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U.S. Asset Management Industry Analysis

UpdatedMay 09, 2026
DataAggregated Company Financials
Companies336
  • 7D0.6%
  • 3M-0.09%
  • 1Y5.5%
  • YTDn/a

The Asset Management is pretty flat in the last 7 days, but Pershing Square has stood out, gaining 28%. The past year has been better, since the industry has gained 5.5% in that time. Looking forward, earnings are forecast to grow by 17% annually.

Industry Valuation and Performance

Has the U.S. Asset Management Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 09 May 2026US$931.5bUS$249.6bUS$36.9b58.4x25.3x3.7x
Mon, 06 Apr 2026US$832.5bUS$248.4bUS$34.3b49.3x24.2x3.4x
Wed, 04 Mar 2026US$879.7bUS$248.2bUS$34.2b29.8x25.7x3.5x
Fri, 30 Jan 2026US$986.6bUS$203.3bUS$32.3b30.6x30.6x4.9x
Sun, 28 Dec 2025US$997.0bUS$199.8bUS$33.7b31.2x29.6x5x
Tue, 25 Nov 2025US$899.4bUS$199.5bUS$33.5b28.3x26.8x4.5x
Thu, 23 Oct 2025US$969.7bUS$199.2bUS$33.6b30.8x28.8x4.9x
Sat, 20 Sep 2025US$1.0tUS$176.8bUS$33.4b31.1x31.2x5.9x
Mon, 18 Aug 2025US$1.0tUS$177.5bUS$33.3b28.6x30x5.6x
Wed, 16 Jul 2025US$973.0bUS$170.3bUS$33.7b33.5x28.9x5.7x
Fri, 13 Jun 2025US$874.0bUS$170.4bUS$33.7b33.1x25.9x5.1x
Sun, 11 May 2025US$830.9bUS$170.6bUS$33.6b31.6x24.7x4.9x
Tue, 08 Apr 2025US$708.8bUS$174.3bUS$34.7b32.1x20.4x4.1x
Thu, 06 Mar 2025US$852.7bUS$174.4bUS$34.6b17.4x24.6x4.9x
Sat, 01 Feb 2025US$995.1bUS$173.9bUS$33.4b18.2x29.8x5.7x
Mon, 30 Dec 2024US$946.5bUS$168.6bUS$29.5b19.7x32.1x5.6x
Wed, 27 Nov 2024US$838.9bUS$168.7bUS$29.5b19.5x28.4x5x
Fri, 25 Oct 2024US$905.4bUS$163.3bUS$30.4b20.6x29.8x5.5x
Sun, 22 Sep 2024US$842.3bUS$158.6bUS$29.4b20.4x28.6x5.3x
Tue, 20 Aug 2024US$770.9bUS$159.5bUS$29.6b19.1x26x4.8x
Thu, 18 Jul 2024US$776.4bUS$156.7bUS$29.1b19.4x26.7x5x
Sat, 15 Jun 2024US$710.6bUS$156.2bUS$29.1b19.3x24.4x4.5x
Mon, 13 May 2024US$738.2bUS$155.9bUS$29.1b21.7x25.3x4.7x
Wed, 10 Apr 2024US$744.1bUS$144.6bUS$27.0b19.9x27.5x5.1x
Fri, 08 Mar 2024US$710.2bUS$144.6bUS$27.0b18.1x26.3x4.9x
Sun, 04 Feb 2024US$757.8bUS$143.3bUS$28.9b28.4x26.3x5.3x
Tue, 02 Jan 2024US$759.9bUS$143.2bUS$30.7b28.2x24.8x5.3x
Thu, 30 Nov 2023US$671.0bUS$143.2bUS$30.6b28x21.9x4.7x
Sat, 28 Oct 2023US$588.7bUS$140.4bUS$29.5b28.2x19.9x4.2x
Mon, 25 Sep 2023US$653.6bUS$138.7bUS$28.1b28.7x23.2x4.7x
Wed, 23 Aug 2023US$631.4bUS$138.1bUS$28.2b29.4x22.4x4.6x
Fri, 21 Jul 2023US$691.4bUS$130.5bUS$24.5b33.5x28.2x5.3x
Sun, 18 Jun 2023US$648.1bUS$128.1bUS$23.6b33.4x27.4x5.1x
Tue, 16 May 2023US$608.8bUS$129.7bUS$24.0b29.2x25.4x4.7x
Price to Earnings Ratio

25.4x


Total Market Cap: US$608.8bTotal Earnings: US$24.0bTotal Revenue: US$129.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Asset Management Industry Price to Earnings3Y Average 26.6x202420252026
Current Industry PE
  • Investors are relatively neutral on the American Asset Management and Custody Banks industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 26.6x.
  • The 3-year average PS ratio of 4.9x is higher than the industry's current PS ratio of 3.7x.
Past Earnings Growth
  • The earnings for companies in the Asset Management and Custody Banks industry have grown 15% per year over the last three years.
  • Revenues for these companies have grown 24% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Comparison

How does U.S. Asset Management compare with similar industries?

US Market2.14%
Financials-0.85%
Capital Markets0.66%
Asset Management0.56%
Investment Banking and Brokerage1.21%
Financial Exchanges and Data-0.23%
Diversified Capital Markets-19.06%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
PS Pershing SquareUS$35.9428.4%
+US$3.2b
n/aPE57.6x
ARES Ares ManagementUS$123.154.9%
+US$1.3b
-25.7%PE49.2x
WT WisdomTreeUS$18.7210.1%
+US$438.7m
99.6%PE45.7x
OWL Blue Owl CapitalUS$10.356.2%
+US$405.5m
-44.2%PE80.4x
GLXY Galaxy DigitalUS$29.306.8%
+US$356.8m
47.7%PS0.1x

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