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T. Rowe Price Group's Financial Snapshot for April 2025

On May 12, 2025, T. Rowe Price Group, Inc. (NASDAQ-GS: TROW) released its preliminary figures regarding its assets under management for the end of April 2025. The report indicates that the firm holds a significant total of $1.56 trillion in assets, reflecting a slight decrease from the previous quarter, which posted $1.566 trillion.

Performance Overview

The report highlighted that the company faced net outflows amounting to $3.5 billion during April, suggesting shifts in client investments and market dynamics. This decrease, although notable, is not unprecedented within the ever-evolving landscape of investment management. The recent trend indicates that investors are increasingly cautious in their strategies, responding to external economic pressures and market volatility.

The distribution of T. Rowe Price's assets under management is categorized across different asset classes:

• - Equity: $767 billion (down from $773 billion)
• - Fixed Income (including money market): $198 billion (up from $196 billion)
• - Multi-Asset: $545 billion (slightly up from $544 billion)
• - Alternatives: $53 billion (unchanged)

This data reveals shifts in equity holdings, where a notable decrease from $830 billion a year ago demonstrates the challenges faced by equity markets.

Retirement Portfolio Insights

T. Rowe Price also reported specifics on its target date retirement portfolios, which saw a growth to $485 billion, compared to $484 billion at the end of March 2025 and $476 billion a year ago. This increase underscores the firm's commitment to helping clients plan for retirement, reflecting a positive trend in retirement-focused investments despite the broader outflows.

About T. Rowe Price

Founded in 1937, T. Rowe Price is a renowned global investment management firm dedicated to aiding clients in achieving their long-term investment objectives. The company is well-regarded for its commitment to excellence in investment management, retirement strategy leadership, and proprietary research methodologies that prioritize client interests. With a robust portfolio of investment capabilities, including active management across equity, fixed income, alternatives, and multi-asset strategies, T. Rowe Price serves millions of clients worldwide. Notably, about two-thirds of its assets under management are linked to retirement.

The wealth management firm remains a key player in the investment sector, leveraging its expertise to navigate through shifting market trends, maintaining a customer-centric approach amidst a competitive landscape.

For more insights and updates, clients and investors can explore T. Rowe Price's communications across various social media platforms and their official website.

Conclusion

As of April 30, 2025, while T. Rowe Price experiences challenges with net outflows and shifting asset dynamics, its overall asset management stands robust at $1.56 trillion. The continued growth in retirement accounts reflects a steadfast commitment to helping clients secure their financial futures, reinforcing the firm’s reputation as a leader in the wealth management sector.