Top資産管理会社¶
As of Oct. 2021 (data: end of 2020), from "The world’s largest 500 asset managers", by Thinking Ahead Institute. [1]
Executive summary as of 2020¶
As of 2020 (end of 2020)
Total discretionary assets under management (AUM) of the 500 managers included in the ranking amounted to US$ 119.5 trillion at the end of 2020, up 14.5% from the end of 2019.
BlackRock has retained its position as the largest asset manager in the ranking since 2009, Vanguard is second for the seventh consecutive year and Fidelity Investments reached the top three.
AUM growth by region: North America experienced a 13.3% increase, Europe (incl UK) and Japan grew by 16.7% and 10.2% respectively. Managers from rest of the world saw their AUM grow by 19.4%.
AUM for North America was US$ 70.6 trillion at the end of 2020, accounting for 59.1% of the total AUM in the top 500 managers; a slight decrease from last year but still dominant.
In 2020, there were 14 U.S. managers in the Top 20 accounting 78.6% of the assets. The remaining assets were managed by European firms
The top 20 managers’ share of the total assets increased from 43.0% in 2019 to 44.0% in 2020. Their total AUM increased by 17.2% to US$ 52.6 trillion. Assets of U.S. top 20 companies increased in 2020 by 13.3% (from $36,524bn to $41,382bn). Assets of European (including UK) top companies increased 34.1% (from $8,397bn to $11,259bn) over 2020.
Passive investments represent 26.0%, increasing in the last five years from 22.8% in 2016, and increased by 16.2% compared to a 15.4% growth in actively managed AUM.
Passive assets under management refers to those assets invested in any strategy where an index is being tracked of any type, for example, the MSCI World, Barclays Global High Yield or Bloomberg Commodity Indices.
Average asset allocation for 2020 was 44.1% to equity, 36.1% to fixed income, 7.2% to cash, 6.4% to alternatives and 6.2% to other.
Top 50 as of 2020¶
As of 2020 (end of 2020)
It is American company unless the country name is specified.
BlackRock
Vanguard Group
Fidelity Investments
State Street Global
Allianz Group (Germany)
J.P. Morgan Chase
Capital Group
BNY Mellon
Goldman Sachs Group
Amundi (France)
Legal & General Group
Prudential Financial
UBS (Switzerland)
Franklin Templeton
Morgan Stanley
T. Rowe Price
Wells Fargo
BNP Paribas (France)
Northern Trust
Natixis Investment Managers (France)
Invesco
Wellington Mgmt.
AXA Group (France)
Nuveen
Aegon Group (Netherlands)
HSBC Holdings (UK)
Sumitomo Mitsui Trust Holdings (Japan)
Sun Life Financial (Canada)
Deutsche Bank (Germany)
Power Financial (Canada)
Manulife (Canada)
Ameriprise Financial
Mitsubishi UFJ Financial Group (Japan)
Principal Financial
Schroders (UK)
Nippon Life Insurance (Japan)
Geode Capital Mgmt.
Affiliated Managers Group
Generali Group (Italy)
Fidelity International (UK)
Royal Bank of Canada (Canada)
AllianceBernstein
New York Life Investments
MetLife Investment
Standard Life Aberdeen (UK)
Federated Hermes
Blackstone Group
MassMutual
Brookfield Asset Mgmt.
Dimensional Fund Advisors (Canada)
Victory Capital
Top 3 as of 2019¶
As of 2019 (end of 2019)
BlackRock
Vanguard Group
State Street Global
Top 20 as of 2019¶
As of 2019 (end of 2019)
BlackRock
Vanguard Group
State Street Global
Fidelity Investments
Allianz Group
J.P. Morgan Chase
Capital Group
BNY Mellon
Goldman Sachs Group
Amundi
Legal & General Group
Prudential Financial
UBS
BNP Paribas
Northern Trust
Invesco
Rowe Price
Wellington Mgmt.
Morgan Stanley
Wells Fargo
日本の資産管理会社¶
投信協会HPに投資信託会社一覧が掲載されている。[2]
レオス・キャピタルワークス（ひふみ投信）
三菱UFJ国際投信
野村アセットマネジメント（NextFunds）
関連資料¶
日本語資料¶
英語圏資料¶
[Youtube] Tech Sell Off, Bubble Comparisons, China | ITK with Cathie Wood, Ark Invest, Jan 8, 2022
Ark Drops Out of Top 10 ETF Issuers as ‘Shiny Object’ Lure Fades, Katie Greifeld | Sep 14, 2021 With about $42.4 billion in its ETFs, Cathie Wood’s firm now ranks as the 11th largest issuer by assets.
中華圏資料¶
参考資料