CL-Media Relations, LLC.

Market Intelligence



Largest US Mutual Fund Families With Ownership
By Non-US Companies, as of June 2019 By AUM*


 
Firm AUM 6-30-19 AUM 12-31-18 Ownership

PIMCO $383.6B $354.4B Owned by Allianz Group. (Germany)

MFS $280.9B $236.2B Owned by Sun Life Financial. (Canada)

Jackson National $221.7B $197.7B Owned by Prudential Plc. (UK)

John Hancock $176.8B $162.9B Owned by Manulife Financial. (Canada)

Janus Henderson $141.4B $123.9B Independent. Publicly traded. Owned nearly 16% by Japan’s Dai Ichi Life Insurance.

American Century $128.1B $116.8B Owned by Stowers Institute for Medical Research, employees, and Nomura Holdings. (Japan)

AllianceBernstein $98.7B $87.6B Publicly traded. Controlled by Axa Equitable Holdings. France’s Axa SA owns 40% of Axa Equitable.

Metropolitan West $82.6B $76.4B Owned by TCW Group. TCW is owned by employees, Carlyle Group, and Nippon Life. (Japan)

Putnam $77.3B $69.6B Owned by Great-West Lifeco and ultimately by Power Financial. (Canada)

Oakmark $73.2B $69.1B Owned by Natixis and ultimately by Groupe BPCE. (France)

Delaware Funds by Macquarie $53.4B $47.2B Owned by Macquarie Group. (Australia)

Natixis Funds $52.6B $49.5B Owned by Natixis and ultimately Groupe BPCE. (France)

Harbor $47.1B $43.1B Owned by Orix Corp. (Japan)

Axa Equitable $46.7B $42.7B Owned by Axa Equitable Holdings. France’s Axa SA owns 40% of Axa Equitable.

Pioneer Investments $44.3B $40.3B Owned by publicly traded Amundi and ultimately Credit Agricole Group. (France)

Transamerica $42.6B $40.2B Owned by Aegon. (Netherlands)

DWS $34.8B $32.3B Publicly traded. Deutsche Bank is the majority owner. (Germany)

Great-West Funds $30.3B $26.5B Owned by Great-West Lifeco and ultimately by Power Financial. (Canada)

Matthews Asia $24.6B $22.9B Funds managed by Lovell Minnick Partners own less than 25%. Subsidiaries of Japan’s Mizuho Financial and Canada’s RBC also own less than 25% each of Matthews Asia.

Allianz Funds $17.9B $16.1B Owned by Allianz Global Investors and ultimately Allianz Group. (Germany)

Loomis Sayles $17.3B $16.6B Owned by Natixis and ultimately by Groupe BPCE. (France)

TCW Funds $14.7B $14.8B Owned by TCW Group. TCW is owned by employees, Carlyle Group, and Nippon Life. (Japan)

UBS Asset Management $10.7B $9.9B Owned by UBS Group. (Switzerland)

First Investors $10.4B $10.0B Australia’s Macquarie Investment Management acquiring the assets, which will become part of Delaware Funds by Macquarie.

*Note: Chart includes US mutual fund families with more than $10 billion in mutual fund assets, ex-money market.
Sources: CL-Media Relations, Morningstar, Inc., SEC filings, company websites.

 
 

 
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