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Asset Managers & Exchanges

Asset managers, exchanges and capital markets.

This corner of finance earns fees on assets, trading and data rather than taking balance-sheet risk — asset managers, exchanges, brokers and financial-data providers. This collection gathers the largest such firms.

1031 stocksSorted by market capUpdated 22 Aug 2026

Why it matters

Asset managers, exchanges and capital markets. This group spans defensive demand, consumer behaviour, rates exposure and innovation, so business-model quality matters more than the label.

What to check next

Compare pricing power, repeat demand, margins, regulatory risk and the sensitivity of each company to interest rates or consumer weakness.

Main risk

A theme can hide very different risk profiles: biotech, insurers, online retail and property all respond to different drivers.

Showing the 40 largest of 1031 — sort or filter to explore the rest.

Company Market Market Cap Reward Risk Yield
China Galaxy Securities Co Ltd ADRCGXYY$349.7B36563.4%
Morgan StanleyMS$341.7B64551.9%
Goldman Sachs Group IncGS$302.6B57641.6%
Charles Schwab CorpSCHW$192.1B73391.1%
BlackRock IncBLK$190.7B48361.8%
Blackstone Group IncBX$172.0B64563.5%
Interactive Brokers Group IncIBKR$156.9B87450.4%
Investor AB ser. BIVSBF$128.7B70371.5%
S&P Global IncSPGI$123.5B60390.9%
Investor AB (publ)IVSXF$120.9B71370.0%
KKR & Co. Inc.KKR$105.3B67610.7%
Brookfield CorpBN$97.9B30640.6%
CME Group IncCME$97.0B46251.9%
Intercontinental Exchange IncICE$86.9B57431.3%
Brookfield Asset Management Ltd.BAM$86.7B61453.4%
Robinhood Markets IncHOOD$85.9B7072
Moodys CorporationMCO$84.0B66370.8%
Apollo Global Management LLC Class AAPO$83.1B77561.5%
CITIC Securities Co Ltd ADRCIIHY$76.0B60562.1%
Hong Kong Exchange & ClearingHKXCY$67.5B41382.6%
Hong Kong Exchanges and Clearing LimitedHKXCF$67.0B364520.3%
Macquarie Group LimitedMCQEF$63.2B55584.4%
London Stock Exchange Ltd ADRLNSTY$61.2B53334.6%
London Stock Exchange Group PLCLSEG£41.4B56411.8%
Nasdaq IncNDAQ$54.2B55411.1%
State Street CorpSTT$52.7B64411.8%
Ameriprise Financial IncAMP$50.3B56311.1%
Deutsche Boerse AG ADRDBOEY$47.8B553116.2%
Deutsche Börse AGDBOEF$47.7B64341.6%
Ares Management LPARES$47.5B68613.3%
Orix Corp AdsIX$43.6B50452.5%
MSCI IncMSCI$41.4B58431.3%
Coinbase Global IncCOIN$39.2B6272
3I Group PLCIII£27.9B45563.0%
EQT AB (publ)EQBBF$35.4B67451.6%
Northern Trust CorporationNTRS$35.0B66401.7%
Raymond James Financial Inc.RJF$34.7B74381.2%
Cboe Global Markets IncCBOE$30.9B55291.0%
Blue Owl Capital IncOWL$29.8B65677.2%
LPL Financial Holdings IncLPLA$29.2B61580.3%

Frequently asked questions

What is the Asset Managers & Exchanges collection?

Asset managers, exchanges and capital markets. It currently holds 1031 stocks, each rated by Openbook's Reward and Risk scores. This corner of finance earns fees on assets, trading and data rather than taking balance-sheet risk — asset managers, exchanges, brokers and financial-data providers.

How are Asset Managers & Exchanges stocks selected?

Constituents are chosen by a rules-based screen over the full UK and US common-stock universe, then ranked by market capitalisation.

How often is the Asset Managers & Exchanges list updated?

It is rebuilt from live market data, so the constituents and their rankings update as prices and company fundamentals change — there is no fixed, hand-edited list.

How should I use the Reward and Risk ratings?

Openbook's Reward rating combines a stock's growth, momentum, profitability and valuation into a single 0–100 score, and the Risk rating scores financial strength, volatility and size. Use them to compare names within this theme — broadly, a higher Reward alongside a lower Risk is more attractive. They are quantitative research signals, not investment advice.

Openbook Reward and Risk ratings and factor scores are quantitative signals for research, not investment advice. Data may be delayed. Some US-listed names carry partial factor coverage.