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Victory Capital's July AUM Edges Up to $299.8B on Equity Gains
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Key Takeaways
Victory Capital's July AUM rose slightly from June to $299.8 billion.
U.S. mid-cap, large-cap, and global equity AUM posted modest monthly gains.
Money market assets increased 2.3% to $3.7 billion, while small-cap equity fell 4.4%.
Victory Capital Holdings, Inc. (VCTR - Free Report) reported assets under management (AUM) of $299.8 billion for July 2025. This reflected a marginal increase from June 30, 2025.
By asset class, VCTR’s U.S. mid-cap equity AUM increased 1% from the June level to $31.9 billion. The U.S. small-cap equity AUM of $12.6 billion declined 4.4% sequentially. The global/non-U.S. equity AUM rose slightly to $25.8 billion. The U.S. large-cap equity AUM increased marginally to $62.3 billion.
Victory Capital recorded $80.8 billion in Solutions, up 1.1% from June 2025. The alternative investments asset balance increased slightly on a sequential basis to $2.9 billion. Fixed-income AUM totaled $79.7 billion, representing a marginal decrease from June 2025.
Further, money market/short-term assets rose 2.3% from June 2025 to $3.7 billion.
The strong positioning of VCTR's integrated multi-boutique business model in a fast-expanding market, combined with the effectiveness of its distribution platform, is expected to boost its performance in the near term.
VCTR's Price Performance and Zacks Rank
Over the past six months, VCTR shares have gained 3.7%, outperforming the industry’s growth of 1.8%.
Franklin Resources, Inc. (BEN - Free Report) reported its preliminary AUM of $1.62 trillion as of July 31, 2025, which increased slightly from the prior month.
The increase in BEN’s AUM balance was due to the positive impact of markets and flat preliminary long-term net inflows, inclusive of $3 billion of long-term net outflows at Western Asset Management.
Invesco (IVZ - Free Report) also released its preliminary AUM for July 2025. The company’s AUM of $2,024.5 billion as of July 31, 2025, increased 1.2% from the previous month.
IVZ’s AUM was impacted by favorable market returns, resulting in a $22 billion increase in the metric. However, FX decreased the AUM balance by $8.5 billion.
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Victory Capital's July AUM Edges Up to $299.8B on Equity Gains
Key Takeaways
Victory Capital Holdings, Inc. (VCTR - Free Report) reported assets under management (AUM) of $299.8 billion for July 2025. This reflected a marginal increase from June 30, 2025.
By asset class, VCTR’s U.S. mid-cap equity AUM increased 1% from the June level to $31.9 billion. The U.S. small-cap equity AUM of $12.6 billion declined 4.4% sequentially. The global/non-U.S. equity AUM rose slightly to $25.8 billion. The U.S. large-cap equity AUM increased marginally to $62.3 billion.
Victory Capital recorded $80.8 billion in Solutions, up 1.1% from June 2025. The alternative investments asset balance increased slightly on a sequential basis to $2.9 billion. Fixed-income AUM totaled $79.7 billion, representing a marginal decrease from June 2025.
Further, money market/short-term assets rose 2.3% from June 2025 to $3.7 billion.
The strong positioning of VCTR's integrated multi-boutique business model in a fast-expanding market, combined with the effectiveness of its distribution platform, is expected to boost its performance in the near term.
VCTR's Price Performance and Zacks Rank
Over the past six months, VCTR shares have gained 3.7%, outperforming the industry’s growth of 1.8%.
Image Source: Zacks Investment Research
Victory Capital currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Performance of Other Asset Managers
Franklin Resources, Inc. (BEN - Free Report) reported its preliminary AUM of $1.62 trillion as of July 31, 2025, which increased slightly from the prior month.
The increase in BEN’s AUM balance was due to the positive impact of markets and flat preliminary long-term net inflows, inclusive of $3 billion of long-term net outflows at Western Asset Management.
Invesco (IVZ - Free Report) also released its preliminary AUM for July 2025. The company’s AUM of $2,024.5 billion as of July 31, 2025, increased 1.2% from the previous month.
IVZ’s AUM was impacted by favorable market returns, resulting in a $22 billion increase in the metric. However, FX decreased the AUM balance by $8.5 billion.