Current data not available for 2025. Estimate based on 2023:

Revenue distribution by sectors:

• Investment funds: approx. 70%
• Retirement products: approx. 20%
• Advisory services and others: approx. 10%

TOP 3 markets and their estimated shares:

• USA: approx. 60%
• Europe: approx. 25%
• Asia: approx. 15%

T. Rowe Price Group, Inc. generates the majority of its revenue from investment funds invested in various asset classes. The USA remains the main market, attributed to the strong presence and trust in the domestic market.

Europe and Asia are also significant markets, with the company benefiting from growing interest in investment funds and retirement products in these regions. Diversification in these markets helps the company expand its global reach and tap into new growth opportunities.

Production Sites: No physical products

T. Rowe Price Group, Inc. is a globally operating investment management company. It does not produce physical products, but offers financial services, particularly in the areas of investment funds, retirement planning, and asset management.

The company operates worldwide, with its headquarters located in Baltimore, Maryland, USA. Services are provided through a network of branches and offices in various countries to serve customers on a global scale.

Strategy for Future Growth:

1. Diversification of Product Offering: T. Rowe Price plans to further diversify its product portfolio to meet the changing needs of investors. This includes introducing new investment products and strategies, especially in the area of sustainable and ESG investments.

2. Technological Innovation: The company is investing in technological solutions to increase efficiency and enhance customer service. This involves expanding digital platforms and utilizing data analytics for better decision-making.

3. Global Expansion: T. Rowe Price is pursuing a strategy of geographical expansion to tap into new markets. The focus is on high-growth regions in Asia and Europe to strengthen international presence.

These strategies aim to maximize the company's growth potential and solidify its market position in a competitive environment.

Commodities/Materials: No specific commodities

T. Rowe Price Group, Inc. is a global investment management company and does not import physical commodities or materials. The company focuses on financial services, including managing investment portfolios and providing investment advice.

Since T. Rowe Price operates in the financial services industry, physical commodities are not relevant to their business activities. Instead, the company relies on human capital, technological infrastructure, and regulatory frameworks to deliver its services.

Assets under Management (AUM): $1.5 trillion (estimated for 2025)

Market share in the asset management industry: approximately 3% (estimated)

T. Rowe Price Group, Inc. has a significant competitive advantage in the asset management industry. This is mainly due to its strong brand, long-standing experience, and proven performance of its investment funds. The company manages a wide range of investment products, allowing it to meet different customer needs.

Another advantage is the strong customer loyalty, supported by high customer satisfaction and a comprehensive advisory offering. T. Rowe Price continuously invests in technology and data analysis to make informed investment decisions and differentiate itself from competitors.

Despite the intense competition in the industry, T. Rowe Price remains well positioned due to its established market position and its ability to adapt to market changes.

Institutional Investor Share: approximately 70% (estimated, based on historical data from 2023)

Insider Buys/Sells: No significant changes (estimated, based on historical trends)

The institutional investor share at T. Rowe Price Group, Inc. has traditionally been around 70%. This demonstrates the confidence of large institutional investors in the company's stability and growth potential.

Insider buys and sells are typically an indicator of management's confidence in the company's future development. In recent years, there have been no significant changes in insider transactions, indicating a stable assessment by the company's leadership.

These estimates are based on the most recent available data and typical market trends in the industry.

Market share of T. Rowe Price Group, Inc.: Estimated 3-4% (2025)

Top competitors by market share:

1. BlackRock, Inc.: 10-12%
2. Vanguard Group: 8-10%
3. Fidelity Investments: 5-7%
4. State Street Global Advisors: 4-6%
5. T. Rowe Price Group, Inc.: 3-4%
6. Invesco Ltd.: 2-3%
7. Capital Group: 2-3%
8. J.P. Morgan Asset Management: 2-3%
9. Franklin Templeton Investments: 1-2%
10. Schroders plc: 1-2%

T. Rowe Price Group, Inc. has a moderate market share compared to the largest asset managers in the world. The "moat" of T. Rowe Price lies in its strong brand reputation, long-standing experience in active fund management, and stable customer base. These factors provide some protection against competitors.

However, companies like BlackRock and Vanguard have a larger moat due to their enormous size, economies of scale, and wide product range, especially in the area of passive investment products like ETFs. These companies also benefit from lower cost structures and a stronger global presence.

Overall, while T. Rowe Price has some competitive advantages, they are less pronounced compared to the industry's leading companies. Market share and competitiveness could be further improved through strategic expansions or innovations.

Revenue Growth: 8.5% (2024) Profit Growth: 7.2% (2024) Assets Under Management (AUM): $1.7 trillion USD (End of 2024)

T. Rowe Price Group, Inc. recorded solid revenue growth of 8.5% in 2024, attributed to strong performance in their investment funds and institutional services. The 7.2% profit growth indicates that the company was able to efficiently manage its costs while increasing its revenues.

The $1.7 trillion USD in assets under management (AUM) at the end of 2024 underscores T. Rowe Price's strong market position and ability to continue attracting capital from investors. This metric is an important indicator of investors' confidence in the company's investment strategies.

In summary, T. Rowe Price Group, Inc. presents an attractive investment opportunity due to its stable growth, strong market position, and ability to manage significant assets. However, potential investors should also consider overall market trends and potential economic uncertainties that could impact future performance.

Dividend Yield: 3.8% (2025, estimated)
Dividend Growth: 5% annually (average over the last 5 years)

T. Rowe Price Group, Inc. is known for paying out a reliable dividend. The company has a long history of dividend payments and has consistently increased them in recent years. The current dividend yield is approximately 3.8%, which is attractive compared to other companies in the asset management industry.

The average annual dividend growth of 5% over the last five years shows that T. Rowe Price is committed to providing shareholders with continuously increasing returns. This reliability is supported by the company's strong financial position and its ability to generate stable earnings.