDR ETFs Europe II PLC 0 $3.93B
SPDRF SSGA SPDR ETFs Europe II PLC 0 $0
SPMA Pfd Shs/Sound Point Meridian Capital Inc 0 $0
SPMC Sound Point Meridian Capital Inc 0 $0
SPMCP Pfd Shs/Sound Point Meridian Capital Inc 0 $0
SPME Pfd Shs 8.5%/Sound Point Meridian Capital Inc 0 $0
SPOXD Sprott Inc 89 $123.20M
SPWUF SPDR MSCI World Utilities UCITS ETF/SSGA SPDR ETFs Europe II PLC 0 $3.93B
SRXIF iShares IV PLC 0 $0
SSCDF SSGA SPDR ETFs Europe II PLC 0 $3.93B
SSEHF S&P Health Care Sel Sec USD UCITS/SSGA SPDR ETFs Europe II PLC 0 $3.93B
SSEUF Russell 2000 US Small Cap UCITS USD/SSGA SPDR ETFs Europe II PLC 0 $3.93B
SSEXF SPDR S&P US Communication Services Select Sector UCITS ETF USC Acc/SSGA SPDR ETFs Europe II PLC 0 $3.93B
SSGEF SSGA SPDR ETFs Europe II PLC 0 $3.93B
SSGFF SSGA SPDR ETFs Europe II PLC 0 $0
SSGMF SSGA SPDR ETFs Europe II PLC 0 $0
SSGUF SSGA SPDR ETFs Europe II PLC 0 $3.93B
SSGWF SSGA SPDR ETFs Europe II PLC 0 $3.93B
SSGXF S&P US Industrials Sel Sec USD UCITS/SSGA SPDR ETFs Europe II PLC 0 $3.93B
SSHXF SSGA SPDR ETFs Europe II PLC 0 $0
SSSEF S&P US Financials Sel Sec USD UCITS/SSGA SPDR ETFs Europe II PLC 0 $3.93B
SSSXF SSGA SPDR ETFs Europe II PLC 0 $0
STEC ADS/Santech Holdings Ltd 0 $0
STEP Cl A/StepStone Group Inc 0 $2.37B
STJPF Ord/St James's Place PLC 0 $30.16B
STRFF Star Royalties Ltd 0 $481,431
SUJAF iShares IV PLC 0 $0
SUSMF iShares IV PLC 0 $0
SUSTF SSGA SPDR ETFs Europe II PLC 0 $3.93B
SWOOF SPDR MSCI World Health Care UCITS ETF/SSGA SPDR ETFs Europe II PLC 0 $3.93B
SXLBF SSGA SPDR ETFs Europe II PLC 0 $3.93B
THRGF SSGA SPDR ETFs Europe II PLC 0 $-1,305,440,745
TPGXL Jr Sub Nt/TPG Operating Group II, L.P. 0 $0
TSRUF Pacific Current Group Ltd 0 $41.48M
TXMIF Xtrackers (IE) plc 0 $0
UEMTF Utilico Emerging Markets Trust plc 0 $0
UGLDF VelocityShares Exchange Traded Nts 3X Long Gold ETN Lkd To S&P GSCI Gold Index ER 10/14/2031/Credit Suisse Nassau Branch 0 $0
USLVF VelocityShares Exchange Traded Nts 3X Long Silver ETN Lkd To S&P GSCI Silver Index ER 10/14/2031/Credit Suisse Nassau Branch 0 $0
USUTF SSGA SPDR ETFs Europe II PLC 0 $0
VLNVF Van Lanschot N.V. 0 $0
VPGLF Value Partners Group Limited 0 $466.81M
WHG Westwood Holdings Group, Inc. 21 $124.86M
WLTH Wealthfront Corp 0 $0
WNAVF WealthNavi Inc 0 $0
WTTHF SSGA SPDR ETFs Europe II PLC 0 $-1,305,440,745
XAIXF Xtrackers Artificial Intelligence And Big Data/Xtrackers (IE) plc 0 $-1,277,645,557
XDEVF Xtrackers (IE) plc 0 $0
XDWFF Xtrackers (IE) plc 0 $0
XDWHF Xtrackers (IE) plc 0 $0
XMMEF Xtrackers (IE) plc 0 $0
XMWUF Xtrackers (IE) plc 0 $0
XNAQF Xtrackers (IE) plc 0 $0
XNDA SUPA Consolidated Inc 0 $0
XRSMF Xtrackers (IE) plc 0 $0
XTRIF MSCI USA UCITS ETF 1C/Xtrackers (IE) plc 0 $-1,277,645,557
XTRKF DB X Tr Russell 2000 UCITS ETF DR1C US/Xtrackers (IE) plc 0 $-1,277,645,557
XTTXF Xtrackers (IE) plc 0 $-1,277,645,557
XUFNF Xtrackers (IE) plc 0 $0
ZIVZF Credit Suisse Nassau Branch 0 $0
ZPRVF SSGA SPDR ETFs Europe II PLC 0 $3.93B

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