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Fidelity Managed Assets Hit $7.1 Trillion, Revenue Jumps 15%

Loukia Gyftopoulou
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The Boston-based asset manager reported record growth in 2025, with assets under management surging to $7.1 trillion—up $1.2 trillion from 2024—marking its highest-ever total. Revenue climbed 15% year-over-year to $37.7 billion, a new annual high, driven by expanded fund holdings and managed accounts across its global operations. The firm now oversees or administers $18 trillion across all business segments, solidifying its position as the world’s third-largest asset manager behind BlackRock and Vanguard. The $1 trillion-plus asset increase reflects strong market performance and investor inflows, though specific fund contributions or regional breakdowns were not detailed in the report. The annual report, released in March 2026, underscores sustained momentum in Fidelity’s core investment and advisory services amid evolving global financial conditions.
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Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the worldAmericas+1 212 318 2000EMEA+44 20 7330 7500Asia Pacific+65 6212 1000Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the worldAmericas+1 212 318 2000EMEA+44 20 7330 7500Asia Pacific+65 6212 1000Fidelity Investments, the world’s third-largest asset manager, reported a record year, with assets in its funds rising by more than $1 trillion and revenue jumping 15% since 2024.Assets under management, which are held in Fidelity’s own investment funds and managed accounts, hit $7.1 trillion in 2025 from $5.9 trillion the prior year, the Boston-based firm said Monday in its annual report. Revenue jumped to a record $37.7 billion. Fidelity now manages and administers $18 trillion across different businesses.

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Source: Bloomberg Technology

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