Every 8-K that AllianceBernstein Holding, L.P. (AB) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow AB and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full AB filings page.
ALLIANCEBERNSTEIN HOLDING L.P. (AB) reported that its operating partnership, AllianceBernstein L.P., had preliminary assets under management (AUM) of $919 billion as of August 31, 2026, up from $908 billion at July 31, 2026, a 1.2% increase driven by market appreciation, partially offset by net outflows. Institutional and Private Wealth channels generated net inflows, while Retail saw net outflows.
By asset class at August 31, 2026, Equity AUM was $364 billion, Fixed Income AUM was $323 billion, and Alternatives/Multi-Asset Solutions AUM was $232 billion. By channel, AUM totaled $388 billion for Institutions, $362 billion for Retail, and $169 billion for Private Wealth. As of June 30, 2026, AB Holding owned approximately 31.3% of AllianceBernstein, while Equitable Holdings, Inc. held an approximate 68.1% economic interest in AllianceBernstein.
AllianceBernstein Holding L.P. reported that preliminary assets under management rose to $909 billion as of July 31, 2026, from $906 billion at June 30, 2026. Management attributes the increase to firmwide net inflows, which more than offset unfavorable market movements during the month.
By client channel, Institutions recorded strong net inflows, supported by a previously announced $12 billion commercial mortgage loans mandate. Private Wealth generated modest net inflows, while the Retail channel saw net outflows. As of July 31, assets by channel were $382 billion in Institutions, $360 billion in Retail, and $167 billion in Private Wealth.
By asset class, total equity assets were $360 billion, fixed income assets were $320 billion, and Alternatives/Multi-Asset Solutions totaled $229 billion. The company highlights typical risks and uncertainties around forward-looking statements and notes that, as of June 30, 2026, AllianceBernstein Holding owned approximately 31.3% of AllianceBernstein, while Equitable Holdings held about a 68.1% economic interest.
AllianceBernstein Holding L.P. reported higher second-quarter 2026 results, with GAAP net income per unit of $0.77 versus $0.64 a year earlier and adjusted net income per unit of $0.82 versus $0.76. GAAP net revenues were $1,171,004 thousand, up 7.5% year over year, and GAAP operating income rose 30.2% to $289,152 thousand, expanding the operating margin to 23.2% from 20.7%. On an adjusted basis, net revenues were $887,547 thousand, up 5.1%, adjusted operating income was $292,980 thousand, up 7.3%, and adjusted operating margin improved to 33.0% from 32.3%. The cash distribution per unit increased to $0.82.
Sequentially, GAAP net revenues declined 2.6%, operating income fell 11.5%, and net income per unit decreased from $0.92, while adjusted net revenues grew 1.9% and adjusted operating income increased 0.6%. Assets under management reached a record $905.5 billion at June 30, 2026, up 9.2% from a year earlier and 8.0% from March 31, 2026. Total net inflows were $0.8 billion, following net outflows in the prior four quarters, including institutional inflows of $0.6 billion, retail inflows of $0.9 billion, and private wealth outflows of $0.7 billion. Passively managed strategies generated $9.4 billion of net inflows, offsetting $8.6 billion of net outflows from actively managed strategies. A cash distribution of $0.82 per unit is payable on August 27, 2026 to unitholders of record on August 12, 2026.
AllianceBernstein Holding L.P. reported that preliminary assets under management were $905 billion as of June 30, 2026, up from $899 billion at May 31, 2026. Management attributed the increase primarily to firmwide net inflows, including a large low-fee passive fixed income mandate, while markets had a largely neutral impact.
Net flows were positive across all three distribution channels in June, led by Retail, followed by Institutions and Private Wealth. For the quarter ended June 30, 2026, preliminary firmwide net inflows totaled $0.7 billion. By channel at June 30, 2026, assets under management were $371 billion in Institutions, $367 billion in Retail, and $167 billion in Private Wealth, for the $905 billion total. AllianceBernstein Holding owned approximately 31.3% of AllianceBernstein, while Equitable Holdings, Inc. held an approximate 68.1% economic interest.
AllianceBernstein Holding L.P. reported that preliminary assets under management rose to $899 billion as of May 31, 2026, up from $882 billion at the end of April, a 2% increase. The rise was driven by market appreciation, while overall client flows were slightly negative.
May outflows were concentrated in Retail, partly offset by modest inflows from Institutions and roughly flat flows in Private Wealth. At May 31, 2026, AUM totaled $370 billion in Private, $362 billion in Institutions and $167 billion in Retail across equity, fixed income and alternatives/multi‑asset strategies.
AllianceBernstein Holding L.P. reported that preliminary assets under management rose to $881 billion as of April 30, 2026, up from $839 billion at the end of March. The firm noted this 5% increase was driven by market appreciation, partly offset by net outflows across its distribution channels.
By client type, assets totaled $363 billion for institutions, $355 billion for retail, and $163 billion for private wealth clients at April 30, 2026. Equity strategies accounted for $360 billion, fixed income for $313 billion, and alternatives and multi-asset solutions for $208 billion. The company also reiterated customary cautions about forward‑looking statements and referenced its Form 10‑K and Form 10‑Q risk factors.
AllianceBernstein Holding L.P. reported strong first-quarter 2026 results despite a volatile market backdrop. GAAP net income per unit rose to $0.92 from $0.67 a year earlier, and net revenues increased 11.2% to $1.20 billion. GAAP operating income climbed 38.3% to $326.8 million, lifting the operating margin to 26.1%. Adjusted net income per unit grew to $0.83 from $0.80 year over year, though it declined from $0.96 in the prior quarter.
Assets under management ended the quarter at $838.6 billion, up 6.9% from a year earlier but down 3.3% sequentially, with total net outflows of $7.1 billion versus net inflows of $2.4 billion in the prior-year period. Active equity strategies saw $10.9 billion of net outflows, while municipal fixed income generated $3.3 billion of net inflows and alternatives/multi-asset solutions added $3.4 billion. The firm declared a cash distribution of $0.83 per unit, payable on May 21, 2026, to unitholders of record on May 8, 2026.
AllianceBernstein Holding L.P. reported that preliminary assets under management fell to $839 billion as of March 31, 2026, down from $880 billion at February 29, 2026. The decline was driven mainly by market depreciation and, to a lesser extent, net client outflows.
For the quarter ended March 31, 2026, firmwide preliminary net outflows were $7.2 billion, with modest net inflows in Private Wealth offset by outflows in Retail and Institutional channels. As of March 31, 2026, AllianceBernstein Holding owned about 31.4% of AllianceBernstein, while Equitable Holdings held roughly a 68.0% economic interest.
AllianceBernstein Holding L.P. reported that AllianceBernstein L.P.’s preliminary assets under management rose to $880 billion as of February 28, 2026, up from $875 billion at January month‑end. The 0.6% increase was mainly driven by market appreciation, partially offset by modest net outflows.
By channel, February saw net inflows in Private Wealth and Institutional, while Retail experienced net outflows. At February 28, 2026, AUM totaled $362 billion in Private Wealth, $356 billion in Institutional and $162 billion in Retail, with $355 billion in equity, $321 billion in fixed income and $204 billion in alternatives and multi‑asset solutions.
AllianceBernstein Holding L.P. reported that preliminary assets under management rose to $875 billion as of January 31, 2026, up from $867 billion at December 31, 2025. The 1% increase was mainly driven by market appreciation, while net outflows came from Retail and Institutional clients and slight outflows from Private Wealth.
Within the $875 billion, Institutional and Retail each accounted for $358 billion of assets and Private Wealth held $159 billion. Equity, fixed income and alternatives/multi-asset strategies all grew modestly over the month. The company also reiterated standard cautions about forward‑looking statements and referenced its most recent Form 10‑K and Form 10‑Q for risk factors.
AllianceBernstein Holding L.P. filed a current report to furnish its latest earnings release. The company provided a news release announcing financial and operating results for the fourth quarter and full year ended December 31, 2025.
The report also notes that the Form 10-K for the year ended December 31, 2025 will be available on February 12, 2026. The earnings release is included as Exhibit 99.01 and is furnished, not filed, under securities law rules.
AllianceBernstein Holding L.P. filed a current report to share that its operating partnership, AllianceBernstein L.P., has issued a news release with preliminary assets under management figures as of December 31, 2025. The company states that this assets under management update is being furnished under Regulation FD and has been included as Exhibit 99.01 to the report. This filing mainly serves to make that AUM information broadly available to the market in a formal way.
AllianceBernstein Holding L.P. has appointed Onur Erzan, age 50, as President with immediate effect. He takes over the President role from Seth Bernstein, who will continue to serve as Chief Executive Officer. Erzan has been Head of Global Client Group and Private Wealth since 2022 and recently added responsibility for Global Private Alternatives after joining the firm in 2021.
Before joining AllianceBernstein, Erzan spent 20 years at McKinsey & Company, most recently as a Senior Partner and co-leader of its Wealth & Asset Management practice. He remains a member of the Equitable Holdings Management Committee and will now serve as Chair of the AllianceBernstein Operating Committee.
AllianceBernstein Holding L.P. reported that it has furnished a news release announcing AllianceBernstein L.P.’s preliminary assets under management as of November 30, 2025. The news release is provided as Exhibit 99.01 to this Form 8-K and is described as the AUM Release. This update is presented under a Regulation FD disclosure item, indicating it is intended to share the same information with all market participants at the same time.
AllianceBernstein Holding L.P. (AB) furnished a news release announcing AllianceBernstein L.P.’s preliminary assets under management as of October 31, 2025. The disclosure was made under Item 7.01 (Regulation FD), which is typically used to share informational updates with the market. The news release is included as Exhibit 99.01 to the report.
AllianceBernstein Holding L.P. filed a current report to furnish its latest quarterly financial update. The company attached a news release dated October 23, 2025 that announces financial and operating results for the quarter ended September 30, 2025, referred to as the 3Q25 Release.
The release is provided as Exhibit 99.01 and is being furnished, not filed, under the securities laws, which affects how it is treated for certain legal and liability purposes. This 8-K focuses on making the 3Q25 Release publicly available rather than detailing specific revenue, profit, or balance sheet figures within the body of the report.
AllianceBernstein Holding L.P. filed a current report to share that AllianceBernstein L.P. and the partnership have furnished a news release announcing preliminary assets under management as of September 30, 2025. The assets under management details are contained in the attached AUM Release, which is included as Exhibit 99.01 to the report under Regulation FD Disclosure.
AllianceBernstein Holding L.P. filed a Form 8-K indicating that it and its operating partnership, AllianceBernstein L.P., have furnished a news release announcing AB’s preliminary assets under management as of August 31, 2025. The news release is provided as Exhibit 99.01 to the filing under Regulation FD, which is intended to ensure broad, fair disclosure of this information to the market.
AllianceBernstein Holding L.P. reported that Chris Hogbin has resigned as Global Head of Investments of AllianceBernstein L.P., effective September 30, 2025. He had been appointed to this newly created role and became a named executive officer effective January 1, 2024. The filing does not describe any replacement or changes to his other responsibilities, focusing solely on the leadership transition in the firm’s global investment function.
AllianceBernstein Holding L.P. filed a current report to share a news release from its operating partnership, AllianceBernstein L.P., under Regulation FD. The report states that a furnished release dated August 11, 2025 announces AllianceBernstein’s preliminary assets under management as of July 31, 2025. The release itself is included as Exhibit 99.01, and this filing is intended to make that assets-under-management update broadly available to investors.