Alliancebernstein Hldg L P Stock Price, News & Analysis

AllianceBernstein (NYSE: AB) announced on October 21, 2025 an equity investment as a lead investor in Fortitude Carlyle Asia Reinsurance, Ltd. (FCA Re), a Bermuda Class E reinsurer focused on Asian liabilities.

As part of the transaction AB intends to manage private alternative assets for FCA Re and will appoint a member to FCA Re's board. FCA Re will initially assume a share of existing liabilities from Fortitude Re and reinsure a share of future Asian transactions. AB noted its insurance platform manages nearly $190 billion in insurance-related assets as of June 30, 2025.

AllianceBernstein (NYSE: AB) announced on October 16, 2025 a fixed annuity version of its Secure Income Portfolio (SIP) for Defined Contribution plans.

The solution uses an allocation to a fixed annuity issued by an insurance subsidiary of Corebridge Financial to provide guaranteed lifetime income, principal protection, and steady asset growth while preserving participant access to savings. AllianceBernstein said this expands its Lifetime Income Strategy (LIS) lineup, which received a Department of Labor advisory opinion last month confirming LIS can serve as a qualified default investment alternative (QDIA). AB reports approximately $13B in assets under management in lifetime income solutions.

AllianceBernstein (NYSE: AB) reported preliminary assets under management of $860 billion at September 30, 2025, up from $844 billion at August 31, 2025, a 2% month‑end increase driven primarily by market appreciation and modest net inflows. Excluding approximately $4.0 billion of pre‑announced outflows tied to the EQH‑RGA reinsurance transaction, preliminary firmwide net inflows for the quarter were about $1.8 billion. September flows showed net inflows from Private Wealth and Institutions and net outflows from Retail. Reported AUM by major categories: Equity $359B, Fixed income $310B, Alternatives/Multi‑Asset $191B.

Bernstein (NYSE: AB) launched the Bernstein PEP, a nationwide pooled employer plan on Oct 9, 2025 to expand retirement options for small- to mid-sized businesses and private equity firms. The PEP pairs Bernstein as 3(38) investment advisor with Empower as recordkeeper and National Professional Planning Group as pooled plan provider to simplify plan management, reduce administrative and fiduciary burden, and deliver institutional investments and participant engagement tools.

Scale metrics: AB manages $142.2 billion in defined contribution assets (as of 8/31/2025) and Bernstein reports $144 billion AUM (as of 6/30/2025). Equitable Holdings owns an approximate 69% economic interest in AB.

AllianceBernstein (NYSE: AB) launched the AB California Intermediate Municipal ETF (CAM) on the New York Stock Exchange on October 6, 2025. CAM is an actively managed municipal bond ETF with an objective to provide safety of principal and maximize total return after accounting for federal and state taxes for California residents.

Jane Street is named as Lead Market Maker for the Fund. AllianceBernstein highlighted its > $82 billion in municipal assets under management and more than 30 years of municipal bond experience as supporting capabilities for the new ETF.

AllianceBernstein (NYSE: AB) has scheduled its Third Quarter 2025 financial and operating results release for Thursday, October 23, 2025, before market opening. The company will host an earnings conference call 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 call via webcast through AB's Investor Relations website or by telephone using specific dial-in numbers.

Bernstein Private Wealth Management, a unit of AllianceBernstein (NYSE: AB), has been awarded the Financial Advisor Team of the Year at the 2025 STEP Private Client Awards for the second time, following their previous win in 2021. The firm's Global Families team was recognized for their excellence in cross-border wealth management for ultra-high-net-worth (UHNW) clients.

The award acknowledges Bernstein's expertise in managing complex cross-border challenges, next-generation education, offshore investment platforms, and ethical practices. The firm, which manages $144 billion in assets as of June 30, 2025, was selected from 337 entries across 25 countries. The Global Families team specializes in providing integrated advice for US and international families, business owners, and family offices, addressing complex tax, regulatory, and investment challenges.

Bernstein Private Wealth Management, a unit of AllianceBernstein (NYSE: AB), has won the Best Broker-Dealer Ultrahigh-Net-Worth Service award at the 2025 WealthManagement.com Industry Awards. The recognition comes after the firm enhanced its UHNW platform in January 2024 with a dedicated service team and specialized offerings.

The platform provides access to Bernstein Wealth Advisors and experts in family offices, global families, and wealth strategy, focusing on multigenerational planning. The firm, which manages $144 billion in assets as of June 30, 2025, was selected from over 1,200 entries submitted by more than 400 companies in the 11th annual "Wealthies" awards program.

AllianceBernstein (NYSE: AB) has launched its new AB International Growth ETF (IGGY) on the New York Stock Exchange. The actively managed ETF aims to achieve long-term capital growth by investing in companies outside the U.S.

The fund will be managed by Thorsten Winkelmann, AB's CIO of European and Global Growth Equities, supported by an investment team with over 50 years of combined experience. Jane Street will serve as the Lead Market Maker for the fund.