AllianceBernstein assets under management rise to $829 billion in June

Published 10/07/2025, 21:14
AllianceBernstein assets under management rise to $829 billion in June

NEW YORK - AllianceBernstein L.P. (NYSE:AB) reported Thursday that its preliminary assets under management increased to $829 billion at the end of June 2025, up 3% from $803 billion in May. The company, currently valued at $4.62 billion, has seen its stock trading near its 52-week high of $41.99, according to InvestingPro data.

The growth was primarily attributed to market appreciation, along with modest net inflows, according to a company press release. Institutional net inflows were partially offset by net outflows from retail and private wealth management segments during June.

Despite the monthly gain, AllianceBernstein experienced preliminary firmwide net outflows totaling $6.7 billion for the quarter ending June 2025.

The asset manager’s equity assets reached $344 billion, up from $332 billion in May, with actively managed equity accounting for $273 billion. Fixed income assets grew to $304 billion from $295 billion, while alternatives and multi-asset solutions increased to $181 billion from $176 billion.

By client category, institutional assets stood at $340 billion, retail at $345 billion, and private wealth at $144 billion as of June 30.

AllianceBernstein offers investment management services to institutional investors, individuals, and private wealth clients globally. As of June 30, AllianceBernstein Holding owned approximately 37.5% of AllianceBernstein, while Equitable Holdings, Inc. held an approximate 68.6% economic interest in the company.

In other recent news, AllianceBernstein reported its first-quarter 2025 earnings, surpassing analysts’ expectations with an earnings per share (EPS) of $0.80, slightly above the forecasted $0.79. The company’s net revenues were $838 million, marking a 5% decrease year-over-year but a 6% increase on a like-for-like basis. AllianceBernstein’s assets under management (AUM) increased to $803 billion in May 2025, up from $781 billion at the end of April, driven by market appreciation despite net outflows. Goldman Sachs downgraded AllianceBernstein’s stock rating to Neutral from Buy, citing slowing organic growth in equities and fixed income, while maintaining a price target of $40.00. The investment bank also adjusted its earnings estimates for AllianceBernstein to $3.30, $3.58, and $3.99 for 2025, 2026, and 2027, respectively. Additionally, AllianceBernstein announced changes to its Board of Directors, with Jeff Hurd resigning and Robin Raju being appointed as a Non-Independent Director. These recent developments reflect the company’s ongoing adjustments and strategic positioning in the financial market.

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