Investing Information

Investment industry company directory ranking the top 100+ investment companies by Assets Under Management (AUM) quarterly.

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(Updated: 5/8/19)

 

 

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Ranked by
AUM
on 5/8/2019
Company NameAUM $ (in Billions)DateNewsClick to get
Company
Info
1Black Rock Funds$6,515.003/31/2019AUM falls in 2018 - But still #1Request info...
2Vanguard$5,200.001/31/2019Founder, John Clifton Bogle, passesRequest info...
3Charles Schwab$4,000.003/31/2019Income nearly $1B in Q1 2019Request info...
4State Street Global Advisors$2,511.0012/31/2018To layoff 1,400 via automation efficences in 2019Request info...
5Fidelity Investments$2,459.003/31/2019To offer crypto currency in 5 yearsRequest info...
6JP Morgan$2,100.003/31/2019Layoffs in 2019Request info...
7BNY Mellon (Dreyfus)$1,800.003/31/20191% downsizing announcedRequest info...
8PIMCO$1,760.003/31/2019College scandal hits PIMCO executiveRequest info...
9Amundi Asset Mgmt$1,600.003/31/2019AUM in Q1 is steadyRequest info...
10Capital Group$1,600.0012/3/2018Fund wins Lipper AwardRequest info...
11Prudential Investments$1,400.005/1/2019Finds opportunites in BREXIT changesRequest info...
12Legal & General Investments$1,311.003/31/2019$44.6M pounds in funds for homeless causesRequest info...
13TD Ameritrade$1,297.0010/17/2018Q4 or Q1 data?Request info...
14BofA Merrill Lynch$1,130.003/31/2019Merrill is trying flat salary with bonus compensation strategy
15T Rowe Price$1,080.003/31/2019To close 40% of Tampa office and layoffsRequest info...
16Wellington Management$1,000.0012/31/2018Focuses on climate change issues for giving and PRRequest info...
17TIAA$970.0012/31/2018Near stable AUMRequest info...
18Invesco$954.803/31/2019AUM is upRequest info...
19Natixis Global Associates$917.1012/31/2018Request info...

20Edward Jones$914.003/31/2019Former employee to gets $2M in settlement from FINRARequest info...
21UBS$824.003/31/2019Request info...
22Ameriprise Financial$823.0012/31/2018Vilferdi joins Amerprise - EPS is upRequest info...
23Deutsche Asset Management$811.002/17/2019Nicolas Moreau steps downRequest info...
24Insight Investors$790.7012/31/2018Part of BYN MellonRequest info...
25Goldman Sachs Asset Management$781.003/31/2018David Solomon takes over on 1/1/19 amid Malaysia scandal. The 3/31/18 date is correct. Pls post your data, return phone calls, emails, or fix you website. If did just one of the four, it would be better. My job is to get you information about these companines. This is relavent information.Request info...
26Legg Mason$758.003/31/2019Layoffs may be avoided since AUM is upRequest info...
27Affiliated Managers Group (AMG)$744.003/31/2019Jay Horgen is the new CEO at AMGRequest info...
28RBC Global Wealth (CAN)$742.0012/31/2018Request info...
29AXA$714.603/31/2019Request info...
30Franklin Templeton$712.303/31/2019To cut workforce by 5%Request info...
31Principal Financial Group$675.403/31/2019Warns of more job cuts
32Standard Life Aberdeen (UK)$641.0012/31/2018AUM drops 10% in 2018Request info...
33MetLife$589.0012/31/2018New agreement with Brighthouse FinancialRequest info...
34Dimensional Fund Advisers$576.003/31/2019To move HQ from NY to Austin to for cost reductionRequest info...
35Alliance Bernstein$555.003/31/2019To move HQ from Boston to Nashville for cost cutting planRequest info...
36Wells Fargo Advisors$540.003/31/2019PR should get a needed bump from the successful major PGA televised event. Wells Fargo just extended their sponsorship for 5 yearsRequest info...
37The BlackStone Group$512.003/31/2019Blackstone Group starts a legal action against RCS ownerRequest info...
38Pictet$486.1012/31/2018Founder, Nocolas Pictet, expected to retireRequest info...
39Federated Investors$484.903/31/2019To aquire PNC Capitial AdvisorsRequest info...
40AVIVA$481.0012/31/2018Maurice Tulloch starts as new CEORequest info...
41Morgan Stanley$480.003/31/2019To shut down Russian business locationsRequest info...
42Manulife Asset Mgmt$477.0012/31/2018Reports record high Hong Kong resultsRequest info...
43Credit Sussie$476.403/31/2019To pay $5.3 billon in fines over fraud to the "US Justice Department." Request info...
44MFS Investment Management$472.903/31/2019To acquire Solium Capital announced on 2/15/19Request info...
45Nomura Asset Management$470.003/31/2019Nomura to start paying on merit replacing age based compensation - 1/8/19. Layoffs pending in 2019Request info...
46Columbia Threadneedle$459.003/31/2019Commits to sponsor Boston Marathon through 2023Request info...
47Northern Trust$456.003/31/2019Q1 AUM is back up from Q4 fallRequest info...
48Sun Life Global Investments$451.0012/31/2018Oil prices and CAD $ exchange rates hurt resultsRequest info...
49BNP Paribas$446.8112/31/2018Sponsorship with Womens TennisRequest info...
50Eaton Vance Distributors$444.702/26/2019"Trying ETFs - again"Request info...
51Julius Baer Securities$374.9012/31/20182% job cuts in 2019Request info...
52Aegon$361.0012/31/2018Former Chairman, Jaap Peters, has passedRequest info...
53Janus Henderson Group$352.303/31/2019Q1 AUM is back up from Q4 dipRequest info...
54SEI Investments$332.003/31/20193/31/19 stock buy backRequest info...
55Neuberger Berman$323.003/31/2019Request info...
56Barings$317.003/31/2019Plan announced to help the homeless via partnershipRequest info...
57Dodge & Cox$314.009/30/2018Request info...
58Guggenheim Partners$265.003/31/2019Completes merger with Millstein & CoRequest info...
59Loomis Sayles & Co$263.503/31/2019Affiliated with Natixis GlobalRequest info...
60Frank Russell Investments$261.2012/31/2018Peter Gunning is confirmed at Chief Investment OfficerRequest info...
61New York Life/Mainstay$252.003/31/2019Senior leadership changes in progressRequest info...
62BMO Global Asset Group$240.009/30/2018Kristi Mitchem is new CEO as of 3/18/19Request info...
63Lazard Mgmt. Group$234.403/31/2019Wins Lipper awardRequest info...
64Oppenheimer Funds$234.004/30/2019Being purchased by Invesco - announced 10/18/18 - to close in Q2Request info...
65Bridgewater$234.003/31/2019Female Co-CEO expected to become new CEO at Wells FargoRequest info...
66BrightSphere$222.303/31/2019Funding $240K in teaching grantsRequest info...
67Carlyle Group$222.003/31/2019AUM up two quarters in a rowRequest info...
68Voya (ING)$201.0012/31/2018AUM loss slows in Q1Request info...
69TCW Group$200.003/31/2019Nippon Life buys 25% stake in TCWRequest info...
70Apollo Management$192.3012/31/2018Switching from a partnership to a corporation to help investor liquidityRequest info...
71Robeco/ORIX$181.203/31/2019Part of AXARequest info...
72Putnam Investments$171.003/31/2019Shep Perkins in the new Chief Investment OfficerRequest info...
73IGM Financial$164.004/30/2019Purchased MacKenzieRequest info...
74Lord Abbett & Co$162.403/31/2019New managing partnerRequest info...
75American Century Investments$159.003/29/2019Nomura buys 40%Request info...
76Conning$141.003/31/2019Conning Completes Strategic Investment in Global EvolutionRequest info...
77Ares Management$137.003/31/2019Ares Management announces acquisition Of three Texas wind farmsRequest info...
78Raymond James$134.9012/31/2018To expand into CanadaRequest info...
79Doubleline$130.003/31/2019AUM increaseRequest info...
80OakTree$119.003/31/2019Brookfield to aquire 62% of OaktreeRequest info...
81Harris Associates$118.003/31/2019Susidary of NatixisRequest info...
82The Hartford$117.303/31/2019Named "2019 Military Friendly Employer." Surely targeting former USSA customer nicheRequest info...
83MAN Group$112.303/31/2019Better Q1 - "Due to alternative strategic investments," per new CEORequest info...
84Artisan Partners Financial$107.803/31/2019AUM back in the right directionRequest info...
85Virtus Investment Partners$107.003/31/2019Buys Sustainable Growth AdvisorsRequest info...
86LPL Financial$105.0012/31/2018"Buying Strategic Financial" - 2/16/19Request info...
87TPG Capital$104.003/31/2019Bought stake in Rodan and FieldsRequest info...
88US Bancorp$86.003/31/2019Good AUM growth in Q1Request info...
89Oakmark Funds$75.103/31/2019Nice increaes in AUM in Q1Request info...
90Stifel Financial Corp$71.5012/10/2018Completes acquisition of NewStar FinancialRequest info...
91William Blair Funds$61.6012/10/2018Request info...
92Victory Capital$58.103/31/2019Purchase of USAA Investment Management on track to closeRequest info...
93Quilter (was Old Mutual)$57.523/31/201938% inflow drop in 2018Request info...
94Causeway Capital Management$57.002/14/2019"There are opportunities in a US/China trade war" - Causeway Capital - 9/30/2018Request info...
95GAM Investors$55.0012/31/2018Changed brand from Gabelli InvestorsRequest info...
96Sterling Capital$52.003/31/2019Small loss in AUM in Q1, but it was the first quarterly AUM loss in many yearsRequest info...
97Thornburg Asset Management$49.403/31/2019Wins Lipper awardRequest info...
98Robert W Baird & Co$47.003/31/2019Had increase in Q4 2018 AUM with is better than industry average among peers. Great folks at the Davidson, NC officeRequest info...
99Fortress$39.902/14/2019Purchased by SoftbankRequest info...
100Cerberus Capital Management$39.003/31/2019Completes acquisition of Sparton Corp. Buying Navistar DefenseRequest info...
101Pzena$38.904/20/2019Request info...
102AGF Management Limited$37.203/31/2019McCredie to CEORequest info...
103Och-Ziff$33.133/1/2019Request info...
104Waddell & Reed$31.703/31/20199% AUM increase in Q1Request info...
105Matthews Asia Funds$30.903/31/2019Request info...
106Davis Select Advisers$26.803/29/2019Request info...
107Manning & Napier$21.103/31/2019Request info...
108Reams Asset Mgmt$20.203/31/2019Purchased by Raymond JamesRequest info...
109Touchstone Investments$18.005/1/2019Owned by Western SouthernRequest info...
110Pacific Global Asset Management$16.002/16/2019Part of Pacific LifeRequest info...
111Glenmede Investment Management$15.903/31/2019Request info...
112Dyal Capital Partners$15.703/31/2019Minority investment in Dyal CapitialRequest info...
113Mercer Advisors$15.003/20/2019Buying Confluence AdvisorsRequest info...
114Brown Brothers Harriman$14.302/14/2019To acquire part of Strategic LogisticsRequest info...
115Ariel Investments$13.003/31/2019Request info...
116Royce Funds$12.8012/31/2018Request info...
117Impax Asset Group$12.304/8/2019AUM up 15% in Q1Request info...
118Avenue Capital Management$9.802/28/2019Considering purchase of ArcilRequest info...
119Kelso & Company$9.304/26/2019To buy majority interest in Newport GroupRequest info...
120Tricon$5.703/31/2019Specializes in Real Estate Investments. 23% increase due to 3rd party assetsRequest info...
121FIS Group$5.604/30/2019To purchase "equal sized" Piedmont Investment AdvisorsRequest info...
122Saturna Capital$3.5012/31/2018Stable AUMRequest info...
123Westchester Capital$3.509/30/2018Buys Westinghouse Air Break Technology CorpRequest info...
124Tweedy Browne Co$3.209/30/2018Request info...
125Emerald$2.504/30/20191251 Capital Group to buy EmeraldRequest info...
126Z Capital Group$2.502/11/2019Buys Techniks Tool GroupRequest info...
127Heartland Advisors$2.003/6/2019Request info...
128Sterne Agee (SA Stone)$1.405/1/2019Brand change from Sterne Agee to SA Stone. Outstanding Kannapolis/Cornelius TeamRequest info...
129Lafayette Investments$0.403/29/2019Buys Ryanair HoldingsRequest info...
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