- Total Assets Under Management (AUM): $791 billion, a 14% increase year-over-year.
- Equity Assets Under Management: $336 billion, which is up by 13% year-over-year.
- Fixed Income Assets Under Management: $292 billion, marking a 9% increase year-over-year.
- Recent AUM Growth: A 2% increase in preliminary AUM from July to August, primarily driven by market appreciation, though partially offset by net outflows.
- Market Recommendations: 5 buys, 3 holds, and no sells.
A look at AllianceBernstein Holding LP Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 3 | |
| Dividend | 5 | |
| Growth | 3 | |
| Resilience | 4 | |
| Momentum | 3 | |
| OVERALL SMART SCORE | 3.6 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
Based on Smartkarma Smart Scores, AllianceBernstein Holding LP has a solid long-term outlook. With a strong Dividend score of 5, investors can expect consistent and reliable dividend payouts over time, which may appeal to income-focused investors. Additionally, the company scores well in Resilience with a score of 4, indicating its ability to weather market fluctuations and economic uncertainties. This resilience could provide stability to the company’s performance in the long term.
Although AllianceBernstein Holding LP scores lower in Value and Growth with scores of 3 each, the overall outlook remains positive due to its strong Dividend and Resilience scores. The company’s ability to generate steady dividends and navigate challenging market conditions positions it well for long-term success. Investors seeking income generation and stability may find AllianceBernstein Holding LP an attractive investment option.
### AllianceBernstein Holding LP is an investment management firm. The Company provides investment management services to U.S. public and private employee benefit plans, foundations, public employee retirement funds, pension funds, endowments, banks, insurance companies and high-net-worth individuals worldwide. ###
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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