Top 10 Largest Investment Companies in the World 2020 | Top Investment Companies
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Global Asset Management Industry Outlook

The top 10 investment companies in the world are rising at an exceptional pace in an industry witnessing consistent annual growth. What is investment management? Investment management is the professional asset management of various securities — typically shares, bonds, and other securities — and other assets, such as real estate to meet specified investment goals for the benefit of the investors. How much is the investment management industry worth? The volume of investable assets is set to increase from around $64 trillion today to $102 trillion by 2020, a compound growth rate (CAGR) of nearly 6%. The top investment companies are BlackRock, The Vanguard Group, and Charles Schwab Corporation. 


What is an investment firm? In simplest terms, an investment firm “pools” money from shareholders and invests it in the appropriate security instruments and multiply investment money. Although passive investment is on the rise, asset managers are there to take the emotions out of investing. The average investor’s return is 2.8% and the top asset managers are there to bring these numbers up so that individuals and companies can focus on consistent yields rather than the tedious process of buying and selling. This post is to help readers gain insights on the top investment companies in the world and what the assets under management are at each of these investment firms. Additionally, BizVibe will breakdown all the relevant stats and trends in the asset management industry that you should know about today.

  • Who are the top 10 investment companies in the world by assets under management (AUM)?
  • What is the best investment company?
  • What is an investment firm?
  • Which regions lead in passive investing?
  • What’s the average return rate on investing?
  • Global asset management trends and stats you should know.

BizVibe is already helping the top investment companies in the world connect. Connect and track the latest news and insights from these companies.

Global Asset Management Industry Trends and Stats

  • The average investor’s return is 2.8%.
  • The volume of investable assets is set to increase from around $64 trillion today to $102 trillion by 2020, a compound growth rate (CAGR) of nearly 6%.
  • Assets under management in South America, Asia, Africa, and the Middle East economies are set to grow faster than in the developed world.
  • All major territories will put inv regulations to better align interests with the end customer.
  • American asset managers are currently meeting the pension management needs of over 60% of the global retirement market.
  • At 33% of passive funds, the US has the highest percentage of passive funds in the world, followed by Asia (31%), Europe (19%), and Canada (11%).
  • BlackRock is the largest investment company in the world, accounting for over 21.6% of all investable assets managed among the top 10 largest investment companies in 2020.

Top 10 Largest Investment Companies in World 2020

Who are the top 10 investment companies in the world in 2020? The following is a list of biggest investment management companies ranked by assets under management (AUM).

 

Rank

Company

Assets under Management (USD trillions)

Country

1BlackRockUSD 7.43 trillion USA
2The Vanguard GroupUSD 6.2 trillionUSA
3Charles Schwab CorporationUSD 3.3 trillionUSA
4UBS GroupUSD 3.26 trillionSwitzerland
5Fidelity InvestmentsUSD 3.2 trillionUSA
6State Street Global AdvisorsUSD 3.12 trillionUSA
7AllianzUSD 2.36 trillionGermany
8JPMorgan ChaseUSD 1.9 trillionUSA
9Bank of New York MellonUSD 1.9 trillionUSA
10Capital GroupUSD 1.8 trillionUSA
Top 10 Investment Companies

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 2020.

 

  • Founded: 1988
  • BlackRock Headquarters: New York City, New York, USA
  • BlackRock Revenue: USD 14.19 billion
  • BlackRock AUM: USD 7.43 trillion 
  • 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 2020 — 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

 

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 2020. 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 2020 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 2020, 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 Asset Management Companies in the World

Here is the rest of the top investment companies in the world, ranked by AUM in USD billions.

Rank

Company

Assets under Management (US$b)

Country

1PIMCO1,690USA
2Amundi1,652France
3AXA Group1,405France
4Credit Suisse1,387Switzerland
5Prudential Financial1,366USA
6Morgan Stanley1,300USA
7Legal & General Invest. Management (LGIM)1,282UK
8BNP Paribas1,230France
9Goldman Sachs1,128USA
10Northern Trust1,100USA
11Wellington Management Company1,021USA
12Aegon962.9Netherlands
13Natixis Global Asset Management961.1France
14Nuveen948USA
15T. Rowe Price948USA
16Bank of America946.8USA
17TIAA938USA
18Invesco Ltd917.5USA
19Prudential plc850.8UK
20Deutsche Asset Management839Germany
21HSBC831UK
22Affiliated Managers Group (AMG)803.7USA
23Standard Life Aberdeen758UK
24Legg Mason, Inc754.4USA
25Franklin Resources Inc (Franklin Templeton Investments)753.2USA
26Sun Life Financial749.4Canada
27Sumitomo Mitsui Trust Holdings747Japan
28Insight Investment740UK
29Manulife Financial690Canada
30MassMutual675USA
31Ameriprise Financial654.4USA
32Principal Financial Group619.7USA
33Mitsubishi UFJ Financial575Japan
34APG Group551Netherlands
35Dimensional Fund Advisors548USA
36Schroders545UK
37Generali Group540Italy
38New York Life Insurance Company538USA
39MetLife Investment Management (MIM)537.3USA
40AllianceBernstein L.P. (AB)535USA
41Great-West Lifeco507.1Canada
42Wells Fargo496USA
43Old Mutual plc493.2UK
44Columbia Threadneedle Investments484.1USA/UK
45MFS Investment Management474.2USA
46Aviva470UK
47Royal Bank of Canada461.2Canada
48Western Asset Management Co435.1USA
49Nomura Asset Management426Japan
50Eaton Vance Corp419.3USA
51Citi Private Bank390USA
52Blackstone Group387.4USA
53Union Investment377.5Germany
54M&G Investments377UK
55Macquarie Asset Management (MAM)369.9AUSAtralia
56Federated Investors363.7USA
57Eurizon Capital (8)363.1Italy
58Manulife Asset Management358Canada
59Janus Henderson Investors356UK
60Geode Capital Management327USA

Source: relbanks.com

The Future of the Global Asset Management Industry

Despite passive investing on the rise, don’t expect the outlook for the global asset management industry to look poor at all. As we mentioned above, asset managers take the emotions out of investing and pooling large sums of money — as often needed at the B2B level — require experts that can yield the best return on investment. The trend in ETFs looking as good as ever for the past 10 years is proof enough the asset management industry will keep on growing from its already impressive 6% CAGR. Expect the top 10 investment companies in the world to lead the way in the future for the market.

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