Oct 10, 2025 7:00 AM Eastern Daylight Time HARTFORD, Conn.--(BUSINESS WIRE)--Virtus Investment Partners, Inc. (NYSE: VRTS) today reported preliminary assets under management (AUM) of $169.3 billion and other fee earning assets of $1.8 billion for total client assets of $171.1 billion as of September 30, 2025. The change in AUM from June 30, 2025 reflects net outflows in U.S. retail funds, institutional accounts, and retail separate accounts, partially offset by market performance and positive net flows in e ...

NEW YORK--(BUSINESS WIRE)--Lazard, Inc. (NYSE: LAZ) reported today that its preliminary assets under management ("AUM†) as of September 30, 2025 totaled approximately $264.5 billion. The month's AUM included market appreciation of $5.4 billion, FX appreciation of $0.5 billion, and net inflows of $0.3 billion. Preliminary average AUM for the quarter ended September 30, 2025 was $257.4 billion.  LAZARD, INC. ASSETS UNDER MANAGEMENT ("AUM†) (unaudited) ($ in millions)    As of:  September 30,. ...

, /PRNewswire/ -- AllianceBernstein L.P. ("AB") and AllianceBernstein Holding L.P. ("AB Holding") (NYSE: AB) announced today that preliminary assets under management increased to $860 billion during September 2025 from $844 billion at the end of August. The 2% increase in month-end AUM was primarily driven by market appreciation, coupled with modest net inflows. In September, net inflows from Private Wealth and Institutions were partially offset by Retail net outflows. Excluding approximately $4.0 billion i ...

BlackRock’s bitcoin ETF surpasses 800,000 BTC in assets under management after $4 billion inflow streak https://t.co/sBbL4YNbCv ...

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 ...

Core Insights - Artisan Partners Asset Management Inc. reported preliminary assets under management (AUM) of $178.1 billion as of August 31, 2025 [1] - Artisan Funds and Artisan Global Funds contributed $87.0 billion to the total AUM, while separate accounts and other AUM accounted for $91.1 billion [1] AUM by Strategy - The Growth Team's AUM includes: - Global Opportunities: $19.772 billion - Global Discovery: $1.840 billion - U.S. Mid-Cap Growth: $11.029 billion - U.S. Small-Cap Growth: $2.973 billion - Franchise: $0.883 billion [2] - The Global Equity Team's AUM includes: - Global Equity: $0.405 billion - Non-U.S. Growth: $14.898 billion [2] - The U.S. Value Team's AUM includes: - Value Equity: $5.357 billion - U.S. Mid-Cap Value: $2.510 billion - Value Income: $0.017 billion [2] - The International Value Group's AUM includes: - International Value: $51.203 billion - International Explorer: $0.859 billion [2] - The Global Value Team's AUM includes: - Global Value: $33.714 billion - Select Equity: $0.341 billion [2] - The Sustainable Emerging Markets Team's AUM is $2.127 billion [2] - The Credit Team's AUM includes: - High Income: $12.708 billion - Credit Opportunities: $0.337 billion - Floating Rate: $0.087 billion - Custom Credit Solutions: $0.442 billion [2] - The Developing World Team's AUM is $4.844 billion [2] - The Antero Peak Group's AUM includes: - Antero Peak: $2.211 billion - Antero Peak Hedge: $0.262 billion [2] - The International Small-Mid Team's AUM is $5.259 billion [2] - The EMsights Capital Group's AUM includes: - Global Unconstrained: $1.043 billion - Emerging Markets Debt Opportunities: $1.228 billion - Emerging Markets Local Opportunities: $1.682 billion [2] Separate Accounts and Other AUM - Separate account and other AUM consists of assets managed through vehicles other than Artisan Funds or Artisan Global Funds, including traditional separate accounts and Artisan-branded collective investment trusts [3] - AUM for Artisan Sustainable Emerging Markets and U.S. Mid-Cap Growth Strategies includes $116.2 million for which Artisan Partners provides investment models to managed account sponsors [4] Company Overview - Artisan Partners is a global investment management firm offering a wide range of high value-added investment strategies to sophisticated clients worldwide [5] - The firm has been focused on attracting experienced investment professionals since its inception in 1994 [5]

Core Insights - AllianceBernstein L.P. and AllianceBernstein Holding L.P. reported a preliminary increase in assets under management (AUM) to $844 billion in August 2025, up from $830 billion at the end of July, representing a 2% increase driven by firmwide net inflows and market appreciation [1] Summary by Category Assets Under Management - AUM increased to $844 billion in August 2025 from $830 billion in July 2025, reflecting a 2% growth [1] - Net inflows from Institutions and Private Wealth were partially offset by Retail net outflows [1] Breakdown of AUM - Total Equity AUM reached $351 billion, up from $348 billion in July 2025 - Actively Managed Equity: $276 billion (up from $274 billion) - Passive Equity: $75 billion (up from $74 billion) [1] - Total Fixed Income AUM increased to $307 billion from $299 billion - Taxable Fixed Income: $214 billion (up from $208 billion) - Tax-Exempt Fixed Income: $83 billion (up from $81 billion) [1] - Alternatives/Multi-Asset Solutions AUM rose to $186 billion from $183 billion [1] Ownership Structure - As of June 30, 2025, AllianceBernstein Holding owned approximately 37.5% of AllianceBernstein, while Equitable Holdings, Inc. held an approximate 68.6% economic interest in AllianceBernstein [5]

US wealth manager Corient agreed to acquire Stonehage Fleming and Stanhope Capital, allowing the Mubadala-backed firm to almost double assets under management https://t.co/uTc9bJoJWS ...

Core Insights - AllianceBernstein Holding L.P. (AB) reported assets under management (AUM) of $829 billion for July 2025, unchanged from June 2025, due to market gains being offset by net outflows, primarily from institutions [1][9] - The company experienced approximately $4 billion in institutional outflows linked to the completion of the EQH-RGA reinsurance transaction [1][9] AUM Performance Breakdown - Equity AUM increased nearly 1% to $347 billion, while Alternatives/Multi-Asset Solutions AUM rose 1.1% to $183 billion [2] - Fixed Income AUM decreased by 1.6% to $299 billion [2] - Institutional AUM fell nearly 1% to $337 billion, whereas Private Wealth AUM increased 1.4% to $146 billion, and Retail AUM saw a slight increase to $346 billion [3] Market Position and Growth Potential - AllianceBernstein's global reach and solid AUM balance are expected to support top-line growth despite rising operating costs and a challenging operating environment [3] - In the past six months, AB's shares gained 10.6%, outperforming the industry's growth of 1.7% [5] - AB currently holds a Zacks Rank 1 (Strong Buy), indicating strong market confidence [6] Peer Comparison - Franklin Resources, Inc. reported AUM of $1.62 trillion, slightly up from the previous month, while Invesco's AUM increased by 1.2% to $2,024.5 billion [10] - Invesco's AUM was positively impacted by favorable market returns, resulting in a $22 billion increase, although FX effects decreased AUM by $8.5 billion [11]

Core Insights - Artisan Partners Asset Management Inc. reported preliminary assets under management (AUM) of $175.0 billion as of July 31, 2025 [1] - Artisan Funds and Artisan Global Funds contributed $85.3 billion to the total AUM, while separate accounts and other AUM accounted for $89.7 billion [1] AUM by Strategy - The Growth Team's AUM includes: - Global Opportunities: $20,253 million - U.S. Mid-Cap Growth: $10,917 million - U.S. Small-Cap Growth: $2,858 million - The Global Equity Team's AUM includes: - Non-U.S. Growth: $14,787 million - The U.S. Value Team's AUM includes: - Value Equity: $5,058 million - U.S. Mid-Cap Value: $2,404 million - The International Value Group's AUM includes: - International Value: $50,036 million - The Global Value Team's AUM includes: - Global Value: $32,636 million - The Credit Team's AUM includes: - High Income: $12,468 million - The Developing World Team's AUM includes: - Developing World: $4,737 million - The Antero Peak Group's AUM includes: - Antero Peak: $2,288 million - The International Small-Mid Team's AUM includes: - Non-U.S. Small-Mid Growth: $5,264 million - The EMsights Capital Group's AUM includes: - Emerging Markets Local Opportunities: $1,641 million [2] Additional Information - AUM for Artisan Sustainable Emerging Markets and U.S. Mid-Cap Growth Strategies includes $121.8 million for which Artisan Partners provides investment models to managed account sponsors [3] - Artisan Partners is a global investment management firm offering a range of investment strategies since 1994, focusing on attracting experienced investment professionals [4]