Brokers and Asset Managers sector: performance, industries and movers
Updated 8 October 2026, 21:45 ET
The Brokers and Asset Managers sector covers 72 companies in FundSpec's universe. Its average member is down 1.2% over one day, down 11.2% over 30 days and up 11.3% over one year. Figures as of the close on 7 October 2026.
Performance by horizon
1 day-1.17%
5 days+0.22%
30 days-11.17%
180 days-7.59%
1 year+11.33%
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 | -5.92% |
| Brokers and Asset Managers | 8 companies | -5.94% |
| Security Brokers, Dealers & Flotation Companies | 21 companies | -11.01% |
| Commodity Contracts Brokers & Dealers | 1 company | -12.37% |
| Investment Advice | 32 companies | -16.25% |
Movers, 30 days
Strongest over 30 days
| Ticker | Company | Industry | 30 days |
|---|---|---|---|
| XP | XP Inc. | Brokers and Asset Managers | +65.81% |
| MTC | Mmtec, Inc. | Security Brokers, Dealers & Flotation Companies | +30.29% |
| VALU | Value Line Inc | Investment Advice | +15.91% |
| VINP | Vinci Compass Investments Ltd. | Brokers and Asset Managers | +14.83% |
| TOP | TOP Financial Group Ltd | Security & Commodity Brokers, Dealers, Exchanges & Services | +4.20% |
| FRHC | Freedom Holding Corp. | Security Brokers, Dealers & Flotation Companies | +2.58% |
| OPY | Oppenheimer Holdings Inc | Security Brokers, Dealers & Flotation Companies | +2.03% |
| AMG | Affiliated Managers Group, Inc. | Investment Advice | +1.75% |
| MKTX | MarketAxess Holdings Inc | Security Brokers, Dealers & Flotation Companies | +1.02% |
| HOOD | Robinhood Markets, Inc. | Security Brokers, Dealers & Flotation Companies | +0.89% |
Weakest over 30 days
| Ticker | Company | Industry | 30 days |
|---|---|---|---|
| RILY | BRC Group Holdings, Inc. | Investment Advice | -29.62% |
| CG | Carlyle Group Inc. | Investment Advice | -22.84% |
| OWL | Blue Owl Capital Inc. | Investment Advice | -22.80% |
| APAM | Artisan Partners Asset Management Inc. | Investment Advice | -22.47% |
| BX | Blackstone Inc. | Investment Advice | -21.91% |
| VRTS | Virtus Investment Partners, Inc. | Investment Advice | -21.73% |
| PJT | PJT Partners Inc. | Investment Advice | -21.26% |
| HLNE | Hamilton Lane INC | Investment Advice | -19.07% |
| TIGR | UP Fintech Holding Ltd | Security Brokers, Dealers & Flotation Companies | -18.68% |
| ARES | Ares Management Corp | Investment Advice | -18.47% |
Movers, 1 day
Strongest over 1 day
| Ticker | Company | Industry | 1 day |
|---|---|---|---|
| VALU | Value Line Inc | Investment Advice | +8.39% |
| MORN | Morningstar, Inc. | Investment Advice | +2.53% |
| TOP | TOP Financial Group Ltd | Security & Commodity Brokers, Dealers, Exchanges & Services | +2.24% |
| WHG | Westwood Holdings Group Inc | Investment Advice | +1.26% |
| NAVI | Navient Corp | Security Brokers, Dealers & Flotation Companies | +1.23% |
| CBOE | Cboe Global Markets, Inc. | Security & Commodity Brokers, Dealers, Exchanges & Services | +1.21% |
| VINP | Vinci Compass Investments Ltd. | Brokers and Asset Managers | +0.84% |
| FRHC | Freedom Holding Corp. | Security Brokers, Dealers & Flotation Companies | +0.51% |
| TROW | Price T Rowe Group Inc | Investment Advice | +0.45% |
| OWL | Blue Owl Capital Inc. | Investment Advice | +0.44% |
Weakest over 1 day
| Ticker | Company | Industry | 1 day |
|---|---|---|---|
| SNEX | StoneX Group Inc. | Security & Commodity Brokers, Dealers, Exchanges & Services | -6.88% |
| VIRT | Virtu Financial, Inc. | Security Brokers, Dealers & Flotation Companies | -4.56% |
| APAM | Artisan Partners Asset Management Inc. | Investment Advice | -3.57% |
| GLXY | Galaxy Digital Inc. | Security Brokers, Dealers & Flotation Companies | -3.39% |
| IBKR | Interactive Brokers Group, Inc. | Security Brokers, Dealers & Flotation Companies | -3.14% |
| FUTU | Futu Holdings Ltd | Brokers and Asset Managers | -3.12% |
| PIPR | Piper Sandler Companies | Security Brokers, Dealers & Flotation Companies | -2.85% |
| CNS | Cohen & Steers, Inc. | Investment Advice | -2.84% |
| CG | Carlyle Group Inc. | Investment Advice | -2.78% |
| NMR | Nomura Holdings Inc | Brokers and Asset Managers | -2.56% |
Covered companies
Members with a FundSpec stock page, by market capitalization:
| Ticker | Company | Last close | Day | 30 days |
|---|---|---|---|---|
| MS | Morgan Stanley | $187.44 | -1.20% | -11.38% |
| GS | Goldman Sachs Group Inc. | $882.59 | -0.52% | -14.73% |
| BLK | BlackRock Finance, Inc. | $1,065.35 | -0.40% | -8.83% |
| SCHW | Schwab Charles Corp. | $96.87 | +1.35% | -12.62% |
| IBKR | Interactive Brokers Group, Inc. | $86.47 | -1.45% | -9.57% |
| BX | Blackstone Inc. | $112.68 | +0.76% | -21.91% |
| HOOD | Robinhood Markets, Inc. | $107.01 | -2.28% | +0.89% |
| CME | CME Group Inc. | $276.44 | +2.28% | -3.81% |
| ICE | Intercontinental Exchange, Inc. | $155.35 | +1.81% | -5.76% |
| KKR | KKR & Co. Inc. | $89.56 | -0.12% | -17.35% |
| APO | Apollo Global Management, Inc. | $115.30 | -0.22% | -13.56% |
| NDAQ | Nasdaq, Inc. | $92.37 | +0.48% | -7.58% |
| AMP | Ameriprise Financial Inc. | $499.08 | +1.74% | -12.44% |
| ARES | Ares Management Corp. | $116.26 | +0.44% | -18.47% |
| RJF | Raymond James Financial Inc. | $158.60 | +0.86% | -11.00% |
| CBOE | Cboe Global Markets, Inc. | $294.08 | +4.44% | -9.81% |
| NMR | Nomura Holdings Inc. | $9.54 | +0.10% | -5.17% |
| TROW | Price T Rowe Group Inc. | $104.23 | +0.15% | -7.53% |
| BEN | Franklin Resources Inc. | $32.40 | -0.25% | -7.23% |
| IVZ | Invesco Ltd. | $30.09 | -1.34% | -7.52% |