Lazard : Asset Under Management Monthly Report (Historical AUM March 2026)

Published: 2026-04-13 07:38:12 ET LAZ

Published on 04/13/2026 at 07:38 am EDT

MONTHLY ASSETS UNDER MANAGEMENT

($ in millions)

2024

Jan-2024

Feb-2024

Mar-2024

Apr-2024

May-2024

June-2024

July-2024

Aug-2024

Sept-2024

Oct-2024

Nov-2024

Dec-2024

Total AUM

Opening Balance

$246,651

$243,846

$248,031

$250,432

$240,805

$245,008

$244,670

$246,104

$244,341

$247,657

$235,840

$234,382

Net Flows

(2,096)

(2,017)

(2,517)

(3,614)

(1,566)

(1,419)

(3,590)

(7,533)

(1,256)

(3,270)

(2,315)

(4,474)

Market Apprec/(Deprec)

1,639

6,996

5,336

(4,369)

4,382

2,519

3,549

2,805

3,028

(4,385)

3,022

(1,066)

FX Movement

(2,348)

(794)

(418)

(1,644)

1,387

(1,438)

1,475

2,965

1,544

(4,162)

(2,165)

(2,512)

Ending Balance

$243,846

$248,031

$250,432

$240,805

$245,008

$244,670

$246,104

$244,341

$247,657

$235,840

$234,382

$226,330

Equity

$188,360

$192,669

$195,253

$187,582

$190,820

$190,426

$192,176

$188,764

$191,532

$182,101

$181,764

$174,938

Fixed Income

47,398

47,277

47,220

45,399

46,362

46,111

45,775

46,633

47,933

45,514

44,525

43,286

Other

8,088

8,085

7,959

7,824

7,826

8,133

8,153

8,944

8,192

8,225

8,093

8,106

Ending Balance

$243,846

$248,031

$250,432

$240,805

$245,008

$244,670

$246,104

$244,341

$247,657

$235,840

$234,382

$226,330

2025

Jan-2025

Feb-2025

Mar-2025

Apr-2025

May-2025

June-2025

July-2025

Aug-2025

Sept-2025

Oct-2025

Nov-2025

Dec-2025

Total AUM

Opening Balance

$226,321

$233,018

$232,880

$227,427

$231,408

$235,286

$248,360

$253,653

$258,368

$264,537

$267,780

$250,829

Net Flows

261

(789)

(3,131)

(184)

(3,738)

4,599

4,498

(226)

303

(1,429)

(18,003)

(281)

Market Apprec/(Deprec)

6,083

137

(5,395)

(922)

7,431

5,377

3,946

2,711

5,389

6,887

1,112

2,246

FX Movement

353

514

3,073

5,087

185

3,098

(3,151)

2,230

477

(2,215)

(60)

1,506

Ending Balance

$233,018

$232,880

$227,427

$231,408

$235,286

$248,360

$253,653

$258,368

$264,537

$267,780

$250,829

$254,300

Equity

$181,506

$180,030

$174,130

$176,313

$180,510

$192,250

$198,773

$202,509

$208,510

$212,643

$196,171

$199,256

Fixed Income

43,395

44,562

44,024

46,341

45,756

47,057

45,980

46,877

47,186

46,145

45,351

45,642

Other

8,117

8,288

9,273

8,754

9,020

9,053

8,900

8,982

8,841

8,992

9,307

9,402

Ending Balance

$233,018

$232,880

$227,427

$231,408

$235,286

$248,360

$253,653

$258,368

$264,537

$267,780

$250,829

$254,300

2026

Jan-2026

Feb-2026

Mar-2026(1)

Total AUM

Opening Balance

$254,300

$266,953

$277,738

Net Flows

2,912

4,248

1,845

Market Apprec/(Deprec)

7,622

8,857

(16,125)

FX Movement

2,119

(828)

(4,271)

Acquisitions/(Divestitures)(2)

(1,492)

Ending Balance

$266,953

$277,738

$259,187

Equity

$195,775

$207,093

$193,049

Fixed Income

35,758

36,467

34,423

Multi Asset

25,267

25,462

23,113

Alternatives

10,153

8,716

8,602

Ending Balance

$266,953

$277,738

$259,187

(1) Preliminary - subject to review

(2) Decrease of $1.5 billion related to the sale of our stake in the Edgewater Funds management vehicles

QUARTERLY & FULL YEAR ASSETS UNDER MANAGEMENT

($ in millions)

2023

Total AUM

Opening Balance

$216,125

$232,140

$239,340

$228,264

Net Flows

2,999

(997)

(1,994)

(3,550)

Market Apprec/(Deprec)

11,620

8,837

(5,751)

16,945

FX Movement

1,396

(640)

(3,331)

4,992

Ending Balance

$232,140

$239,340

$228,264

$246,651

$216,125

(3,542)

31,651

2,417

$246,651

Equity

$178,628

$184,725

$174,748

$190,138

Fixed Income

45,461

45,851

45,178

48,107

Other

8,051

8,764

8,338

8,406

Ending Balance

$232,140

$239,340

$228,264

$246,651

2024

Total AUM

Opening Balance

$246,651

$250,432

$244,670

$247,657

Net Flows

(6,630)

(6,599)

(12,379)

(10,068)

Market Apprec/(Deprec)

13,971

2,532

9,382

(2,429)

FX Movement

(3,560)

(1,695)

5,984

(8,839)

Ending Balance

$250,432

$244,670

$247,657

$226,321

$246,651

(35,676)

23,456

(8,110)

$226,321

Equity

$195,253

$190,426

$191,532

$174,938

Fixed Income

47,220

46,111

47,933

43,286

Other

7,959

8,133

8,192

8,097

Ending Balance

$250,432

$244,670

$247,657

$226,321

2025

Total AUM

Opening Balance

$226,321

$227,427

$248,360

$264,537

Net Flows

(3,659)

677

4,575

(19,713)

Market Apprec/(Deprec)

825

11,886

12,046

10,245

FX Movement

3,940

8,370

(444)

(769)

Ending Balance

$227,427

$248,360

$264,537

$254,300

$226,321

(18,120)

35,002

11,097

$254,300

Equity

$174,130

$192,250

$208,510

$199,256

Fixed Income

44,024

47,057

47,186

45,642

Other

9,273

9,053

8,841

9,402

Ending Balance

$227,427

$248,360

$264,537

$254,300

2026

Q1 (1)

Total AUM

Opening Balance

$254,300

Net Flows

9,005

Market Apprec/(Deprec)

354

FX Movement

(2,980)

Acquisitions/(Divestitures)2 (1,492)

Ending Balance $259,187

Equity

$193,049

Fixed Income

34,423

Multi Asset

23,113

Alternatives

8,602

Ending Balance

$259,187

(1) Preliminary - subject to review

(2) Decrease of $1.5 billion related to the sale of our stake in the Edgewater Funds management vehicles

Disclaimer

Lazard Inc. published this content on April 13, 2026, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on April 13, 2026 at 11:37 UTC.