Global assets under management

Short description: Financial concept

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

Assets by classification

Rank	Fund type	US$ billion	Figures 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

^1 Around one third of private wealth is incorporated in conventional investment management (Pension funds, Mutual funds and Insurance assets).
^2 Many surveys systematically overestimate the global wealth pool. This is because they fail to separate out assets that are inaccessible for wealth management services (e.g. pension assets, real estate, dedicated liquidity, etc.)^[11]

Assets by region

Assets by region, 2020^[12]
Region	Value by region (in US$ billions)
North America	40,000
Europe	20,000
Middle East	6,000
Japan and Australia	5,200
Asia (excluding Japan and Australia)	5,200
Latin America	2,000

Assets by company

Key

AM — Asset management firm
FOREX — Foreign exchange reserves
HF — Hedge fund
MF — (Exchange Traded) Mutual fund
PEN — Pension fund
PE — Private equity firm
SWF — Sovereign wealth fund
UHNWI — (Billionaire) Ultra high-net-worth individual

Companies

Investor Name	Type	Total assets (US$ billion)
BlackRock	AM	12,000
Charles Schwab Corporation	AM	7,500
The Vanguard Group	AM	7,000
People's Bank of China	FOREX	3,700
Fidelity Investments	AM	3,600
Allianz Asset Management (PIMCO + Allianz Global Investors)	AM	3,400
State Street Global Advisors	AM	3,300
Capital Group	AM	2,300
JPMorgan Chase	AM	2,300
BNY Mellon Investment Management	AM	2,300
Goldman Sachs	AM	2,300
Amundi	AM	2,000
Government Pension Investment Fund (Japan)	PEN	1,370
Bank of Japan	FOREX	1,264
Government Pension Fund - Global (Norway)	SWF	893
Government Pension Fund of Norway (Norway)	PEN	856
Civil Service Retirement and Disability Fund (United States)	PEN	832
Abu Dhabi Investment Authority (Abu Dhabi)	SWF	773
SAMA Foreign Holdings (Saudi Arabia)	SWF	757
Saudi Arabian Monetary Authority	FOREX	745
UBS Asset Management	AM	680^[13]
China Investment Corporation (China)	SWF	653
SAFE Investment Company (China)	SWF	567
Swiss National Bank	FOREX	531
Central Bank of the Russian Federation	FOREX	429
Stichting Pensioenfonds ABP (Netherlands)	PEN	427
National Pension Service (South Korea)	PEN	400
Canada Pension Plan Investment Board	AM	278
Barclays Inverse US Treasury Composite ETN (Blackrock)	MF	211
SPDR S&P 500 (State Street Global Advisors)	MF	200
Bridgewater Associates	HF	78
Bill Gates (Microsoft)	UHNWI	76
Carlos Slim (Grupo Carso/Telemex)	UHNWI	72
Core S&P 500 ETF (Blackrock)	MF	70
Man Group	HF	65
Amancio Ortega (Inditex Group)	UHNWI	64
Warren Buffett (Berkshire Hathaway)	UHNWI	58
iShare MSCI EAFE ETF (Blackrock)	MF	54
Total Stock Market ETF (the Vanguard Group)	MF	50
Larry Ellison (Oracle Corporation)	UHNWI	48
JP Morgan Asset Management	HF	47
Brevan Howard Asset Management	HF	37
TPG Capital	PE	36
the Carlyle Group	PE	33
the Blackstone Group	PE	30
Och-Ziff Capital Management Group	HF	29
Kohlberg Kravis Roberts (KKR)	PE	28
Warburg Pincus	PE	26

References

Sources

IMF - Global asset allocation
TheCityUK - Fund management^{[yes|permanent dead link|dead link}}]}
Morgan Stanley - World's $165 trillion worth of traded securities
http://www.sovereigninvestor.org The Sovereign Investment Council, a trade group for sovereign investors and financial firms that serve sovereign investment funds.

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Original source: https://en.wikipedia.org/wiki/Global assets under management. Read more

[TheCityUK-1] ttp://www.thecityuk.com/assets/Uploads/Fund-Management-2012.pdf^{[yes|permanent dead link|dead link}}]}

[2] "As world wealth increased to $37.2 trillion in 2006". http://www.us.capgemini.com/worldwealthreport07/State_of_the_World_Wealth_2007.pdf.

[TheCityUK_-_Fund_Management_2012-3] 3.0 ^3.1 ^3.2 TheCityUK - Fund Management 2012^{[yes|permanent dead link|dead link}}]}

[4] The Future Size of the Global Real Estate Market^{[yes|permanent dead link|dead link}}]}

[5] "The global real estate market is on pace to grow by nearly one half to $13.7 trillion". http://retailtrafficmag.com/investments/trends/retail_rally_2012/.

[6] Foreign exchange reserves of the world

[7] Sovereign wealth funds grow to $3,980bn

[8] "Global Hedge Fund Asset Report". https://www.evestment.com/resources/research-reports/global-hedge-fund-asset-flows-report---january-2014.

[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.^{[yes|permanent dead link|dead link}}]}

[10] "The total market capitalization of publicly listed REITs around the world reached US$764 billion, up 25% from the previous year". http://www.ey.com/global/content.nsf/International/Real_Estate_Library_Global_REIT_Report_2007.

[11] Regaining momentum in wealth management - Roland Berger Strategy Consultants, page 15

[12] ttp://www.agefi.fr/sites/agefi.fr/files/fichiers/2016/07/bcg-doubling-down-on-data-july-2016_tcm80-2113701.pdf ^{[bare URL PDF]}

[UBS_Asset_Management_Invested_Assets-13] UBS Asset Management Invested Assets as at 31 March 2015

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