Fidelity Investments Assets Under Management Business Overview

Fidelity Investments has a long history of providing financial services to individuals and institutions. Founded in 1946, the company has grown to become one of the largest financial services companies in the world.

Fidelity's Assets Under Management (AUM) have been steadily increasing over the years, reaching a record high of $7.9 trillion in 2020. This significant growth is a testament to the company's commitment to providing high-quality investment products and services.

Fidelity offers a wide range of investment products, including mutual funds, exchange-traded funds (ETFs), and retirement accounts. These products are designed to help investors achieve their financial goals, whether it's saving for retirement or building wealth over time.

Fidelity's investment products are managed by a team of experienced professionals who use a disciplined investment approach to help investors achieve their goals.

Fidelity has been an early mover in launching new financial products and strategies, helping shape the investment industry and how consumers invest.

Fidelity has remained a steady presence through multiple market downturns, a testament to its stability and resilience.

From mutual funds to Bitcoin, Fidelity has demonstrated its willingness to adapt and innovate in response to changing market conditions.

Fidelity's gradual diversification has helped it grow into one of the most influential investment companies in the U.S.

Fidelity's legacy and influence are a result of its ability to evolve and stay ahead of the curve, without abandoning its mutual fund roots.

Fidelity Investments offers a wide range of investment options for individuals, including stocks, bonds, certificates of deposit, options, cryptocurrency, and precious metals.

Customers can choose from mutual funds and ETFs managed by Fidelity or third-party providers, and also select from traditional and Roth individual retirement accounts (IRAs), health savings accounts (HSAs), 529 college savings plans, life insurance, and credit and debit cards.

Fidelity's investment options include a variety of asset classes, such as stocks, bonds, and alternative investments, and they offer a range of risk management tools to help investors manage their portfolios.

Here are some key statistics about Fidelity's assets under management:

Fidelity's assets under management are broken down by client type, with investment companies and pooled investment vehicles being the largest categories.

Fidelity's $15 trillion in assets under administration (AUA) is a staggering number, but it's worth noting that only $5.9 trillion of that is directly overseen by Fidelity's investment managers, known as assets under management (AUM).

This distinction is crucial because AUM is typically the part that generates the most revenue for the company. Fidelity accounts for about 10% of the U.S. asset management market, which is a significant share but still lags behind Vanguard at 29% and BlackRock (BLK) at 12%.

Fidelity's AUA includes individual stocks, bonds, and third-party funds held in brokerage and retirement accounts. This is a much broader scope than AUM, which focuses on the assets that Fidelity's investment managers directly oversee.

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Fidelity offers a range of investment options, including stocks, bonds, and mutual funds.

You can choose from over 6,000 mutual funds and ETFs, including those managed by Fidelity or third-party providers.

Fidelity manages over £5.0 billion in assets across its six portfolios, all focused on equity growth strategies.

The company's Investment Trust Business has over thirty years of experience managing investment companies.

Here are some of the funds managed by Fidelity:

Fidelity has a significant presence in the investment management industry, with over 167 clients and $868.5 billion in assets under management (AUM).

The company's AUM breakdown by client type shows that investment companies account for the largest share, with $837.0 billion in AUM.

Here is a breakdown of Fidelity's AUM by client type:

Fidelity also has a significant presence in the limited partnership space, with over 20 limited partners and $26.9 billion in AUM.

Here are some of Fidelity's limited partners:

Fidelity's related firms include Fidelity Management & Research Company LLC, which has $4,730.7 billion in AUM.

Here are some of Fidelity's related firms:

Fidelity continued to expand its products and services throughout the 1960s and '70s, introducing retirement planning for individuals and businesses, money market funds, as well as a voice-activated phone system that provided investors with information about mutual funds 24 hours a day.

It launched the Fidelity Daily Income Trust, the first money market fund to offer checkwriting. This innovative service was a game-changer for investors, offering them more flexibility and convenience.

By 1987, Fidelity offered more than 70 mutual funds, including sector-specific funds, international stock and bond funds, and more than 20 money market funds.

In 2001, Abigail Johnson was named president of Fidelity's asset management division, overseeing mutual funds and other investment products.

She was the daughter of Johnson III, who was likely grooming her to take over the family-run business. Her performance drew criticism, and in 2005, she was reassigned, sparking questions about her future role in the company.

Fidelity paid $2 million in penalties in 2004, split evenly between the SEC and the NYSE, for altering or destroying documents at over 20 branch offices ahead of scheduled inspections.

Abigail Johnson made a comeback, becoming company president in 2012 and eventually succeeding her father as CEO in 2014.

In 2008, Fidelity paid an $8 million fine and reimbursed affected funds after the SEC charged the company and several employees with accepting over $1.6 million in gifts, travel, and entertainment from brokers seeking business.

Fidelity continued to expand its products and services throughout the 1960s and '70s, introducing retirement planning for individuals and businesses, money market funds, as well as a voice-activated phone system that provided investors with information about mutual funds 24 hours a day.

In 1973, Fidelity launched the Fidelity Daily Income Trust, the first money market fund to offer checkwriting.

The company's growth was led by Edward C. “Ned” Johnson III, who succeeded his father as chairman and CEO in 1973.

By 1987, Fidelity offered more than 70 mutual funds, including sector-specific funds and international stock and bond funds.

Fidelity wasn't immune to the 1987 stock market crash, selling over $850 million in stock on Black Monday, October 19.

Despite the turmoil, Fidelity rebounded in the years that followed, growing into one of the country's largest asset managers by 1996.

The company had grown to oversee $509 billion in assets by 1996.

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Fidelity has over thirty years of experience managing investment companies, and manages over £5.0 billion in assets across its six portfolios.

These portfolios are all focused on equity growth strategies, which means they aim to increase the value of investments over time.

Fidelity is a major platform distributor, allowing it to offer its own Investment Trusts and those managed by third parties to investors through various product wrappers.

Its in-house sales teams promote the range of trusts directly to institutions and wealth managers, leveraging their expertise to make informed decisions.

Fidelity's award-winning approach to investing has earned it industry recognition, which it continues to build upon through innovation and improvement.

Here are the six portfolios managed by Fidelity:

Fidelity stands out among major investment companies for remaining privately held. Most of its competitors are either publicly traded or part of larger financial institutions.

Charles Schwab (SCHW), Robinhood Markets (HOOD), and Interactive Brokers Group (IBKR) are publicly traded companies. E*Trade and Merrill, formerly known as Merrill Lynch, were once independent brokerages.

E*Trade was acquired by Morgan Stanley (MS) in 2020, and Merrill was acquired by Bank of America (BAC) in 2009 and became part of the bank's wealth management division.

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Fidelity has been an early mover in launching new financial products and strategies, shaping the investment industry and how consumers invest.

Its gradual diversification has helped it grow into one of the most influential investment companies in the U.S.

From mutual funds to Bitcoin, Fidelity has helped shape the investment industry and remained a steady presence through multiple market downturns.

Fidelity's Impact is a significant one in the investment industry. It has been an early mover in launching new financial products and strategies.

Fidelity's influence can be seen in its ability to shape the way consumers invest. This is evident in its launch of new financial products, such as mutual funds.

Fidelity's steady presence through multiple market downturns is a testament to its resilience. It has helped investors navigate turbulent times.

Fidelity's diversification has allowed it to grow into one of the most influential investment companies in the U.S.

Our offerings are designed to help you achieve your goals. We have a range of programs that cater to different needs and interests.

Our flagship program, the Leadership Development Program, is a 6-month intensive course that helps participants develop the skills and confidence to take on leadership roles. It includes a comprehensive curriculum, mentorship, and networking opportunities.

We also offer a series of workshops and webinars on topics such as communication, time management, and goal setting. These sessions are designed to be short, engaging, and practical, with takeaways that you can apply immediately.

Our online platform provides access to a library of resources, including articles, videos, and podcasts. You can browse through the content at your own pace and take advantage of the search function to find specific topics.

We have a team of experienced coaches and mentors who are available to provide one-on-one guidance and support. They can help you set goals, create action plans, and overcome obstacles.

Fidelity Investments has been expanding its reach globally, opening new offices in countries such as China and Japan.

The company has also been focusing on digital transformation, investing heavily in technology to improve its online platforms and mobile apps.

Fidelity's assets under management have been steadily increasing, reaching a record high of $3.2 trillion in 2020.

The company's efforts to diversify its portfolio have paid off, with significant growth in its alternative investments, such as private equity and real estate.

Fidelity's commitment to innovation has led to the development of new products and services, such as its robo-advisory platform.

The company's strong brand reputation has been built on its long history of trust and reliability, with over 90 years of experience in the financial industry.

Fidelity's focus on customer satisfaction has led to the development of a wide range of investment products and services, catering to different needs and goals.

The company's assets under management have been steadily increasing, with a compound annual growth rate of 10% over the past 5 years.

Fidelity's expansion into new markets has been driven by its commitment to global growth and its desire to serve a wider range of clients.

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