Global assets under management

Global assets under management consists of assets held by asset management firms, pension funds, sovereign wealth funds, hedge funds, and private equity funds.

Assets by classification

  • AM – Asset Management Firm
  • FOREX – Foreign Exchange Reserves
  • HF – Hedge Fund
  • MF – (Exchange Traded) Mutual Fund
  • PEN – Pension Fund
  • PE – Private Equity Firm
  • SWF – Sovereign Wealth Fund
  • UHNWI – (Billionaire) Ultra High-Net-Worth Individual
 

Rank

Fund type billions USD Figures as of
Private wealth $ 32,800 1 [1][2] 2008
1 Pension funds $ 31,500 [3] 2011
2 Insurance companies $ 24,400 [3] 2011
3 Mutual funds $ 23,800 [3] 2011
4 Real estate $ 10,000 [4][5] 2006
5 Foreign exchange reserves $ 7,341 [6] February 2008
6 Sovereign wealth funds $ 3,980 [7] 2011
7 Hedge funds $ 2,845 [8] 2014
8 Private equity funds $ 1,600 [9] 2009
9 REITs $ 764 [10] 2007
  • ^1Around one third of private wealth is incorporated in conventional investment management (Pension funds, Mutual funds and Insurance assets).
  • ^2Many surveys systematically overestimate the global wealth pool. This is because they fail to separate out assets that are inaccessible for wealth management services (e.g. pension assets, real estate, dedicated liquidity, etc.)[11]

Assets by Region

Assets by Region, 2016[12]
Region Value by region (in USD Trillions)
North America 36.1
Europe 19.6
Japan and Australia 5.2
Asia (excluding Japan and Australia) 5.2
Latin America 1.9
Middle East and Africa 1.3

Assets by company

Investor Name Type Total assets
(US$ billion)
Blackrock AM 4,700
People’s Bank of China FOREX 3,700
The Vanguard Group AM 3,000
Allianz Global Investors AM 2,213
State Street Global Advisors AM 2,300
Government Pension Investment Fund (Japan) PEN 1,370
Bank of Japan FOREX 1,264
Government Pension Fund – Global (Norway) SWF 893
Government Pension Fund of Norway (Norway) PEN 856
Civil Service Retirement and Disability Fund (United States) PEN 832
Abu Dhabi Investment Authority (Abu Dhabi) SWF 773
SAMA Foreign Holdings (Saudi Arabia) SWF 757
Saudi Arabian Monetary Authority FOREX 745
UBS Asset Management AM 680 [13]
China Investment Corporation (China) SWF 653
SAFE Investment Company (China) SWF 567
Swiss National Bank FOREX 531
Central Bank of the Russian Federation FOREX 429
Stichting Pensioenfonds ABP (Netherlands) PEN 427
National Pension Service (South Korea) PEN 400
Canada Pension Plan Investment Board AM 278
Barclays Inverse US Treasury Composite ETN (Blackrock) MF 211
SPDR S&P 500 (State Street Global Advisors) MF 200
Bridgewater Associates HF 78
Bill Gates (Microsoft) UHNWI 76
Carlos Slim (Grupo Carso/Telemex) UHNWI 72
Core S&P 500 ETF (Blackrock) MF 70
Man Group HF 65
Amancio Ortega (Inditex Group) UHNWI 64
Warren Buffett (Berkshire Hathaway) UHNWI 58
iShare MSCI EAFE ETF (Blackrock) MF 54
Total Stock Market ETF (the Vanguard Group) MF 50
Larry Ellison (Oracle Corporation) UHNWI 48
JP Morgan Asset Management HF 47
Brevan Howard Asset Management HF 37
TPG Capital PE 36
the Carlyle Group PE 33
the Blackstone Group PE 30
Och-Ziff Capital Management Group HF 29
Kohlberg Kravis Roberts (KKR) PE 28
Warburg Pincus PE 26

References

  1. ^http://www.thecityuk.com/assets/Uploads/Fund-Management-2012.pdf
  2. ^As world wealth increased to $37.2 trillion in 2006
  3. ^ Jump up to:ab c TheCityUK – Fund Management 2012
  4. ^The Future Size of the Global Real Estate Market
  5. ^The global real estate market is on pace to grow by nearly one half to $13.7 trillion
  6. ^Foreign exchange reserves of the world
  7. ^Sovereign wealth funds grow to $3,980bn
  8. ^Global Hedge Fund Asset Report
  9. ^Preqin calculates horizon IRRs using cash flow data for over 1,700 private equity funds, comprising partnerships valued at more than $1.6 trillion in total.
  10. ^The total market capitalization of publicly listed REITs around the world reached US$764 billion, up 25% from the previous year
  11. ^Regaining momentum in wealth management – Roland Berger Strategy Consultants, page 15
  12. ^http://www.agefi.fr/sites/agefi.fr/files/fichiers/2016/07/bcg-doubling-down-on-data-july-2016_tcm80-2113701.pdf
  13. ^UBS Asset Management Invested Assets as at 31 March 2015

Ofer Abarbanel – Executive Profile

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Ofer Abarbanel online library

Ofer Abarbanel online library