Wealth & retirement
Manages, advises on or insures people's savings and retirement income: wealth managers, brokerages, asset managers, retirement plans and annuities.
Longer lives and growing savings mean more people need help investing and turning savings into retirement income. This theme covers wealth managers and advisers, brokerages, asset managers, retirement plans and annuities.
Companies
97
Core
51
With a moat
56%
Average quality
47
10 wide moat · 44 narrow moat · 43 no moat · Open in screener →
Core The theme describes the company's main business. Partial A meaningful part of the business, but not the main one.
Companies
| Company | Exposure | Industry | Moat | Quality | Market cap |
|---|---|---|---|---|---|
| MS MORGAN STANLEY | Core | Brokers & Investment Banks | Wide | 51 | $280.3B |
| BLK BlackRock, Inc. | Core | Asset & Wealth Managers | Wide | 62 | $182.7B |
| UBS UBS Group AG | Core | Large & International Banks | Narrow | 55 | $180.3B |
| SCHW SCHWAB CHARLES CORP | Core | Brokers & Investment Banks | Wide | 76 | $154.9B |
| APO Apollo Global Management, Inc. | Core | Asset & Wealth Managers | Narrow | 52 | $65.5B |
| AMP AMERIPRISE FINANCIAL INC | Core | Asset & Wealth Managers | Narrow | 75 | $42.4B |
| RJF RAYMOND JAMES FINANCIAL INC | Core | Brokers & Investment Banks | Narrow | 58 | $29.5B |
| LPLA LPL Financial Holdings Inc. | Core | Brokers & Investment Banks | Narrow | 36 | $24.9B |
| SF STIFEL FINANCIAL CORP | Core | Brokers & Investment Banks | None | 48 | $24.8B |
| PFG PRINCIPAL FINANCIAL GROUP INC | Core | Life & Health Insurance | Narrow | 47 | $23.2B |
| TROW PRICE T ROWE GROUP INC | Core | Asset & Wealth Managers | Narrow | 70 | $21.4B |
| BEN FRANKLIN RESOURCES INC | Core | Asset & Wealth Managers | None | 36 | $15.6B |
| CRBG Corebridge Financial, Inc. | Core | Life & Health Insurance | Narrow | 27 | $15.3B |
| EQH Equitable Holdings, Inc. | Core | Life & Health Insurance | Narrow | 18 | $14.5B |
| SEIC SEI INVESTMENTS CO | Core | Asset & Wealth Managers | Narrow | 62 | $12.6B |
| IVZ Invesco Ltd. | Core | Asset & Wealth Managers | None | 37 | $12.5B |
| BNT Brookfield Wealth Solutions Ltd. | Core | Life & Health Insurance | Narrow | 45 | $10.1B |
| AMG AFFILIATED MANAGERS GROUP, INC. | Core | Asset & Wealth Managers | Narrow | 63 | $10.0B |
| AEG AEGON LTD. | Core | Life & Health Insurance | Narrow | 39 | $9.9B |
| JXN Jackson Financial Inc. | Core | Life & Health Insurance | None | 29 | $8.7B |
| XP XP Inc. | Core | Brokers & Investment Banks | Narrow | 75 | $8.5B |
| VOYA Voya Financial, Inc. | Core | Life & Health Insurance | Narrow | 45 | $8.5B |
| SATA Strive, Inc. | Core | Health Care Technology | None | 11 | $8.3B |
| LNC LINCOLN NATIONAL CORP | Core | Life & Health Insurance | None | 21 | $7.5B |
| VCTR Victory Capital Holdings, Inc. | Core | Asset & Wealth Managers | Narrow | 63 | $6.6B |
| SII SPROTT INC. | Core | Consumer & Specialty Finance | None | 69 | $4.6B |
| FHI FEDERATED HERMES, INC. | Core | Asset & Wealth Managers | Narrow | 68 | $4.1B |
| CNS COHEN & STEERS, INC. | Core | Asset & Wealth Managers | Narrow | 58 | $3.5B |
| AAMI Acadian Asset Management Inc. | Core | Asset & Wealth Managers | None | 30 | $3.3B |
| WT WisdomTree, Inc. | Core | Asset & Wealth Managers | Narrow | 68 | $3.2B |
| AB ALLIANCEBERNSTEIN HOLDING L.P. | Core | Asset & Wealth Managers | Narrow | 71 | $3.2B |
| BHF Brighthouse Financial, Inc. | Core | Life & Health Insurance | None | 17 | $2.7B |
| APAM Artisan Partners Asset Management Inc. | Core | Asset & Wealth Managers | None | 60 | $2.6B |
| FG F&G Annuities & Life, Inc. | Core | Life & Health Insurance | None | 30 | $2.6B |
| WLTH WEALTHFRONT CORP | Core | Consumer & Specialty Finance | None | 31 | $1.6B |
| OPY OPPENHEIMER HOLDINGS INC | Core | Brokers & Investment Banks | None | 38 | $1.1B |
| VRTS VIRTUS INVESTMENT PARTNERS, INC. | Core | Asset & Wealth Managers | None | 35 | $780M |
| NOAH NOAH HOLDINGS LTD | Core | Asset & Wealth Managers | None | 55 | $474M |
| ALTI AlTi Global, Inc. | Core | Asset & Wealth Managers | None | 26 | $385M |
| HKHC Horizon Kinetics Holding Corp | Core | Household Durables & Leisure Products | None | 26 | $380M |
| MYFW First Western Financial Inc | Core | Regional Banks & Thrifts | None | 30 | $284M |
| MLCIL Mount Logan Capital Inc. | Core | Asset & Wealth Managers | None | 5 | $245M |
| WHG WESTWOOD HOLDINGS GROUP INC | Core | Asset & Wealth Managers | None | 34 | $167M |
| SAMG Silvercrest Asset Management Group Inc. | Core | Asset & Wealth Managers | None | 41 | $124M |
| MGLD Marygold Companies, Inc. | Core | Consumer & Specialty Finance | None | 18 | $84M |
| HNNA HENNESSY ADVISORS INC | Core | Asset & Wealth Managers | None | 53 | $82M |
| SIEB SIEBERT FINANCIAL CORP | Core | Brokers & Investment Banks | None | 30 | $78M |
| DOMH Dominari Holdings Inc. | Core | Brokers & Investment Banks | None | 22 | $46M |
| TOP TOP Financial Group Ltd | Core | Exchanges & Financial Data | None | 20 | $40M |
| GROW U S GLOBAL INVESTORS INC | Core | Asset & Wealth Managers | None | 27 | $28M |
| BCG Binah Capital Group, Inc. | Core | Consumer & Specialty Finance | None | 27 | $17M |
| JPM JPMORGAN CHASE & CO | Partial | Large & International Banks | Wide | 61 | $886.6B |
| BAC BANK OF AMERICA CORP /DE/ | Partial | Large & International Banks | Wide | 47 | $352.4B |
| RY ROYAL BANK OF CANADA | Partial | Large & International Banks | Wide | 77 | $295.3B |
| GS GOLDMAN SACHS GROUP INC | Partial | Brokers & Investment Banks | Narrow | 45 | $255.0B |
| WFC WELLS FARGO & COMPANY/MN | Partial | Large & International Banks | Wide | 48 | $247.4B |
| C CITIGROUP INC | Partial | Large & International Banks | Narrow | 32 | $212.9B |
| TD TORONTO DOMINION BANK | Partial | Large & International Banks | Wide | 62 | $204.6B |
| BMO BANK OF MONTREAL /CAN/ | Partial | Large & International Banks | Narrow | 61 | $129.0B |
| CM CANADIAN IMPERIAL BANK OF COMMERCE /CAN/ | Partial | Large & International Banks | Narrow | 68 | $110.6B |
| BNS BANK OF NOVA SCOTIA | Partial | Large & International Banks | Narrow | 50 | $109.5B |
| BNY Bank of New York Mellon Corp | Partial | Large & International Banks | Wide | 70 | $96.6B |
| DB DEUTSCHE BANK AKTIENGESELLSCHAFT | Partial | Large & International Banks | Narrow | 48 | $72.8B |
| NWG NatWest Group plc | Partial | Large & International Banks | Narrow | 57 | $68.3B |
| MFC MANULIFE FINANCIAL CORP | Partial | Life & Health Insurance | Narrow | 60 | $65.5B |
| MET METLIFE INC | Partial | Life & Health Insurance | Narrow | 53 | $63.3B |
| STT STATE STREET CORP | Partial | Large & International Banks | Narrow | 65 | $45.4B |
| SLF SUN LIFE FINANCIAL INC | Partial | Life & Health Insurance | Narrow | 48 | $41.1B |
| PRU PRUDENTIAL FINANCIAL INC | Partial | Life & Health Insurance | Narrow | 47 | $39.2B |
| MTB M&T BANK CORP | Partial | Regional Banks & Thrifts | Narrow | 54 | $30.9B |
| NTRS NORTHERN TRUST CORP | Partial | Large & International Banks | Narrow | 67 | $30.1B |
| NMR NOMURA HOLDINGS INC | Partial | Brokers & Investment Banks | Narrow | 27 | $28.5B |
| FRHC Freedom Holding Corp. | Partial | Brokers & Investment Banks | Narrow | 49 | $11.1B |
| FNF Fidelity National Financial, Inc. | Partial | Property & Casualty Insurance | Narrow | 46 | $10.7B |
| JEF Jefferies Financial Group Inc. | Partial | Brokers & Investment Banks | None | 24 | $10.0B |
| CFR CULLEN/FROST BANKERS, INC. | Partial | Regional Banks & Thrifts | Narrow | 61 | $9.5B |
| PRI Primerica, Inc. | Partial | Life & Health Insurance | Narrow | 72 | $8.6B |
| CBC Central Bancompany, Inc. | Partial | Regional Banks & Thrifts | Narrow | 44 | $7.8B |
| MORN Morningstar, Inc. | Partial | Exchanges & Financial Data | Wide | 69 | $7.7B |
| BOKF BOK FINANCIAL CORP | Partial | Regional Banks & Thrifts | Narrow | 56 | $7.5B |
| IFS Intercorp Financial Services Inc. | Partial | Regional Banks & Thrifts | None | 43 | $6.0B |
| RITM Rithm Capital Corp. | Partial | Mortgage REITs | None | 18 | $4.7B |
| LAZ Lazard, Inc. | Partial | Asset & Wealth Managers | Narrow | 43 | $3.9B |
| WSFS WSFS FINANCIAL CORP | Partial | Regional Banks & Thrifts | Narrow | 53 | $3.9B |
| CBU COMMUNITY FINANCIAL SYSTEM, INC. | Partial | Regional Banks & Thrifts | None | 62 | $3.1B |
| BUSE FIRST BUSEY CORP /NV/ | Partial | Regional Banks & Thrifts | None | 52 | $2.4B |
| SYBT Stock Yards Bancorp, Inc. | Partial | Regional Banks & Thrifts | Narrow | 57 | $2.4B |
| HMN HORACE MANN EDUCATORS CORP /DE/ | Partial | Property & Casualty Insurance | None | 43 | $1.9B |
| TMP TOMPKINS FINANCIAL CORP | Partial | Regional Banks & Thrifts | None | 57 | $1.4B |
| SUPV Grupo Supervielle S.A. | Partial | Regional Banks & Thrifts | None | 38 | $1.2B |
| UVSP UNIVEST FINANCIAL Corp | Partial | Regional Banks & Thrifts | None | 58 | $1.1B |
| ALRS ALERUS FINANCIAL CORP | Partial | Regional Banks & Thrifts | None | 47 | $777M |
| PGC PEAPACK GLADSTONE FINANCIAL CORP | Partial | Regional Banks & Thrifts | None | 44 | $760M |
| WASH WASHINGTON TRUST BANCORP INC | Partial | Regional Banks & Thrifts | None | 54 | $698M |
| MRBK Meridian Corp | Partial | Regional Banks & Thrifts | None | 51 | $220M |
| RILY BRC Group Holdings, Inc. | Partial | Asset & Wealth Managers | None | 20 | $179M |
| PLUT Plutus Financial Group Ltd | Partial | Exchanges & Financial Data | None | 14 | $40M |
97 companies.
Price versus fair value for every company is in the screener.