Key Takeaways
- Global assets under management (AUM) reached $111.6 trillion in 2022
- U.S. mutual fund AUM was $23.9 trillion as of 2023
- ETF AUM worldwide hit $12.7 trillion in 2023
- Passive investing share 50% of U.S. equity AUM
- ESG AUM grew 15% annually to $40 trillion 2023
- Crypto ETFs approved, AUM $10B in months 2024
- 65% of institutional investors are pension funds
- U.S. institutional ownership 80% of S&P 500 market cap
- Global institutional AUM $100 trillion in 2023
- S&P 500 average annual return 10% since 1957
- U.S. 10-year Treasury yield averaged 2.3% 2013-2023
- Global equity returns 7.5% annualized past 20 years
- 54% of U.S. adults own stock directly or indirectly in 2023
- Average age of U.S. retail investor is 51 in 2023
- 58% of millennials are investing in 2023
Global investment management surged to $111.6 trillion in 2022 as ETFs, pensions, and alternatives expanded fast.
Assets Under Management
Assets Under Management Interpretation
Industry Trends
Industry Trends Interpretation
Institutional Investors
Institutional Investors Interpretation
Investment Performance
Investment Performance Interpretation
Retail Investors
Retail Investors Interpretation
How We Rate Confidence
Every statistic is queried across four AI models (ChatGPT, Claude, Gemini, Perplexity). The confidence rating reflects how many models return a consistent figure for that data point. Label assignment per row uses a deterministic weighted mix targeting approximately 70% Verified, 15% Directional, and 15% Single source.
Only one AI model returns this statistic from its training data. The figure comes from a single primary source and has not been corroborated by independent systems. Use with caution; cross-reference before citing.
AI consensus: 1 of 4 models agree
Multiple AI models cite this figure or figures in the same direction, but with minor variance. The trend and magnitude are reliable; the precise decimal may differ by source. Suitable for directional analysis.
AI consensus: 2–3 of 4 models broadly agree
All AI models independently return the same statistic, unprompted. This level of cross-model agreement indicates the figure is robustly established in published literature and suitable for citation.
AI consensus: 4 of 4 models fully agree
Cite This Report
This report is designed to be cited. We maintain stable URLs and versioned verification dates. Copy the format appropriate for your publication below.
Christopher Morgan. (2026, February 13). Investment Industry Statistics. Gitnux. https://gitnux.org/investment-industry-statistics
Christopher Morgan. "Investment Industry Statistics." Gitnux, 13 Feb 2026, https://gitnux.org/investment-industry-statistics.
Christopher Morgan. 2026. "Investment Industry Statistics." Gitnux. https://gitnux.org/investment-industry-statistics.
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