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Mutual Fund Companies ranked by Assets Under Management (AUM).

Mutual Fund Firm Data updated on 08/2/19 

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Ranked by
AUM
on 8/2/19
Company NameAUM (in Billions)DateNewsClick to get
Company
Info
1Black Rock Funds$6,840.06/30/2019Bad Fossil fuel investment loss $5 BillionRequest info...
2Vanguard$5,200.01/31/2019Founder, John Clifton Bogle, passesRequest info...
3Charles Schwab$3,700.06/30/2019May buy USSA's investment business instead of Victory CapitalRequest info...
4State Street Global Advisors$2,810.03/31/2019To layoff 1,300 via automation efficiencies in 2019Request info...
5Fidelity Investments$2,459.03/31/2019To add billions in IT for workplace enhancements. To offer crypto currency in five yearsRequest info...
6JP Morgan$2,100.03/31/2019Layoff in 2019. Using AI to write interactive ad copy. FINRA issues?Request info...
7Capital Group$1,860.03/31/2019Fund wins Lipper AwardRequest info...
8BNY Mellon (Dreyfus)$1,800.03/31/2019KPMG fined for Mellon reports in UK.Request info...
9PIMCO$1,760.03/31/2019College scandal hits PIMCO executiveRequest info...
10Amundi Asset Mgmt$1,650.06/30/2019Hired Myerberg from Janus Henderson for fixed income group.Request info...
11Prudential Investments$1,400.05/1/2019Stock is still fallingRequest info...
12BofA Merrill Lynch$1,400.03/31/2019Merrill is trying flat salary with bonus compensation strategy. Crypto trading/mining gets former Merrill rep a 5K fine from FINRA
13Legal & General Investments$1,313.06/30/2019Buys Cardiff for 400 M poundsRequest info...
14TD Ameritrade$1,297.010/17/2018Q4, Q1, or Q2 data? No data makes people nervous.Request info...
15Invesco$1,159.35/31/201918% AUM increaseRequest info...
16T Rowe Price$1,070.06/30/2019To close 40% of Tampa officeRequest info...
17Sun Life Global Investments$1,011.03/31/2019Oil prices and CAD $ exchange rates hurt results. Reached $1T in AUM milestoneRequest info...
18Wellington Management$1,000.03/31/2019Focuses on climate change issues for giving and PRRequest info...
19Natixis Global Associates$998.43/31/2019Request info...

20TIAA$989.06/30/2019$450 M for TIAA Field in Jax, Fl. announcedRequest info...
21Loomis Sayles & Co$917.16/30/2019Affiliated with Natixis GlobalRequest info...
22Edward Jones$914.03/31/2019Former employee to get $2M in settlement from FINRARequest info...
23Ameriprise Financial$891.23/31/2019Vilferdi joins Ameriprise - EPS is upRequest info...
24Goldman Sachs Asset Management$874.54/30/2019David Solomon takes over on 1/1/19 amid Malaysia scandal. $100 IT trading investment to shave milliseconds on tradingRequest info...
25UBS$842.03/31/2019Looking for a merger/partner?Request info...
26Credit Sussie$811.06/30/2019To pay $5.3 billon in fines over fraud to the "US Justice Department." Request info...
27Insight Investors$806.43/31/2019Stock buy-back to support priceRequest info...
28Deutsche Asset Management$782.13/31/2019Nicolas Moreau steps downRequest info...
29Legg Mason$780.26/30/2019Layoffs may be avoided since AUM is upRequest info...
30RBC Global Wealth (CAN)$780.01/1/2019Request info...
31Affiliated Managers Group (AMG)$778.03/31/2019Jay Horgen is the new CEO at AMGRequest info...
32Franklin Templeton$732.54/30/2019To cut workforce by 5%. Starting agnostic ETF classRequest info...
33AXA$714.03/31/2019FINRA fines AXA $600KRequest info...
34Principal Financial Group$696.26/30/2019Good Q2
35Standard Life Aberdeen (UK)$675.03/31/2019AUM drops 10% in 2018Request info...
36BNP Paribas$632.06/30/2019Sponsorship with Women's TennisRequest info...
37MetLife$605.63/31/2019New agreement with Brighthouse Financial. Insurance business is upRequest info...
38Dimensional Fund Advisers$586.06/30/2019To move HQ from NY to Austin to save money.Request info...
39Alliance Bernstein$581.06/30/2019To move HQ from Boston to Nashville for cost cutting reasonsRequest info...
40The BlackStone Group$545.06/30/2019Blackstone Group sues RCS ownerRequest info...
41Federated Investors$502.26/30/2019Buys PNC Capital AdvisorsRequest info...
42MFS Investment Management$488.06/30/2019To acquire Solium Capital announced on 2/15/19Request info...
43Nomura Asset Management$482.03/31/2019Nomura to start paying on merit replacing age based compensation - 1/8/19. Layoffs pending in 2019Request info...
44Morgan Stanley$480.03/31/2019To shut down Russian business locationsRequest info...
45Wells Fargo Advisors$476.03/31/2019PR should get a needed bump from the successful major PGA televised event. Well just extended their sponsorship for five years. New brokerage presidentRequest info...
46Eaton Vance Distributors$469.94/30/2019"To try ETFs - again"Request info...
47Northern Trust$465.03/31/2019Ricky Fowler and Bubba Watson committed to Northern TrustRequest info...
48Columbia Threadneedle$459.03/31/2019Commits to sponsor Boston Marathon through 2023Request info...
49AVIVA$440.03/31/2019Maurice Tulloch as new CEORequest info...
50Julius Baer Securities$419.06/30/20192% job cuts in 2019Request info...
51Frank Russell Investments$400.03/31/2019Peter Gunning is confirmed at Chief Investment OfficerRequest info...
52Manulife Asset Mgmt$386.03/31/2019Reports record high Hong Kong resultsRequest info...
53Janus Henderson Group$359.86/30/2019Q1 AUM is back up from Q4 dipRequest info...
54SEI Investments$332.03/31/20193/31/19 stock buy backRequest info...
55Neuberger Berman$331.16/30/2019Request info...
56BMO Global Asset Group$320.01/23/2019Kristi Mitchem is new CEO as of 3/18/19Request info...
57Apollo Management$303.03/31/2019Switching from a partnership to a corporation to help investor liquidityRequest info...
58Barings$300.06/30/2019Reduced AUM in Q2Request info...
59Dodge & Cox$284.33/29/2019Request info...
60Guggenheim Partners$270.06/30/2019Completes merger with Millstein & CoRequest info...
61Stifel Financial Corp$270.012/31/2018Completes acquisition of NewStar FinancialRequest info...
62New York Life/Mainstay$255.06/30/2019Senior leadership changes in progressRequest info...
63Oppenheimer Funds$234.06/30/2019Being purchased by Invesco - announced 10/18/18 - to close in Q3Request info...
64Lazard Mgmt. Group$234.03/31/2019Wins Lipper awardRequest info...
65Pictet$230.03/31/2019Nocolas Pictet expected to retireRequest info...
66Carlyle Group$223.06/30/2019AUM up two quarters in a rowRequest info...
67BrightSphere$222.33/31/2019Funding $240K in teaching grantsRequest info...
68Voya (ING)$213.03/31/2019AUM is up in Q1Request info...
69TCW Group$205.06/30/2019Nippon Life buys 25% stake in TCWRequest info...
70Robeco/ORIX$198.83/31/2019Part of AXARequest info...
71Lord Abbett & Co$185.43/31/2019New managing partner. AUM is upRequest info...
72Putnam Investments$175.06/30/2019Shep Perkins in the new Chief Investment OfficerRequest info...
73American Century Investments$170.03/31/2019Nomura buys 40%Request info...
74IGM Financial$162.06/30/2019Purchased MackenzieRequest info...
75Ares Management$142.06/30/2019Ares Management announces acquisition Of three Texas wind farmsRequest info...
76Doubleline$140.06/30/2019Another AUM increaseRequest info...
77GAM Investors$138.56/30/2019Changed brand from Gabelli InvestorsRequest info...
78Raymond James$138.53/31/2019To expand into CanadaRequest info...
79OakTree$118.03/31/2019Brookfield to acquire 62% of OaktreeRequest info...
80Harris Associates$117.06/30/2019Subsidiary of NatixisRequest info...
81Conning$117.03/31/2019Conning Completes Strategic Investment in Global EvolutionRequest info...
82The Hartford$117.03/31/2019Named "2019 Military Friendly Employer" Request info...
83MAN Group$114.46/30/2019Better Q1 - "Due to alternative strategic investments," per new CEORequest info...
84Artisan Partners Financial$113.86/30/2019AUM back in the right directionRequest info...
85LPL Financial$110.03/31/2019FINRA fines LPL rep $5k. Buying "Strategic Financial" - 2/15/19Request info...
86TPG Capital$108.06/30/2019Bought stake in Rodan and FieldsRequest info...
87Virtus Investment Partners$105.06/30/2019Buys Sustainable Growth AdvisorsRequest info...
88Aegon$97.03/31/2019Former Chairman, Jaap Peters, has passed. Interim CEORequest info...
89US Bancorp$89.06/30/2019Good AUM growth in Q1Request info...
90Oakmark Funds$73.16/30/2019Nice increase in AUM in Q1Request info...
91Waddell & Reed$68.66/30/20199% AUM increase in Q1Request info...
92Victory Capital$64.16/30/2019Purchase of USAA Investment Management on track to close. Update - Charles Schwab may now be in the bidding for USSA's investment customersRequest info...
93Robert W Baird & Co$58.06/30/2019Had another AUM increase in Q2 - want to give a mention the great folks at the Davidson, NC officeRequest info...
94Cerberus Capital Management$55.73/31/2019Completes acquisition of Sparton Corp. Buys Navistar DefenseRequest info...
95William Blair Funds$54.03/31/2019Teaming with NAIC on diversityRequest info...
96Quilter (was Old Mutual)$53.56/30/201938% inflow drop in 2018. Another AUM drop in Q2Request info...
97Sterling Capital$52.03/31/2019Small loss in AUM in Q1, but it was the first quarterly AUM loss in many yearsRequest info...
98Thornburg Asset Management$49.43/31/2019Wins Lipper awardRequest info...
99Causeway Capital Management$48.63/27/2019"There are opportunities in a US/China trade war" - Causeway Capital - 9/30/2018Request info...
100Fortress$39.23/31/2019Purchased by SoftbankRequest info...
101Pzena$37.36/30/2019Buying HalliburtonRequest info...
102Glenmede Investment Management$37.03/31/2019Request info...
103Och-Ziff$33.36/30/2019Big Q2 resultsRequest info...
104Matthews Asia Funds$29.96/30/2019Request info...
105Bridgewater$28.06/30/2019Co-CEO expected to become new CEO at Well FargoRequest info...
106Davis Select Advisers$26.83/31/2019Request info...
107Manning & Napier$21.33/31/2019Request info...
108Dyal Capital Partners$20.36/30/2019Minority investment in Dyal CapitalRequest info...
109Reams Asset Mgmt$20.23/31/2019Purchased by Raymond JamesRequest info...
110AGF Management Limited$19.16/30/2019McCredie to CEORequest info...
111Impax Asset Group$18.43/31/2019AUM up 15% in Q1Request info...
112Touchstone Investments$18.05/1/2019Owned by Western SouthernRequest info...
113Mercer Advisors$15.03/20/2019Buying Confluence AdvisorsRequest info...
114Ariel Investments$13.06/30/2019Request info...
115Royce Funds$12.812/31/2018Request info...
116Tweedy Browne Co$12.63/31/2019Request info...
117Brown Brothers Harriman$12.53/31/2019To acquire part of Strategic LogisticsRequest info...
118Kelso & Company$11.44/29/2019To buy majority interest in Newport GroupRequest info...
119Pacific Global Asset Management$11.33/31/2019Part of Pacific LifeRequest info...
120Avenue Capital Management$10.16/30/2019Considering purchase of ArcilRequest info...
121FIS Group$10.06/30/2019To purchase "equal sized" Piedmont Investment AdvisorsRequest info...
122Tricon$5.93/31/2019Specializes in Real Estate Investments. 23% increase due to 3rd party assetsRequest info...
123Westchester Capital$4.03/29/2019Buys Westinghouse Air Break Technology CorpRequest info...
124Saturna Capital$3.512/31/2018Stable AUMRequest info...
125Z Capital Group$2.76/30/2019Buys Techniks Tool GroupRequest info...
126Emerald$2.56/30/20191251 Capital Group to buy EmeraldRequest info...
127Sterne Agee (SA Stone)$1.33/11/2019Brand change from Sterne Agee to SA Stone. Outstanding Kannapolis/Cornelius TeamRequest info...
128Heartland Advisors$1.33/4/2019Moving to BMO towerRequest info...
129Lafayette Investments$0.43/29/2019Buys Ryanair HoldingsRequest info...
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