Select Page

2020 Market Share for the top 130 Investment Companies

Percentage by AUM (Assets Under Management)

Data Date: 5/30/20

Ranked by
AUM
on 5/31/20
Company NameMarket Share % by AUMNew AUM In BillionsNew Date
1Black Rock Funds8.920%$6,470.003/31/2020
2Vanguard8.548%$6,200.001/31/2020
3Charles Schwab4.412%$3,200.0012/31/2019
4Fidelity Investments4.019%$2,915.003/31/2020
5BofA Merrill Lynch3.791%$2,750.003/31/2020
6State Street Global Advisors3.378%$2,450.003/31/2020
7JP Morgan2.620%$1,900.003/31/2020
8Capital Group2.620%$1,900.003/19/2020
9PIMCO2.482%$1,800.003/31/2020
10BNY Mellon (Dreyfus)2.413%$1,750.003/31/2020
11Amundi Asset Mgmt2.344%$1,700.003/31/2020
12Prudential Investments2.042%$1,481.005/5/2020
13Legal & General Investments2.036%$1,476.533/31/2020
14TD Ameritrade1.792%$1,300.0012/31/2019
15Invesco1.452%$1,053.403/31/2020
16Sun Life Global Investments1.406%$1,020.003/31/2020
17T Rowe Price1.392%$1,010.003/31/2020
18Wellington Management1.379%$1,000.003/31/2020
19TIAA / Nuveen1.379%$1,000.003/31/2020
20Northern Trust1.260%$914.003/31/2020
21Edward Jones1.260%$914.003/31/2019
22Natixis Global Associates1.253%$908.903/31/2020
23AXA1.238%$897.7012/31/2019
24Goldman Sachs Asset Management1.206%$874.504/30/2019
25Insight Investors1.159%$840.843/31/2020
26UBS1.147%$832.003/31/2020
27Ameriprise Financial1.103%$800.003/31/2020
28Legg Mason1.088%$789.402/29/2020
29DWS | Deutsche Asset Management1.071%$777.003/31/2020
30Affiliated Managers Group (AMG)0.997%$723.003/31/2020
31Manulife Asset Mgmt0.955%$693.003/31/2020
32Standard Life Aberdeen (UK)0.925%$671.103/31/2020
33LPL Financial0.924%$670.003/31/2020
34Franklin Templeton0.905%$656.503/31/2020
35Principal Financial Group0.870%$631.103/31/2020
36Dimensional Fund Advisors0.840%$609.0012/31/2019
37Federated Hermes (was Federated Investors)0.835%$605.805/1/2020
38MetLife0.829%$601.403/31/2020
39AllianceBernstein0.794%$576.003/31/2020
40MFS Investment Management0.728%$528.001/31/2020
41Morgan Stanley0.720%$522.0012/31/2019
42Wells Fargo Advisors0.714%$518.003/31/2020
43Brookfield Asset Management0.710%$515.003/31/2020
44Nomura Asset Management0.647%$469.003/31/2020
45Geode Capital Management0.641%$465.003/31/2020
46Columbia Threadneedle0.640%$464.003/31/2020
47Eaton Vance Distributors0.601%$436.003/31/2020
48AVIVA Investors0.593%$430.0012/31/2019
49Credit Sussie0.586%$425.003/31/2020
50Julius Baer Securities0.556%$403.003/31/2020
51Robeco/ORIX0.551%$400.003/31/2020
52BNP Paribas0.550%$399.203/31/2020
53The Blackstone Group0.463%$336.003/31/2020
54RBC Global Wealth (CAN)0.457%$331.403/31/2020
55Neuberger Berman0.455%$330.005/2/2020
56Barings0.451%$327.003/31/2020
57Apollo Management0.436%$316.003/31/2020
58Dodge & Cox0.432%$313.209/30/2019
59Frank Russell Investments0.423%$307.003/31/2020
60Mercer Advisors0.419%$304.0010/30/2019
61Janus Henderson Group0.406%$294.403/31/2020
62SEI Investments0.390%$283.003/31/2020
63Guggenheim Partners0.372%$270.003/31/2020
64Loomis Sayles & Co0.371%$269.003/31/2020
65New York Life/Mainstay0.363%$263.003/31/2020
66BMO Global Asset Group0.357%$259.003/31/2020
67Oppenheimer Funds0.323%$234.006/30/2019
68Carlyle Group0.307%$223.003/31/2020
69BrightSphere0.305%$221.003/31/2020
70Voya (ING)0.299%$217.003/31/2020
71TCW Group0.292%$212.003/31/2020
72Pictet0.252%$183.003/31/2020
73Lord Abbett & Co0.247%$179.503/31/2020
74American Century Investments0.245%$178.003/31/2020
75Lazard Mgmt. Group0.237%$171.903/31/2020
76Conning0.232%$168.403/31/2020
77Bridgewater Associates0.221%$160.0012/31/2019
78IGM Financial0.219%$159.004/30/2020
79Putnam Investments0.218%$158.005/1/2020
80Ares Management0.205%$149.003/31/2020
81Doubleline0.204%$148.0012/31/2019
82Victory Capital0.196%$142.002/29/2020
83Raymond James0.177%$128.203/31/2020
84GAM Investors0.161%$116.603/31/2020
85US Bancorp0.160%$116.003/31/2020
86OakTree0.156%$113.003/31/2020
87Artisan Partners Financial0.147%$106.804/30/2020
88MAN Group0.144%$104.203/31/2020
89The Hartford0.141%$102.203/31/2020
90Aegon0.139%$100.8012/31/2019
91Virtus Investment Partners0.123%$89.503/31/2020
92Harris Associates0.105%$76.303/31/2020
93TPG Capital0.099%$72.003/31/2020
94Robert W Baird & Co0.090%$65.0012/31/2019
95Waddell & Reed0.077%$56.003/31/2020
96Causeway Capital Management0.073%$53.2012/31/2019
97Sterling Capital0.073%$53.003/31/2020
98Quilter (was Old Mutual)0.066%$47.823/31/2020
99William Blair Funds0.064%$46.603/31/2020
100Oakmark Funds0.061%$44.003/31/2020
101Fortress Investment Group0.060%$43.503/31/2020
102Glenmede Investment Management0.057%$41.0012/31/2019
103Thornburg Asset Management0.056%$40.5212/31/2019
104Stifel Financial Corp0.051%$37.001/31/2020
105AGF Management Limited0.047%$34.303/31/2020
106Sculptor | Och-Ziff0.047%$34.005/1/2020
107Pzena0.041%$30.104/30/2020
108Davis Select Advisers0.033%$23.703/31/2020
109Dyal Capital Partners0.030%$21.7012/31/2019
110Robinhood Financial0.028%$20.0012/31/2019
111Impax Asset Group0.027%$19.904/30/2020
112Matthews Asia Funds0.027%$19.803/31/2020
113Reams Asset Mgmt.0.026%$19.103/31/2020
114Manning & Napier0.025%$18.004/30/2020
115Touchstone Investments0.025%$18.005/1/2019
116Southeastern Asset Management0.023%$17.0012/31/2019
117Pacific Global Asset Management0.023%$16.603/31/2020
118Brown Brothers Harriman0.020%$14.203/31/2019
119Royce Funds0.018%$12.903/31/2020
1201251 Capital Group0.017%$12.509/6/2019
121Tweedy Browne Co0.015%$10.803/31/2020
122Ariel Investments0.014%$10.203/31/2020
123Xponance (was FIS Group)0.013%$9.502/29/2020
124Park Avenue Securities0.006%$4.003/31/2020
125Z Capital Group0.004%$3.003/31/2020
126Great Point Partners0.004%$2.803/31/2020
127Westchester Capital0.004%$2.603/31/2020
128Emerald0.003%$2.403/31/2020
129Saturna Capital0.003%$2.109/30/2019
130SA Stone (was Sterne Agee)0.002%$1.4012/31/2019
131Heartland Advisors0.001%$0.903/31/2020
132Ross Sinclair & Associates0.001%$0.7012/31/2019
133Fort Washington Advisors0.075%$54.603/31/2020
"========="=========
100.0%$72,532.21