Lazard Reports March 2026 Assets Under Management

Lazard (NYSE: LAZ) reported preliminary assets under management of approximately $259.2 billion as of March 31, 2026.

Rhea-AI Summary

Lazard (NYSE: LAZ) reported preliminary assets under management of approximately $259.2 billion as of March 31, 2026. March AUM movements included $16.1 billion market depreciation, $4.3 billion FX depreciation and $1.8 billion net inflows. Preliminary average AUM for the quarter was $265.5 billion.

The company provided a segment table showing equity AUM at $193.0 billion, fixed income $34.4 billion, multi-asset $23.1 billion and alternatives $8.6 billion as of March 31, 2026.

Positive

• Net inflows of $1.8 billion in March 2026
• Preliminary quarterly average AUM of $265.5 billion

Negative

• Total AUM declined to $259.2 billion as of March 31, 2026 from $277.7 billion at February 28, 2026
• Market depreciation reduced AUM by $16.1 billion in March 2026
• FX depreciation reduced AUM by $4.3 billion in March 2026

Argus Apr 13 session

+3.34% close to close Open Argus

Details

News Market Reaction – LAZ

On Apr 13, the day this news came out, LAZ closed 3.34% above the previous close.

Data tracked by StockTitan Argus for the Apr 13 session.

Key Figures

Total AUM: $259.2 billion Market depreciation: $16.1 billion FX depreciation: $4.3 billion +5 more

Total AUM

$259.2 billion

Preliminary AUM as of March 31, 2026

Market depreciation

$16.1 billion

March 2026 AUM driver

FX depreciation

$4.3 billion

March 2026 AUM driver

Net inflows

$1.8 billion

March 2026 AUM driver

Average AUM

$265.5 billion

Preliminary average AUM for quarter ended March 31, 2026

Equity AUM

$193,049 million

As of March 31, 2026

Fixed income AUM

$34,423 million

As of March 31, 2026

Total AUM (table)

$259,187 million

Table total as of March 31, 2026

Historical Context

5 past events · Latest: Mar 23

5 events

1. Mar 23

   Fund distribution

   24h Move

   -1.8%

   Global Total Return and Income Fund declared monthly distribution with detailed source mix.

2. Mar 10

   AUM update

   24h Move

   -0.3%

   February 2026 AUM rose to $277.7B with market appreciation and net inflows.

3. Feb 23

   Fund distribution

   24h Move

   +2.1%

   LGI fund confirmed monthly payout and high return-of-capital share of distributions.

4. Feb 18

   Senior hires

   24h Move

   +0.5%

   Two senior healthcare managing directors joined to strengthen advisory capabilities.

5. Feb 10

   AUM update

   24h Move

   -0.1%

   January 2026 AUM reached $266.95B with market gains and net inflows.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Key Terms

assets under management, aum, fx

3 terms

assets under management financial

"Lazard, Inc. (NYSE: LAZ) reported today that its preliminary assets under management"

Assets under management (AUM) is the total value of all the investments that a financial company or fund is responsible for overseeing on behalf of its clients. It’s like a big bucket that shows how much money the firm is managing for people or organizations. A higher AUM often indicates a larger, more trusted company, and it can influence how much money they earn and the services they can offer.

aum financial

"Preliminary average AUM for the quarter ended March 31, 2026 was $265.5 billion."

Assets under management (AUM) is the total market value of investments that a financial firm or fund manages on behalf of clients. Investors watch AUM like the size of a shop: larger AUM can mean more fee revenue, greater market influence and perceived stability, while rapid changes in AUM signal growing popularity or redemptions that may affect future earnings and investment strategy.

fx financial

"The month's AUM included market depreciation of $16.1 billion, FX depreciation of $4.3 billion"

fx stands for foreign exchange, the system of buying, selling and converting one currency into another. For investors, fx matters because changes in exchange rates can raise or lower a company’s reported sales, costs and profits when business crosses borders—like how the same amount of money can buy more or less abroad—so movements in fx can affect earnings, valuation and investment returns.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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NEW YORK, April 13, 2026 /PRNewswire/ -- Lazard, Inc. (NYSE: LAZ) reported today that its preliminary assets under management ("AUM") as of March 31, 2026 totaled approximately $259.2 billion. The month's AUM included market depreciation of $16.1 billion, FX depreciation of $4.3 billion and net inflows of $1.8 billion. Preliminary average AUM for the quarter ended March 31, 2026 was $265.5 billion.

LAZARD, INC.
ASSETS UNDER MANAGEMENT ("AUM")
(unaudited)
($ in millions)

		As of:
		March 31, 20261	February 28, 2026
Equity		$193,049	$207,093
Fixed Income		34,423	36,467
Multi Asset		23,113	25,462
Alternatives		8,602	8,716
Total AUM		$259,187	$277,738

(1) Preliminary – subject to adjustment

About Lazard

Founded in 1848, Lazard is the preeminent financial advisory and asset management firm, with operations in North and South America, Europe, the Middle East, Asia, and Australia. Lazard provides advice on mergers and acquisitions, capital markets and capital solutions, restructuring and liability management, geopolitics, and other strategic matters, as well as asset management and investment solutions to institutions, corporations, governments, partnerships, family offices, and high net worth individuals. Lazard is listed on the New York Stock Exchange as Lazard, Inc. under the ticker LAZ. For more information, please visit Lazard.com and follow Lazard on LinkedIn.

Cautionary Note Regarding Forward-Looking Statements:
This press release contains "forward-looking statements" within the meaning of the safe harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995. In some cases, forward-looking statements can be identified by the use of forward-looking terminology such as "may," "might," "will," "should," "could," "would," "expect," "plan," "anticipate," "believe," "estimate," "predict," "potential," "target," "goal," "pipeline," or "continue," and the negative of these terms and other comparable terminology. These forward-looking statements, which are subject to known and unknown risks, uncertainties and assumptions about us, may include projections of our future financial performance based on our growth strategies, business plans and initiatives and anticipated trends in our business. These statements are only predictions based on our current expectations and projections about future events. There are important factors that could cause our actual results, level of activity, performance or achievements to differ materially from the results, level of activity, performance or achievements expressed or implied by the forward-looking statements.

These factors include, but are not limited to, those discussed in our Annual Report on Form 10-K under Item 1A "Risk Factors," and also discussed from time to time in our Quarterly Reports on Form 10-Q and Current Reports on Form 8-K, including the following:

• Adverse general economic conditions or adverse conditions in global or regional financial markets;
• Changes in international trade policies and practices including the implementation of tariffs, proposed further tariffs, and responses from other jurisdictions, and the economic impacts, volatility and uncertainty resulting therefrom;
• A decline in our revenues, for example due to a decline in overall mergers and acquisitions (M&A) activity, our share of the M&A market or our assets under management (AUM);
• Losses caused by financial or other problems experienced by third parties;
• Losses due to unidentified or unanticipated risks;
• A lack of liquidity, i.e., ready access to funds, for use in our businesses;
• Competitive pressure on our businesses and on our ability to retain and attract employees at current compensation levels and;
• Changes in relevant tax laws, regulations or treaties or an adverse interpretation of those items.

These risks and uncertainties are not exhaustive. Our SEC reports describe additional factors that could adversely affect our business and financial performance. Moreover, we operate in a very competitive and rapidly changing environment. New risks and uncertainties emerge from time to time, and it is not possible for our management to predict all risks and uncertainties, nor can management assess the impact of all factors on our business or the extent to which any factor, or combination of factors, may cause actual results to differ materially from those contained in any forward-looking statements.

As a result, there can be no assurance that the forward-looking statements included in this release will prove to be accurate or correct. Although we believe the statements reflected in the forward-looking statements are reasonable, we cannot guarantee future results, level of activity, performance, achievements or events. Moreover, neither we nor any other person assumes responsibility for the accuracy or completeness of any of these forward-looking statements. You should not rely upon forward-looking statements as predictions of future events. We are under no duty to update any of these forward-looking statements after the date of this release to conform our prior statements to actual results or revised expectations and we do not intend to do so.

Lazard, Inc. is committed to providing timely and accurate information to the investing public, consistent with our legal and regulatory obligations. To that end, Lazard and its operating companies use their websites, and other social media sites to convey information about their businesses, including the anticipated release of quarterly financial results, quarterly financial, statistical and business-related information, and the posting of updates of assets under management in various mutual funds, hedge funds and other investment products managed by Lazard Asset Management LLC and Lazard Frères Gestion SAS. Investors can link to Lazard and its operating company websites through www.lazard.com.

Investor Contact:
Alexandra Deignan +1 212 632 6886
alexandra.deignan@lazard.com

Media Contacts:
Zoe Butt +44 20 7448 2802
zoe.butt@lazard.com

Aziz Nayani +1 212 632 6042
aziz.nayani@lazard.com

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SOURCE Lazard

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What were Lazard's reported AUM and average AUM as of March 31, 2026 (LAZ)?

Lazard reported preliminary AUM of approximately $259.2 billion as of March 31, 2026. According to the company, preliminary average AUM for the quarter ended March 31, 2026 was $265.5 billion.

How much net inflow did Lazard (LAZ) record in March 2026?

Lazard recorded net inflows of $1.8 billion in March 2026. According to the company, inflows partially offset monthly market and FX depreciation impacting total AUM.

How did market and FX moves affect Lazard's AUM in March 2026 (LAZ)?

Market depreciation reduced AUM by $16.1 billion and FX depreciation reduced AUM by $4.3 billion in March 2026. According to the company, these losses were the primary drivers of the month-over-month AUM decline.

What were Lazard's AUM by asset class as of March 31, 2026 (LAZ)?

As of March 31, 2026 Lazard reported equity AUM of $193.0 billion, fixed income $34.4 billion, multi-asset $23.1 billion, and alternatives $8.6 billion. According to the company, these figures are preliminary and unaudited.

Did Lazard's total AUM change from February to March 2026 and by how much (LAZ)?

Total AUM declined to $259.2 billion on March 31, 2026 from $277.7 billion on February 28, 2026. According to the company, the decline reflected market and FX depreciation net of inflows.

Are Lazard's March 31, 2026 AUM figures final or preliminary (LAZ)?

The March 31, 2026 AUM figures are presented as preliminary and subject to adjustment. According to the company, the amounts are unaudited and may be updated before final reporting.