We use cookies to understand how you use our site and to improve your experience.
This includes personalizing content and advertising.
By pressing "Accept All" or closing out of this banner, you consent to the use of all cookies and similar technologies and the sharing of information they collect with third parties.
You can reject marketing cookies by pressing "Deny Optional," but we still use essential, performance, and functional cookies.
In addition, whether you "Accept All," Deny Optional," click the X or otherwise continue to use the site, you accept our Privacy Policy and Terms of Service, revised from time to time.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
Victory Capital's September AUM Climbs 2.3% on Market Strength
Read MoreHide Full Article
Key Takeaways
Victory Capital's AUM reached $310.6B in September 2025, up 2.3% from August levels.
Growth was led by global/non-U.S. equity up 8.6% and Solutions assets up 4.1%.
VCTR's integrated multi-boutique model and strong distribution are seen driving future performance.
Victory Capital Holdings, Inc. (VCTR - Free Report) reported assets under management (AUM) of $310.6 billion for September 2025. This reflected a 2.3% increase from Aug. 31, 2025.
By asset class, VCTR’s U.S. mid-cap equity AUM decreased marginally from the August level to $31.9 billion. The U.S. small-cap equity AUM of $12.7 billion also declined 1.6% sequentially. Nevertheless, global/non-U.S. equity AUM increased 8.6% to $28.9 billion. The U.S. large-cap equity AUM increased 1.9% to $63.1 billion.
Victory Capital recorded $86.9 billion in Solutions, up 4.1% from August 2025. The alternative investments asset balance decreased slightly on a sequential basis to $3 billion. Fixed-income AUM totaled $80.4 billion, representing a marginal increase from August 2025.
Further, money market/short-term assets declined nearly 1% from August 2025 to $3.6 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 22.5%, outperforming the industry’s growth of 17.9%.
Franklin Resources, Inc. (BEN - Free Report) reported its preliminary AUM of $1.66 trillion as of Sept. 30, 2025, which increased nearly 1% from the prior month.
The increase in the BEN’s AUM balance was due to the positive impact of markets, which was partially offset by preliminary long-term net outflows of $11 billion, inclusive of $13 billion long-term net outflows at Western Asset Management.
Invesco Ltd. (IVZ - Free Report) released its preliminary AUM for September 2025. The company’s AUM of $2,124.8 billion as of Sept. 30, 2025, increased 2.9% from the previous month.
IVZ’s AUM was impacted by favorable market returns, resulting in a $49-billion increase in the metric. However, FX decreased the AUM balance by $0.3 billion.
See More Zacks Research for These Tickers
Normally $25 each - click below to receive one report FREE:
Image: Bigstock
Victory Capital's September AUM Climbs 2.3% on Market Strength
Key Takeaways
Victory Capital Holdings, Inc. (VCTR - Free Report) reported assets under management (AUM) of $310.6 billion for September 2025. This reflected a 2.3% increase from Aug. 31, 2025.
By asset class, VCTR’s U.S. mid-cap equity AUM decreased marginally from the August level to $31.9 billion. The U.S. small-cap equity AUM of $12.7 billion also declined 1.6% sequentially. Nevertheless, global/non-U.S. equity AUM increased 8.6% to $28.9 billion. The U.S. large-cap equity AUM increased 1.9% to $63.1 billion.
Victory Capital recorded $86.9 billion in Solutions, up 4.1% from August 2025. The alternative investments asset balance decreased slightly on a sequential basis to $3 billion. Fixed-income AUM totaled $80.4 billion, representing a marginal increase from August 2025.
Further, money market/short-term assets declined nearly 1% from August 2025 to $3.6 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 22.5%, outperforming the industry’s growth of 17.9%.
Image Source: Zacks Investment Research
Victory Capital currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
Performance of Other Asset Managers
Franklin Resources, Inc. (BEN - Free Report) reported its preliminary AUM of $1.66 trillion as of Sept. 30, 2025, which increased nearly 1% from the prior month.
The increase in the BEN’s AUM balance was due to the positive impact of markets, which was partially offset by preliminary long-term net outflows of $11 billion, inclusive of $13 billion long-term net outflows at Western Asset Management.
Invesco Ltd. (IVZ - Free Report) released its preliminary AUM for September 2025. The company’s AUM of $2,124.8 billion as of Sept. 30, 2025, increased 2.9% from the previous month.
IVZ’s AUM was impacted by favorable market returns, resulting in a $49-billion increase in the metric. However, FX decreased the AUM balance by $0.3 billion.