10 World's Biggest Investment Management Companies

10 World’s Biggest Investment Management Companies

10 World’s Biggest Investment Management Companies– There are 10 World’s Biggest Investment Management Companies. This data is obtained from the annual reports and the other source from the official websites of companies. An investment company is a company that collects funds from individual investors and invests these funds in several types of securities or other asset instruments.

10 World's Biggest Investment Management Companies- Logo

In Overall, these investment companies have trillion managed assets from their customers all over the world. They have some investment products and market them to the customer. Some of their products are Stock, Bonds, Mutual Funds and ETFs, Insurance Products such as Variable Annuities. With professional and leading investment teams, they strive to manage the assets of their customers.

In this article, this company is ranked by Assets Under Management (AUM). Basically, Assets under management (AUM) are the total market value obtained when investors entrust all their investments to investment managers. Each company has a different definition and formula for calculating AUM.


The Rank of 10 World’s Biggest Investment Management Companies

RankName of CompaniesTotal Assets Under Management (AUM) in 2022
1BlackRockUSD 8.5 Trillion
2Vanguard GroupUSD 7.6 Trillion
3Fidelity InvestmentsUSD 4.4 Trillion
4State Street Global AdvisorsUSD 3.5 Trillion
5UBS GroupUSD 3.1 Trillion
6Goldman SachsUSD 2.5 Trillion
7JP Morgan Asset ManagementUSD 2.2 Trillion
8Capital GroupUSD 2.3 Trillion
9AmundiEUR 1.90 Trillion / USD 2.09 Trillion
10BNY Mellon Investment ManagementUSD 2 Trillion
11PIMCOUSD 1.86 Trillion
Source : Annual report, 2022
Currency Rate : 1 Euro (EUR)= 1.10 US Dollar (USD)

As added data, we also give information about the assets, liabilities, revenue, and income of some companies. We showed the public investment companies and private investment companies cannot be shown because of limited access to financial information. Of course, the financial information of public investment companies was obtained from the Balance Sheet and Income Statements of the Annual Report in 2022.


The Financial Conditions of 10 World’s Biggest Investment Management Companies in 2022

Name of CompanyAssetsLiabilities
BlackRockUSD 117 Billion USD 78 Billion
Vanguard GroupUSD 2.2 Billion USD 1.7 Billion
State Street Global AdvisorsUSD 301 Billion USD 276 Billion
JPMorgan ChaseUSD 3.6 Trillion USD 3.3 Trillion
BNY Mellon Investment ManagementUSD 405 Billion USD 364 Billion
Goldman SachsUSD 1.4 Trillion USD 1.3 Trillion
UBS GroupUSD 1.1 Trillion USD 1.0 Trillion
Source : Annual Report, 2022

The Financial Performance of 10 World’s Biggest Invetment Management Companies in 2022


Name of CompaniesRevenueNet Income
BlackRockUSD 17.8 Billion USD 5.1 Billion
Fidelity InvestmentsUSD 25.2 Billion USD 8 Billion
State Street Global AdvisorsUSD 12.1 Billion USD 2.7 Billion
JPMorgan ChaseUSD 128 Billion USD 37 Billion
BNY Mellon Investment ManagementUSD 16.3 Billion USD 2.5 Billion
AmundiEUR 3.1 billion / USD 3.4 Billion EUR 1.3 billion / USD 1.4 Billion
Goldman SachsUSD 47 Billion USD 10.7 Billion
UBS GroupUSD 34.5 Billion USD 7.6 Billion
Source : Annual Report, 2022
Currency Rate : 1 Euro = 1.10 US Dollar (USD)


Brief Description of 10 World’s Biggest Investment Management Companies

10 World's Biggest Investment Management Companies- Brief Description


1.BlackRock      

BlackRock, Inc. is one of the biggest investment management companies based in New York City. In 2022, this company has assets under management (AUM) of around USD 8.5 trillion. Historically, BlackRock was founded in 1988 by Larry Fink, Robert S. Kapito, Susan Wagner, Barbara Novick, Ben Golub, Hugh Frater, Ralph Schlosstein, and Keith Anderson. One of the founders, Larry Fink, still become the CEO of this company. Along with the development of this company, Black has clients spread in more than one hundred countries and 150,000 wealth management professionals. Operationally, BlackRock has invested in over 270 wind and solar infrastructure projects around the world and These investments have supported 20,000 jobs.


2. Vanguard Group         

The Vanguard Group, Inc. is an American-based investment company. It was founded by the outstanding investor i.e., Jack Bogle on May 1, 1975. Jock Bogle is famous with Index Fund. In 2022, the total of assets under management of company reaches USD 7.6 trillion.

Operationally, this company has a primary office in Malvern, Pennsylvania, United States. Operationally, along with the development of the company’s business, the employees of the company are about 17,300 in the United States and abroad. Based on the business performance, a number of investors are more than thirty million investors, in about 170 countries. Financially, a number of funds is about 209 U.S. funds (including variable annuity portfolios) and about 232 added funds in markets outside the United States.


3. Fidelity Investments  

Fidelity Investments Inc., commonly known as Fidelity, is one of the biggest financial service companies based in Boston, Massachusetts, U.S. Historically, Edward Johnson founded this company. In 2022, Fidelity’s assets under management reach USD 4.4 trillion. Along with the development of the company’s business, Fidelity has managed employee benefit programs for over 22,000 businesses, support more than 13,500 financial institutions and forty million individual investors.


4. State Street Global Advisors   

State Street Corporation is a financial holding company organized in 1969 under the laws of the Commonwealth of Massachusetts. In 2022, State Street’s assets under management reach USD 3.5 trillion.

Historically, this company was founded in 1978 and has a primary office in Boston, Massachusetts, United States. As a financial institution, this company has come diversified products, namely Asset management, Mutual fund, Exchange-traded fund, Equity, and Fixed Income. Along with the development of the company’s business, as of December 31, 2022, on a joined basis, State Street had total assets of $ 301.71 billion, total deposits of $239.80 billion, total shareholders’ equity of $26.20 billion, and 39,000 employees. Operationally, this company has run in more than one hundred geographic markets worldwide, including the U.S., Canada, Europe, the Middle East, and Asia.


5. J.P. Morgan Asset Management   

J.P. Morgan Asset Management, a financial holding company incorporated under Delaware law in 1968, is a leading financial services firm based in the United States of America (U.S.A) and has operations worldwide. Financially, J.P. Morgan Chase had $ 3.6 trillion in assets and $ 3.3 trillion in liabilities eqas of December 31, 2022. In 2022, J.P. Morgan Asset Manaagement maintained assets under management (AUM) reach 2.2 trillion US dollars.


6. Capital Group

Capital Group is an American financial corporation that was founded in Los Angeles, California in 1931. It is privately held and has offices around the globe in the Americas, Asia, Australia, and Europe. Along with the development of the company’s business, Capital group has 7,500 of employees. In 2022, Capital Group assets under management (AUM) reach 2.3 trillion US dollars.


7. PIMCO            

PIMCO (Pacific Investment Management Company, LLC) is founded in 1971 by Bill Gross, Jim Muzzy, and Bill Policy. Commonly, PIMCO manages assets from several financial institutions, namely central banks, sovereign wealth funds, pension funds, corporations, foundations and endowments, and individual investors around the world. Our scale and specialized resources have helped build a diverse platform of product offerings. Along with the development of the company’s business, this company has employees of 2,900 people. In 2022, PIMCO’s assets under management (AUM) reach USD 1.86 trillion .


8. BNY Mellon Investment Management

BNY Mellon Investment Management (BNY Mellon IM) is the investment management division of BNY Mellon. This is one of the largest asset management companies in the world. Operationally, this has diversified products of investment, namely Mutual Funds, Money market funds, and ETFs. In 2022, BNY Mellon Investment Management reach USD 2 trillion.


9. Goldman Sachs

Goldman Sachs is a leading global financial institution that delivers a broad range of financial services across investment banking, securities, investment management, and consumer banking to a large and diversified client base that includes corporations, financial institutions, governments, and individuals. In Investment Management, this company has assets under management (AUM) of around USD 2.5 trillion USD.


10. Amundi       

Amundi offers its clients in Europe, Asia-Pacific, the Middle East, and the Americas a wealth of marketability and a full range of capabilities across the active, passive, and real assets investment universes. Based on ownership, it is a part of a subsidiary of Credit Agricole, one of the biggest banks in Europe. Operationally, this company has headquartered office in Paris. In 2022, the Total assets under management (AUM) of Amundi reach USD 2.09 trillion US dollars.


11. UBS Group 

UBS Group AG is a Swiss multinational investment bank and financial services company founded and based in Switzerland. Operationally, this company has 71,551 employees in fifty countries. In 2022, the Total assets under management (AUM) of UBS Group reach USD 3.1 trillion UDD.


The Summary of 10 World’s Biggest Investment Management Companies in 2022 Based on Total Assets Under Management (AUM)

The Summary of 10 World's Biggest Investment Companies in 2022


Bibliography of 10 World’s Biggest Investment Management Companies

BlackRock. 2021. Annual Report 2022. Accessed via https://www.blackrock.com/corporate/investor-relations/2020-annual-report  on November 17th, 2023.

Vanguard. 2022. About Vanguard. Accessed via https://about.vanguard.com/who-we-are/fast-facts/ on November 17th, 2023.

State Street Global Advisors. 2022. About Us. Accessed via https://www.ssga.com/us/en/institutional/ic/about-us/who-we-are on November 17th, 2023.

Fidelity. 2023. Fidelity Annual Report 2022. Accessed via https://institutional.fidelity.com/app/literature/annual-report/705632/fidelity.html  on November 17th, 2023.

J.P. MorganChase&Co. Annual Report 2022. Accessed via https://www.jpmorganchase.com/ir/annual-report  on 17th December, 2023.

Capital Group. 2023. About Capital Group. Private Markets. Accessed via https://www.capitalgroup.com/pe/about-us.html  on November 17th, 2023.

PIMCO. 2023.Our Firm. Accessed via https://global.pimco.com/en-gbl/our-firm  on November 17th, 2023.

BNY Mellon. 2023. About Us. Accessed via https://www.bnymellon.com/us/en/about-us/about-bny-mellon.html  on November 17th, 2023.

Goldman Sachs. 2023. Annual Report 2022. Accessed via https://www.goldmansachs.com/investor-relations/financials/current/annual-reports/2020-annual-report/  on November 17th, 2023.

UBS.2023. Annual Report 2022. Accessed via https://www.ubs.com/global/en/investor-relations.html  on November 17th, 2023

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