Theme hub · 66 companies
Wealth management stocks
Heavily traded in Wealth management
Turnover over $10M/day23 of about 70 companies in this theme turn over more than $10M in a typical session. Largest market value first. Data as of Oct 30, 2026.
| Company | Turnover | 1Y return | Next report |
|---|---|---|---|
| MSMorgan Stanley | $870.01M | +17.81% | Jan 14, 2027 |
| AMPAmeriprise Financial, Inc. | $244.27M | +5.10% | — |
| NTRSNorthern Trust Corporation | $171.04M | +37.47% | Jan 21, 2027 |
| RJFRaymond James Financial, Inc. | $179.81M | +2.65% | Jan 27, 2027 |
| LPLALPL Financial Holdings Inc. | $169.49M | −18.42% | — |
| SFStifel Financial Corp. | $77.84M | −12.04% | — |
| AMP.AXAMP Limited | $23.97M | +47.32% | — |
| HUB.AXHUB24 Limited | $23.97M | −37.97% | — |
MS+17.81%$870.01MView analysisAMP+5.10%$244.27MView analysisNTRS+37.47%$171.04MView analysisRJF+2.65%$179.81MView analysisLPLA−18.42%$169.49MView analysisSF−12.04%$77.84MView analysisAMP.AX+47.32%$23.97MView analysisHUB.AX−37.97%$23.97MView analysisTurnover over $10M/day
Turnover is the median value traded in one session, measured over the past 50 sessions. It describes trading activity in a stock and nothing about the company behind it.
Table
66 companies, largest market value first.
Data as of Oct 30, 2026 · updates nightly, Mon–Sat
| Ticker | Company | Market cap (USD) | Size | 1Y return |
|---|---|---|---|---|
| MS | Morgan Stanley | $297.35B | Mega cap | +17.81% |
| UBSG34.SA | UBS Group AG | $146.20B | Large cap | −67.70% |
| AMP | Ameriprise Financial, Inc. | $44.01B | Large cap | +5.10% |
| A1MP34.SA | Ameriprise Financial, Inc. | $42.65B | Large cap | −89.72% |
| NTRS | Northern Trust Corporation | $31.64B | Large cap | +37.47% |
| RJF | Raymond James Financial, Inc. | $30.28B | Large cap | +2.65% |
| LPLA | LPL Financial Holdings Inc. | $21.89B | Large cap | −18.42% |
| ME9.DE | Mediobanca Banca di Credito Finanziario S.p.A. | $20.35B | Large cap | +65.72% |
| SF | Stifel Financial Corp. | $10.04B | Large cap | −12.04% |
| INVR.L | Investec Plc | $7.98B | Mid cap | +9.96% |
| AMP.AX | AMP Limited | $4.24B | Mid cap | +47.32% |
| HUB.AX | HUB24 Limited | $4.15B | Mid cap | −37.97% |
| NWL.AX | Netwealth Group Limited | $3.11B | Mid cap | −41.57% |
| NTB | The Bank of N.T. Butterfield & Son Limited | $2.29B | Mid cap | +31.63% |
| RAT.L | Rathbones Group Plc | $2.05B | Mid cap | −11.88% |
| WLTH | Wealthfront Corporation | $1.65B | Small cap | −24.30% |
| ANDG | Andersen Group Inc. | $1.20B | Small cap | +176.04% |
| OPY | Oppenheimer Holdings Inc. | $1.16B | Small cap | +60.02% |
| AKTIA.HE | Aktia Pankki Oyj | $1.05B | Small cap | +31.26% |
| NOAH | Noah Holdings Limited | $472.97M | Small cap | −39.30% |
| EQT.AX | EQT Holdings Limited | $403.18M | Small cap | −12.30% |
| ALTI | AlTi Global, Inc. | $399.22M | Small cap | −34.19% |
| CUP.AX | Count Limited | $204.17M | Small cap | +26.27% |
| PPS.AX | Praemium Limited | $192.11M | Small cap | −36.36% |
| FID.AX | Fiducian Group Ltd | $187.97M | Small cap | −29.03% |
| EZL.AX | Euroz Hartleys Group Limited | $140.74M | Small cap | +28.22% |
| KPG.AX | Kelly Partners Group Holdings Limited | $136.69M | Small cap | −56.22% |
| SAMG | Silvercrest Asset Management Group Inc. | $80.20M | Micro cap | −24.97% |
| CAF.AX | Centrepoint Alliance Limited | $56.81M | Micro cap | −1.81% |
| PFG.AX | Prime Financial Group Limited | $35.21M | Micro cap | −18.68% |
| WTL.AX | WT Financial Group Limited | $33.71M | Micro cap | −8.02% |
| WAG.AX | The Australian Wealth Advisors Group Limited | $30.89M | Micro cap | −0.84% |
| ORIO.TO | Orion Digital Corp. | $20.07M | Micro cap | −47.35% |
| 7345.T | AI Partners Financial Inc. | $19.57M | Micro cap | +51.83% |
| BCG | Binah Capital Group, Inc. | $18.42M | Micro cap | −33.74% |
| TAVI.L | Tavistock Investments Plc | $11.96M | Micro cap | −56.31% |
| INV.AX | InvestSMART Group Limited | $10.98M | Micro cap | −4.35% |
| SEQ.AX | Sequoia Financial Group Limited | $5.00M | Micro cap | −78.79% |
| 0KBY.L | Renta 4 Banco, S.A. | — | — | +3.75% |
| ALBAV.HE | Ålandsbanken Abp | — | Small cap | −2.87% |
| ALBBV.HE | Ålandsbanken Abp | — | Small cap | −1.23% |
| ALEX.HE | Alexandria Group Oyj | — | Small cap | +33.55% |
| ALPCOT-B.ST | Alpcot Holding AB (publ) | — | Small cap | −4.69% |
| ARBB.L | Arbuthnot Banking Group PLC | — | Small cap | −11.08% |
| BAER.SW | Julius Bär Gruppe AG | — | — | +37.67% |
| BRK.L | Brooks Macdonald Group plc | — | Small cap | −14.64% |
| EFGN.SW | EFG International AG | — | — | +3.14% |
| FKE.L | Fiske plc | — | — | −3.83% |
| IGM.TO | IGM Financial Inc. | — | Large cap | +58.75% |
| IHP.L | IntegraFin Holdings plc | — | Small cap | +2.26% |
| INAC.L | InvestAcc Group Limited | — | Small cap | +5.71% |
| INVP.L | Investec Group | — | Mid cap | +3.71% |
| LLBN.SW | Liechtensteinische Landesbank Aktiengesellschaft | — | — | +54.85% |
| MBK.DE | Merkur PrivatBank KgaA | — | Small cap | −38.86% |
| MLCFM.PA | CFM Indosuez Wealth Management SA | — | Small cap | +22.73% |
| MLP.DE | MLP SE | — | Small cap | +46.72% |
| PRO.MI | Banca Profilo S.p.A. | — | Small cap | +869.70% |
| QB7.DE | Quirin Privatbank AG | — | Small cap | −13.37% |
| QLT.L | Quilter plc | — | Mid cap | +4.77% |
| STJ.L | St. James's Place plc | — | Mid cap | −19.55% |
| TEAM.L | TEAM plc | — | — | −45.37% |
| UBSG.SW | UBS Group AG | — | — | +33.36% |
| UBSGE.SW | UBS Group AG | — | — | +12.36% |
| VONN.SW | Vontobel Holding AG | — | — | +57.00% |
| VPBN.SW | VP Bank AG | — | — | +21.21% |
| VZN.SW | VZ Holding AG | — | — | +8.15% |
Covers ~23,000 companies across the US, Europe and Asia-Pacific (ex mainland China, Hong Kong and India), refreshed nightly. Price and the 52-week distance are in the currency the stock trades in; only market values are converted.
We cover 66 companies grouped under the Wealth management theme. The median market value in the group is $762.30M. Among the 17 with a price from the latest session, the median move over the past trading day is +1.54%. 48% of the 63 with a 200-day average trade above it. Price change over the past year runs from −43.5% to +53.3% across the middle 80 percent of the group, with a median of −1.0%.
Other lists in this group
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