OICS v0.3.3 class · Financials
Asset & Wealth Management
ID AMG FI.MK.AMG.AMG
Manages funds or wealth for fees, including alternative-asset managers and custody-led banks.
01
Where it sits
Sector, group and industry above this class, as placed in the current release. The sector and the industry link to their companies.
- Sector
- FI Financials in the standard Banking, lending, insurance, capital markets, payments and digital money, and native crypto-asset businesses.
- Group
- FI.MK Capital Markets Managing money and running markets.
- Industry
- FI.MK.AMG Asset & Wealth Management in the standard Managing other people's money for fees.
02
Companies in this class
Companies whose primary class this is. The sector and industry pages and the screener count them the same way.
| Company | Ticker | Country | Market cap | Filings |
|---|---|---|---|---|
| Artisan Partners Asset Management Inc. | APAM | United States of America | $2.64B | 891 |
| Antin Infrastructure Partners S.A. | ANTIN | France | $1.84B | 231 |
| WisdomTree, Inc. | WT | United States of America | $2.78B | 1,286 |
| PSG FINANCIAL SERVICES LIMITED | KST | South Africa | $2.59B | 88 |
| Acadian Asset Management Inc. | AAMI | United States of America | $2.01B | 304 |
| Patria Investments Ltd | PAX | Virgin Islands (British) | $2.01B | 284 |
| Grupo Profuturo, S.A.B. de C.V. | GPROFUT | Mexico | $2.01B | 543 |
| Ashmore Group PLC | ASHM | United Kingdom | $1.89B | 457 |
| GCM Grosvenor Inc. | GCMG | United States of America | $1.82B | 549 |
| WEALTHFRONT CORP | WLTH | United States of America | $1.47B | 179 |
| IBI Investment House Ltd. | IBI | Israel | $2.13B | 2,498 |
| IntegraFin Holdings PLC | IHP | United Kingdom | $1.36B | 444 |
| Resolute Holdings Management, Inc. | RHLD | United States of America | $1.07B | 118 |
| Jupiter Fund Management PLC | JUP | United Kingdom | $1.12B | 922 |
| P10, Inc. | PX | United States of America | $1.16B | 461 |
| VIRTUS INVESTMENT PARTNERS, INC. | VRTS | United States of America | $979.40M | 1,012 |
| Abacus Global Management, Inc. | ABL | United States of America | $827.97M | 471 |
| Y.D. More Investments Ltd. | MRIN | Israel | $824.79M | 1,629 |
| NOAH HOLDINGS LTD | NOAH | United States of America | $610.26M | 578 |
| POLAR CAPITAL HOLDINGS PLC | POLR | United Kingdom | $1.09B | 777 |
| Strive, Inc. | ASST | United States of America | $1.01B | 712 |
| PATRIZIA AG | PAT | Germany | $821.36M | 598 |
| Vinci Compass Investments Ltd. | VINP | Cayman Islands | $662.07M | 356 |
| More Provident Funds And Pension Ltd. | MPP | Israel | $654.65M | 440 |
| POLLEN STREET PLC | POLN | United Kingdom | $638.05M | 474 |
| Pollen Street Group Limited | POLN | Guernsey | $680.83M | 233 |
| FORESIGHT GROUP HOLDINGS LIMITED | FSG | Guernsey | $688.04M | 707 |
| GAMCO Investors Inc. | GAMI | United States of America | $501.65M | 130 |
| AlTi Global, Inc. | ALTI | United States of America | $497.33M | 600 |
| Analyst I.M.S. Investment Management Services Ltd. | ANLT | Israel | $644.32M | 2,105 |
| eQ Oyj | EQV1V | Finland | $483.94M | 1,020 |
| DIAMOND HILL INVESTMENT GROUP INC | DHIL | United States of America | $473.29M | 1,087 |
| TATTON ASSET MANAGEMENT PLC | TAM | United Kingdom | $454.77M | 317 |
| Altshuler Shaham Finance Ltd. | ALTF | Israel | $428.48M | 597 |
| PENSIONBEE GROUP PLC | PBEE | United Kingdom | $438.06M | 335 |
| RIVER GLOBAL PLC | ASTO | United Kingdom | $422.09M | 324 |
| MCI Capital Alternatywna Spółka Inwestycyjna S.A. | MCI | Poland | $396.04M | 574 |
| CapMan Oyj | CAPMAN | Finland | $355.26M | 2,239 |
| Atreyu Capital Markets Ltd. | ATRY | Israel | $324.25M | 1,930 |
| Meitav Trade Investments Ltd. | MTRD | Israel | $353.85M | 498 |
| BROOKS MACDONALD GROUP PLC | BRK | United Kingdom | $271.05M | 788 |
| City of London Investment Group PLC | CLIG | United Kingdom | $271.41M | 545 |
| RMR GROUP INC. | RMR | United States of America | $264.40M | 527 |
| First Western Financial Inc | MYFW | United States of America | $324.95M | 567 |
| Taaleri Oyj | TAALA | Finland | $236.97M | 977 |
| STIC Investments, Inc. | 026890 | South Korea | $161.00M | 1,219 |
| United Bankers Oyj | UNITED | Finland | $233.29M | 3,105 |
| Ökoworld AG | VVV3 | Germany | $215.86M | 97 |
| KOREA ASSET IN TRUST Co., Ltd | 123890 | South Korea | $206.75M | 510 |
| Liontrust Asset Management PLC | LIO | United Kingdom | $268.84M | 795 |
Companies in Asset & Wealth Management → Open in the screener →
03
Boundaries
Other names for this activity, and where neighboring activities go instead.
Also known as
fund managerprivate equity firmcustody bankrobo-advisor
Not here
- earns mostly trading, underwriting or brokerage revenue → BKR Brokers & Investment Banks
- invests its own capital, most value in stakes it does not consolidate → entity type HOLDING
04
Other classes in Asset & Wealth Management
This is the only class in its industry.
05
Permanent link
https://financialfilings.com/oics/AMG/
This page is keyed by the class ID AMG. IDs are assigned in v0.3 and freeze at v1.0; from then on an ID is never renamed or reused, and if the class moves in the tree, its ID and this URL stay the same.