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 - Mutual Fund
- PEN - Pension Fund
- PE - Private Equity Firm
- SWF - Sovereign Wealth Fund
- UHNWI - Ultra High-Net-Worth Individual
Rank | Fund type | billions USD | Figures as of |
— | Private wealth | $ 32,800 | 2008 |
1 | Pension funds | $ 31,500 | 2011 |
2 | Insurance companies | $ 24,400 | 2011 |
3 | Mutual funds | $ 23,800 | 2011 |
4 | Real estate | $ 10,000 | 2006 |
5 | Foreign exchange reserves | $ 7,341 | February 2008 |
6 | Sovereign wealth funds | $ 3,980 | 2011 |
7 | Hedge funds | $ 2,845 | 2014 |
8 | Private equity funds | $ 1,600 | 2009 |
9 | REITs | $ 764 | 2007 |
- Around one third of private wealth is incorporated in conventional investment management.
- Many surveys systematically overestimate the global wealth pool. This is because they fail to separate out assets that are inaccessible for wealth management services
Assets by Region
Assets by company
Investor Name | Type | Total assets |
Blackrock | AM | 4,700 |
People's Bank of China | FOREX | 3,700 |
The Vanguard Group | AM | 3,000 |
Allianz Asset Management | AM | 2,213 |
State Street Global Advisors | AM | 2,300 |
Government Pension Investment Fund | PEN | 1,370 |
Bank of Japan | FOREX | 1,264 |
Government Pension Fund - Global | SWF | 893 |
Government Pension Fund of Norway | PEN | 856 |
Civil Service Retirement and Disability Fund | PEN | 832 |
Abu Dhabi Investment Authority | SWF | 773 |
SAMA Foreign Holdings | SWF | 757 |
Saudi Arabian Monetary Authority | FOREX | 745 |
UBS Asset Management | AM | 680 |
China Investment Corporation | SWF | 653 |
SAFE Investment Company | SWF | 567 |
Swiss National Bank | FOREX | 531 |
Central Bank of the Russian Federation | FOREX | 429 |
Stichting Pensioenfonds ABP | PEN | 427 |
National Pension Service | PEN | 400 |
Canada Pension Plan Investment Board | AM | 278 |
Barclays Inverse US Treasury Composite ETN | MF | 211 |
SPDR S&P 500 | MF | 200 |
Bridgewater Associates | HF | 78 |
Bill Gates | UHNWI | 76 |
Carlos Slim | UHNWI | 72 |
Core S&P 500 ETF | MF | 70 |
Man Group | HF | 65 |
Amancio Ortega | UHNWI | 64 |
Warren Buffett | UHNWI | 58 |
iShare MSCI EAFE ETF | MF | 54 |
Total Stock Market ETF | MF | 50 |
Larry Ellison | 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 | PE | 28 |
Warburg Pincus | PE | 26 |