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AllianceBernstein Holding L.P. reports assets under management of about $867 billion as of December 31, 2025, up from $792 billion in 2024 and $725 billion in 2023. Net revenues were roughly $4.5 billion in both 2025 and 2024, compared with $4.2 billion in 2023, showing steady topline growth.
Institutional clients account for about 41% of assets but only 15% of net revenues, while retail represents 41% of assets and 55% of revenues, and private wealth 18% of assets and 28% of revenues. Retail and private wealth AUM and fee income grew solidly, particularly in actively managed equity and fixed income. The firm completed the Bernstein Research deconsolidation and joint venture with Societe Generale, taking Bernstein Research Services revenue to zero in 2025 from 2% of net revenues in 2024. EQH remains the largest client at about 16% of assets and 4% of net revenues. Key risks center on market volatility, the shift to passive investing, performance-fee variability, technology and cybersecurity transitions, AI use, regulatory change, and the partnership and tax structure.
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 an equity award to its Chief Accounting Officer via an insider ownership filing. On December 10, 2025, the officer received a 2025 long-term incentive compensation award of 517 AB Holding Units, valued using the closing price of $41.11 per unit on that date. These units represent beneficial ownership interests in limited partnership units of AllianceBernstein Holding L.P.
The 517 AB Holding Units are held in a rabbi trust under AllianceBernstein’s incentive compensation award program until they vest and are delivered to the officer. The award vests in equal annual installments on December 1, 2026, 2027 and 2028, subject to agreements and covenants in the award documentation. Following this transaction, the officer is shown as indirectly owning 7,903 AB Holding Units through the rabbi trust.
AllianceBernstein Holding L.P. Chief Operating Officer Karl Sprules reported equity transactions in AB Holding Units on December 10, 2025. The disclosure shows a disposition of 2,490 AB Holding Units at $41.11 per unit and the acquisition of a 2025 long-term incentive award of 44,393 AB Holding Units at the same price. Following these transactions, Sprules directly held 129,640 units and indirectly held 94,270 units through a rabbi trust. The long-term incentive award, held in the rabbi trust under AllianceBernstein's incentive compensation program, vests in equal annual installments on December 1, 2026, 2027 and 2028, subject to the terms and covenants of the award agreement.
AllianceBernstein Holding L.P. reported that its General Counsel and Corporate Secretary received a long-term equity incentive award in the form of 11,068 AB Holding Units on December 10, 2025. These units were valued using a closing price of $41.11 per AB Holding Unit on that date and are held in a rabbi trust under the company’s incentive compensation award program.
The award vests in three equal annual installments on December 1, 2026, 2027 and 2028, subject to agreements and covenants in the applicable award agreement. Following this grant, the reporting person beneficially owns 26,298 AB Holding Units indirectly through the rabbi trust.
AllianceBernstein Holding L.P. executive Onur Erzan reported an equity incentive award on Form 4. On December 10, 2025, Erzan was granted 65,678 AB Holding Units as his 2025 long-term incentive compensation award, approved by the Compensation and Workplace Practices Committee. The units were valued using the closing price of an AB Holding Unit of $41.11 on that date. These AB Holding Units are held in a rabbi trust under AllianceBernstein’s incentive compensation award program until they vest and are delivered to him. The award vests in three equal annual installments on December 1, 2026, 2027, and 2028. Following this award, Erzan beneficially owns 275,663 AB Holding Units indirectly through the rabbi trust.