AllianceBernstein Holding L.P. (AB)

Over the past six months, AllianceBernstein's stock has experienced several notable events. The company's stock has risen by 6.01% compared to the previous week, and by 3.74% over the last month. Over the past year, AB has shown a 16.36% increase. In October 2025, AllianceBernstein reported preliminary assets under management (AUM) of $869 billion. In November 2025, AB announced a Memorandum of Understanding (MoU) with SBI Holdings to establish a joint venture specializing in active ETF management in Japan and enhanced its ETF offerings with two new fixed-income conversions. The company held its Q3 2025 earnings conference call in October 2025 and its Q2 2025 earnings conference call in July 2025. In Q1 2025, AB generated $2.7 billion in firm-wide active net inflows.

General market seasonality can influence investment management firms. The private wealth channel experienced negative net flows in Q2, influenced by seasonal tax-related selling and macro conditions, though net new assets still grew at an annualized rate. The company is capitalizing on long-term trends such as the growth in private markets, demand for tax-efficient investment solutions, and the increasing importance of personalized wealth management services.

AllianceBernstein Holding LP is a global investment management firm offering research, portfolio management, and wealth management services to various investors. Operating in the Financial Services sector, it provides diversified investment solutions across asset classes, including equities, fixed income, multi-asset, and alternatives, through various investment vehicles. As of October 31, 2025, AllianceBernstein managed approximately $869 billion in assets.

AllianceBernstein has a global presence with its headquarters in Nashville, Tennessee. It maintains offices across the Americas, Asia-Pacific, and the Middle East and Europe.

In the past year, AllianceBernstein has received positive recognition, winning "Asset Manager of the Year ($25-500 Billion)" in October 2025. The firm's commitment to delivering superior investment outcomes through rigorous research and a client-centric approach contributes to its reputation. AllianceBernstein also focuses on responsible investing, evaluating and monitoring ESG risks and opportunities in its investments.

AllianceBernstein has a diverse ownership structure, including institutional shareholders, insiders, and retail investors. Approximately 14.89% is owned by institutional shareholders, 27.07% by insiders, and 58.05% by retail investors. Equitable Holdings, Inc. holds an approximate 68.5% economic interest. Peter S. Kraus is the largest individual shareholder, owning 10.87 million shares, representing 11.95% of the company.