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AllianceBernstein Reports Growth in Assets Under Management

In a notable announcement, AllianceBernstein L.P. (commonly referred to as AB) has revealed its preliminary figures for assets under management (AUM) as of June 30, 2026. The firm reported a substantial growth, with AUM reaching $905 billion, which reflects an increase from the previous month's figure of $899 billion. This growth can be attributed primarily to a high level of net inflows across its various distribution channels.

According to the report, the month saw significant net inflows, particularly driven by a large low-fee passive fixed income mandate. While market conditions were largely neutral during this timeframe, the overall performance showcased positive momentum across retail, institutional, and private wealth segments. Retail emerged as the leading channel for net inflows in June 2026, with institutions closely following, and private wealth recording positive contributions as well. For the quarter ending June 30, 2026, the preliminary total for net inflows stood at $0.7 billion.

Breakdown of Assets Under Management

A detailed assessment of AUM indicates that the distribution of assets spans several categories:

1. Equity:
- Actively Managed:
- Institutions: $166 billion
- Retail: $64 billion
- Total Active Equity: $279 billion
- Passive:
- Institutions: $31 billion
- Retail: $11 billion
- Total Passive Equity: $86 billion
- Total Equity: $365 billion

2. Fixed Income:
- Taxable:
- Institutions: $121 billion
- Retail: $21 billion
- Total Taxable: $207 billion
- Tax-Exempt:
- Institutions: $64 billion
- Retail: $34 billion
- Total Tax-Exempt: $99 billion
- Total Fixed Income: $324 billion

3. Alternatives/Multi-Asset Solutions: $216 billion

Overall, the report shows a total portfolio of $905 billion, showcasing the firm's diversified investment strategies and the capability to attract substantial capital across different investor segments.

Outlook and Market Considerations

This growth aligns with the firm's long-term strategies, emphasizing diversified asset management. Forward-looking statements emphasized by management caution that market performance and economic conditions remain crucial factors that could affect future results. AllianceBernstein has indicated that it will continue to navigate these dynamics carefully to sustain and build upon this growth.

The firm, as a notable player in the global investment management landscape, is recognized for its comprehensive investment services catering to both retail and institutional clients. The 31.3% ownership held by AllianceBernstein Holding further underscores the firm’s commitment to its investment strategy.

As of June 30, 2026, Equitable Holdings, Inc. maintains a significant economic interest in AllianceBernstein, exemplifying consolidated ownership within the investment management industry, a sector marked by its competitiveness and influence in global markets.

For further details about AllianceBernstein's performance and management strategies, visit AllianceBernstein's official website.