Welcome to our dedicated page for Alliancebernstein Hldg L P news (Ticker: AB), a resource for investors and traders seeking the latest updates and insights on Alliancebernstein Hldg L P stock.
AllianceBernstein (AB) delivers global investment management solutions through research-driven strategies across equities, fixed income, and alternative assets. This news hub provides investors with authoritative updates on AB's market activities, strategic initiatives, and financial developments.
Access real-time press releases covering earnings reports, leadership appointments, product launches, and regulatory filings. Our curated collection serves as a reliable resource for tracking AB's institutional partnerships, risk management innovations, and ESG integration across $735B+ in managed assets.
Key updates include:
• Quarterly earnings and dividend announcements
• Strategic acquisitions and partnership developments
• New ETF launches and fund performance data
• Corporate governance changes and regulatory updates
Bookmark this page for direct access to AB's official communications and third-party analysis. Combine fundamental data with timely market commentary to inform your investment research process.
AllianceBernstein's (NYSE: AB) Bernstein Private Wealth Management unit announced key leadership changes in its Houston office, appointing Stephen Lewis as Senior National Director, Co-Head of Houston office and Head of National Client Experience, alongside Adam Geist as Managing Director and Co-Head.
Lewis, with 24 years of financial services experience and one of the Houston office's original founders in 2002, will oversee firmwide client experience initiatives while partnering with Geist on various strategic initiatives. Geist, bringing over 20 years of experience, joined Bernstein in 2021 and will lead the wealth advisor team serving high-net-worth clients.
The appointments come as Houston emerges as a leading market for wealth and innovation. Bernstein currently manages $144 billion in assets as of June 30, 2025.
AllianceBernstein (NYSE: AB) reported a significant increase in assets under management (AUM) to $844 billion in August 2025, up 2% from $830 billion in July 2025. The growth was driven by firmwide net inflows and market appreciation.
The company's AUM breakdown shows: Equity at $351 billion ($276B actively managed, $75B passive), Fixed Income at $307 billion ($214B taxable, $83B tax-exempt, $10B passive), and Alternatives/Multi-Asset Solutions at $186 billion. By channel, Institutions held $345B, Retail $351B, and Private Wealth $148B.
Net inflows were positive for Institutions and Private Wealth channels, while Retail experienced net outflows during the period.
AllianceBernstein (NYSE: AB) has announced two strategic hires to accelerate growth in key markets. The firm appointed Gregory Kadet and Cecily Bolding as Managing Directors for the Rocky Mountains and Dallas offices respectively, reporting to Adam Sansiveri.
Kadet brings over 30 years of experience, previously managing $50 billion in assets and 350 employees at UBS. Bolding, with 20 years in wealth management, joins from Northern Trust where she was Managing Director of the Dallas market.
This expansion follows Bernstein's July 2025 announcement of inorganic growth plans and its ultrahigh-net-worth platform expansion in January 2024. The firm currently manages $144 billion in assets as of June 30, 2025.
AllianceBernstein (NYSE:AB) has announced that its 2024 Schedule K-3 is now available for download online. This tax document contains important international tax information primarily relevant for foreign unitholders, those computing foreign tax credits, and certain corporate/partnership unitholders.
Unitholders can access their Schedule K-3 through www.taxpackagesupport.com/ab or request an electronic copy via email by calling Tax Package Support at (844) 275-9875. AB recommends that affected unitholders review the information carefully and consult with tax advisors as needed.
AllianceBernstein (NYSE: AB) reported that its assets under management (AUM) remained steady at $829 billion in July 2025, unchanged from June. Market gains were offset by net outflows, primarily due to a $4.0 billion institutional outflow related to the EQH-RGA reinsurance transaction.
The AUM breakdown shows $347 billion in Equity (including $273B actively managed), $299 billion in Fixed Income, and $183 billion in Alternatives/Multi-Asset Solutions. By client channel, assets were distributed across Institutions ($337B), Retail ($346B), and Private Wealth ($146B).
AllianceBernstein (NYSE:AB) reported Q2 2025 financial results with adjusted net income of $0.76 per unit and declared a cash distribution of $0.76 per unit. The firm's assets under management reached a record $829.1 billion, with private wealth representing 17% and EQH general account assets comprising 10% of the $685 billion asset management business.
The quarter saw active net outflows of $4.8 billion, primarily in April, though flows improved by June as conditions stabilized. The institutional pipeline expanded to $21.9 billion, up from $13.5 billion in Q1. Compared to Q2 2024, investment advisory base fees grew 4%, adjusted operating income increased 7%, and adjusted operating margin expanded 150 basis points to 32.3%.
[ "Record AUM of $829.1 billion, up 7.7% year-over-year", "Adjusted operating margin expanded 150 basis points to 32.3%", "Investment advisory base fees grew 4% year-over-year", "Adjusted operating income increased 7.4% to $272.9 million", "Institutional pipeline grew significantly to $21.9 billion from $13.5 billion in Q1" ]AllianceBernstein (NYSE: AB) has announced the addition of Pacific Life to its multi-insurer lifetime income platform for Defined Contribution (DC) plans. The platform includes the Lifetime Income Strategy (LIS) and AB Secure Income Portfolio, with LIS currently managing approximately $12 billion in assets, including $4.5 billion in secured income.
The platform offers flexible lifetime income solutions through multiple insurers, providing DC plan participants with secure retirement income streams while maintaining account control and growth potential. Pacific Life joins other major insurers including Equitable, Jackson National Life, Lincoln National Life, and Nationwide Life Insurance Company. The solutions are currently available on three recordkeeping platforms with planned expansion.
AllianceBernstein (NYSE: AB) reported a significant increase in assets under management (AUM) to $829 billion in June 2025, up 3% from $803 billion in May 2025. The growth was primarily attributed to market appreciation and modest net inflows.
The firm's AUM breakdown shows $344 billion in Equity (including $273B actively managed), $304 billion in Fixed Income, and $181 billion in Alternatives/Multi-Asset Solutions. While institutional segment saw net inflows, both retail and private wealth experienced net outflows. The quarter ending June 2025 recorded preliminary firmwide net outflows of $6.7 billion.
AllianceBernstein's (NYSE: AB) Bernstein Private Wealth Management unit announced three key leadership appointments to drive its inorganic growth strategy and ultrahigh-net-worth (UHNW) expansion. Craig Storch, a 25-year veteran, has been promoted to Senior Managing Director for Growth Strategies, while Neel Ray joins as Senior National Director and Marshall Butler as Head of Marketing.
The appointments support Bernstein's strategy to recruit experienced wealth advisors in strategic markets and acquire select registered investment advisors (RIAs). This initiative follows the January 2024 buildout of Bernstein's UHNW service team and complements the firm's 50-year history of organic talent development. The firm recently established a new office at Hudson Yards, New York City, in September 2024.
AllianceBernstein (NYSE: AB) has scheduled its Second Quarter 2025 financial and operating results release for July 24, 2025, before market opening. The company will host a teleconference at 9:00 am (CT) on the same day.
Key executives participating in the call include Seth Bernstein (President and CEO), Thomas Simeone (CFO), and Onur Erzan (Head of Global Client Group and Private Wealth). Investors can access the conference via webcast through AB's Investor Relations website or by telephone. The presentation materials will be available on the company's website after the results release.
FAQ
What is the current stock price of Alliancebernstein Hldg L P (AB)?
What is the market cap of Alliancebernstein Hldg L P (AB)?
