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Ending AUM
Indicates the total assets under management at the end of a period, reflecting the company’s ability to attract and retain investor funds, a key driver of revenue.After the 2022 market drawdown, AUM has not only recovered but expanded materially since 2024, driven by diversified, high‑stickiness inflows into alternatives, ETFs, SMAs and private markets — a structural mix shift that supports higher fee growth and the margin expansion management guided toward (high‑29s Q4, ~27% FY, 30%+ by 2027). Risks: roughly 20% of alternatives AUM isn't yet fee‑generating and regulatory/timing headwinds could delay fee conversion, so revenue upside depends on successful monetization and stable markets.
Date | Ending AUM |
|---|---|
Jun 30, 2026 | $1.79T |
Mar 31, 2026 | $1.68T |
Dec 31, 2025 | $1.68T |
Sep 30, 2025 | $1.66T |
Jun 30, 2025 | $1.61T |
Mar 31, 2025 | $1.54T |
Dec 31, 2024 | $1.58T |
Sep 30, 2024 | $1.68T |
Jun 30, 2024 | $1.65T |
Mar 31, 2024 | $1.64T |