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Average AUM
Shows the average assets under management over a period, providing insight into the company’s revenue base stability and growth trends.Average AUM has rebounded since 2024 to multi‑year highs, propelled by sustained long‑term net inflows—notably alternatives, private markets fundraising, and rapid ETF and SMA adoption—which underpins management’s revenue and margin guidance. That momentum supports higher fee growth and operating leverage, but investors should watch that ~20% of alternatives AUM isn’t yet fee‑generating, performance‑fee timing uncertainty, recent equity outflows, and elevated near‑term fundraising/AI expenses could introduce volatility to fee conversion and short‑term margins.
Date | Average AUM |
|---|---|
Jun 30, 2026 | $1.75T |
Mar 31, 2026 | $1.70T |
Dec 31, 2025 | $1.68T |
Sep 30, 2025 | $1.63T |
Jun 30, 2025 | $1.57T |
Mar 31, 2025 | $1.57T |
Dec 31, 2024 | $1.63T |
Sep 30, 2024 | $1.67T |
Jun 30, 2024 | $1.63T |
Mar 31, 2024 | $1.58T |