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Assets Under Management
Tracks the total value of assets the company manages on behalf of clients, reflecting its scale, client confidence, and ability to generate management fees.Recent AUM acceleration reflects both a sizable inorganic lift from the Clark Capital acquisition (~$47B) and exceptional organic inflows from adviser recruiting and net‑new asset momentum, shifting the firm toward a higher fee‑based mix that underpins management’s fee growth guidance. That said, near‑term margin noise from acquisition-related costs, elevated legal/professional spend and deposit‑mix sensitivity to NII means investors should watch integration execution and whether organic flows sustain post‑deal.
Date | Assets Under Management |
|---|---|
Sep 30, 2026 | $342.90B |
Jun 30, 2026 | $345.00B |
Mar 31, 2026 | $282.40B |
Dec 31, 2025 | $280.80B |
Sep 30, 2025 | $274.90B |
Jun 30, 2025 | $263.20B |
Mar 31, 2025 | $245.00B |
Dec 31, 2024 | $243.90B |
Sep 30, 2024 | $244.80B |
Jun 30, 2024 | $229.30B |