Top 10 Largest Investment Companies in the World 2022, Top Investment Companies | Asset Management Industry Trends Factsheet (2024)

1. BlackRock

What is the best investment company? Based on total assets under management, BlackRock is the top asset manager in the world with assets under management reaching USD 7.43 trillion. BlackRock is an American global investment management corporation based in New York City that was founded back in 1988, and currently operates 70 offices in 30 countries and clients in 100 countries. BlackRock currently has 14,900 employed at the company and is considered the world’s largest shadow bank — a term for the collection of non-bank financial intermediaries that provide services similar to traditional commercial banks but outside normal banking regulations.

The company is known for being a pioneer in advancing exchange-traded funds (ETFs). BlackRock offers a variety of funds and portfolios investing equities, money market instruments, and fixed income. BlackRock ranks number on BizVibe’s list of the top 10 investment companies by assets managed in 2022.

  • Founded: 1988
  • BlackRock Headquarters: New York City, New York, USA
  • BlackRock Revenue: USD 14.19 billion
  • BlackRock AUM: USD 7.43trillion
  • BlackRock Number of Employees: 14,900

BlackRock Investment Management Products?

  • Mutual funds
  • Investments focused on objectives related to retirement income and college savings
  • Exchange-traded funds (ETFs)

2. The Vanguard Group

Vanguard ranks 2nd on BizVibe’s list of the top 10 investment companies by assets managed. Vanguard is an American registered investment advisor based in Malvern, Pennsylvania with USD 6.2 trillion assets under management. Vanguard is the largest mutual funds company in the world and ranks 2nd to only BlackRock in ETFs. Vanguard was founded in 1975 and offers brokerage services, variable and fixed annuities, educational account services, financial planning, asset management, and trust services.

  • Founded: 1975
  • The Vanguard Group Headquarters: Malvern, Pennsylvania, USA
  • The Vanguard Group AUM: USD 6.2 trillion
  • The Vanguard Group Number of Employees: 16,600

Vanguard Investment Management Products?

  • Mutual funds
  • Exchange-traded funds
  • Broker
  • Asset management
  • Sub-advisory services

3. Charles Schwab Corporation

Ranking 3rd on BizVibe’s list of the top 10 largest investment management companies in the world is Charles Schwab Corporation, an American multinational financial services firm founded and based in San Francisco, California. The company is primarily known for its electronic trading platforms, education on investment management, and discounted brokerage services. The biggest draw for the company is its reduced or free trade commissions — making the company very popular for investors from all over for trading.

Charles Schwab Corporation is the 3rd largest asset manager in the world and currently operates over 345 branches worldwide. The company currently has USD 3.3 trillion assets under management and generated revenues of USD 10.13 billion last year — making it one of the top investment companies on this list based on AUM and revenue.

  • Founded: 1971
  • Charles Schwab Corporation Headquarters: San Francisco, California, USA
  • Charles Schwab Corporation Revenue: USD 10.13 billion
  • Charles Schwab Corporation AUM: USD 3.3 trillion
  • Charles Schwab Corporation Number of Employees: 19,500

Charles Schwab Corporation Investment Management Products?

  • Stockbroker
  • Electronic trading platform

4. UBS Group

UBS Group is 4th on this list of the top 10 largest investment management companies in the world with USD 3.26 trillion assets under management. UBS Group is a Swiss multinational investment bank and financial services company founded and based in Switzerland. The company is known for maintaining its position in all major financial centers as the largest Swiss banking institution in the world. UBS has been advancing its services and getting into blockchain technology, with a research lab in London to advance its cybersecurity and encryption of client activities. UBS is a lucrative asset management firm due to its strict bank–client confidentiality and the culture of banking secrecy.

  • Founded: 1862
  • UBS Group Headquarters: Zürich, Switzerland
  • UBS Group Corporation Revenue: USD 30.21 billion
  • UBS Group AUM: USD 3.26 trillion

UBS Group Investment Management Products?

  • Investment banking
  • Wealth management
  • Private banking
  • Investment management
  • Asset management
  • Corporate banking
  • Retail banking
  • Corporate banking
  • Private equity
  • Finance and insurance
  • Retail banking
  • Mortgages
  • Credit cards

5. Fidelity Investments

Fidelity Investment is the 5th largest asset manager in the world, with USD 3.2 trillion assets under management in 2022 — making the company one of the top companies in the financial investment industry. Fidelity Investments is an American multinational financial services corporation based in Boston, Massachusetts, with over 50,000 employees worldwide. Fidelity primarily operates as a brokerage firm that manages a large family of mutual funds, providing fund distribution and investment advice, retirement services, Index funds, wealth management, cryptocurrency, securities execution and clearance, and life insurance.

  • Founded: 1946
  • Fidelity Headquarters: Boston, Massachusetts,USA
  • Fidelity Revenue: USD 18.2 billion
  • Fidelity AUM: USD 3.2 trillion
  • Fidelity Number of Employees: 50,000

Fidelity Investment Management Products?

  • Annuities
  • Mutual funds
  • IRAs
  • 401(k)s
  • 529 plans
  • Investment funds
  • Electronic trading platform
  • Life insurance
  • Checking accounts
  • Credit cards
Related: Get Free Insights for 1,000+ Commercial Real Estate Investment Companies

6. State Street Global Advisors

Ranking 6th on this list of the biggest investment companies by assets managed is the 5th largest asset manager in the world, State Street Global Advisors. State Street Global Advisors is the investment management division of State Street Corporation and the world’s 5th largest asset manager, with USD 3.12 trillion assets under management in 2022. With 25 locations worldwide, State Street Global Advisors provides investment vehicles in the USA, Europe, Asia, and Australia.

  • Founded: 1978
  • State Street Global Advisors Headquarters: Boston, Massachusetts, USA
  • State Street Global Advisors AUM: USD 3.26 trillion
  • State Street Global Advisors Number of Employees: 2,800+

State Street Global Advisors Investment Management Products?

  • Asset management
  • Mutual fund
  • Exchange-traded fund
  • Sub-Advisory services

7. Allianz

Allianz is the first German company on this list of the largest asset management firms companies by AUM, with USD 2.36 trillion assets under management. Allianz is a European multinational financial services company headquartered in Munich, Germany. The company is the world’s largest insurance company as measured by Forbes. Its core-businesses are in insurance and asset management. Allianz runs its operations in many countries including Canada, the USA, Australia, Belgium, Germany, and more. Allianz mainly specializes in asset management and insurance.

  • Founded: 1890
  • Allianz Headquarters: Munich, Germany
  • Allianz Asset Value: USD 973 billion
  • Allianz Revenue: USD 143.9 billion
  • Allianz AUM: USD 2.36 trillion
  • Allianz Number of Employees: 147,268

Allianz Products

  • Insurance
  • Asset management

8. JPMorgan Chase

JPMorgan Chase is an American multinational investment banking company and 8th on BizVibe’s list of the top 10 investment companies by assets under management. Headquartered in New York City and founded back in 1799 initially as Bank of the Manhattan Company, the company has the third largest hedge fund in the world.

JPMorgan Chase has USD 1.9 trillion in assets under management. JPMorgan Chase is one of the big four banks in America, along with Bank of America, Citigroup, and Wells Fargo. JPM is also the world’s most valuable bank by market capitalization.

  • Founded: 2000
  • JPM Headquarters: New York City, New York, USA
  • JPM Total Asset Value: USD 2,687 billion
  • JPM Revenue: USD 105.4 billion
  • JPM AUM: USD 1.9 trillion
  • JPM Number of Employees: 256,981

9. Bank of New York Mellon

The Bank of New York Mellon is one of the top investment management companies in the world with USD 1.9 trillion assets under management. The Bank of New York Mellon is an American worldwide banking and financial services holding company headquartered in New York City. Its predecessor is one of the oldest financial firms in the world. BNY Mellon manages investments for individuals and investments in 35 countries.

  • Founded: 2007
  • BNY Mellon Headquarters: Manhattan,New York,USA
  • BNY Mellon Revenue: USD 16.39 billion
  • BNY Mellon AUM: USD 1.9 trillion
  • BNY Mellon Number of Employees: 51,300

BNY Mellon Investment Management Products?

  • Corporate banking
  • Investment banking
  • Global wealth management
  • Financial analysis
  • Private equity

10. Capital Group

Rounding out BizVibe’s list of the top 10 largest investment companies in the world in 2022 is Capital Group. Capital Group is an American financial services company and ranks 10th on this list of the largest investment management companies with USD 1.8 trillion assets under management.

  • Founded: 1931
  • Capital Group Headquarters: Los Angeles, California, USA
  • Capital Group AUM: USD 1.9 trillion
  • Capital Group Number of Employees: 7,500

Capital Group Investment Management Products?

  • Asset Management
  • Sub-advisory services to mutual funds and other pooled investment vehicles

This is BizVibe’s list of the top 10 largest investment companies in the world in 2022, ranked by assets under management (AUM). As economic prosp[erity grows all over the world, we are seeing pooled funds of retail investors in securities take off, and the top 10 investment companies on this list are paving the way for the asset management industry. Check out and connect with these companies on BizVibe to see how you get their backing for your next business venture.

Reach out and connect with the top investment companies today on BizVibe.

Top 10 Largest Investment Companies in the World 2022, Top Investment Companies | Asset Management Industry Trends Factsheet (2024)

FAQs

Top 10 Largest Investment Companies in the World 2022, Top Investment Companies | Asset Management Industry Trends Factsheet? ›

BlackRock

BlackRock (BLK) is the largest investment firm in the world. It manages $8.6 trillion in assets as of Dec. 31, 2022.

What is the world's largest investment management company? ›

BlackRock

BlackRock (BLK) is the largest investment firm in the world. It manages $8.6 trillion in assets as of Dec. 31, 2022.

How big is the asset management industry in 2022? ›

Entering 2022, the asset management industry hit a record $126 trillion in total assets.

What company is bigger than BlackRock? ›

Largest companies
RankFirm/companyCountry
1BlackRockUnited States
2Vanguard GroupUnited States
3Fidelity InvestmentsUnited States
4UBSSwitzerland
16 more rows

What is the largest asset company in the world? ›

Rankings by Total Assets
RankProfileTotal Assets
1.AT&T$551,669,000,000
2.SoftBank Group Corporation$413,941,000,000
3.Royal Dutch Shell plc$404,336,000,000
4.Microsoft Corporation$380,088,000,000
92 more rows

Who are the big three investment managers? ›

Within the world of corporate governance, there has hardly been a more important recent development than the rise of the 'Big Three' asset managers—Vanguard, State Street Global Advisors, and BlackRock.

What are the top financial asset management companies? ›

Top asset management companies:
  • BlackRock.
  • Goldman Sachs Group Inc.
  • The Vanguard Group.
  • UBS Group.
  • Fidelity Investments.

Who are the largest asset management companies 2022? ›

Managers ranked by total worldwide institutional assets under management
RankManagerPrev. Assets
1BlackRock$5,150,053
2Vanguard Group$4,761,881
3State Street Global$2,517,962
4Fidelity Investments$1,747,591
55 more rows

Which asset management company has highest return? ›

Top 10 Mutual Fund Asset Management Companies (AMCs) in India by AUM Ranked
  • Nippon Life India Asset Management. ...
  • Kotak Mahindra Asset Management. ...
  • Aditya Birla Sun Life AMC Limited. ...
  • Axis Asset Management Company. ...
  • UTI Asset Management Company Private. ...
  • Edelweiss Asset Management Limited. ...
  • Mirae Asset Investment Managers (India)
Apr 28, 2023

Who dominates the asset management industry? ›

The United States, along with the United Kingdom, is a key center in both the source of assets under management, and, even more importantly, as a dominant force in the asset management industry itself.

Who is bigger Vanguard or BlackRock? ›

BlackRock and Vanguard AUM is $8.6 & $8.1 trillion, respectively. In total, they both own/invested in 1,600 U.S. companies(Reuters:2022). BlackRock's secret weapon, an advanced trading algorithm called Aladdin(Asset, Liability, Debt and Derivative Investment Network) has been shaping global markets for decades.

Who is bigger Fidelity or BlackRock? ›

BlackRock Funds top the list in terms of assets held by a single fund family, followed by other familiar names such as Vanguard, Charles Schwab, State Street Global Advisors, and Fidelity Investments.

Who owns the most assets in the world? ›

The Government Pension Investment Fund of Japan remains the largest asset owner in the world (US$1.7 trillion) followed by the two largest sovereign wealth funds: Norges Bank Investment Management (US$1.4 trillion) and China Investment Corporation (US$1.2 trillion).

What is the most powerful companies in the world? ›

The 100 largest companies in the world by market capitalization in 2022 (in billion U.S. dollars)
Ranking of the companies from 1 to 100Market capitalization in billion U.S. dollars
Apple (United States)2,640.32
Saudi Arabian Oil Company (Saudi Aramco) (Saudi Arabia)2,292.08
Microsoft (United States)2,054.37
10 more rows
Apr 18, 2023

Does BlackRock own Vanguard? ›

Here is a list of the top companies that are stockholders in BlackRock and their stake percentages: The Vanguard Group, Inc. - 8.1%

What are the 5 biggest companies in the world by market cap? ›

Apple is the largest company in the world, with a market cap of $2.54 trillion. It's followed by Microsoft ($2.09 trillion), Saudi Arabian Oil ($1.88 trillion), Alphabet ($1.35 trillion), and Amazon ($1.01 trillion).

What are the 3 investment companies? ›

The three types of investment companies are mutual funds, closed-end funds, and unit investment trusts.

Who are the big three passive investors? ›

As blockholders in most public firms, the "Big Three"" passive fund managers — Vanguard, BlackRock, and State Street — have an outsized influence on shareholder voting.

How many investment advisors beat the market? ›

According to a 2020 report, over a 15-year period, nearly 90% of actively managed investment funds failed to beat the market.

What is the fastest growing asset management? ›

Over the past five years, the fastest-growing asset managers by change in assets under management were Geode Capital Management, which increased assets by 31% over the period to $1.01 trillion, followed by Fidelity International at 23.9% increasing assets to $813 billion, and Brookfield Asset Management at 23.5%, which ...

Who is the biggest fixed income asset managers? ›

Showing 10 out of 25 companies. BlackRock Inc, The Vanguard Group Inc, FMR LLC, State Street Corp, and JPMorgan Chase & Co are the 5 largest asset managers in the world in 2021 by Assets under management (AuM).

What are the big 4 investment banks? ›

In the U.S., the top investment banking companies include the Big Four Banks — JPMorgan Chase, Bank of America, Citigroup, and Wells Fargo.

What is the largest black owned asset management company? ›

Ariel Investments is the largest operating Black-owned mutual fund in the U.S. that was founded in 1983 by John W. Rogers Jr. It is currently the largest minority-owned investment fund.

Who is the best performing asset manager 2022? ›

Dimensional Fund Advisors is the asset management house that had the greatest success in topping the equity fund sectors in 2022, Trustnet research shows, while Baillie Gifford had one of the worst records.

What are the top private investment management firms? ›

The four largest publicly traded private equity firms are Apollo Global Management (APO), The Blackstone Group (BX), The Carlyle Group (CG), and KKR & Co. (KKR).

What is the highest valued asset? ›

What Is the Most Valuable Asset by Market Cap? The answer to what asset has the highest market cap actually isn't a company: Gold has the highest market cap in the world. The market cap of gold is a dazzling $12.732 trillion!

What is the largest hedge fund? ›

  • The largest hedge fund in the U.S. is Bridgewater Associates, with an AUM of $126.4 billion.
  • As of 2022, the U.S. hedge funds have a market size of $111.3 billion.
  • There are at least 3,841 Hedge Funds in the U.S.
  • U.S. hedge funds have experienced a CAGR of 8% in 2022.
Apr 25, 2023

How many asset management companies are there in the US? ›

The number of investment companies reporting to Investment Company Institute in the United States decreased overall from 1997 to 2021, despite some fluctuations. There were 16,150 investment companies reporting to ICI in 2021.

How big is the US asset management industry? ›

Over the course of 2021, costs of the North American asset management industry grew by $13 billion, reaching a new high of $167 billion (Exhibit 6).

Who has the largest asset manager acquisitions? ›

According to data compiled by Pensions & Investments, one of the biggest deals to close in 2022 was Goldman Sachs Group Inc.'s €1.7 billion ($1.82 billion) acquisition of Dutch-based NN Investment Partners, which had about $355 billion in assets under management and $70 billion in assets under advisem*nt when the deal ...

What is the hierarchy of asset management? ›

An asset hierarchy is a logical index of all your maintenance equipment, machines, and components, and how they work together. Building and understanding your facility's asset hierarchy is critical to efficiently tracking, scheduling, and identifying the root causes of failure in your equipment.

Who is bigger Fidelity or Vanguard? ›

Fidelity and Vanguard are two of the largest investment companies in the world. Fidelity boasts 40 million individual investors and $9.9 trillion in assets under management (AUM). Meanwhile, Vanguard has more than 30 million investors and $8.5 trillion in assets under management.

Who owns most of Vanguard? ›

Vanguard isn't owned by shareholders. It's owned by the people who invest in our funds. Our owners have access to personalized financial advice, high-quality investments, retirement tools, and relevant market insights that help them build a future for those they love. That's the Value of Ownership.

Does BlackRock own Tesla? ›

Elon Musk now owns less stock in Tesla, the EV maker he founded, than America's "Big Three" passive-investing funds have, the Financial Times has reported. The combined holdings of the index fund industry's three giants — BlackRock, Vanguard and State Street — make up a 13.58% stake in Tesla, it found.

Who is BlackRock biggest rival? ›

BlackRock revenue is $17.9B. Among it's competitors, the company with the highest revenue is Morgan Stanley, $48.2B . The company with the lowest revenue is MFS Investment Management, $500.0M.

Is Vanguard better than Fidelity? ›

Fidelity: 2023 Comparison. Vanguard and Fidelity are both retirement powerhouses, but Fidelity offers a more well-rounded platform that also caters to active traders. Arielle O'Shea leads the investing and taxes team at NerdWallet.

Who owns most of Fidelity? ›

Abigail Johnson & family

Who owns 80% of the world's wealth? ›

The pyramid shows that: half of the world's net wealth belongs to the top 1%, top 10% of adults hold 85%, while the bottom 90% hold the remaining 15% of the world's total wealth, top 30% of adults hold 97% of the total wealth.

Who owns most of the world's economy? ›

The 168 countries outside the top 25 make up less than a fifth of the total global economy.
  • United States of. America. 23.93%
  • China. 18.45%
  • Japan. 5.14%
  • Germany. 4.39%
  • United Kingdom. 3.32%
  • Countries. 6–10. 12.49%
  • Countries 11–15. 7.96%
  • Countries 16–25. 7.88%

Who owns the most cash in the world? ›

The world's richest person is France's Bernard Arnault, the chief executive of LVMH. With 75 brands, the luxury conglomerate owns Louis Vuitton, Christian Dior, and Tiffany.

What is the most powerful company in the US? ›

Walmart

Which company makes the most profit? ›

The most profitable company in the U.S. is Apple, with $94.68 billion in profit earned during their 2022 fiscal year, which began on Sept. 26, 2021, and ended on Sept. 24, 2022. Apple's profits during this time were 64.9% higher than the profits earned during the 2021 fiscal year.

What is the most valuable company in the world 2023? ›

Apple remains the most valuable company in the world, with only a few other companies achieving a market capitalization of over $1 trillion, including Microsoft, Saudi Aramco, Alphabet, Amazon, and Tesla.

Does BlackRock own Amazon? ›

The top three individual shareholders include Jeff Bezos, Andrew Jassy, and Douglas Herrington. Amazon's top three institutional shareholders are Vanguard, Blackrock, and State Street.

Why is BlackRock so powerful? ›

BlackRock is a top shareholder across a wide range of global industries that include oil and gas, technology, retail, big banks, healthcare, weapons manufacturing, and much more. All this makes BlackRock one of the most powerful corporate actors on the planet, whose influence touches every aspect of our daily lives.

Who is BlackRock owned by? ›

Larry Fink is the founder, CEO and chairman of powerhouse investment management firm BlackRock, one of the world's largest asset managers. He and seven partners founded BlackRock in 1988. Originally it was part of The Blackstone Group.

What is the most valuable company in the world today? ›

Top 10 Most Valuable Companies in the World 2023
  • APPLE (AAPL)
  • MICROSOFT (MSFT)
  • ARAMCO.
  • ALPHABET (GOOGLE) (GOOG)
  • AMAZON (AMZN)
  • BERKSHIRE HATHAWAY (BRKB)
  • UNITEDHEALTH (UNH)
  • JOHNSON&JOHNSON (JNJ)

What is the most valuable company ever adjusted to inflation? ›

Dutch East India Company: $9.1 trillion (£6.9tn)

The most valuable firm of all time, the Dutch East India Company, was established in 1602 and had a monopoly on the spice trade in Asia.

What is the number one business in the world? ›

#1 Apple. Apple stands as the leader and father of all business organisations over the world.

Is BlackRock the world's largest asset management? ›

BlackRock, World's Largest Asset Manager, Buys Stake in Small-Business 401(k) Startup - WSJ. News Corp is a global, diversified media and information services company focused on creating and distributing authoritative and engaging content and other products and services.

Is BlackRock the largest company in the world? ›

BlackRock, Inc. is an American multi-national investment company based in New York City. Founded in 1988, initially as an enterprise risk management and fixed income institutional asset manager, BlackRock is the world's largest asset manager, with USD 10 trillion in assets under management as of December 31, 2022.

What is the largest wealth management firms? ›

Top Wealth Management Firms
RankCompanyHQ Location
1UBS Global Wealth ManagementSwitzerland
2Edward JonesUS
3Credit SuisseSwitzerland
4Morgan Stanley Wealth ManagementUS
28 more rows

What is the most powerful company in the world? ›

List
Rank.Name.Headquarters
1WalmartUnited States
2Amazon.com, Inc.United States
3State Grid Corporation of ChinaChina
48 more rows

Who owns majority of BlackRock? ›

Laurence D. Fink is the CEO and co-founder of BlackRock. Along with seven colleagues, he started the company. As of 31 January 2023, he owned 520,126 making him the biggest individual shareholder.

What is the top salary for a wealth manager? ›

Wealth Manager Salary
Annual SalaryMonthly Pay
Top Earners$150,000$12,500
75th Percentile$117,500$9,791
Average$107,000$8,916
25th Percentile$65,000$5,416

Who is the largest money manager in the US? ›

BlackRock

Why is BlackRock so successful? ›

1 BlackRock derives the majority of its revenue from investment advisory and administrative fees charged to its clients. Among BlackRock's major competitors are The Vanguard Group, State Street Corp. (STT), and T. Rowe Price Group Inc.

Why is BlackRock the most powerful company? ›

BlackRock is a top shareholder across a wide range of global industries that include oil and gas, technology, retail, big banks, healthcare, weapons manufacturing, and much more. All this makes BlackRock one of the most powerful corporate actors on the planet, whose influence touches every aspect of our daily lives.

What banks are owned by BlackRock? ›

BlackRock is also the sole shareholder and owner of shares in the four largest Australian banks. The company has hands-on everything. The German postal system, Commerzbank, and Deutsche Bank in Germany, followed by Lloyds Bank in the UK, and BlackRock is a stakeholder in all of them.

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