Assets Under Management
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Man Group shares jump as assets under management rise 22% to record
Reuters· 2025-10-17 08:20
Core Viewpoint - Man Group's shares reached a six-month high following a 22% increase in assets under management, totaling a record $213.9 billion for the year ending September 30, surpassing expectations [1] Group 1: Financial Performance - The hedge fund reported a 22% increase in assets under management [1] - Total assets under management reached a record $213.9 billion [1]
BlackRock's AUM Touches Record $13.46T as Q3 Earnings Top Estimates
ZACKS· 2025-10-15 17:45
Core Insights - BlackRock (BLK) has become the first asset manager to exceed $13 trillion in assets under management (AUM), reaching $13.46 trillion in Q3 2025, which significantly contributed to its adjusted earnings of $11.55 per share, surpassing the Zacks Consensus Estimate of $11.25 and showing a slight increase from the previous year [1][2] Financial Performance - BlackRock's total revenues on a GAAP basis were $6.51 billion, reflecting a 25.2% year-over-year increase and exceeding the Zacks Consensus Estimate of $6.20 billion [2] - The company experienced long-term net inflows of $171 billion during the quarter, contributing to a total net inflow of $204.6 billion [4][7] AUM Growth Drivers - The record AUM balance, which increased by 17.3% year-over-year, was primarily driven by a strong U.S. stock market and robust net client inflows, alongside higher technology services and subscription revenues [3][7] - The acquisition of HPS Investment Partners added $165 billion in client AUM and $118 billion in fee-paying AUM, further boosting total AUM growth [3] Revenue Breakdown - Investment advisory and administration fees, the largest revenue component, rose by 25.2% year-over-year to $5.05 billion, while technology services and subscription revenues increased by 27.8% to $515 million [8] - Performance fees also saw a significant rise, increasing by 33% year-over-year to $516 million [8] Expense and Income Analysis - Total expenses increased by 42.7% year-over-year to $4.55 billion, attributed to rising costs across all components [7][9] - Adjusted operating income climbed 23.2% from the prior-year quarter to $2.62 billion, despite a substantial drop in non-operating income [9]
BlackRock, Inc. (NYSE:BLK) Sees Positive Analyst Sentiment and Growth in Assets Under Management
Financial Modeling Prep· 2025-10-14 15:00
Core Insights - BlackRock, Inc. is a leading global investment management firm with a diverse portfolio and significant global presence [1] - The consensus price target for BlackRock's stock has increased to $1,336, reflecting a 3.5% rise from the previous quarter [2][6] - BlackRock has reached $13.5 trillion in assets under management, driven by market rallies and strategic dealmaking [2][6] Financial Performance - The average price target for BlackRock's stock has risen by 13.2% over the past year, indicating strong confidence in the company's future performance [3] - BlackRock's revenue increased by 25% in the third quarter, supporting analysts' positive outlook [3] - Projected revenue for the third quarter is expected to increase by 20% year-over-year, reaching $6.22 billion, with earnings per share anticipated to be around $11.80 [4][6] Strategic Initiatives - BlackRock's strategic initiatives, including the launch of new ETFs and recent acquisitions, are expected to enhance earnings and revenue growth [4] - The upcoming earnings announcement on October 14, 2025, will provide further insights into the company's financial health and future prospects [5]
X @The Wall Street Journal
The Wall Street Journal· 2025-10-14 10:16
BlackRock ended the third quarter with $13.46 trillion in assets under management, up 17% from a year ago https://t.co/nrzHnPI4iw ...
Virtus Investment Partners Reports Preliminary September 30, 2025 Assets Under Management
Businesswire· 2025-10-10 11:00
Core Insights - Virtus Investment Partners reported preliminary assets under management (AUM) of $169.3 billion and total client assets of $171.1 billion as of September 30, 2025, reflecting a decrease from previous months due to net outflows in various accounts [1][2]. Summary by Category Assets Under Management - As of September 30, 2025, total AUM was $169.3 billion, down from $170.6 billion in August and $170.7 billion in June 2025 [1][2]. - The breakdown of AUM by product type includes: - Open-End Funds: $55.724 billion - Closed-End Funds: $10.867 billion - Retail Separate Accounts: $46.798 billion - Institutional Accounts: $55.936 billion [2]. - AUM by asset class shows: - Equity: $92.066 billion - Fixed Income: $39.750 billion - Multi-Asset: $22.078 billion - Alternatives: $15.431 billion [2]. Performance Factors - The decrease in AUM from June 30, 2025, was attributed to net outflows in U.S. retail funds, institutional accounts, and retail separate accounts, which were partially offset by market performance and positive net flows in exchange-traded funds [1][2]. Company Overview - Virtus Investment Partners is a partnership of boutique investment managers focused on the long-term success of individual and institutional investors, offering a range of investment products and services [3].
Lazard Reports September 2025 Assets Under Management
Businesswire· 2025-10-10 10:45
Core Insights - Lazard, Inc. reported preliminary assets under management (AUM) of approximately $264.5 billion as of September 30, 2025 [1] - The AUM for the month included market appreciation of $5.4 billion, foreign exchange (FX) appreciation of $0.5 billion, and net inflows of $0.3 billion [1] - The preliminary average AUM for the quarter ended September 30, 2025, was $257.4 billion [1] AUM Breakdown - Total AUM as of September 30, 2025: $264.5 billion [1] - Market appreciation contributed $5.4 billion to AUM [1] - FX appreciation added $0.5 billion to AUM [1] - Net inflows accounted for $0.3 billion [1] - Average AUM for the quarter: $257.4 billion [1]
AB Announces September 30, 2025 Assets Under Management
Prnewswire· 2025-10-09 20:05
Core Insights - AllianceBernstein L.P. and AllianceBernstein Holding L.P. reported a preliminary increase in assets under management (AUM) to $860 billion in September 2025, up from $844 billion at the end of August, representing a 2% month-over-month growth driven by market appreciation and modest net inflows [1] Summary by Category Assets Under Management - Preliminary AUM reached $860 billion as of September 30, 2025, compared to $844 billion at the end of August 2025 [1] - The increase in AUM was primarily attributed to market appreciation and modest net inflows, despite retail net outflows [1] Net Inflows - For the quarter ended September 2025, preliminary firmwide net inflows totaled approximately $1.8 billion, excluding about $4.0 billion in outflows related to the EQH-RGA reinsurance transaction [1] - Net inflows were observed from Private Wealth and Institutions, which were partially offset by retail net outflows [1] Breakdown of AUM - Total equity AUM was $359 billion, with actively managed equity at $281 billion and passive equity at $78 billion [1] - Total fixed income AUM was $310 billion, with taxable fixed income at $214 billion and tax-exempt fixed income at $86 billion [1] - Alternatives/Multi-Asset solutions accounted for $191 billion in AUM [1] Ownership Structure - As of September 30, 2025, AllianceBernstein Holding owned approximately 30.8% of AllianceBernstein, while Equitable Holdings, Inc. owned an approximate 68.5% economic interest in AllianceBernstein [5]
X @The Block
The Block· 2025-10-09 09:31
BlackRock’s bitcoin ETF surpasses 800,000 BTC in assets under management after $4 billion inflow streak https://t.co/sBbL4YNbCv ...
X @Bloomberg
Bloomberg· 2025-09-23 16:50
Canada’s Sagard Holdings Inc. seeks to more than triple its current assets under management over the next four years as it ramps up deals in the US and Europe https://t.co/ngG7ceVuhI ...