Assets Under Management

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Rise in AUM & Fee Revenues Likely to Aid BlackRock's Q2 Earnings
ZACKS· 2025-07-11 16:16
Key Takeaways The Zacks Consensus Estimate for total AUM is pegged at $11.68 trillion, indicating a year-over-year jump of 9.7%. Our estimate for AUM is $11.66 trillion. BlackRock (BLK) is slated to report second-quarter 2025 results on July 15, before the opening bell. Its quarterly revenues and earnings are expected to have improved year over year. BLK's first-quarter 2025 earnings surpassed the Zacks Consensus Estimate. The results benefited from a rise in revenues. AUM witnessed robust growth and touche ...
Artisan Partners Asset Management Inc. Reports June 2025 Assets Under Management
Globenewswire· 2025-07-10 20:17
MILWAUKEE, July 10, 2025 (GLOBE NEWSWIRE) -- Artisan Partners Asset Management Inc. (NYSE: APAM) today reported that its preliminary assets under management ("AUM") as of June 30, 2025 totaled $175.5 billion. Artisan Funds and Artisan Global Funds accounted for $85.6 billion of total firm AUM, while separate accounts and other AUM1 accounted for $89.9 billion. PRELIMINARY ASSETS UNDER MANAGEMENT BY STRATEGY2 As of June 30, 2025 - ($ Millions) Growth Team Global Opportunities$20,065 Global Discovery1,8 ...
Invesco Ltd. Announces June 30, 2025 Assets Under Management
Prnewswire· 2025-07-10 20:15
ATLANTA, July 10, 2025 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ)1 today reported preliminary month-end assets under management (AUM) of $2,001.4 billion, an increase of 3.0% versus previous month-end. The firm delivered net long-term inflows of $8.3 billion in the month. Non-management fee earning net outflows were $1.5 billion and money market net outflows were $10.6 billion. AUM was positively impacted by favorable market returns which increased AUM by $58 billion. FX and reinvested distributions increased ...
AB Announces June 30, 2025 Assets Under Management
Prnewswire· 2025-07-10 20:05
NASHVILLE, Tenn., July 10, 2025 /PRNewswire/ -- AllianceBernstein L.P. ("AB") and AllianceBernstein Holding L.P. ("AB Holding") (NYSE: AB) today announced that preliminary assets under management increased to $829 billion during June 2025 from $803 billion at the end of May. The 3% increase in month-end AUM was primarily driven by market appreciation, coupled with modest net inflows. Institutional net inflows were partially offset by net outflows from retail and private wealth during the month of June. For ...
X @Token Terminal 📊
Token Terminal 📊· 2025-06-26 20:03
RT Satoshi Club (@esatoshiclub).@maplefinance has grown its assets under management from $225M in June 2024 to $2.51B today - a 1,015% increase.This makes it one of the fastest-growing protocols in crypto this year. https://t.co/OYDbTeCuRf ...
Invesco's May AUM Climbs 5.6% on Strong Markets, Shares Up 1.8%
ZACKS· 2025-06-12 15:40
Key Takeaways Invesco's May 2025 AUM rose 5.6% to $1.94T, driven by inflows and strong market performance. IVZ saw $6.1B in long-term inflows and $19.4B in money market inflows during the month. AUM in ETFs, Global Liquidity, and QQQs saw strong gains, offsetting fixed income declines.Shares of Invesco (IVZ) gained 1.8% following the announcement of its preliminary assets under management (AUM) for May 2025. The company’s month-end AUM of $1.94 trillion was up 5.6% from the previous month.Invesco reported ...
Artisan Partners Asset Management Inc. Reports May 2025 Assets Under Management
Globenewswire· 2025-06-10 20:15
Core Insights - Artisan Partners Asset Management Inc. reported preliminary assets under management (AUM) of $170.9 billion as of May 31, 2025 [1] - Artisan Funds and Artisan Global Funds contributed $83.4 billion to the total AUM, while separate accounts and other AUM accounted for $87.5 billion [1] AUM by Strategy - The Global Opportunities strategy has AUM of $19.683 billion, while Global Discovery has $1.825 billion [2] - U.S. Mid-Cap Growth strategy holds $10.615 billion, and U.S. Small-Cap Growth has $2.719 billion [2] - The International Value strategy is significant with $49.518 billion, and Global Value strategy has $31.590 billion [2] - High Income strategy under the Credit Team has $12.377 billion, while Developing World strategy has $4.650 billion [2] Additional Information - Artisan Sustainable Emerging Markets and U.S. Mid-Cap Growth Strategies include $116.7 million in aggregate for which investment models are provided to managed account sponsors [3] - The China Post-Venture strategy is currently being wound down [3] - Artisan Partners is a global investment management firm offering a diverse range of investment strategies across multiple asset classes since 1994 [4]
AB Announces May 31, 2025 Assets Under Management
Prnewswire· 2025-06-10 20:05
NASHVILLE, Tenn., June 10, 2025 /PRNewswire/ -- AllianceBernstein L.P. ("AB") and AllianceBernstein Holding L.P. ("AB Holding") (NYSE: AB) today announced that preliminary assets under management increased to $803 billion during May 2025 from $781 billion at the end of April. The 2.8% increase in month-end AUM was driven by market appreciation, partially offset by net outflows. By channel, private wealth experienced slight inflows, which were offset by institutional and retail outflows. AllianceBernstein ...
Invesco Ltd. Announces May 31, 2025 Assets Under Management
Prnewswire· 2025-06-10 10:55
ATLANTA, June 10, 2025 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ)1 today reported preliminary month-end assets under management (AUM) of $1,942.7 billion, an increase of 5.6% versus previous month-end. The firm delivered net long-term inflows of $6.1 billion in the month. Non-management fee earning net inflows were $6.3 billion and money market net inflows were $19.4 billion. AUM was positively impacted by favorable market returns which increased AUM by $70 billion. FX increased AUM by $0.9 billion. Prelimina ...
State Street Rides on Relatively High Rates & Buyouts Amid High Costs
ZACKS· 2025-06-05 14:31
Core Viewpoint - State Street Corp (STT) is well-positioned for growth due to higher interest rates, improved fee income efforts, strategic acquisitions, and a solid balance sheet, although rising expenses and concentrated fee-based revenues pose concerns [1] Growth Drivers - Higher interest rates are expected to aid net interest revenues, with net interest income (NII) projected to have a compound annual growth rate (CAGR) of 3.1% over the next three years, despite a decline in NIM from 1.20% to 1.10% in 2023 [2][3] - Total fee revenues showed a four-year CAGR of 1.7%, driven by increased client activity and market volatility, with AUC/A and AUM recording CAGRs of 4.7% and 8%, respectively [4] Strategic Initiatives - State Street is expanding through strategic acquisitions, including partnerships with smallcase and Ethic Inc., and acquiring global custody businesses from Mizuho Financial Group [7][8] - The company is also restructuring its global operations, consolidating its European joint ventures, and enhancing its service offerings to drive revenue and cost synergies [9] Financial Health - As of March 31, 2025, State Street had total debt of $36.7 billion and cash and deposits totaling $124.1 billion, with a 10% increase in quarterly dividends to 76 cents per share and a $5 billion share buyback authorization [11][12] - The company aims to distribute approximately 80% of its earnings to shareholders this year, indicating a sustainable capital distribution strategy [12] Challenges - Rising operating expenses have been a concern, with total non-interest expenses showing a four-year CAGR of 2.3%, and projected increases of 3%, 2.1%, and 4.7% in the coming years [13][14] - Fee income, which constituted 78.3% of total revenues in Q1 2025, faces risks from market volatility and concentration risk, which could significantly impact the company's financial position [15][16] Market Performance - Shares of STT have increased by 28.9%, outperforming the industry average of 19%, and currently hold a Zacks Rank 3 (Hold) [17]