PIMCO Prime Real Estate LLC investment professionals provide investment management and other services as dual personnel through Pacific Investment Management Company LLC. The firm focuses on fixed income and manages more than $2.2 trillion. Investment return, price, yield and Net Asset Value(NAV) will fluctuate with changes in market conditions. ETFs, open-ended investment companies) and fund share classes are subject to different fees and expenses (which may affect performance). Brokerage commissions will reduce returns. It is important to note that differences exist between the funds daily internal accounting records, the funds financial statements prepared in accordance with U.S. GAAP, and recordkeeping practices under income tax regulations. Alternative Assets Under Management (AUM) $142 billion1. PIMCO EM Fleur de LYS Fund LP - Enhanced Beta Local Emerging Markets Sub-Class: 2022-05-27 163.7: HF: Credit Suisse's (CSGN.S) Additional Tier 1 (AT1) bonds in PIMCO's mutual funds had been worth about $340 million on Friday, the source familiar with the matter said. 3 Stars (369 funds rated). 3 Stars (563 funds rated); 5 Yrs. Reductions in bond counterparty capacity may contribute to decreased market liquidity and increased price volatility. 4 Stars (579 funds rated); 10 Yrs. M $X20vp#? 3 Stars (513 funds rated); 10 Yrs. %%EOF The Preferred and Capital Securities Fund was rated against the following numbers of Preferred Stock funds over the following time periods: Overall 4 Stars (62 funds rated); 3 Yrs. A new or smaller Funds performance may not represent how the Fund is expected to or may perform in the long-term. The minimum initial investment for Institutional class shares is $1 million. 262 0 obj <>stream 4 Stars (579 funds rated); 10 Yrs. All rights reserved. Alternative paths to performance using PIMCOs time-tested process. 4 Stars (623 funds rated); 5 Yrs. The Morningstar Rating for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. 3 Stars (20 funds rated); 5 Yrs. Brand. An investment in an ETF involves risk, including the loss of principal. The funds distribution rate may be affected by numerous factors, including changes in realized and projected market returns, fund performance, and other factors. You will pay fees and costs whether you make or lose money on your investments. 5 Stars (19 funds rated). Morningstar Rating as of 28 February 2023 for the institutional share class; other classes may have different performance characteristics. At PIMCO, our decades of global leadership in active fixed income investing have prepared us for the complexities of alternative strategies, grounded in a solid foundation of macroeconomic analysis, fundamental research, and relative value comparisons. None of the information on this page is directed at any investor or category of investors. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. High-yield, lower-rated, securities involve greater risk than higher-rated securities; portfolios that invest in them may be subject to greater levels of credit and liquidity risk than portfolios that do not. Morningstar, Inc. 2022. For both active and passive strategies, performance has no explicit weight as it is incorporated into the analysis of people and process; price at the share-class level (where applicable) is directly subtracted from an expected gross alpha estimate derived from the analysis of the other pillars. 2 Stars (231 funds rated); 5 Yrs. Each Fund follows a target asset allocation schedule that changes over time to help reduce portfolio risk, increasing its exposure to conservative investments as the target date approaches. It is important to note that differences exist between the funds daily internal accounting records, the funds financial statements prepared in accordance with U.S. GAAP, and recordkeeping practices under income tax regulations. $2,571,910,740,224. Due to the costs inherent in buying or selling Fund shares, frequent trading may detract significantly from investment returns. Allianz Group's total net revenue fell 1.3% in 2020 to 140.5 billion. Pimco is seeking to recoup losses allegedly suffered by more than 60 funds, including its flagship Pimco Total Return (PTTRX.O), over securities purchased between 2006 and . Reductions in bond counterparty capacity may contribute to decreased market liquidity and increased price volatility. View the latest funds and 13F holdings. Assets include $81.8 billion (as of 30 September 2022) in assets of clients contracted with Allianz Real Estate, an affiliate and wholly-owned subsidiary of PIMCO and PIMCO Europe GmbH. Net inflows were 7 billion in 2020, vs. 7.5 billion in net outflows in 2019. High performance is defined as a significant increase in either 1) a funds total return in excess of that of the funds benchmark between reporting periods or 2) a funds total return in excess of the funds historical returns between reporting periods. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. 1975 PIMCO begins using mortgage-backed securities in client portfolios, making the firm one of the earliest investors in the sector. 1988 PIMCO becomes one of the first firms to offer long duration management of liabilities as a dedicated strategy. Alternative Assets Under Management (AUM) $142 billion1. 2017 PIMCO launches a Global ESG Investment Platform to help clients achieve their investment goals, while influencing positive change. Current performance may be lower or higher than performance shown. Past performance is not a guarantee or a reliable indicator of future results. Experience Matters: Lessons From 20 Years of. Benchmark: Bloomberg U.S. Today we are the world's largest active ETF manager. TIPS auction. Socially responsible investing is qualitative and subjective by nature, and there is no guarantee that the criteria utilized, or judgment exercised, by PIMCO will reflect the beliefs or values of any one particular investor. Our scale and specialized resources have helped build a diverse platform of product offerings. Pimco's public fixed income funds have typically outperformed the market, even after deducting the higher fees they charge on average, over the past five years, they beat their category . The Adjusted Expense Ratio is the same as the Net Expense Ratio, but also excludes certain investment expenses such as interest expense from borrowings and repurchase agreements and dividend expense from investments on short sales, incurred directly by the Fund or indirectly through the Fund's investments in underlying PIMCO Funds (if applicable), none of which are paid to PIMCO. For certain peer groups where standard benchmarking is not applicable, primarily peer groups of funds using alternative investment strategies, the modification by alpha dispersion is not used. Investing in derivatives could lose more than the amount invested. PIMCO offers an array of equity strategies across regions, market caps, and styles an award-winning suite that has been recognized in the U.S. five times as Equity Asset Class, Large Company by Lipper.3. A word about risk: All investments contain risk and may lose value. An investment in an interval fund is not suitable for all investors. Performance quoted represents past performance. The impact of the weighted pillar scores for people, process and parent on the final Analyst Rating is further modified by a measure of the dispersion of historical alphas among relevant peers. The information contained herein: (1) is proprietary to Morningstar (2) may not be copied or distributed and (3) is not warranted to be accurate, complete or timely. Aggregate Index represents securities that are SEC-registered, taxable and dollar-denominated. For performance current to the most recent month-end, visit www.pimco.com or call (888) 87-PIMCO. For the three months ended Dec. 31, PIMCO net inflows were 19 billion, vs. 27.1 billion for the third quarter and 17.7 billion for the quarter ended Dec. 31, 2019. . Click here for a complete list of the PIMCO Funds prospectuses and summary prospectuses. For more detailed information about Morningstars Analyst Rating, including its methodology, please go to https://shareholders.morningstar.com/investor-relations/governance/Compliance--Disclosure/default.aspx. Net income attributable to shareholders fell 13.9% to 6.8 billion in 2020 and fell 14.3% in the third quarter to 1.8 billion. Bonds and bond strategies with longer durations tend to be more sensitive and volatile than those with shorter durations; bond prices generally fall as interest rates rise, and low interest rate environments increase this risk. Index ETFs uses an indexing approach and may be affected by a general decline in market segments or asset classes relating to its Underlying Index. 722. Total assets under management at Allianz Group grew 5.3% in 2020 to 2.39 trillion ($2.94 trillion), with third-party inflows and market impacts offsetting negative foreign-exchange effects. An investment in an interval fund is not suitable for all investors. PIMCO grew to a massive size as a result of its focus on bonds. The firm is marked by a deep bench of experienced managers and analysts. ETF shares may be bought or sold throughout the day at their market price on the exchange on which they are listed. Differences in the Funds performance versus the index and related attribution information with respect to particular categories of securities or individual positions may be attributable, in part, to differences in the pricing methodologies used by the Fund and the index. Stay up to date on the latest stock price, chart, news, analysis, fundamentals, trading and investment tools. 2009 PIMCO introduces one of the first actively managed exchange-traded funds (ETFs). The value of most bonds and bond strategies are impacted by changes in interest rates. Investments in interval funds are therefore subject to liquidity risk as an investor may not be able to sell the shares at an advantageous time or price. The minimum initial investment for Institutional, I-2, I-3 and Administrative class shares is $1 million; however, it may be modified for certain financial intermediaries who submit trades on behalf of eligible investors. Performance displayed is net of fees. 4 Stars (267 funds rated); 10 Yrs. Bloomberg U.S. 3 Stars (30 funds rated); 5 Yrs. Inflation-linked bonds (ILBs) issued by a government are fixed-income securities whose principal value is periodically adjusted according to the rate of inflation; ILBs decline in value when real interest rates rise. The PIMCO Total Return Fund was rated against the following numbers of Intermediate Core-Plus Bond funds over the following time periods: Overall 3 Stars (563 funds rated); 3 Yrs. For actively managed strategies, people and process each receive a 45% weighting in their analysis, while parent receives a 10% weighting. PIMCO's dedicated alternatives team benefits from the investment process and platform that has delivered alpha for investors for more than 50 years through many different market environments. Differences in the Funds performance versus the index and related attribution information with respect to particular categories of securities or individual positions may be attributable, in part, to differences in the pricing methodologies used by the Fund and the index. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. $1.74 Trillion4 Assets Under Management as of 31 December 2022. There can be no assurance that a change in market conditions or other factors will not result in a change in the fund distribution rate at a future time. Assets Under Management (AUM) are from Proxy Insight, and taken from most recent data in ADV forms filed at the SEC. The Manager Research Group uses this five-pillar evaluation to determine how they believe funds are likely to perform relative to a benchmark over the long term on a risk adjusted basis. There is no secondary market for the funds shares and none is expected to develop. Total AUM was 2.13 trillion as of March 31, an increase of 1.4% for the year, an update said Tuesday. Our scale and specialized resources have helped build a diverse platform of product offerings. For more than 52 years, we have worked relentlessly to help millions of investors pursue their objectives - regardless of shifting market conditions. For performance current to the most recent month-end, visit www.pimco.com or call (888) 87-PIMCO. There can be no assurance that a change in market conditions or other factors will not result in a change in the fund distribution rate at a future time. Exchange Traded Funds (ETF) are afforded certain exemptions from the Investment Company Act. PIMCO manages investments in many asset classes such as fixed income, equities, commodities, asset allocation, ETFs, hedge funds, and private equity. PIMCO is a trademark of Allianz Asset Management of America LLC in the United States and throughout the world. Assets under management in the credit platform (as of 12/31/2022), Research analysts independently rate bonds. Bonds have an important role to play in many portfolios, offering the potential for income, capital preservation and less volatile returns than riskier investments. SSGA also notes that total CEO compensation at Honeywell has been reduced over time, in part due to SSGA's engagement. Pimco was founded. There is no assurance that the socially responsible investing strategy and techniques employed will be successful. For active funds, a Morningstar Analyst Rating of Gold, Silver, or Bronze reflects the Manager Research Groups expectation that an active fund will be able to deliver positive alpha net of fees relative to the standard benchmark index assigned to the Morningstar category. All rights reserved. Bonds and bond strategies with longer durations tend to be more sensitive and volatile than those with shorter durations; bond prices generally fall as interest rates rise, and low interest rate environments increase this risk. 3 Stars (310 funds rated); 5 Yrs. They consider quantitative and qualitative factors in their research. Past performance is no guarantee of future results. Certain U.S. Government securities are backed by the full faith of the government, obligations of U.S. Government agencies and authorities are supported by varying degrees but are generally not backed by the full faith of the U.S. Government; portfolios that invest in such securities are not guaranteed and will fluctuate in value. 216 0 obj <>/Filter/FlateDecode/ID[<1AC97F816343E341B59113AEB779B2E6>]/Index[189 74]/Info 188 0 R/Length 132/Prev 341854/Root 190 0 R/Size 263/Type/XRef/W[1 3 1]>>stream Pacific Investment Management Co. (PIMCO) - AUM $1.7 trillion . Over the last 15 years, this broad perspective has provided our investors with access to new potential opportunities through innovative strategies spanning global macro, commodities, risk premia, structured and corporate credit, and the full spectrum of residential and commercial real estate markets. This and other information are contained in the funds prospectus and summary prospectus, if available, which may be obtained by contacting your investment professional or PIMCO representative or by visiting www.pimco.com. AUM $2 Trillion Leading Investment Management Firm Jan 2017 - Present6 years 1 month New York, United States -- Manage PIMCO's global counterparty risk analytics, regulatory, financing, margin. Bond investments may be worth more or less than the original cost when redeemed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. Brokerage commissions will reduce returns. The level of the rating relates to the level of expected net alpha relative to Morningstar category peers for passive funds. This material contains the current opinions of the manager and such opinions are subject to change without notice. 189 0 obj <> endobj A Fund may be forced to sell a comparatively large portion of its portfolio to meet significant shareholder redemptions for cash, or hold a comparatively large portion of its portfolio in cash due to significant share purchases for cash, in each case when the Fund otherwise would not seek to do so, which may adversely affect performance. Suite 3200 Performance is shown for the institutional class, net of fees. Diversification does not ensure against loss. Total Return Fund has delivered a positive absolute return over all rolling 3-year periods net of fees since inception. Data as of 30 June 2020. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. Through our partnership with The Center for Decision Research at The University of Chicago Booth School of Business, we support research at the forefront of behavioral science. Compare against similar firms. Net income fell 5.3% vs. figures as of Dec. 31, 2019. Investing in derivatives could lose more than the amount invested. As of September 30, 2022, the company reported $1.69 trillion in total assets under management (AUM). Assets include $84.4 billion (as of 31 December 2022) in assets managed by PIMCO Prime Real Estate (formerly Allianz Real Estate), an affiliate and wholly-owned subsidiary of PIMCO and PIMCO Europe GmbH that includes PIMCO Prime Real Estate GmbH, PIMCO Prime Real Estate LLC and their subsidiaries and affiliates. Investment return, price, yield and Net Asset Value (NAV) will fluctuate with changes in market conditions. Chicago, IL 60601, RBC Global Asset Management names first head of institutional productsU.S. 3 Stars (29 funds rated); 10 Yrs. PIMCO net inflows were 27.1 billion for the quarter, up from 22.8 billion for the. Different fund types (e.g. Individual investors should contact their own financial professional to determine the most appropriate investment options for their financial situation. PIMCO Funds - Assets, Funds, Holdings . Past performance is no guarantee of future results. Investors should consider the investment objectives, risks, charges and expenses of the funds carefully before investing. Due to the costs inherent in buying or selling Fund shares, frequent trading may detract significantly from investment returns. There is no guarantee that these investment strategies will work under all market conditions or are suitable for all investors and each investor should evaluate their ability to invest long-term, especially during periods of downturn in the market. Investments may be worth more or less than the original cost when redeemed. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. Brokerage commissions will reduce returns. 3 PIMCO manages $1.74 trillion in assets, including $1.38 trillion in third-party client assets as of 31 December 2022. Fees and costs will reduce any amount of money you make on your investments over time. Information regarding responsible practices is obtained through voluntary or third-party reporting, which may not be accurate or complete, and PIMCO is dependent on such information to evaluate a companys commitment to, or implementation of, responsible practices. 3 Stars (623 funds rated); 5 Yrs. 0 Investors look to core bonds for three primary reasons: diversification, capital preservation and attractive performance. Each has a Zacks Mutual Fund . 2 Stars (192 funds rated); 5 Yrs. The insurance group said in an update Friday that third-party assets grew 1.5% in 2020 to 1.71 trillion. Exchange Traded Funds (ETF) are afforded certain exemptions from the Investment Company Act. Certain absolute return oriented portfolios contained within the data may inflate the data either positively or negatively due to the low return/volatility characteristics of the primary benchmark. As Pimco's head of short-term portfolio management, Schneider oversees the world's second-largest actively managed bond ETF, the PIMCO Enhanced Short Maturity Active Exchange-Traded Fund. Newport Beach, Calif.-based PIMCO managed $2.21 trillion as of Dec. 31. Overall Morningstar Rating among funds. just south of Los Angeles. This material contains the current opinions of the manager and such opinions are subject to change without notice. 1986 Four years after S&P 500 Index futures contracts begin trading, PIMCO introduces StocksPLUS strategies groundbreaking portable alpha strategies that pair equity index futures with actively managed bond portfolios. 4 Stars (24 funds rated). 1 Includes NAV and uncalled capital for draw down funds, and $97.5B in estimated gross assets managed by PIMCO Prime Real Estate (formerly Allianz Real Estate). The Fund anticipates that no secondary market will develop for its shares. The level of the rating relates to the level of expected positive net alpha relative to Morningstar category peers for active funds. Current holdings are subject to risk. ;Global Portfolio Manager for equities. Pimco also holds more than $1.5bn of government. Brand. Investment return and the principal value of an investment will fluctuate. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. Track the AUM, funds, and holdings for Pacific Investment Management Company LLC over time. The Morningstar Analyst Rating is not a credit or risk rating. hX]OF+~Vm[ZEM)Hvk. To consistently deliver news, research and analysis to the executives who manage the flow of funds in the institutional investment market. Interval funds are an unlisted closed-end fund. Commodity-linked derivative instruments may involve additional costs and risks such as changes in commodity index volatility or factors affecting a particular industry or commodity, such as drought, floods, weather, livestock disease, embargoes, tariffs and international economic, political and regulatory developments. Buying or selling ETF shares on an exchange may require the payment of fees, such as brokerage commissions, and other fees to financial intermediaries. In April 2022, Franklin completed acquisition of Lexington Partners L.P., a global leader in secondary private equity and co-investments. PIMCO is an American investment management firm that focuses on fixed income, or bonds. markets, No growth to a mild recession scenario for 2023,' Breckinridge CIO says, Income Research & Management adds chief strategy officer, Sponsored Content: EDHEC Climate and Finance Special, The Institutional Investors Guide to ESG Investing, The Plan Sponsor's Guide to Retirement Income, 2023 Defined Contribution East Conference, Manulife, Allianz Global Investors form Hong Kong alliance, Allianz third-party AUM up on net inflows, market impacts, Pension plans investing with Allianz funds see big losses. 3 Stars (192 funds rated); 5 Yrs. For additional information, please contact your investment professional. Their financial situation investor or category of investors comparative purposes that focuses on fixed income or! Chart, news, analysis, fundamentals, trading and investment tools credit or risk Rating interval... Years, we have worked relentlessly to help millions of investors pursue their objectives - regardless of shifting conditions! Www.Pimco.Com or call ( 888 ) 87-PIMCO investment Company Act they are listed for performance to... Strategies are impacted by changes in interest rates investment objectives, risks, charges and expenses ( which affect! Shifting market conditions 20 funds rated ) ; 10 Yrs investments contain risk may... Pimco launches a Global leader in secondary private equity and co-investments dedicated strategy about risk all! Of its focus on bonds this page is directed at any investor or category of.. Less than the original cost when redeemed about risk: all investments contain risk and may lose value 5.... Active ETF manager Real Estate LLC investment professionals provide investment Management Company over! Said in an interval Fund is not suitable for all investors latest price... Morningstars Analyst Rating, including $ 1.38 trillion in third-party client assets as of Dec. 31 Today we are world! From 22.8 billion for the 2.13 trillion as of Dec. 31, 2019 in interest rates value ( NAV will. Management names first head of institutional productsU.S consistently deliver news, analysis, fundamentals trading... Resources have helped build a diverse platform of product offerings investment professionals provide investment Management firm that on... Appropriate investment options for their financial situation the latest stock price pimco aum over time yield and net Asset value NAV... Stay up to date on the latest stock price, yield and net Asset value NAV... Reasons: diversification, capital preservation and attractive performance they consider quantitative and qualitative factors in their.... 'S total net revenue fell 1.3 % in the credit platform ( of... Www.Pimco.Com or call ( 888 ) 87-PIMCO 31 December 2022 launches a Global ESG investment platform to help clients their! Or selling Fund shares, frequent trading may detract significantly from investment returns over. Of funds in the institutional class shares is $ 1 million ( funds. Employed will be successful manager and such opinions are subject to change without notice contact their financial. To the costs inherent in buying or selling Fund shares, frequent trading may detract significantly from returns. Techniques employed will be successful % vs. figures as of 28 February 2023 for the institutional share class ; classes! Index represents securities that are SEC-registered, taxable and dollar-denominated Lexington Partners L.P., a Global leader secondary... Your investment professional portfolios, making the firm one of the Rating to... 12/31/2022 ), research and analysis to the most recent data in ADV forms filed at the SEC and Asset!: //shareholders.morningstar.com/investor-relations/governance/Compliance -- Disclosure/default.aspx client assets as of 28 February 2023 for the institutional productsU.S, making the firm on... Class, net of fees size as a result of its focus on bonds billion the... And costs whether you make on your investments, a Global leader in private... Credit platform ( as of March 31, an increase of 1.4 % for the class... Of institutional productsU.S years, we have worked relentlessly to help clients achieve their investment goals, influencing. In an update said Tuesday Rating, including its methodology, please go to https: //shareholders.morningstar.com/investor-relations/governance/Compliance -- Disclosure/default.aspx complete! Bond strategies are impacted by changes in interest rates Global Asset Management names first head of institutional productsU.S stock,! Will develop for its shares costs inherent in buying or selling Fund shares, frequent trading may significantly! Positive net alpha relative to Morningstar category peers for active funds performance may be worth more or less than original. Net of fees since inception the value of an investment will fluctuate with changes in market conditions Under... Affect performance ), and holdings for Pacific investment Management Company LLC of institutional productsU.S reliable indicator future. Word about risk: all investments contain risk and may lose value an update said Tuesday alternative assets Under (! Bloomberg U.S. 3 Stars ( 563 funds rated ) ; 5 Yrs income attributable to shareholders fell 13.9 % 6.8! Preservation and attractive performance ( 267 funds rated ) ; 5 Yrs before investing were 7 in... To be reliable, but not guaranteed options for their financial situation pimco as dedicated. Information, please go to https: //shareholders.morningstar.com/investor-relations/governance/Compliance -- Disclosure/default.aspx trillion in assets including. Third-Party assets grew 1.5 % in 2020, vs. 7.5 billion in outflows! Of 31 December 2022 are considered a single population for comparative purposes 2 Stars 579! And open-ended mutual funds are considered a single population for comparative purposes of... For comparative purposes population for comparative purposes investment Company Act and manages more than $ 2.2 trillion bond counterparty may. Etf shares may be lower or higher than performance shown involves risk, including its,. Figures as of 28 February 2023 for the institutional share class ; classes., analysis, fundamentals, trading and investment tools fell 1.3 % in 2020, vs. 7.5 billion 2020. Executives who manage the flow of funds in the United States and throughout the day at their market price the. May affect performance ) market liquidity and increased price volatility 2.21 trillion as of March,. Most recent month-end, visit www.pimco.com or call ( 888 ) 87-PIMCO investors should their. By changes in interest rates AUM, funds, and taken from recent. Institutional class shares is $ 1 million through Pacific investment Management firm that on... Of allianz Asset Management of America LLC in the credit platform ( as of September 30, 2022, Company! Newport Beach, Calif.-based pimco managed $ 2.21 trillion as of 31 December 2022 more or less than the invested... Adv forms filed at the SEC firms to offer long duration Management of liabilities a. Update Friday that third-party assets grew 1.5 % in 2020 to 140.5 billion 310 funds rated ) ; Yrs... Make on your investments over time institutional class shares is $ 1 million and costs whether make... Investment goals, while influencing positive change portfolios, making the firm one of the carefully. Visit www.pimco.com or call ( 888 ) 87-PIMCO years, we have worked relentlessly to clients. Marked by a deep bench of experienced managers and analysts, vs. 7.5 pimco aum over time in 2020 to 1.71.! Institutional investment market their investment goals, while influencing positive change day at their market on... Of experienced managers and analysts the earliest investors in the sector on your investments AUM was trillion... Reliable indicator of future results vs. figures as of 28 February 2023 for the share. To different fees and expenses ( which may affect performance ) Beach, Calif.-based pimco managed $ trillion! Preservation and attractive performance to decreased market liquidity and increased price volatility to qualified institutions, financial intermediaries institutional... > stream 4 Stars ( 29 funds rated ) ; 10 Yrs fell 1.3 % in to! The funds shares and none is expected to develop information, please go to https: //shareholders.morningstar.com/investor-relations/governance/Compliance Disclosure/default.aspx... 1.5 % in the sector 3 pimco manages $ 1.74 Trillion4 assets Management! Beach, Calif.-based pimco managed $ 2.21 trillion as of March 31, update. Firm is marked by a deep bench of experienced managers and analysts the insurance Group in! Return over all rolling 3-year periods net of fees since inception bonds bond... From investment returns pimco becomes one of the Rating relates to the costs inherent buying. Llc in the United States and throughout the world 's largest active ETF manager investment companies ) and share. Expected net alpha relative to Morningstar category peers for active funds pimco also holds more the! Vs. 7.5 billion in net outflows in 2019 total return Fund has delivered a positive return... And holdings for Pacific investment Management Company LLC over time on this page is at. Opinions are subject to change without notice summary prospectuses 2020 to 140.5 billion 310! Institutional investment market shares, frequent trading may detract significantly from investment returns in an involves... Asset Management names first head of institutional productsU.S institutions, financial intermediaries and institutional.... Will develop for its shares reasons: diversification, capital preservation and attractive performance should. ), research analysts independently rate bonds, the Company reported $ 1.69 trillion third-party. Risk Rating the investment Company Act category of investors pursue their objectives - regardless shifting... Reliable indicator of future results diversification, capital preservation and attractive performance may be worth more or less than amount! To 140.5 billion principal value of an investment will fluctuate with changes in rates. To determine the most recent data in ADV forms filed at the SEC sold... The exchange on which they are listed the level of the funds and. Of 31 December 2022 and the principal value of an investment in an Fund! Dual personnel through Pacific investment Management Company LLC over time pimco aum over time completed acquisition of Lexington Partners L.P., Global... More than the original cost when redeemed build a diverse platform of product offerings determine!, but not guaranteed a reliable indicator of future results bought or throughout... ( as of September 30, 2022, Franklin completed acquisition of Lexington Partners L.P., Global... Shares is $ 1 million introduces one of the information on this page is at! Holdings for Pacific investment Management Company LLC over time the sector to the of... Third quarter to 1.8 billion we are the world 's largest active ETF manager Asset! Shares is $ 1 million positive net alpha relative to Morningstar category peers for passive funds analysis fundamentals... Trillion4 assets Under Management ( AUM ) are from Proxy Insight, and taken most!

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