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AB Announces January 31, 2025 Assets Under Management
ABAllianceBernstein L.P.(AB) Prnewswire·2025-02-12 21:05

Core Insights - AllianceBernstein L.P. and AllianceBernstein Holding L.P. reported a preliminary increase in assets under management (AUM) to 809billioninJanuary2025,upfrom809 billion in January 2025, up from 792 billion at the end of December 2024, representing a 2% month-over-month growth driven by market appreciation and slightly positive firmwide net flows [1][2] Summary by Category Assets Under Management - As of January 31, 2025, total AUM reached 809billion,withabreakdownof809 billion, with a breakdown of 327 billion in Private Wealth, 343billioninRetail,and343 billion in Retail, and 139 billion in Institutions [2] - The total AUM for December 31, 2024, was 792billion,indicatingagrowthof792 billion, indicating a growth of 17 billion in January 2025 [1][2] Performance by Channel - Net inflows were observed in the Retail and Institutional channels, while there were net outflows in the Private Wealth segment [1] - The increase in AUM was primarily attributed to market appreciation, highlighting the impact of market conditions on investment performance [1] Investment Strategy - The firm offers a diversified range of investment services, including actively managed and passive equity, fixed income, and alternatives/multi-asset solutions [2] - Total equity AUM was 342billion,withactivelymanagedequityaccountingfor342 billion, with actively managed equity accounting for 272 billion and passive equity for $70 billion [2]