Financials Stocks

Banks, insurers, brokers, asset managers and lenders. 204 companies worth $7.2T together, at a median P/E of 11.9.

Investment Advice

Largest first.

Company	Market value	P/E	Yield	From 52-week high	Short interest
Blackstone IncBXInvestment Advice	$86B$114.29	24.4×	4.6%	-30.3%	3.0%
KKR & Co IncKKRInvestment Advice	$81.7B$90.95	25.9×	0.8%	-36.3%	1.5%
Apollo Global Management IncAPOInvestment Advice	$68.3B$118.65	36.4×	1.8%	-22.3%	4.1%
Ameriprise Financial IncAMPInvestment Advice	$44.2B$500.51	11.2×	1.3%	-12.3%	3.0%
T Rowe Price Group IncTROWInvestment Advice	$22.4B$105.16	10.1×	4.9%	-13.6%	12.6%
Franklin Resources IncBENInvestment Advice	$16.2B$32.00	20.0×	3.1%	-10.5%	3.6%
Carlyle Group IncCGInvestment Advice	$13.6B$38.42	37.3×	3.6%	-41.9%	6.2%
Invesco LtdIVZInvestment Advice	$13B$29.51	—	2.9%	-11.4%	3.6%
Houlihan Lokey IncHLIInvestment Advice	$8.8B$130.16	21.7×	2.0%	-35.6%	3.6%
Morningstar IncMORNInvestment Advice	$7.7B$204.45	18.2×	0.7%	-9.5%	3.8%
Victory Capital Holdings IncVCTRInvestment Advice	$6.9B$112.44	15.0×	1.8%	-7.2%	5.1%
Blue Owl Capital IncOWLInvestment Advice	$6.5B$9.49	80.8×	9.6%	-44.7%	15.4%
Lazard IncLAZInvestment Advice	$4.1B$36.75	14.8×	5.4%	-35.5%	7.8%
Cohen & Steers IncCNSInvestment Advice	$3.6B$69.26	21.2×	3.8%	-19.1%	3.3%
AllianceBernstein Holding LPABInvestment Advice	$3.2B$34.90	10.8×	9.9%	-18.5%	1.3%
DigitalBridge Group IncDBRGInvestment Advice	$3B$16.00	8.7×	0.1%	0.0%	0.2%
Artisan Partners Asset Management IncAPAMInvestment Advice	$2.7B$33.46	9.0×	9.8%	-27.6%	3.6%

Industries are the SEC's own codes for each company. Market value is the latest close times the shares on the latest filing; P/E is left out where earnings are not positive.

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