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AllianceBernstein Holding LP - Stock Quote AB

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Morningstar's AllianceBernstein Holding LP Stock Analysis

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Is it the right time to buy or sell?
Is it the right time to buy or sell?

1-Star Price

INVESTOR

5-Star Price

INVESTOR

Economic Moat

INVESTOR

Capital Allocation

INVESTOR

AllianceBernstein Is Holding Its Own in the Face of Ongoing Market Volatility

Greggory Warren, CFA Sector Strategist

Business Strategy and Outlook

| Greggory Warren, CFA |

A confluence of several issues--poor relative active investment performance, the growth and acceptance of low-cost index-based products, and the expanding power of the retail-advised channel--has made it increasingly difficult for asset managers running predominantly active portfolios to generate organic growth, leaving them more dependent on market gains to drive assets under management higher. While we still believe there will always be room for active management, we believe the advantage when it comes to getting placement on platforms will go to asset managers with greater scale, established brands, solid long-term performance, and reasonable fees.

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Key Statistics - AB

AllianceBernstein Holding LP's Company Profile

Business Description

AllianceBernstein provides investment management services to institutional (45% of assets under management), retail (39%), and private (16%) clients through products that includes mutual funds, hedge funds, and separately managed accounts. At the end of May 2022, AB had $687.0 billion in managed assets, composed primarily of fixed-income (40% of AUM) and equity (44%) strategies, with other investments (made up of asset allocation services and certain other alternative investments) accounting for the remainder. The company also provides sell-side research and brokerage services through its Sanford Bernstein subsidiary.

Contact
501 Commerce Street
Nashville, TN, 37203
T +1 615 622-0000
Industry Asset Management
Most Recent Earnings Mar 31, 2022
Fiscal Year End Dec 31, 2022
Stock Type Cyclical
Employees 4,118

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