Global assets under management

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Global assets under management consists of assets held by asset management firms, pension funds, sovereign wealth funds, hedge funds, and private equity funds.

Contents

Assets by classification


Rank

Fund typeUS$ billionFigures as of
Private wealth $32,800 1 [1] [2] 2008
1 Pension funds $31,500 [3] 2011
2 Insurance companies $24,400 [3] 2011
3 Mutual funds $23,800 [3] 2011
4 Real estate $10,000 [4] [5] 2006
5 Foreign exchange reserves $7,341 [6] February 2008
6 Sovereign wealth funds $3,980 [7] 2011
7 Hedge funds $2,845 [8] 2014
8 Private equity funds $1,600 [9] 2009
9 REITs $764 [10] 2007

Assets by region

Assets by region, 2020 [12]
RegionValue by region (in US$ billions)
North America40,000
Europe20,000
Middle East6,000
Japan and Australia5,200
Asia (excluding Japan and Australia)5,200
Latin America2,000

Assets by company

Key

Companies

Investor NameTypeTotal assets
(US$ billion)
BlackRock AM12,000
Charles Schwab Corporation AM7,500
The Vanguard Group AM7,000
People's Bank of China FOREX3,700
Fidelity Investments AM3,600
Allianz Asset Management (PIMCO + Allianz Global Investors)AM3,400
State Street Global Advisors AM3,300
Capital Group AM2,300
JPMorgan Chase AM2,300
BNY Mellon Investment Management AM2,300
Goldman Sachs AM2,300
Amundi AM2,000
Government Pension Investment Fund (Japan)PEN1,370
Bank of Japan FOREX1,264
Government Pension Fund - Global (Norway)SWF893
Government Pension Fund of Norway (Norway)PEN856
Civil Service Retirement and Disability Fund (United States)PEN832
Abu Dhabi Investment Authority (Abu Dhabi)SWF773
SAMA Foreign Holdings (Saudi Arabia)SWF757
Saudi Arabian Monetary AuthorityFOREX745
UBS Asset ManagementAM680 [13]
China Investment Corporation (China)SWF653
SAFE Investment Company (China)SWF567
Swiss National BankFOREX531
Central Bank of the Russian FederationFOREX429
Stichting Pensioenfonds ABP (Netherlands)PEN427
National Pension Service (South Korea)PEN400
Canada Pension Plan Investment BoardAM278
Barclays Inverse US Treasury Composite ETN (Blackrock)MF211
SPDR S&P 500 (State Street Global Advisors)MF200
Bridgewater AssociatesHF78
Bill Gates (Microsoft)UHNWI76
Carlos Slim (Grupo Carso/Telemex)UHNWI72
Core S&P 500 ETF (Blackrock)MF70
Man GroupHF65
Amancio Ortega (Inditex Group)UHNWI64
Warren Buffett (Berkshire Hathaway)UHNWI58
iShare MSCI EAFE ETF (Blackrock)MF54
Total Stock Market ETF (the Vanguard Group)MF50
Larry Ellison (Oracle Corporation)UHNWI48
JP Morgan Asset ManagementHF47
Brevan Howard Asset ManagementHF37
TPG CapitalPE36
the Carlyle GroupPE33
the Blackstone GroupPE30
Och-Ziff Capital Management GroupHF29
Kohlberg Kravis Roberts (KKR)PE28
Warburg PincusPE26

See also

Related Research Articles

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<span class="mw-page-title-main">Sovereign wealth fund</span> State-owned investment fund

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<span class="mw-page-title-main">National Investment Corporation of National Bank of Kazakhstan</span>

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<span class="mw-page-title-main">CI Financial</span> Largest investment management firm by assets under management in Canada

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References

  1. http://www.thecityuk.com/assets/Uploads/Fund-Management-2012.pdf%5B%5D
  2. "As world wealth increased to $37.2 trillion in 2006" (PDF). Archived from the original (PDF) on 2008-09-10. Retrieved 2008-03-18.
  3. 1 2 3 TheCityUK - Fund Management 2012 [ permanent dead link ]
  4. The Future Size of the Global Real Estate Market [ permanent dead link ]
  5. "The global real estate market is on pace to grow by nearly one half to $13.7 trillion". Archived from the original on 2008-09-07. Retrieved 2008-03-18.
  6. Foreign exchange reserves of the world
  7. Sovereign wealth funds grow to $3,980bn
  8. "Global Hedge Fund Asset Report". Archived from the original on 2014-02-25. Retrieved 2014-02-25.
  9. Preqin calculates horizon IRRs using cash flow data for over 1,700 private equity funds, comprising partnerships valued at more than $1.6 trillion in total. [ permanent dead link ]
  10. "The total market capitalization of publicly listed REITs around the world reached US$764 billion, up 25% from the previous year". Archived from the original on 2008-03-14. Retrieved 2008-03-18.
  11. Regaining momentum in wealth management - Roland Berger Strategy Consultants, page 15
  12. http://www.agefi.fr/sites/agefi.fr/files/fichiers/2016/07/bcg-doubling-down-on-data-july-2016_tcm80-2113701.pdf [ bare URL PDF ]
  13. UBS Asset Management Invested Assets as at 31 March 2015

Sources