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AllianceBernstein Reports Growth in Assets Under Management

On July 10, 2025, AllianceBernstein L.P. (commonly referred to as AB) revealed its preliminary assets under management (AUM) for June 30, 2025. The numbers indicate a substantial increase, with AUM reaching approximately $829 billion, up from $803 billion at the end of May 2025. This increase represents a 3% rise month-over-month, driven primarily by market appreciation and modest net inflows.

A Closer Look at the Numbers

The breakdown of AUM reflects distinct contributions from various sectors:

• - Equity Investments: As of June 30, 2025, the total equity investments reached $344 billion. This includes actively managed equity standing at $273 billion, compared to $263 billion at the end of May. Passive equity investments also saw growth, climbing from $69 billion to $71 billion. However, retail and private wealth sectors experienced net outflows that impacted the overall figures.

• - Fixed Income: The fixed income segment has shown robust performance as well, with total managed assets growing to $304 billion. Notably, taxable fixed income increased from $207 billion to $215 billion. The segment comprises both taxable and tax-exempt bonds, which add diversity to AB's overall investment strategy.

• - Alternatives and Multi-Asset Solutions: This category is significant, contributing $181 billion to the AUM, with a slight increase from $176 billion in the previous month. It illustrates AB's commitment to offering versatile investment options beyond traditional equity and fixed income.

Net Outflows and Market Challenges

Despite the overall growth in AUM, AllianceBernstein also reported net outflows totaling approximately $6.7 billion within the firm for the quarter ending June 2025. This downturn is primarily attributed to reduced client activity within both retail and private wealth divisions, underscoring the market's fluctuating dynamics and the impact of economic uncertainties on investor behavior.

Forward-Looking Statements

In light of the reported figures, it is crucial to note that AB has provided certain forward-looking statements in this news release which are inherently subject to risks and uncertainties. These factors include varying performance of financial markets, potential changes in investment behaviors, and external economic conditions. AB has advised stakeholders to consider these elements when interpreting the firm's outlook.

About AllianceBernstein

AllianceBernstein stands as a leading global investment management firm that caters to a diverse range of clients, including institutional investors and private wealth clients across key markets. As of June 30, 2025, AllianceBernstein Holding, which owns approximately 37.5% of AB, along with Equitable Holdings, Inc. (EQH), which has about 68.6% economic interest in the firm, underlines the interconnectedness of investment management in today's financial landscape.

For further insights and updates regarding AllianceBernstein, visit www.alliancebernstein.com.