Core Insights - AllianceBernstein L.P. and AllianceBernstein Holding L.P. reported a preliminary increase in assets under management (AUM) to $880 billion as of February 28, 2026, up from $875 billion at the end of January 2026, representing a 0.6% increase driven by market appreciation, despite modest net outflows [1][1][1] AUM Breakdown - The AUM increase was attributed to various channels, with Private Wealth and Institutional channels experiencing net inflows, while the Retail channel faced net outflows during February 2026 [1][1] - The total AUM composition as of February 28, 2026, included: - Total Equity: $792 billion - Actively Managed: $276 billion - Passive: $294 billion - Total Fixed Income: $124 billion - Taxable: $123 billion - Tax-Exempt: $160 billion - Alternatives/Multi-Asset Solutions: $201 billion - The total AUM as of January 31, 2026, was $875 billion, with a similar breakdown [1][1][1]

Core Viewpoint - Apollo Global Management Inc. has experienced an 18.3% decline in share price over the past month, underperforming the S&P 500, raising questions about its future performance leading up to the next earnings release [1] Financial Performance - Apollo's Q4 2025 adjusted net income per share was $2.47, exceeding the Zacks Consensus Estimate of $2.03 and up from $2.22 in the previous year [2] - The GAAP net income attributable to Apollo Global was $660 million, down from $1.46 billion year-over-year, while the full-year ANI per share was $8.38, surpassing the estimate of $7.94 and up from $7.43 the previous year [3] - Total revenues for Q4 were $1.2 billion, a 30.3% increase year-over-year, and full-year revenues reached $4.5 billion, up 22.3% year-over-year, both exceeding consensus estimates [4] Assets Under Management (AUM) - Fee-earning AUM increased by 24.6% year-over-year to $709 billion, driven by strong management fee growth and record capital solutions fees [5] - Total AUM as of December 31, 2025, was $938 billion, reflecting a 24.9% year-over-year increase, supported by $145 billion in inflows from Asset Management and $83 billion from Retirement Services, partially offset by $60 billion in outflows [6] Capital and Liquidity - As of December 31, 2025, Apollo Global had cash and cash equivalents of $3.3 billion and total debt of $5.5 billion, indicating a potentially weak capital and liquidity position [7] Market Sentiment and Estimates - There has been an upward trend in fresh estimates for Apollo Global, suggesting a positive outlook among investors [8] - The stock currently holds a Zacks Rank 3 (Hold), indicating expectations for an in-line return in the coming months [11] Industry Comparison - Apollo Global Management is part of the Zacks Financial - Investment Management industry, where MSCI, a peer, reported a 10.6% year-over-year revenue increase and a 9.5% expected earnings growth for the current quarter [12][13]

Core Insights - Artisan Partners Asset Management Inc. reported preliminary assets under management (AUM) of $188.5 billion as of February 28, 2026, with Artisan Funds and Artisan Global Funds contributing $92.4 billion and separate accounts and other AUM accounting for $96.1 billion [1] Group 1: AUM Breakdown - The AUM by strategy includes various categories such as Global Opportunities ($15.69 billion), Non-U.S. Growth ($17.19 billion), and International Value ($56.72 billion) [2] - The U.S. Value Team's Value Equity strategy has an AUM of $5.898 billion, while the Global Value Team's Global Value strategy has $37.89 billion [2] - The Credit Team manages $13.598 billion in High Income and $1.392 billion in Custom Credit Solutions [2] Group 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] - The AUM includes $138.8 million for which Artisan Partners provides investment models to managed account sponsors, reported on a lag not exceeding one quarter [4] Group 3: Company Overview - Artisan Partners is a global multi-asset investment platform offering a range of high value-added investment strategies across growing asset classes to sophisticated clients [5] - The firm has been committed to attracting experienced investment professionals since its inception in 1994, with autonomous investment teams managing diverse strategies [5]

Group 1 - Invesco Ltd. reported preliminary month-end assets under management (AUM) of $2,257.7 billion, reflecting a 1.2% increase compared to the previous month [1] - The firm experienced net long-term inflows of $4.7 billion during the month, alongside money market net inflows of $13.5 billion [1] - AUM was positively influenced by favorable market returns, which contributed an increase of $9 billion, while foreign exchange (FX) fluctuations decreased AUM by $1.1 billion [1] Group 2 - The preliminary average total AUM for the quarter ending February 28 was $2,225.9 billion, with a preliminary average active AUM of $1,142.8 billion [1] - AUM breakdown as of February 28, 2026, includes $672.1 billion in ETFs & Index Strategies, $395.0 billion in Fundamental Fixed Income, and $316.0 billion in Fundamental Equities [1] - The total AUM figures for previous months were $2,231.7 billion in January 2026 and $2,169.9 billion in December 2025, indicating a consistent upward trend [1]

USYC has passed $2 billion in assets under management as industry adoption of tokenized money market funds expands. https://t.co/hEq0yArhfW ...

Investor Presentation NASDAQ: OCSL Unless otherwise indicated, data provided herein are as of December 31, 2025. First Quarter 2026 Investor Presentation NASDAQ: OCSL First Quarter 2026 Confidential Forward Looking Statements & Legal Disclosures Some of the statements in this presentation constitute forward-looking statements because they relate to future events or our future performance or financial condition. The forward-looking statements contained in this presentation may include statements as to: our f ...

Core Insights - Lazard, Inc. reported preliminary assets under management (AUM) of approximately $277.7 billion as of February 28, 2026, reflecting a month-over-month increase driven by market appreciation and net inflows [1] AUM Breakdown - The AUM as of February 28, 2026, included: - Equity: $207,093 million - Fixed Income: $36,467 million - Multi Asset: $25,462 million - Alternatives: $8,716 million - The total AUM increased from $266,953 million as of January 31, 2026, marking a growth of $10.785 billion [1] Market Influences - The increase in AUM was attributed to: - Market appreciation of $8.9 billion - Net inflows of $4.2 billion - Foreign exchange depreciation of $0.8 billion - A decrease of $1.5 billion due to the sale of a stake in Edgewater Funds management vehicles [1]

Core Viewpoint - Cohen & Steers reported a significant increase in assets under management (AUM) to $98.4 billion as of February 28, 2026, reflecting a growth driven by market appreciation and net inflows [1] Group 1: Assets Under Management - Preliminary AUM reached $98.4 billion, up $5.4 billion from $93.1 billion at the end of January 2026 [1] - The increase in AUM was attributed to market appreciation of $5.5 billion and net inflows of $7 million, which were partially offset by distributions totaling $151 million [1] Group 2: Breakdown by Investment Vehicle - Institutional Accounts saw a total AUM of $38.5 billion, with advisory accounts at $23.1 billion and subadvisory accounts at $15.4 billion [1] - Open-end Funds increased to $47.1 billion, while Closed-end Funds rose to $12.8 billion [1] Group 3: Company Overview - Cohen & Steers is a leading global investment manager specializing in real assets and alternative income, including various asset classes such as real estate, preferred securities, and commodities [1] - The firm was founded in 1986 and is headquartered in New York City, with additional offices in London, Dublin, Hong Kong, Tokyo, and Singapore [1]

Core Insights - AGF Management Limited reported total assets under management (AUM) and fee-earning assets of $60.5 billion as of February 28, 2026, reflecting a 12.5% increase year-over-year [1][2]. AUM Summary - Total AUM increased to $58.4 billion in February 2026 from $57.1 billion in January 2026, marking a month-over-month growth of 2.3% and a year-over-year growth of 13.0% from $51.7 billion [2]. - The total mutual fund AUM reached $35.8 billion, up from $35.2 billion in January 2026 and significantly higher than $31.1 billion in February 2025 [2][3]. - AGF Capital Partners AUM remained stable at $2.4 billion, consistent with January 2026 but slightly down from $2.5 billion in February 2025 [3]. Mutual Fund AUM by Category - Domestic Equity Funds AUM increased to $4.8 billion from $4.7 billion in January 2026 and $4.5 billion in February 2025 [3]. - U.S. and International Equity Funds AUM rose to $23.3 billion from $22.9 billion in January 2026 and $19.3 billion in February 2025 [3]. - Domestic Fixed Income Funds AUM remained stable at $2.3 billion, while U.S. and International Fixed Income Funds AUM increased to $3.5 billion from $3.2 billion year-over-year [3]. Company Overview - AGF Management Limited, founded in 1957, is an independent asset management firm with a focus on public and private markets through three business lines: AGF Investments, AGF Capital Partners, and AGF Private Wealth [4]. - The firm emphasizes responsible and sustainable corporate practices, serving a diverse client base including financial advisors, high-net-worth individuals, and institutional investors [5]. - Headquartered in Toronto, Canada, AGF operates in North America and Europe, managing over $60 billion in total assets and serving more than 820,000 investors [6].

Core Insights - AllianceBernstein L.P. reported a preliminary increase in assets under management to $875 billion as of January 31, 2026, up from $867 billion at the end of December 2025, reflecting a 1% month-over-month growth driven by market appreciation [1][1][1] Assets Under Management Breakdown - The total assets under management include: - Private: $52 billion - Institutions: $167 billion - Retail: $61 billion - Wealth: $280 billion - Total Equity: $812 billion - Total Fixed Income: $121 billion - Alternatives/Multi-Asset Solutions: $156 billion - The total equity increased from $810 billion to $812 billion, while total fixed income saw a slight increase from $121 billion to $121 billion [1][1][1] Net Outflows - The increase in assets was partially offset by net outflows concentrated in the Retail and Institutional channels, with Private Wealth also experiencing slight outflows [1][1][1] Company Overview - AllianceBernstein is a leading global investment management firm that provides diversified investment services to institutional investors, individuals, and private wealth clients across major world markets [1][1][1]