Brokers and Asset Managers sector: performance, industries and movers
Updated 30 October 2026, 21:45 ET
The Brokers and Asset Managers sector covers 72 companies in FundSpec's universe. Its average member is up 1.2% over one day, down 2.6% over 30 days and up 10.2% over one year. Figures as of the close on 29 October 2026.
Performance by horizon
1 day+1.16%
5 days+0.99%
30 days-2.58%
180 days+1.80%
1 year+10.25%
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 |
|---|---|---|
| Security & Commodity Brokers, Dealers, Exchanges & Services | 10 companies | +8.11% |
| Brokers and Asset Managers | 8 companies | +5.51% |
| Investment Advice | 32 companies | -1.74% |
| Commodity Contracts Brokers & Dealers | 1 company | -5.66% |
| Security Brokers, Dealers & Flotation Companies | 21 companies | -7.56% |
Movers, 30 days
Strongest over 30 days
| Ticker | Company | Industry | 30 days |
|---|---|---|---|
| CBOE | Cboe Global Markets, Inc. | Security & Commodity Brokers, Dealers, Exchanges & Services | +17.84% |
| TW | Tradeweb Markets Inc. | Security & Commodity Brokers, Dealers, Exchanges & Services | +16.48% |
| NDAQ | Nasdaq, Inc. | Security & Commodity Brokers, Dealers, Exchanges & Services | +15.65% |
| EVR | Evercore Inc. | Investment Advice | +13.32% |
| AMG | Affiliated Managers Group, Inc. | Investment Advice | +13.30% |
| BLK | BlackRock Finance, Inc. | Brokers and Asset Managers | +11.60% |
| FRHC | Freedom Holding Corp. | Security Brokers, Dealers & Flotation Companies | +11.51% |
| MORN | Morningstar, Inc. | Investment Advice | +9.71% |
| LAZ | Lazard, Inc. | Investment Advice | +9.65% |
| CME | CME Group Inc. | Security & Commodity Brokers, Dealers, Exchanges & Services | +9.32% |
Weakest over 30 days
| Ticker | Company | Industry | 30 days |
|---|---|---|---|
| RILY | BRC Group Holdings, Inc. | Investment Advice | -26.58% |
| XP | XP Inc. | Brokers and Asset Managers | -25.46% |
| MTC | Mmtec, Inc. | Security Brokers, Dealers & Flotation Companies | -23.32% |
| UROY | Uranium Royalty Corp. | Brokers and Asset Managers | -22.54% |
| GLXY | Galaxy Digital Inc. | Security Brokers, Dealers & Flotation Companies | -18.63% |
| SNEX | StoneX Group Inc. | Security & Commodity Brokers, Dealers, Exchanges & Services | -16.95% |
| HOOD | Robinhood Markets, Inc. | Security Brokers, Dealers & Flotation Companies | -16.59% |
| LPLA | LPL Financial Holdings Inc. | Security & Commodity Brokers, Dealers, Exchanges & Services | -15.28% |
| NOAH | Noah Holdings Ltd | Brokers and Asset Managers | -14.94% |
| SCHW | Schwab Charles Corp | Security Brokers, Dealers & Flotation Companies | -14.49% |
Movers, 1 day
Strongest over 1 day
| Ticker | Company | Industry | 1 day |
|---|---|---|---|
| NAVI | Navient Corp | Security Brokers, Dealers & Flotation Companies | +11.55% |
| OWL | Blue Owl Capital Inc. | Investment Advice | +7.65% |
| TPG | TPG Inc. | Investment Advice | +7.51% |
| APAM | Artisan Partners Asset Management Inc. | Investment Advice | +4.78% |
| FRHC | Freedom Holding Corp. | Security Brokers, Dealers & Flotation Companies | +4.63% |
| ICE | Intercontinental Exchange, Inc. | Security & Commodity Brokers, Dealers, Exchanges & Services | +4.54% |
| APO | Apollo Global Management, Inc. | Investment Advice | +4.50% |
| RILY | BRC Group Holdings, Inc. | Investment Advice | +4.49% |
| JAN | Janus Living, Inc. | Commodity Contracts Brokers & Dealers | +4.20% |
| CNS | Cohen & Steers, Inc. | Investment Advice | +4.08% |
Weakest over 1 day
| Ticker | Company | Industry | 1 day |
|---|---|---|---|
| TOP | TOP Financial Group Ltd | Security & Commodity Brokers, Dealers, Exchanges & Services | -8.38% |
| XP | XP Inc. | Brokers and Asset Managers | -6.46% |
| GLXY | Galaxy Digital Inc. | Security Brokers, Dealers & Flotation Companies | -5.03% |
| MTC | Mmtec, Inc. | Security Brokers, Dealers & Flotation Companies | -4.91% |
| UROY | Uranium Royalty Corp. | Brokers and Asset Managers | -2.80% |
| VIRT | Virtu Financial, Inc. | Security Brokers, Dealers & Flotation Companies | -2.22% |
| IBKR | Interactive Brokers Group, Inc. | Security Brokers, Dealers & Flotation Companies | -2.12% |
| SNEX | StoneX Group Inc. | Security & Commodity Brokers, Dealers, Exchanges & Services | -2.00% |
| CBOE | Cboe Global Markets, Inc. | Security & Commodity Brokers, Dealers, Exchanges & Services | -1.93% |
| TIGR | UP Fintech Holding Ltd | Security Brokers, Dealers & Flotation Companies | -0.97% |
Covered companies
Members with a FundSpec stock page, by market capitalization:
| Ticker | Company | Last close | Day | 30 days |
|---|---|---|---|---|
| MS | Morgan Stanley | $184.30 | -3.00% | -6.64% |
| GS | Goldman Sachs Group Inc. | $894.55 | -3.58% | -2.50% |
| BLK | BlackRock Finance, Inc. | $1,147.54 | -2.44% | +11.60% |
| SCHW | Schwab Charles Corp. | $88.05 | -1.59% | -14.49% |
| BX | Blackstone Inc. | $118.51 | -1.73% | -3.84% |
| IBKR | Interactive Brokers Group, Inc. | $76.90 | -5.96% | -7.48% |
| CME | CME Group Inc. | $303.14 | +2.27% | +9.32% |
| ICE | Intercontinental Exchange, Inc. | $168.85 | +3.56% | +6.35% |
| KKR | KKR & Co. Inc. | $94.39 | -1.49% | -2.41% |
| HOOD | Robinhood Markets, Inc. | $84.99 | -7.21% | -16.59% |
| APO | Apollo Global Management, Inc. | $115.84 | -2.29% | -5.90% |
| NDAQ | Nasdaq, Inc. | $106.23 | +0.60% | +15.65% |
| AMP | Ameriprise Financial Inc. | $490.83 | -1.42% | -8.76% |
| ARES | Ares Management Corp. | $128.15 | +0.53% | +1.72% |
| CBOE | Cboe Global Markets, Inc. | $335.53 | +6.77% | +17.84% |
| RJF | Raymond James Financial Inc. | $157.22 | -2.52% | -1.51% |
| TROW | Price T Rowe Group Inc. | $103.90 | -2.56% | +3.69% |
| BEN | Franklin Resources Inc. | $31.64 | -2.16% | -2.21% |
| IVZ | Invesco Ltd. | $27.76 | -4.34% | -3.97% |