1994
| Firm |
AUM 12/31/94 |
|
| Fidelity | $314.5 billion |
|
| Bankers Trust | $186.8 billion |
|
| Merrill Lynch Asset Mgmt | $163.8 billion |
|
| Capital Group | $162.6 billion |
|
| Wells Fargo/BZW | $158.4 billion |
|
| State Street Global Advisors | $140.4 billion |
|
| Alliance Capital Management | $121.3 billion |
|
| Franklin Templeton Group | $114.1 billion |
|
| JP Morgan Inv. Management | $112.0 billion |
|
| American Express Financial/IDS | $102.1 billion |
|
| Putnam Investments | $95.2 billion |
|
| Invesco | $94.1 billion |
|
| Scudder, Stevens & Clark | $91.2 billion |
|
| Northern Trust | $82.3 billion |
|
| Wellington Management | $82.0 billion |
|
| Vanguard Group | $81.7 billion |
|
| Citibank Global Asset Mgmt | $74.0 billion |
|
| PimcoAdvisors | $72.2 billion |
|
| Smith Barney Capital | $69.1 billion |
|
| Kemper Financial Services | $62.7 billion |
|
| Dreyfus Corp. | $62.1 billion |
|
| New England Investment Cos. | $56.6 billion |
|
| PNC Asset Management | $56.4 billion |
|
| T. Rowe Price | $53.7 billion |
|
| Dean Witter InterCapital | $51.2 billion |
|
Sources: Goldman Sachs report The Coming Evolution of the Investment Management Industry: Opportunities and Strategies (October 1995); Institutional Investor and Nelson’s Directory of Investment Managers.
|
2019
| Firm |
AUM 12/31/19 |
|
| BlackRock | $7,430 billion |
|
| Vanguard Group | $6,200 billion |
|
| Fidelity | $3,200 billion |
|
| State Street Global Advisors | $3,116 billion |
|
| JP Morgan Chase | $2,400 billion |
|
| Capital Group | $2,000 billion |
|
| Bank of New York Mellon | $1,900 billion |
|
| Goldman Sachs | $1,859 billion (assets under supervision) |
|
| Prudential Financial | $1,551 billion |
|
| Northern Trust | $1,231 billion |
|
| Invesco | $1,226 billion |
|
| T. Rowe Price | $1,207 billion |
|
| Nuveen | $1,100 billion |
|
| Wellington Management | $1,100 billion |
|
| Legg Mason | $804 billion |
|
| Ameriprise Financial | $778 billion |
|
| Principal Financial | $735 billon |
|
| Affiliated Managers Group | $723 billion |
|
| Franklin Resources | $698 billion |
|
| AllianceBernstein | $623 billion |
|
| Dimensional Fund Advisors | $609 billion |
|
| Federated Hermes | $576 billion |
|
| Blackstone | $571 billion |
|
| Morgan Stanley | $552 billion |
|
| MFS | $527 billion |
|
Sources: Company websites, SEC filings, CL-Media Relations
|
