8-K ·Filed Mar 12, 2026

AB

ALLIANCEBERNSTEIN HOLDING L.P.
NEUTRAL
Impact 4/10
Horizonweeks Processed6mo ago SEC0000825313-26-000023
8-K context-dependent: Items 7.01
Actionable Insight • Neutral

Monitor upcoming earnings for revenue and fee-related earnings trends, as AUM growth was driven by markets rather than net inflows. The shift in Retail outflows versus Private Wealth/Institutional inflows may signal strategic client trends worth tracking.

DirectionNeutral
Confidencehigh
Horizonweeks
Final — all horizons settled through T+60d
AB ▲ +0.25% at T+60d
NEUTRAL call ✓ call won +0.25% · α vs SPY -10.45% · entry $37.17 → $37.26
Entry anchored
Mar 11, 03:59 PM ET
via exchange tick
T+1d
+2.48%
call +2.48% · α +3.08%
$38.09
settled 7mo ago
T+5d
+0.78%
call +0.78% · α +1.76%
$37.46
settled 7mo ago
T+20d
+2.32%
call +2.32% · α +0.34%
$38.03
settled 6mo ago
T+60d
+0.25%
call +0.25% · α -10.45%
$37.26
settled 4mo ago

Price Chart

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Executive Summary

AllianceBernstein reported preliminary assets under management (AUM) of $880 billion as of February 28, 2026, up from $875 billion at the end of January, driven by market appreciation that offset modest net outflows. Inflows in Private Wealth and Institutional channels were offset by Retail outflows.

Key Facts

  • Preliminary AUM increased to $880 billion as of February 28, 2026, from $875 billion at January 31, 2026
  • 0.6% increase in AUM driven by market appreciation, partially offset by net outflows
  • Net inflows in Private Wealth and Institutional channels offset by net outflows in Retail
  • No forward-looking guidance or financial results provided beyond AUM

Financial Impact

AUM increased by $5 billion (0.6%) month-over-month to $880 billion

aumnet_flows

Risk Factors

  • AUM growth driven by market appreciation rather than net inflows, which may not be sustainable
  • Retail channel experienced net outflows, which could pressure future revenue if trend continues

Market Snapshot

Exchange
NYSE

Investment Themes

Traditional Finance

Documents Analyzed

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

DocumentAccession Number
8-K Filing (Primary)0000825313-26-000023
Document: ab-20260311.htm0000825313-26-000023
Document: 0000825313-26-000023-index-headers.html0000825313-26-000023
Document: 0000825313-26-000023-index.html0000825313-26-000023
Document: 0000825313-26-000023.txt0000825313-26-000023
7 reports for AB
Performance horizon

Track record builds as more directional reports settle.

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 5m)

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