8-K ·Filed Apr 13, 2026

AB

ALLIANCEBERNSTEIN HOLDING L.P.
BEARISH
Impact 6/10
Horizonweeks Processed5mo ago SEC0000825313-26-000025
8-K context-dependent: Items 7.01
Actionable Insight ▼ Bearish

The significant AUM decline and sustained net outflows suggest client attrition and market impact pressures. Traders should monitor future flow trends and investment performance, as continued outflows could pressure revenue and profitability.

DirectionBearish
Confidencehigh
Horizonweeks
Final — all horizons settled through T+60d
AB ▼ -3.29% at T+60d
SHORT call ✓ call won +3.29% · α vs SPY +11.82% · entry $37.99 → $36.74
Entry anchored
Apr 13, 03:59 PM ET
via exchange tick
T+1d
+2.05%
call -2.05% · α -1.28%
$38.77
settled 6mo ago
T+5d
+2.42%
call -2.42% · α -1.02%
$38.91
settled 6mo ago
T+20d
+1.13%
call -1.13% · α +5.17%
$38.42
settled 5mo ago
T+60d
-3.29%
call +3.29% · α +11.82%
$36.74
settled 3mo ago

Price Chart

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Executive Summary

AllianceBernstein reported preliminary assets under management of $839 billion as of March 31, 2026, down from $880 billion at the end of February, driven by market depreciation and net outflows. Quarterly net outflows totaled $7.2 billion.

Key Facts

  • Assets under management declined to $839 billion as of March 31, 2026 from $880 billion at the end of February
  • Decline driven by market depreciation and net outflows
  • Modest net inflows in Private Wealth were offset by outflows in Retail and Institutional channels
  • Quarterly net outflows totaled $7.2 billion
  • As of March 31, 2026, AllianceBernstein Holding owned approximately 31.4% of AllianceBernstein

Financial Impact

Assets under management decreased by $41 billion (4.7%) in March, with $7.2 billion in quarterly net outflows

assets under managementnet flows

Risk Factors

  • Continued net outflows could negatively impact management fee revenue
  • Market depreciation exacerbating AUM declines indicates vulnerability to market downturns
  • Institutional and Retail outflows suggest competitive or performance challenges

Market Snapshot

Exchange
NYSE
Sector
Investment Advice

Investment Themes

Traditional Finance

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0000825313-26-000025
Document: ab-20260413.htm0000825313-26-000025
Document: 0000825313-26-000025-index-headers.html0000825313-26-000025
Document: 0000825313-26-000025-index.html0000825313-26-000025
Document: 0000825313-26-000025.txt0000825313-26-000025
7 reports for AB
Performance horizon
Filters
Rows
Reports for AB — sortable, filterable
TypeNow
Aug 12, 2026
7w ago
Institutional Cluster
MIXED ★ 4/10
$36.45 $36.38▼ −0.19%▲ +1.71%$35.00 (−3.98%)
Jul 28, 2026
9w ago
8-K
MIXED ★ 5/10
$37.35 $36.62▼ −1.95%▼ −5.34%$35.00 (−6.29%)
Jul 6, 2026
12w ago
Press Release
NEUTRAL ★ 2/10
$36.83 $36.76▼ −0.19%▲ +0.38%$35.00 (−4.97%)
Jun 10, 2026
16w ago
8-K
NEUTRAL ★ 3/10
$36.40 $36.74▲ +0.93%▼ −0.96%$35.00 (−3.85%)
Apr 28, 2026
22w ago
8-K
NEUTRAL ★ 5/10
$37.63 $37.10▼ −1.41%▼ −6.86%$35.00 (−6.99%)
Apr 13, 2026
24w ago
8-K
BEARISH ★ 6/10
$37.99 $38.42▼ −1.13%▲ +5.17%$35.00 (+7.87%)
Mar 12, 2026
29w ago
8-K
NEUTRAL ★ 4/10
$37.17 $38.03▲ +2.32%▲ +0.34%$35.00 (−5.83%)
Showing 7 of 7

US Market Status

Market Closed — Opens Mon (38h 7m)

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