Theme hub · 66 companies
Wealth management stocks
Heavily traded in Wealth management
Turnover over $10M/day22 of about 70 companies in this theme turn over more than $10M in a typical session. Largest market value first. Data as of Sep 15, 2026.
| Company | Turnover | 1Y return | Next report |
|---|---|---|---|
| MSMorgan Stanley | $977.36M | +34.13% | Oct 14, 2026 |
| AMPAmeriprise Financial, Inc. | $268.32M | +15.70% | Oct 29, 2026 |
| NTRSNorthern Trust Corporation | $182.02M | +41.13% | Oct 21, 2026 |
| RJFRaymond James Financial, Inc. | $195.60M | +2.53% | Oct 28, 2026 |
| LPLALPL Financial Holdings Inc. | $231.71M | +2.96% | Oct 29, 2026 |
| IGM.TOIGM Financial Inc. | $35.89M | +77.43% | Nov 5, 2026 |
| SFStifel Financial Corp. | $86.05M | +3.72% | Oct 21, 2026 |
| STJ.LSt. James's Place plc | $2.84B | −8.99% | — |
MS+34.13%$977.36MView analysisAMP+15.70%$268.32MView analysisNTRS+41.13%$182.02MView analysisRJF+2.53%$195.60MView analysisLPLA+2.96%$231.71MView analysisIGM.TO+77.43%$35.89MView analysisSF+3.72%$86.05MView analysisSTJ.L−8.99%$2.84BView 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 Sep 15, 2026 · updates nightly, Mon–Sat
| Ticker | Company | Market cap (USD) | Size | 1Y return |
|---|---|---|---|---|
| MS | Morgan Stanley | $324.45B | Mega cap | +34.13% |
| UBSG34.SA | UBS Group AG | $161.93B | Large cap | −68.52% |
| AMP | Ameriprise Financial, Inc. | $49.37B | Large cap | +15.70% |
| A1MP34.SA | Ameriprise Financial, Inc. | $48.83B | Large cap | −88.96% |
| NTRS | Northern Trust Corporation | $33.24B | Large cap | +41.13% |
| RJF | Raymond James Financial, Inc. | $32.86B | Large cap | +2.53% |
| LPLA | LPL Financial Holdings Inc. | $27.22B | Large cap | +2.96% |
| ME9.DE | Mediobanca Banca di Credito Finanziario S.p.A. | $20.35B | Large cap | +38.74% |
| IGM.TO | IGM Financial Inc. | $14.58B | Large cap | +77.43% |
| SF | Stifel Financial Corp. | $11.77B | Large cap | +3.72% |
| INVR.L | Investec Plc | $7.98B | Mid cap | +9.13% |
| STJ.L | St. James's Place plc | $7.60B | Mid cap | −8.99% |
| ANDG | Andersen Group Inc. | $6.37B | Mid cap | +140.00% |
| INVP.L | Investec Group | $5.53B | Mid cap | +15.01% |
| AMP.AX | AMP Limited | $4.29B | Mid cap | +39.62% |
| HUB.AX | HUB24 Limited | $4.07B | Mid cap | −30.65% |
| QLT.L | Quilter plc | $3.34B | Mid cap | +12.69% |
| NWL.AX | Netwealth Group Limited | $3.31B | Mid cap | −38.63% |
| NTB | The Bank of N.T. Butterfield & Son Limited | $2.36B | Mid cap | +35.06% |
| RAT.L | Rathbones Group Plc | $2.22B | Mid cap | −8.62% |
| IHP.L | IntegraFin Holdings plc | $1.63B | Small cap | +12.59% |
| WLTH | Wealthfront Corporation | $1.61B | Small cap | −23.66% |
| OPY | Oppenheimer Holdings Inc. | $1.28B | Small cap | +54.68% |
| MLP.DE | MLP SE | $1.15B | Small cap | +27.00% |
| AKTIA.HE | Aktia Pankki Oyj | $1.08B | Small cap | +34.38% |
| MLCFM.PA | CFM Indosuez Wealth Management SA | $840.21M | Small cap | +7.50% |
| ALBAV.HE | Ålandsbanken Abp | $796.46M | Small cap | +6.85% |
| ALBBV.HE | Ålandsbanken Abp | $769.73M | Small cap | +6.65% |
| NOAH | Noah Holdings Limited | $551.91M | Small cap | −30.99% |
| ALTI | AlTi Global, Inc. | $500.58M | Small cap | −13.24% |
| EQT.AX | EQT Holdings Limited | $401.65M | Small cap | −17.73% |
| BRK.L | Brooks Macdonald Group plc | $327.74M | Small cap | −11.13% |
| CUP.AX | Count Limited | $230.19M | Small cap | +45.24% |
| PPS.AX | Praemium Limited | $204.11M | Small cap | −22.23% |
| FID.AX | Fiducian Group Ltd | $202.53M | Small cap | −27.78% |
| ALEX.HE | Alexandria Group Oyj | $186.37M | Small cap | +40.52% |
| ARBB.L | Arbuthnot Banking Group PLC | $173.99M | Small cap | −20.78% |
| QB7.DE | Quirin Privatbank AG | $151.38M | Small cap | −14.53% |
| KPG.AX | Kelly Partners Group Holdings Limited | $149.20M | Small cap | −56.08% |
| EZL.AX | Euroz Hartleys Group Limited | $148.71M | Small cap | +41.53% |
| PRO.MI | Banca Profilo S.p.A. | $127.87M | Small cap | +986.53% |
| INAC.L | InvestAcc Group Limited | $122.71M | Small cap | +5.75% |
| MBK.DE | Merkur PrivatBank KgaA | $108.67M | Small cap | −28.74% |
| SAMG | Silvercrest Asset Management Group Inc. | $74.21M | Micro cap | −38.12% |
| CAF.AX | Centrepoint Alliance Limited | $56.96M | Micro cap | −11.17% |
| WTL.AX | WT Financial Group Limited | $41.72M | Micro cap | +16.53% |
| PFG.AX | Prime Financial Group Limited | $39.28M | Micro cap | −16.94% |
| WAG.AX | The Australian Wealth Advisors Group Limited | $32.37M | Micro cap | +37.08% |
| TEAM.L | TEAM plc | $24.22M | Micro cap | −55.07% |
| ALPCOT-B.ST | Alpcot Holding AB (publ) | $24.04M | Micro cap | +4.91% |
| ORIO.TO | Orion Digital Corp. | $23.93M | Micro cap | −43.60% |
| BCG | Binah Capital Group, Inc. | $21.50M | Micro cap | −13.10% |
| 7345.T | AI Partners Financial Inc. | $19.88M | Micro cap | +55.80% |
| TAVI.L | Tavistock Investments Plc | $17.55M | Micro cap | −48.68% |
| FKE.L | Fiske plc | $10.78M | Micro cap | −12.89% |
| INV.AX | InvestSMART Group Limited | $9.13M | Micro cap | −23.33% |
| SEQ.AX | Sequoia Financial Group Limited | $4.37M | Micro cap | −81.38% |
| 0KBY.L | Renta 4 Banco, S.A. | — | — | +1.38% |
| BAER.SW | Julius Bär Gruppe AG | — | — | +38.61% |
| EFGN.SW | EFG International AG | — | — | +1.45% |
| LLBN.SW | Liechtensteinische Landesbank Aktiengesellschaft | — | — | +44.13% |
| UBSG.SW | UBS Group AG | — | — | +41.81% |
| UBSGE.SW | UBS Group AG | — | — | +28.64% |
| VONN.SW | Vontobel Holding AG | — | — | +56.39% |
| VPBN.SW | VP Bank AG | — | — | +17.56% |
| VZN.SW | VZ Holding AG | — | — | −1.54% |
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 $551.91M. Across the group, the median move over the past trading day is 0.00%. 58% of the 62 with a 200-day average trade above it. Price change over the past year runs from −41.1% to +44.7% across the middle 80 percent of the group, with a median of +4.3%.
Other lists in this group
Wealth managementAdvanced packagingAerospaceAgriculture and agribusinessAI applicationsAI chipsAI datacenter infrastructureAirlinesAlcoholic beveragesAlternative asset managersAluminumApparel and footwearAR VR mixed realityAsset managementAuto partsAutomotive OEMsAutonomous driving softwareBeauty and personal careBiofuelsBitcoin miningBlockchain platformsBrokerage and exchangesBuilding productsCannabisAll stocks
The other 156 themes
Carbon captureCarbon creditsCasual diningCell therapyCell tower REITCement and aggregatesCoal miningCobaltCommercial office REITCommodity chemicalsComputer visionConstruction and engineeringConsumer financeContainers and packagingContract research CDMOCopper miningCredit rating and dataCruise linesCryptocurrency and digital assetsCybersecurityData platformsDatacenter coolingDatacenter powerDatacenter REITDefense electronicsDefense prime contractorsDental careDeveloper toolsDiabetes careDiagnosticsDiamonds and gemstonesDiscount retailDrones and UAVEcommerce marketplacesEcommerce platformsEdge computingEdtechElectrical equipmentEnergy storageEsportsEV batteriesEV chargingEV makersFast food and quick serviceFintech softwareGambling and casinosGaming softwareGene therapyGenerative AIGeneric drugsGeothermalGLP 1 and obesityGold miningGPU cloud computeGraphiteGrocery and supermarketsHealth insuranceHealthcare REITHealthtech softwareHome improvementHomebuildersHospitals and providersHotel REITHotels and hospitalityHousehold productsHR techHVAC and controlsHydroelectricHydrogen economyIndustrial automationIndustrial gasesIndustrial machineryIndustrial REITInsurance brokersInvestment bankingIoT platformsIron oreLife insuranceLife science toolsLithium miningLogistics and 3PLLong term careLumber and forestryLuxury goodsMarine shippingMartech adtechMedical devicesMemory storage semisMissiles and munitionsMoney center banksMortgage financeMortgage REITmRNA platformsNatural gas utilitiesNeobanks and digital banksNeuroscienceNickelNon alcoholic beveragesNuclear powerOil and gas explorationOil and gas midstreamOil and gas refiningOil and gas servicesOncologyOnline travelPackaged foodsPayment processingPet carePharmaceuticals large capPotash fertilizerProperty casualty insurancePsychedelic therapeuticsQuantum computingRail transportRare diseaseRare earthsReal estate servicesRegional banksRegulated electric utilitiesReinsuranceRenewable energy developersResidential REITRetail REITRide hailing and deliveryRobotics hardwareSaaSSelf storage REITSemiconductor designSemiconductor equipmentSemiconductor manufacturingShipbuildingSilver miningSocial mediaSolarSpace launch and satellitesSpecialty chemicalsSpecialty financeSpecialty REITSpecialty retailSpeech and audio AISteelStreaming mediaSupply chain softwareSurgical roboticsTelecom equipmentTelecom infrastructureTelemedicineTobacco and nicotineTravel and leisureTrucking and LTLUranium miningVeterinary and animal healthVision and ophthalmologyWaste managementWater utilities and treatmentWind