50 Largest US Mutual Fund Families

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Presentation transcript:

50 Largest US Mutual Fund Families Firm AUM 12-31-18 Ownership Firm AUM 12-31-18 Ownership Vanguard $3,829B Independent. Owned by Vanguard funds. Fidelity $1,698B Independent. Employee-owned. American Funds $1,589B T Rowe Price $707.9B Independent. Publicly traded. Franklin Templeton $410.0B DFA $397.1B PIMCO $353.9B Owned by Allianz. JP Morgan $335.0B Owned by JP Morgan & Co. BlackRock $262.7B MFS $236.2B Owned by Sun Life Financial. Dodge & Cox $206.1B Jackson National $198.3B Owned by Prudential Plc. OppenheimerFunds $180.4B Sale to Invesco announced in October 2018. Current owner MassMutual will gain stake in Invesco. TIAA Investments $172.1B Owned by TIAA. John Hancock $166.0B Owned by Manulife Financial. Principal Funds $148.4B Owned by Principal Financial. Columbia $141.0B Owned by Ameriprise Financial. Invesco $140.1B Axa Equitable $138.1B Owned by Axa Group. Lord Abbett $134.3B Janus Henderson $123.9B American Century $117.2B Owned by Stowers Institute for Medical Research, employees, and Nomura Holdings. Legg Mason $107.1B Hartford Funds $103.8B Owned by Hartford Financial Services Group. PGIM $99.0B Owned by Prudential Financial. SEI $94.7B Goldman Sachs $88.0B Owned by Goldman Sachs. AllianceBernstein $87.8B Publicly traded. Controlled by AXA Group. Voya $87.4B Owned by Voya Financial. Schwab Funds $82.5B Owned by Charles Schwab Corp. Wells Fargo $80.4B Owned by Wells Fargo & Co. Eaton Vance $77.3B Independent. Publicly traded. Metropolitan West $76.4B Owned by TCW Group. TCW is owned by employees, Carlyle Group, and Nippon Life. DoubleLine $74.9B Independent, Employee-owned. Nuveen $74.0B Owned by TIAA. Putnam $70.1B Owned by Great-West Lifeco and ultimately by Power Corp. of Canada. Oakmark $69.1B Owned by Natixis and ultimately by Groupe BPCE. First Eagle $64.4B Controlling interest in firm held by Blackstone Group and Corsair Capital Funds. Bridge Builder $63.5B Part of employee-owned Edward Jones. Federated $60.9B USAA $67.0B Announced sale to publicly traded Victory Capital in November 2018. Ivy Funds $59.1B Owned by Waddell & Reed. GMO $54.8B Independent. Employee-owned. Dreyfus $53.3B Owned by BNY Mellon. Natixis $49.5B MainStay $49.1B Owned by New York Life. Northern Funds $47.9B Owned by Northern Trust. Artisan $47.7B Delaware Funds by Macquarie $47.2B Owned by Macquarie Group. Baird $47.0B Part of employee-owned Baird Financial Group. Note: Totals exclude money market assets Source: CL-Media Relations, Morningstar, SEC filings, company websites.