Alliancebernstein Hldg L P Stock Price, News & Analysis

AllianceBernstein (NYSE: AB) launched the actively managed AB US Equity ETF (NYSE: XCHG) on December 15, 2025, with Jane Street named as Lead Market Maker.

The fund's objective is to seek long-term growth of capital by investing, under normal circumstances, at least 80% of net assets in equity securities of U.S. companies. AB said XCHG was seeded using a 351-exchange mechanism and was developed with Bernstein Private Wealth Management to emphasize tax efficiency and strategic asset allocation.

XCHG joins AB's U.S. ETF lineup of 23 ETFs with just over $13 billion in assets under management as of December 15, 2025.

AllianceBernstein (NYSE: AB) reported preliminary assets under management (AUM) of $865 billion at November 30, 2025, down from $868 billion at October 31, 2025.

The $3 billion month‑end decline was driven primarily by client outflows concentrated in Institutions, with modest Retail outflows and slight Private Wealth outflows, while market conditions were largely flat.

Key line items: Total Equity $358B, Total Fixed Income $313B, Alternatives/Multi‑Asset $194B.

AllianceBernstein (NYSE: AB) announced that Seth Bernstein, President and CEO, will participate in the Goldman Sachs 2025 US Financial Services Conference on Tuesday, December 9, 2025, in a session beginning at 12:20 p.m. ET.

A live audio webcast will be available in the Investor & Media Relations section of AB's website and an audio replay will be posted shortly after the event.

AllianceBernstein (NYSE: AB) reported preliminary assets under management (AUM) of $869 billion at October 31, 2025, up from $860 billion at September 30, 2025, a 1% month‑end increase.

AB attributed the rise primarily to market appreciation with modest net inflows; institutional inflows were partly offset by retail outflows and slight private wealth outflows. By asset class, total equity AUM rose to $362 billion from $359 billion, total fixed income AUM rose to $314 billion from $310 billion, and alternatives/multi‑asset increased to $193 billion from $191 billion. The release is dated November 11, 2025.

AllianceBernstein (NYSE: AB) on November 10, 2025 launched two actively managed fixed income ETFs on the NYSE: AB New York Intermediate Municipal ETF (NYM) and AB Core Bond ETF (CORB). Jane Street is Lead Market Maker for both funds.

Key facts: NYM targets safety of principal and tax-aware total return for New York residents; CORB targets safety of principal with a moderate-to-high rate of current income. AB cited its fixed income scale: $83B muni AUM (as of Aug 31, 2025), $5.5B in Active Fixed Income ETFs, a $2.5B municipal ETF suite, and $10B in Active ETF AUM. AB's muni platform won a 2025 industry award.

AllianceBernstein Holding (NYSE: AB) reported 3Q25 results for the quarter ended September 30, 2025: GAAP net income $0.79 per Unit, adjusted net income $0.86 per Unit, and a cash distribution of $0.86 per Unit payable Nov 20, 2025 to holders of record Nov 3, 2025.

Key operating metrics: ending AUM $860.1B (up 7% YoY), average AUM $840.8B (up 7% YoY), total net outflows $2.3B in 3Q25 (improved from $6.7B in 2Q25). Adjusted operating income rose 15% and adjusted operating margin expanded 290 bps to 34.2%.

Flows detail: excluding a $4.0B reinsurance-related outflow, firmwide flows were ~flat; tax-exempt inflows $4.1B; private alternatives inflows $3.2B; active equity outflows $6.4B.

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.