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AB Announces June 30, 2025 Assets Under Management

1. AB's AUM increased to $829 billion in June 2025, up 3%. 2. Market appreciation and modest net inflows drove the AUM growth. 3. Institutional inflows offset by net outflows from retail and private wealth. 4. Net outflows totaled $6.7 billion for the quarter ending June 2025. 5. AB continues to face risks from market performance and regulatory changes.

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FAQ

Why Neutral?

The increase in AUM suggests a strong market position, but significant outflows raise concerns. Historical data shows similar patterns can lead to volatility based on investor sentiment.

How important is it?

The increase in AUM is positive; however, the outflows could lead to skepticism among investors.

Why Short Term?

Recent outflows may impact investor confidence in the near term, potentially affecting stock performance. Past examples indicate quick responses in stock prices to AUM fluctuations.

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EQHBLKTROW
, /PRNewswire/ -- AllianceBernstein L.P. ("AB") and AllianceBernstein Holding L.P. ("AB Holding") (NYSE: AB) today announced that preliminary assets under management increased to $829 billion during June 2025 from $803 billion at the end of May. The 3% increase in month-end AUM was primarily driven by market appreciation, coupled with modest net inflows. Institutional net inflows were partially offset by net outflows from retail and private wealth during the month of June. For the quarter ending June 2025, preliminary firmwide net outflows totaled $6.7 billion. AllianceBernstein L.P. (The Operating Partnership) Assets Under Management ($ in Billions) At June 30, 2025 May 31, 2025 Private Institutions Retail Wealth Total Total Equity Actively Managed $ 51 $ 166 $ 56 $ 273 $ 263 Passive 24 39 8 71 69 Total Equity 75 205 64 344 332 Fixed Income Taxable 122 73 20 215 207 Tax-Exempt 1 48 30 79 78 Passive — 10 — 10 10 Total Fixed Income 123 131 50 304 295 Alternatives/Multi-Asset Solutions(1) 142 9 30 181 176 Total $ 340 $ 345 $ 144 $ 829 $ 803 At May 31, 2025 Total $ 329 $ 334 $ 140 $ 803 (1) Includes certain multi-asset solutions and services not included in equity or fixed income services. Cautions Regarding Forward-Looking Statements Certain statements provided by management in this news release are "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. Such forward-looking statements are subject to risks, uncertainties and other factors that could cause actual results to differ materially from future results expressed or implied by such forward-looking statements. The most significant of these factors include, but are not limited to, the following: the performance of financial markets, the investment performance of sponsored investment products and separately-managed accounts, general economic conditions, industry trends, future acquisitions, integration of acquired companies, competitive conditions, and government regulations, including changes in tax regulations and rates and the manner in which the earnings of publicly-traded partnerships are taxed. AB cautions readers to carefully consider such factors. Further, such forward-looking statements speak only as of the date on which such statements are made; AB undertakes no obligation to update any forward-looking statements to reflect events or circumstances after the date of such statements. For further information regarding these forward-looking statements and the factors that could cause actual results to differ, see "Risk Factors" and "Cautions Regarding Forward-Looking Statements" in AB's Form 10-K for the year ended December 31, 2024 or form 10-Q for the quarter ended March 31, 2025. Any or all of the forward-looking statements made in this news release, Form 10-K, Form 10-Q, other documents AB files with or furnishes to the SEC and any other public statements issued by AB, may turn out to be wrong. It is important to remember that other factors besides those listed in "Risk Factors" and "Cautions Regarding Forward-Looking Statements", and those listed above, could also adversely affect AB's financial condition, results of operations and business prospects. About AllianceBernstein AllianceBernstein is a leading global investment management firm that offers diversified investment services to institutional investors, individuals and private wealth clients in major world markets. As of June 30, 2025, including both the general partnership and limited partnership interests in AllianceBernstein, AllianceBernstein Holding owned approximately 37.5% of AllianceBernstein and Equitable Holdings, Inc. ("EQH"), directly and through various subsidiaries, owned an approximate 68.6% economic interest in AllianceBernstein. Additional information about AB may be found on our website, www.alliancebernstein.com. SOURCE AllianceBernstein WANT YOUR COMPANY'S NEWS FEATURED ON PRNEWSWIRE.COM? 440k+ Newsrooms & Influencers 9k+ Digital Media Outlets 270k+ Journalists Opted In

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