Global assets under management reached $111.6 trillion in 2022, and ETF AUM worldwide hit $12.7 trillion in 2023. Passive investing now accounts for 50% of U.S. equity AUM, while hedge fund AUM rose to $4.3 trillion in 2023. The figures map where capital is pooling and where risk is concentrating across the investment industry.
Key Takeaways
- Global assets under management (AUM) reached $111.6 trillion in 2022
- Passive investing share 50% of U.S. equity AUM
- 65% of institutional investors are pension funds
- S&P 500 average annual return 10% since 1957
- 54% of U.S. adults own stock directly or indirectly in 2023
Investment industry statistics show sustained growth, highlighting rising capital flows and strengthening market confidence.
Related reading
01 · Category
Assets Under Management30 stats
01
Global assets under management (AUM) reached $111.6 trillion in 2022
02
U.S. mutual fund AUM was $23.9 trillion as of 2023
03
ETF AUM worldwide hit $12.7 trillion in 2023
04
Hedge fund industry AUM grew to $4.3 trillion in 2023
05
Private equity AUM surpassed $4.5 trillion globally in 2022
06
U.S. retirement assets totaled $38.4 trillion in Q3 2023
07
Global pension fund AUM was $56 trillion in 2022
08
Alternative assets AUM reached $13.32 trillion in 2023
09
U.S. ETF AUM grew 20% to $7.9 trillion in 2023
10
Sovereign wealth funds AUM hit $11.1 trillion in 2023
11
Global VC AUM was $2.9 trillion in 2023
12
Real estate investment AUM reached $10.7 trillion in 2022
13
U.S. 401(k) plan assets were $7.4 trillion in 2023
14
European ETF AUM exceeded €1.6 trillion in 2023
15
Infrastructure assets AUM grew to $1.2 trillion globally in 2023
16
Asia-Pacific AUM hit $30 trillion in 2022
17
U.S. RIA AUM surpassed $130 trillion in 2023
18
Crypto asset management AUM reached $50 billion in 2023
19
Global bond fund AUM was $15 trillion in 2023
20
PE dry powder hit $2.6 trillion in 2023
21
U.S. money market fund AUM was $6.5 trillion in 2023
22
Global sustainable investment AUM reached $35.3 trillion in 2022
23
Australian superannuation AUM was AUD 3.9 trillion in 2023
24
Canadian pension AUM hit CAD 2.5 trillion in 2023
25
UK pension AUM was £2.1 trillion in 2023
26
Japan public pension AUM exceeded ¥200 trillion in 2023
27
China mutual fund AUM reached RMB 27 trillion in 2023
28
India mutual fund AUM hit INR 50 lakh crore in 2024
29
Brazil investment fund AUM was BRL 6 trillion in 2023
30
South Africa retirement AUM reached ZAR 8 trillion in 2023
Interpretation
Assets Under Management Interpretation
Assets under management continues to balloon globally with AUM reaching $111.6 trillion in 2022, and by 2023 the U.S. alone held $23.9 trillion in mutual funds and $38.4 trillion in retirement assets while ETFs climbed to $12.7 trillion and hedge funds rose to $4.3 trillion.
02 · Category
Industry Trends27 stats
01
Passive investing share 50% of U.S. equity AUM
02
ESG AUM grew 15% annually to $40 trillion 2023
03
Crypto ETFs approved, AUM $10B in months 2024
04
Robo-advisors AUM $1.5 trillion globally 2023
05
Private markets democratized via intervals
06
AI in asset management saves $10B costs annually
07
Tokenization market $16 trillion by 2030 projected
08
Direct indexing AUM $500B in 2023
09
Active ETF launches doubled to 200 in 2023
10
Sustainable debt issuance $1 trillion in 2023
11
Fractional shares trading volume up 50%
12
DeFi TVL $100B peak 2023
13
Wealthtech funding $20B 2022-2023
14
Multi-asset income strategies popular post-2022
15
90/10 portfolios rise for income
16
Regulated crypto products grow 200%
17
Open banking boosts embedded investing
18
Factor investing AUM $1.5 trillion
19
Outcome-based investing up 30%
20
Digital assets in 5% institutional portfolios
21
SMAs AUM $3 trillion U.S. 2023
22
Climate risk disclosure mandatory EU 2024
23
Quantum computing threat to encryption by 2030
24
Gig economy retirement plans emerge
25
Cross-border ETFs $2 trillion AUM
26
Model portfolios used by 70% advisors
27
Alternatives in 401(k)s 10% allocation avg
Interpretation
Industry Trends Interpretation
The industry trends are clear as passive investing already holds 50% of U.S. equity AUM while ESG AUM grew 15% annually to $40 trillion in 2023, signaling that scalable, data driven strategies are reshaping investment choices across major channels.
03 · Category
Institutional Investors24 stats
01
65% of institutional investors are pension funds
02
U.S. institutional ownership 80% of S&P 500 market cap
03
Global institutional AUM $100 trillion in 2023
04
Endowments allocate 25% to alternatives
05
Hedge funds manage $4.5 trillion for institutions
06
Insurance companies hold $30 trillion globally
07
SWFs invest $1.5 trillion in equities annually
08
Corporate pensions AUM $5 trillion U.S.
09
Foundations allocate 15% to PE/VC
10
40% of institutional portfolios in fixed income
11
CalPERS AUM $500 billion in 2023
12
Norway SWF $1.5 trillion AUM
13
Harvard Endowment returned 2.8% FY2023
14
Institutions use 60% passive strategies
15
DB pension plans cover 30 million U.S. workers
16
Asia institutional investors $25 trillion AUM
17
EU pension funds €3 trillion in equities
18
UK LDI crisis affected £1.5 trillion
19
Canadian pensions 20% in infrastructure
20
Institutions 70% ESG integrated
21
Yale model influences 50% endowments
22
Family offices institutionalize $5 trillion
23
Japan GPIF $1.6 trillion AUM
24
Australia super funds $2.5 trillion
Interpretation
Institutional Investors Interpretation
Institutional investors are dominating long term capital flows, with pension funds making up 65% of them and U.S. institutions holding about 80% of the S&P 500 market cap, while the global scale is reflected in $100 trillion of AUM in 2023.
More related reading
04 · Category
Investment Performance30 stats
01
S&P 500 average annual return 10% since 1957
02
U.S. 10-year Treasury yield averaged 2.3% 2013-2023
03
Global equity returns 7.5% annualized past 20 years
04
Gold returned 5.2% annually over 10 years to 2023
05
Bitcoin annualized return 230% since 2013
06
U.S. corporate bonds yielded 4.8% in 2023
07
Emerging markets equity 4% annual return 2013-2023
08
REITs returned 8.5% annually past decade
09
Value stocks outperformed growth by 2% in 2023
10
Small-cap premium 2.5% historical
11
Dividend aristocrats 9% annual return
12
ESG funds underperformed by 1% in 2023
13
Hedge fund average return 7.8% in 2023
14
VC median return 15% IRR net
15
Private equity 12% net IRR past 10 years
16
60/40 portfolio returned 6% annually 2013-2023
17
Inflation-protected bonds 1.5% real return
18
Commodities index 3% annual return
19
Euro Stoxx 50 6.5% annualized 10 years
20
Nikkei 225 9% annual return past decade
21
MSCI China 2% annual return 2013-2023
22
High-yield bonds 5.5% return in 2023
23
Leveraged loans returned 8% in 2023
24
MLPs energy 10% dividend yield avg
25
Preferred stocks 5.8% yield 2023
26
U.S. housing index up 150% since 2012
27
S&P 500 dividend yield 1.5% in 2023
28
Active funds beat passive 40% time last decade
29
Global bonds -2% total return 2022
30
AI-themed stocks up 100% in 2023
Interpretation
Investment Performance Interpretation
From an investment performance standpoint, the range of outcomes is striking as global equities averaged 7.5% over the past 20 years while Bitcoin’s annualized return of 230% since 2013 far outpaced the S&P 500’s 10% average dating back to 1957.
05 · Category
Retail Investors30 stats
01
54% of U.S. adults own stock directly or indirectly in 2023
02
Average age of U.S. retail investor is 51 in 2023
03
58% of millennials are investing in 2023
04
Women represent 52% of Robinhood users in 2023
05
33% of Gen Z started investing before age 21
06
U.S. retail investors hold $40 trillion in assets in 2023
07
15% of retail trades are from individuals in U.S. in 2023
08
Mobile trading apps used by 70% of retail investors
09
Average retail investor portfolio return lags market by 1.5%
10
40% of retail investors trade options in 2023
11
Crypto ownership among U.S. retail at 13% in 2023
12
ESG investing popular with 85% of retail investors
13
Day trading accounts grew 30% among retail in 2023
14
62% of retail investors use robo-advisors
15
Average retail investor age dropped to 34 for meme stocks
16
25% of retail portfolios in tech stocks
17
Female retail investors outperformed males by 1% annually
18
70% of retail investors check portfolios daily
19
Robinhood retail users hit 23 million in 2023
20
45% of retail investors under 40 own ETFs
21
Retail short interest rose 50% in 2021 volatility
22
80% of retail investors influenced by social media
23
Average retail account size $10,000in U.S.
24
35% of retail in dividend stocks
25
UK retail investors number 12 million in 2023
26
EU retail ETF holdings up 25%
27
India retail mutual fund SIPs 5 crore in 2024
28
28% of global retail in sustainable funds
29
Brazil retail investors grew 20% to 5 million
30
Australia retail super contributions $150B annually
Interpretation
Retail Investors Interpretation
Retail investors are a deeply entrenched force in the US, with 54% of adults owning stock and holding $40 trillion in assets in 2023, while younger groups like millennials and Gen Z increasingly drive participation as 58% of millennials invest and 33% of Gen Z started before age 21.
report visual · Key figures
Investment Industry Statistics
Investment industry AUM is concentrated across major asset categories and regions, reflecting large-scale global capital management.
$111.6
Global assets under management (AUM) reached $111.6 trillion in 2022
$30
Asia-Pacific AUM hit $30 trillion in 2022
$23.9
U.S. mutual fund AUM was $23.9 trillion as of 2023
$12.7
ETF AUM worldwide hit $12.7 trillion in 2023
$4.3
Hedge fund industry AUM grew to $4.3 trillion in 2023
$4.5
Private equity AUM surpassed $4.5 trillion globally in 2022
Reference
Cite This Report
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APA
Christopher Morgan. (2026, February 13). Investment Industry Statistics. Gitnux. https://gitnux.org/investment-industry-statistics
MLA
Christopher Morgan. "Investment Industry Statistics." Gitnux, 13 Feb 2026, https://gitnux.org/investment-industry-statistics.
Chicago
Christopher Morgan. 2026. "Investment Industry Statistics." Gitnux. https://gitnux.org/investment-industry-statistics.
Sources & references
93 datasets cited across this report · attribution is report-level