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← CockpitCompetitor Analysis › AB AllianceBernstein Holding L.P.Open in the cockpit ↗

AllianceBernstein Holding L.P.ABCompetitor analysis, valuation and peers

United States · USD·Financials›Investment Managers

Publicly traded holding partnership owning units in AllianceBernstein, a global active asset manager across equities, fixed income and alternatives.

Momentum weak 38
Mkt cap
$3.14B
US dollars, full cap
Free float
98%
of shares outstanding
$/day
$9.34M
20-day average traded
Fwd P/E
9.6×
forward earnings
ROIC−WACC
n/a
WACC 8.4%
Hurdle
n/a
no reverse DCF
Next earnings
97 days
11 Feb 2027
Close · USD$34.09
1D-2.3%
1W-2.9%
1M-3.4%
3M-7.8%
6M-12.8%
YTD-11.4%
1Y-14.0%
ATR %1.8%
Beta0.31
52w lowhigh22.7% off high

What AllianceBernstein Holding L.P does

Publicly traded holding partnership owning units in AllianceBernstein, a global active asset manager across equities, fixed income and alternatives.

The public vehicle owns a minority slice of the operating asset manager and receives a matching share of its distributions, so its income is that of the manager: fees charged as a share of assets, plus performance fees. Equitable Holdings owns the larger part of the operating firm.

Products and services

  • Equity investment strategies
  • Fixed income strategies
  • Alternatives/private markets

Customers

  • Institutional investors
  • Retail fund investors
  • High-net-worth clients

Where it sits in the supply chain

  • Asset management
  • Active investment management (via…
  • Institutional and retail investors

What could go right

  • Active-to-alternatives product mix shift
  • Asian/international distribution growth

What could go wrong

  • Active management fee/flow pressure from passive
  • Equity/fixed income market cyclicality

Moat: narrow (brand, scale, distribution). Long-established global active management brand and distribution, majority-owned by Equitable Holdings.

Headquarters: Nashville, Tennessee, United States · Founded: 1971 · Employees: 4,468

Named competitors

AllianceBernstein Holding L.P at a glance

Size AllianceBernstein Holding L.P (AB) is a United States Financials company (Investment Managers) with a market value of $3.14B, the 1515th largest of 3,117 United States companies the cockpit tracks. Shares closed at $34.09 on 6 Nov 2026.

Performance Over six months the shares fell 12.8%, against +2.0% for the median peer and -1.1% for the United States market (cap-weighted) — 4th lowest of 21 in its peer set.

Valuation It trades at 9.6× forward earnings against a peer median of 19.2× (2nd cheapest of 19).

Short interest Short interest is 1.6% of the free float (15 Oct 2026).

Next results Next results expected around 11 Feb 2027 (exchange calendar; dates can move).

Relative performance

9010011011 May 202611 Aug 20266 Nov 2026Peer median 103AB 89
Six months, rebased to 100: AllianceBernstein Holding L.P against the median of its 20 peers (local-currency closes).

AllianceBernstein Holding L.P financials

Reported figures in USD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue$0$0$0$0$0
Revenue growth—————
Gross profit$0$0$0$0$0
EBITDA$0$0$0$0$0
Net income$312M$300M$423M$264M$274M
Free cash flow$319M$352M$340M$294M$363M
Capital expenditure$0$0$0$0$0
Total debt$0$0$0$0$0

Quarterly statements and history in the cockpit →

AllianceBernstein Holding L.P competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-20%0%+20%-10%0%+10%APAMAAMITKOAJBQLT000750NWLSIIMANTAWT6009061788002797NUVAMAAMPRFCNSGCMGPNIANIMAB6-month return →1-month return →
Up and to the right = strong over both horizons. AllianceBernstein Holding L.P is the large dot.

AllianceBernstein Holding L.P competitors and peer comparison

Head to head with its named competitors (AB vs TROW vs BEN vs IVZ)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
AllianceBernstein Holding L.P AB$3.14B-13%n/an/a9.6×n/a
T. Rowe Price TROW$23.1B+4%+7%36%10.8×n/a
Franklin Resources BEN$17.1B+10%+8%15%10.6×n/a
Invesco IVZ$11.9B-1%+17%24%8.6×n/a

How AllianceBernstein Holding L.P compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

AllianceBernstein Holding L.P against its 20 peers (data as of 6 Nov 2026)
MeasureABPeer medianRank in peer set
1-month return-3.4%-0.7%7th lowest of 21
6-month return-12.8%+2.0%4th lowest of 21
Distance from 52-week high-22.7%-16.7%8th lowest of 21
Forward P/E9.6×19.2×2nd cheapest of 19

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
AllianceBernstein Holding L.P ABUnited States$3.14B-13%n/an/a9.6×n/an/a
Artisan Partners Asset Management APAMUnited States$3.17B+3%+6%36%10.6×n/an/a
Acadian Asset Management AAMIUnited States$3.23B+33%+25%27%15.4×n/an/a
Tikehau Capital SCA TKO.PAFrance$3.24B-10%+32%31%10.7×n/an/a
AJ Bell AJB.LUnited Kingdom$3.04B+13%+19%42%19.2×n/an/a
Quilter QLT.LUnited Kingdom$3.30B+5%+191%3%15.0×n/an/a
Sealand Securities 000750.SZChina$3.30B-12%+2%22%n/an/an/a
Netwealth NWL.AXAustralia$3.31B-13%+21%46%34.1×n/an/a
Sprott SII.TOCanada$2.96B-17%+88%38%25.6×n/an/a
Mandatum MANTA.HEFinland$3.33B-10%+60%8%23.7×n/an/a
WisdomTree WTUnited States$2.94B+2%+45%40%15.4×n/an/a
Caida Securities 600906.SSChina$2.78B-11%+10%36%19.7×n/an/a
Guotai Junan International 1788.HKHong Kong$3.58B+10%+43%65%n/an/an/a
First Capital Securities 002797.SZChina$3.61B-24%-6%22%21.1×n/an/a
Nuvama Wealth Management NUVAMA.NSIndia$3.61B+25%+13%29%26.2×n/an/a
AMP AMP.AXAustralia$3.69B+46%-5%-1%15.7×n/an/a
Eurazeo RF.PAFrance$3.70B+2%+18%-2%28.7×n/an/a
Cohen & Steers CNSUnited States$3.76B+1%+13%33%20.1×n/an/a
GCM Grosvenor GCMGUnited States$2.57B+11%+8%28%12.6×n/an/a
Pinnacle Investment Management PNI.AXAustralia$2.54B+2%+22%10%19.2×n/an/a
ANIMA ANIM.MIItaly$2.42B-5%+1%28%7.6×n/an/a

Questions

Who are AllianceBernstein Holding L.P's main competitors?
Named competitors: T. Rowe Price (TROW), Franklin Resources (BEN), Invesco (IVZ), Janus Henderson (private or unlisted). The cockpit's measured peer set (industry) also includes Artisan Partners Asset Management (APAM), Acadian Asset Management (AAMI), Tikehau Capital SCA (TKO.PA), AJ Bell (AJB.L), Quilter (QLT.L), Sealand Securities (000750.SZ).
Is AllianceBernstein Holding L.P expensive compared with its peers?
On forward p/e it trades at 9.6× against a peer median of 19.2×, 2nd cheapest of 19 in its peer set.
How has AllianceBernstein Holding L.P stock performed?
Over six months to 6 Nov 2026 the shares returned -12.8% against +2.0% for the median peer; over one year -14.0%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.