{"filings":[{"id":975076,"accession_number":"0000825313-26-000039","cik":825313,"company_name":"ALLIANCEBERNSTEIN HOLDING L.P.","ticker":"AB","form_type":"8-K","filed_at":"2026-06-10T21:13:31+00:00","items":["7.01","9.01"],"status":"ready","headline":"AB May AUM rises to $899B, up 2% from April; outflows persist in Retail","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Preliminary AUM $899B at May 31, up from $882B at April 30; 2% increase.","Growth driven by market appreciation, partially offset by net outflows in Retail.","May outflows concentrated in Retail; Institutions saw modest inflows, Private Wealth flat.","Segment totals: Equity $370B, Fixed Income $315B, Alternatives/Multi-Asset $214B."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":3451694641.655256,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":21767,"accession_number":"0000825313-26-000036","cik":825313,"company_name":"ALLIANCEBERNSTEIN HOLDING L.P.","ticker":"AB","form_type":"8-K","filed_at":"2026-05-11T22:58:28+00:00","items":["7.01","9.01"],"status":"ready","headline":"AB preliminary AUM $881B at April 30, up 5% from March; net outflows persist","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["AUM increased to $881B from $839B at March 31, 2026, a 5% increase.","Increase driven by market appreciation, partially offset by net outflows in each channel.","Equity AUM rose to $360B from $327B; Fixed Income unchanged at $313B; Alternatives/Multi-Asset up to $208B.","Net outflows continued across private, institutional, retail, and wealth channels."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":3451694641.655256,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":99082,"accession_number":"0000825313-26-000029","cik":825313,"company_name":"ALLIANCEBERNSTEIN HOLDING L.P.","ticker":"AB","form_type":"8-K","filed_at":"2026-04-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"AllianceBernstein Q1 2026: GAAP EPU $0.92 (+37% YoY), net outflows $6.3B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net revenues $1.20B (+11% YoY), operating income $326.8M (+38%), GAAP margin 26.1% (up 430 bps).","Adjusted EPU $0.83 (+3.7% YoY) and cash distribution $0.83 per unit.","Ending AUM $838.6B (+6.9% YoY); average AUM $865.0B (+8.5% YoY).","Net active outflows $6.3B; equity outflows $10.9B offset by municipal inflows $3.3B and alternatives/multi-asset inflows $3.4B.","Adjusted operating margin 33.4% vs 33.7% a year ago, down 30 bps."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3451694641.655256,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":99081,"accession_number":"0000825313-26-000025","cik":825313,"company_name":"ALLIANCEBERNSTEIN HOLDING L.P.","ticker":"AB","form_type":"8-K","filed_at":"2026-04-13T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"AllianceBernstein AUM drops to $839B as of March 31, down from $880B at Feb 28","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["AUM declined to $839B at March 31, 2026, from $880B at February 28, 2026.","Market depreciation and net outflows drove the decline; quarterly net outflows were $7.2B.","Private Wealth had modest net inflows; Retail and Institutional channels had net outflows.","Total Equity AUM fell to $327B from $355B; Total Fixed Income to $312B from $321B."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":3451694641.655256,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":114895,"accession_number":"0000825313-26-000023","cik":825313,"company_name":"ALLIANCEBERNSTEIN HOLDING L.P.","ticker":"AB","form_type":"8-K","filed_at":"2026-03-12T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"AllianceBernstein Feb AUM rises to $880B; net outflows in Retail offset inflows in PW & Inst","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Preliminary AUM $880B at Feb 28, up 0.6% from $875B at Jan 31.","Market appreciation drove increase; partially offset by modest net outflows.","Net inflows in Private Wealth and Institutional; net outflows in Retail during February.","Equity AUM $355B, Fixed Income $321B, Alternatives/Multi-Asset $204B."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":3451694641.655256,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":114894,"accession_number":"0000825313-26-000016","cik":825313,"company_name":"ALLIANCEBERNSTEIN HOLDING L.P.","ticker":"AB","form_type":"8-K","filed_at":"2026-02-11T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"AllianceBernstein preliminary AUM rises to $875B; net outflows persist","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Preliminary AUM $875B at Jan 31, 2026, up 1% from $867B at Dec 31, 2025.","Increase driven by market appreciation, partly offset by net outflows in Retail and Institutional channels.","Private Wealth also experienced slight net outflows during January.","Equity AUM $360B, Fixed Income $315B, Alternatives/Multi-Asset Solutions $200B."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":3451694641.655256,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":114893,"accession_number":"0000825313-26-000013","cik":825313,"company_name":"ALLIANCEBERNSTEIN HOLDING L.P.","ticker":"AB","form_type":"8-K","filed_at":"2026-02-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"AB reports Q4 GAAP EPU $0.90, adjusted $0.96; AUM record $867B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP diluted EPU $0.90 in Q4 2025 vs $0.94 in Q4 2024; adjusted EPU $0.96 vs $1.05.","Revenue $1.224B, down 2.7% YoY; adjusted revenue $957M, down 1.6%.","Full-year 2025 active net outflows $9.4B, led by $22.5B active equity redemptions.","Active fixed income tax-exempt inflows $11.6B; alternatives/multi-asset inflows $10.6B in 2025.","Cash distribution declared $0.96 per unit, flat with Q4 2024 but down 8.6% YoY."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3451694641.655256,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":114892,"accession_number":"0000825313-26-000009","cik":825313,"company_name":"ALLIANCEBERNSTEIN HOLDING L.P.","ticker":"AB","form_type":"8-K","filed_at":"2026-01-12T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"AllianceBernstein reports preliminary AUM of $867B at Dec 31, 2025; Q4 net outflows of $5B","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["AUM increased to $867B from $865B in November, driven by market appreciation.","Firmwide net outflows totaled approximately $5.0B for Q4 2025.","Monthly net flows slightly negative; Private Wealth and Institutional inflows offset by Retail outflows.","Breakdown: Equity $356B, Fixed Income $314B, Alternatives/Multi-Asset $197B."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":3451694641.655256,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":114891,"accession_number":"0000825313-26-000006","cik":825313,"company_name":"ALLIANCEBERNSTEIN HOLDING L.P.","ticker":"AB","form_type":"8-K","filed_at":"2026-01-05T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"AllianceBernstein appoints Onur Erzan as President effective Jan 5, 2026","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Onur Erzan, 50, previously Head of Global Client Group and Private Wealth, named President.","He will partner with CEO Seth Bernstein, who remains CEO and does not relinquish that role.","Erzan retains oversight of Private Wealth, Global Asset Management Distribution, and Global Private Alternatives.","He also assumes responsibility for Strategy and Corporate Development functions.","Erzan remains on Equitable Holdings Management Committee and becomes Chair of AB Operating Committee."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":3451694641.655256,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":131285,"accession_number":"0000825313-25-000114","cik":825313,"company_name":"ALLIANCEBERNSTEIN HOLDING L.P.","ticker":"AB","form_type":"8-K","filed_at":"2025-12-10T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"AB November AUM falls to $865B from $868B on institutional outflows","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Preliminary AUM of $865B at Nov 30, down $3B from $868B at Oct 31, 2025.","Client outflows drove decline, predominantly in Institutions; markets flat.","Modest outflows in Retail; slight outflows from Private Wealth.","Total Equity AUM $358B (was $362B); Total Fixed Income $313B (flat).","Alternatives/Multi-Asset Solutions AUM $194B, up $1B from $193B in Oct."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":3451694641.655256,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":131284,"accession_number":"0000825313-25-000108","cik":825313,"company_name":"ALLIANCEBERNSTEIN HOLDING L.P.","ticker":"AB","form_type":"8-K","filed_at":"2025-11-12T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"AB preliminary AUM rises to $869B as of Oct 31, up 1% from Sept; net inflows mixed","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["AUM $869B at Oct 31 vs $860B at Sept 30, driven by market appreciation and modest net inflows.","Institutional net inflows were partially offset by retail net outflows and slight private wealth outflows during October.","Total equity AUM $362B (active $283B, passive $79B); fixed income $314B; alternatives/multi-asset $193B.","The release provides preliminary month-end AUM breakdown by client channel and asset class."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":3451694641.655256,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":131283,"accession_number":"0000825313-25-000106","cik":825313,"company_name":"ALLIANCEBERNSTEIN HOLDING L.P.","ticker":"AB","form_type":"8-K","filed_at":"2025-10-23T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"AllianceBernstein Q3 adjusted EPU $0.86, up 12% YoY; distribution raised to $0.86","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP EPU $0.79, adjusted EPU $0.86; cash distribution $0.86 per unit (+12% YoY).","Adjusted net revenues $884.7M (+4.7% YoY); adjusted operating income $302.4M (+14.5%).","Adjusted operating margin 34.2%, up 290 bps YoY; average AUM $840.8B (+7% YoY).","Ex-equitable reinsurance, net inflows $1.7B; tax-exempt inflows $4.1B, private markets AUM near $80B.","Active equities outflows $6.4B, taxable fixed income outflows $4.2B (largely episodic)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3451694641.655256,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":131282,"accession_number":"0000825313-25-000097","cik":825313,"company_name":"ALLIANCEBERNSTEIN HOLDING L.P.","ticker":"AB","form_type":"8-K","filed_at":"2025-10-09T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"AB preliminary AUM rises to $860B in Sept; net inflows ex EQH-RGA $1.8B","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Preliminary AUM $860B as of Sept 30, up 2% from $844B at Aug 31.","Increase driven by market appreciation and modest net inflows.","Excluding $4B outflow from EQH-RGA reinsurance, quarterly net inflows ~$1.8B.","Retail net outflows partially offset by Private Wealth and Institution inflows.","AUM by type: Equity $359B, Fixed Income $310B, Alternatives/Multi-Asset $191B."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":3451694641.655256,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":147866,"accession_number":"0000825313-25-000092","cik":825313,"company_name":"ALLIANCEBERNSTEIN HOLDING L.P.","ticker":"AB","form_type":"8-K","filed_at":"2025-09-10T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"AllianceBernstein AUM rises to $844B in August, up 2% from July","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Preliminary AUM of $844B at Aug 31, 2025 vs $830B at Jul 31, 2025.","Firmwide net inflows and market appreciation drove the 2% increase.","Equity AUM $351B, Fixed Income $307B, Alternatives/Multi-Asset $186B.","Net inflows from Institutions and Private Wealth partially offset by Retail net outflows."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":3451694641.655256,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":147865,"accession_number":"0000825313-25-000089","cik":825313,"company_name":"ALLIANCEBERNSTEIN HOLDING L.P.","ticker":"AB","form_type":"8-K","filed_at":"2025-09-08T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"AllianceBernstein Global Head of Investments Chris Hogbin resigns, effective Sept 30","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Chris Hogbin notified AB of resignation as Global Head of Investments, effective September 30, 2025.","He was appointed to this newly created role on January 1, 2024, becoming a named executive officer.","No replacement has been announced in the filing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":3451694641.655256,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":147864,"accession_number":"0000825313-25-000084","cik":825313,"company_name":"ALLIANCEBERNSTEIN HOLDING L.P.","ticker":"AB","form_type":"8-K","filed_at":"2025-08-11T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"AB AUM unchanged at $829B in July; $4B institutional outflows from EQH-RGA deal","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Preliminary AUM flat at $829B as of July 31, 2025 vs June 30.","Net outflows of ~$4B from institutions due to completion of EQH-RGA reinsurance transaction.","Excluding transaction, institutional and retail net flows slightly negative; private wealth roughly flat.","Equity AUM $347B, Fixed Income $299B, Alternatives/Multi-Asset $183B."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":3451694641.655256,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":147863,"accession_number":"0000825313-25-000079","cik":825313,"company_name":"ALLIANCEBERNSTEIN HOLDING L.P.","ticker":"AB","form_type":"8-K","filed_at":"2025-07-24T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"AllianceBernstein Q2 adjusted EPU $0.76 (+7% YoY); AUM record $829B but active outflows $4.8B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP EPU $0.64, down 35% YoY; adjusted EPU $0.76, up 7% YoY; cash distribution $0.76 per unit.","AUM reached record $829B, up 7.7% YoY; net flows negative with $4.8B active outflows concentrated in April.","Adjusted net revenues $844M (+2.3% YoY); adjusted operating margin 32.3% (+150 bps YoY).","CEO cites geopolitical tensions but improved sentiment; pipeline AUM expanded to ~$22B.","Private wealth 17% of AUM; EQH general account ~10% of asset management business."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":3451694641.655256,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":147862,"accession_number":"0000825313-25-000072","cik":825313,"company_name":"ALLIANCEBERNSTEIN HOLDING L.P.","ticker":"AB","form_type":"8-K","filed_at":"2025-07-14T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"AllianceBernstein and Equitable Holdings exchange 19.68M units; AB Holding Units retired","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Amended exchange agreement increased available units for exchange from 4,788,806 to 19,682,946.","On July 10, 2025, AB issued 19,682,946 AB Units to EQH in exchange for an equal number of AB Holding Units.","The acquired AB Holding Units were retired immediately after the exchange, and the amended agreement terminated.","The exchange is exempt from registration under Section 4(a)(2) of the Securities Act.","This follows a prior exchange of 5,211,194 units in December 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":3451694641.655256,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":147861,"accession_number":"0000825313-25-000067","cik":825313,"company_name":"ALLIANCEBERNSTEIN HOLDING L.P.","ticker":"AB","form_type":"8-K","filed_at":"2025-07-11T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"AllianceBernstein reports June AUM of $829B, up 3% from May; quarterly net outflows of $6.7B","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Preliminary AUM $829B as of June 30, 2025, up from $803B at May 31, 2025.","Increase driven by market appreciation and modest net inflows during the month.","Firmwide net outflows of $6.7B for the quarter ending June 2025.","Institutional net inflows partially offset by retail and private wealth outflows in June."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":3451694641.655256,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":166582,"accession_number":"0000825313-25-000064","cik":825313,"company_name":"ALLIANCEBERNSTEIN HOLDING L.P.","ticker":"AB","form_type":"8-K","filed_at":"2025-06-11T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"AllianceBernstein AUM rises to $803B in May, up 2.8% from April's $781B","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Preliminary AUM of $803B at May 31, 2025, up from $781B at April 30, 2025.","Increase driven by market appreciation, partially offset by net outflows.","Private wealth saw slight inflows; institutional and retail experienced outflows.","Equity AUM $332B, Fixed Income $296B, Alternatives/Multi-Asset $175B."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":3451694641.655256,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":166581,"accession_number":"0000825313-25-000061","cik":825313,"company_name":"ALLIANCEBERNSTEIN HOLDING L.P.","ticker":"AB","form_type":"8-K","filed_at":"2025-05-28T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"AllianceBernstein board adds EQH CFO Robin Raju; director Jeff Hurd resigns","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Jeff Hurd, COO of Equitable Holdings (EQH), resigned as Non-Independent Director effective May 22, 2025 in normal course.","Robin Raju, age 43, CFO of EQH, appointed to the Board as Non-Independent Director effective May 22, 2025.","Raju oversees Treasury, Investment Management, Investor Relations, Corporate Development, M&A, Actuarial, and other finance areas at EQH.","Board committee assignments for Raju have not yet been determined."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":3451694641.655256,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":166580,"accession_number":"0000825313-25-000042","cik":825313,"company_name":"ALLIANCEBERNSTEIN HOLDING L.P.","ticker":"AB","form_type":"8-K","filed_at":"2025-05-13T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"AllianceBernstein April AUM falls 0.5% to $781B on net outflows","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["AUM decreased to $781B at April 30, 2025 from $785B at March 31, 2025.","Net outflows across institutional and retail channels drove the decline; private wealth had slight outflows.","Total equity AUM unchanged at $315B; fixed-income AUM fell to $295B from $300B.","Alternatives/multi-asset solutions AUM rose to $171B from $170B.","Preliminary data; full quarter results will include fee and revenue impact."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":3451694641.655256,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":166579,"accession_number":"0000825313-25-000031","cik":825313,"company_name":"ALLIANCEBERNSTEIN HOLDING L.P.","ticker":"AB","form_type":"8-K","filed_at":"2025-04-24T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"AllianceBernstein Q1 adjusted EPU $0.80, up 9.6% YoY; operating margin 33.7%, distribution raised to $0.80","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net income $0.67 per unit; adjusted net income $0.80 per unit, up 9.6% YoY.","Adjusted operating income $282.7M (+5.7% YoY); operating margin 33.7%, expanding 340 bps.","Average AUM $797.5B (+7.9% YoY); active net inflows $2.7B in Q1, led by alternatives/multi-asset.","Cash distribution increased to $0.80 per unit, up 9.6% YoY.","Active fixed income net inflows $1.0B; alternatives/multi-asset net inflows $4.2B."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":3451694641.655256,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":166578,"accession_number":"0000825313-25-000025","cik":825313,"company_name":"ALLIANCEBERNSTEIN HOLDING L.P.","ticker":"AB","form_type":"8-K","filed_at":"2025-04-09T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"AlliancBernstein March AUM $784B, down 2.6% from Feb; Q1 net inflows $2.3B","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Preliminary AUM at March 31, 2025: $784B, down from $805B at Feb 28, 2025.","Net inflows across Institutional, Retail, and Private Wealth channels offset by market depreciation.","For Q1 2025 (quarter ended March), firmwide net inflows totaled $2.3B.","AUM breakdown at March 31: Equity $315B, Fixed Income $300B, Alternatives/Multi-Asset $169B."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":3451694641.655256,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":183996,"accession_number":"0000825313-25-000020","cik":825313,"company_name":"ALLIANCEBERNSTEIN HOLDING L.P.","ticker":"AB","form_type":"8-K","filed_at":"2025-03-12T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"AB appoints Thomas Simeone as CFO; Jackie Marks departs after one year","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Thomas Simeone, former Controller & CAO, named CFO effective March 12, 2025.","Jackie Marks, CFO since March 2024, separated by mutual agreement; not related to any dispute.","Marks receives standard severance: 6 months salary continuation + portion of 2025 incentive comp.","Alexis Luckey appointed Chief Accounting Officer; retains Director of Financial Reporting role.","Luckey previously at Ernst & Young and Tractor Supply Company in financial reporting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":3451694641.655256,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":183995,"accession_number":"0000825313-25-000017","cik":825313,"company_name":"ALLIANCEBERNSTEIN HOLDING L.P.","ticker":"AB","form_type":"8-K","filed_at":"2025-03-12T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"AllianceBernstein announces February 2025 AUM decreased to $805 billion from $809 billion","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Preliminary AUM as of Feb 28, 2025: $805 billion, down 0.5% from $809 billion at Jan 31, 2025.","Decline driven by market depreciation; firmwide net flows were flat in February.","Private Wealth net inflows mostly offset by Institutional net outflows; Retail flows flat.","Total Equity AUM $333B, Fixed Income $303B, Alternatives/Multi-Asset $169B as of Feb 28."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":3451694641.655256,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":183994,"accession_number":"0000825313-25-000010","cik":825313,"company_name":"ALLIANCEBERNSTEIN HOLDING L.P.","ticker":"AB","form_type":"8-K","filed_at":"2025-02-13T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"AllianceBernstein Jan 2025 AUM $809B, up 2% from Dec 2024","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Preliminary AUM $809B as of Jan 31, 2025 vs $792B at Dec 31, 2024.","Increase driven by market appreciation and slightly positive firmwide net flows.","Net inflows in Retail and Institutions; net outflows in Private Wealth.","Equity AUM $342B, Fixed Income $299B, Alternatives/Multi-Asset $168B."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":3451694641.655256,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":183993,"accession_number":"0000825313-25-000008","cik":825313,"company_name":"ALLIANCEBERNSTEIN HOLDING L.P.","ticker":"AB","form_type":"8-K","filed_at":"2025-02-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"AllianceBernstein Q4 GAAP EPU $0.94 (up 32%), adj EPU $1.05 (up 36%); distribution $1.05","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP Q4 net revenues $1.258B (+15%), op income $317.5M (+33%), margin 25.0% (440 bps YoY increase).","Adjusted Q4 net revenues $973.3M (+12%), op income $354.4M (+40%), margin 36.4% (720 bps YoY increase).","Q4 GAAP diluted EPU $0.94 (+32%); adjusted diluted EPU $1.05 (+36%); cash distribution $1.05/unit (+36%).","Full-year active platform net inflows $4.2B; active fixed income inflows record $24.5B; ending AUM $792.2B (up 9.2% YoY).","Full-year GAAP op margin 24.7% (560 bps YoY); adj op margin 32.3% (410 bps YoY); adj EPU $3.25 (+21%)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3451694641.655256,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":183992,"accession_number":"0000825313-25-000003","cik":825313,"company_name":"ALLIANCEBERNSTEIN HOLDING L.P.","ticker":"AB","form_type":"8-K","filed_at":"2025-01-13T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"AllianceBernstein Dec 2024 AUM falls to $792B, quarterly net outflows $5.0B","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Preliminary AUM $792B at Dec 31, 2024, down 2.6% from $813B at Nov 30, 2024.","Quarterly net outflows of $5.0B across Institutions, Retail, and Private Wealth.","Equity AUM $332B, Fixed Income $296B, Alternatives/Multi-Asset $164B, all decreased.","Private Wealth AUM fell to $137B from $140B; Institutions to $321B from $331B; Retail to $334B from $342B."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":3451694641.655256,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":200602,"accession_number":"0000825313-24-000087","cik":825313,"company_name":"ALLIANCEBERNSTEIN HOLDING L.P.","ticker":"AB","form_type":"8-K","filed_at":"2024-12-19T23:59:59+00:00","items":["3.02","9.01"],"status":"ready","headline":"AB issues ~9.4M units to EQH for $150M cash and unit exchange; funds debt paydown, growth","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Sold 4,215,140 AB Units to EQH at $35.59/unit ($150M cash); proceeds for debt repayment and insurance asset mgmt investments.","Exchanged 5,211,194 AB Units for an equal number of AB Holding Units from EQH; acquired Holding units retired.","Master exchange agreement allows up to 10M AB Units total to be issued over 2 years; 5.2M already used.","Cash sale and exchange exempt from registration under Section 4(a)(2) of Securities Act.","AB to use proceeds to extend borrowing capacity for recently announced insurance asset management initiatives."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":3451694641.655256,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":200601,"accession_number":"0000825313-24-000082","cik":825313,"company_name":"ALLIANCEBERNSTEIN HOLDING L.P.","ticker":"AB","form_type":"8-K","filed_at":"2024-12-12T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"AB AUM rises to $813B at Nov 30, up 2.5% from Oct's $793B","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["AUM $813B at Nov 30, up 2.5% from $793B at Oct 31, driven by market appreciation.","Net outflows partially offset gains; Retail and Private Wealth saw inflows, Institutional outflows.","Equity $343B, Fixed Income $303B, Alternatives/Multi-Asset Solutions $167B at month-end.","Preliminary data released; AB reports monthly AUM via press release."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":3451694641.655256,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":200600,"accession_number":"0000825313-24-000079","cik":825313,"company_name":"ALLIANCEBERNSTEIN HOLDING L.P.","ticker":"AB","form_type":"8-K","filed_at":"2024-11-13T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"AllianceBernstein reports October AUM of $793B, down 2% from September on market depreciation","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Preliminary AUM $793B at Oct 31, down from $806B at Sep 30, driven entirely by market depreciation.","Firmwide net flows flat in October; Private Wealth and Retail net inflows offset Institutional net outflows.","Equity AUM $333B, Fixed Income $297B, Alternatives/Multi-Asset $163B."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":3451694641.655256,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":200599,"accession_number":"0000825313-24-000077","cik":825313,"company_name":"ALLIANCEBERNSTEIN HOLDING L.P.","ticker":"AB","form_type":"8-K","filed_at":"2024-10-24T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"AllianceBernstein Q3 GAAP EPU $1.12, adjusted $0.77; AUM reaches $805.9B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP diluted EPU of $1.12 vs $0.50 YoY; adjusted diluted EPU of $0.77 vs $0.65 YoY.","Adjusted operating margin 31.3% expanded 330 bps YoY; net revenues $1.085B up 5.2%.","Active net inflows of $2.2B; nearly $20B in Active Fixed Income inflows YTD.","Ending AUM $805.9B, up 20.5% YoY; average AUM $785.9B up 14%.","Cash distribution raised to $0.77 per unit, up 18.5% from $0.65."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3451694641.655256,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":200598,"accession_number":"0000825313-24-000071","cik":825313,"company_name":"ALLIANCEBERNSTEIN HOLDING L.P.","ticker":"AB","form_type":"8-K","filed_at":"2024-10-10T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"AllianceBernstein reports Sept AUM of $806B, Q3 net inflows $0.9B","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Preliminary AUM $806B at Sept 30, 2024, up 2% from $791B in August.","Firmwide Q3 net inflows of $0.9B, with positive flows in Retail, Institutions, and Private Wealth.","Equity AUM $340B, Fixed Income $299B, Alternatives/Multi-Asset $167B.","AUM increase driven by market appreciation and net inflows across all distribution channels."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":3451694641.655256,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":216606,"accession_number":"0000825313-24-000068","cik":825313,"company_name":"ALLIANCEBERNSTEIN HOLDING L.P.","ticker":"AB","form_type":"8-K","filed_at":"2024-09-12T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"AB preliminary AUM $791B at Aug 31, up 2% from July on market gains","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Preliminary AUM of $791B vs $777B at July 31; 2% increase driven by market appreciation.","Institutional net outflows outweighed Retail net inflows; Private Wealth flows flattish.","Total Equity AUM $336B (incl. $79B active institutional), Total Fixed Income $292B.","Alternatives/Multi-Asset Solutions AUM $163B; $12B Private Placements reclassified from Taxable Fixed Income."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":3451694641.655256,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":216605,"accession_number":"0000825313-24-000065","cik":825313,"company_name":"ALLIANCEBERNSTEIN HOLDING L.P.","ticker":"AB","form_type":"8-K","filed_at":"2024-08-13T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"AB preliminary AUM rises to $777B in July; net outflows offset by market gains","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["AUM increased 1% to $777B from $770B at June 30, 2024, driven by market appreciation.","Net outflows in Institutions and modest net outflows in Private Wealth offset solid Retail inflows.","$12B of Private Placements reclassified from Taxable Fixed Income to Alternatives/Multi-Asset.","Total Equity AUM $331B, Total Fixed Income $285B, Alternatives/Multi-Asset $161B."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":3451694641.655256,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":216604,"accession_number":"0000825313-24-000062","cik":825313,"company_name":"ALLIANCEBERNSTEIN HOLDING L.P.","ticker":"AB","form_type":"8-K","filed_at":"2024-07-26T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"AllianceBernstein Q2 2024 adjusted EPU $0.71, up 16% YoY; AUM $769.5B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP diluted EPU $0.99, up 87% YoY; adjusted diluted EPU $0.71, up 16% YoY.","Adjusted net revenues $825.8M (+0.4% YoY); adjusted operating income $254.2M (+14.5%).","Adjusted operating margin 30.8%, up 380 bps from 27.0% in 2Q23.","Ending AUM $769.5B, up 11.3% YoY; active net inflows $1.3B (1% organic growth).","Cash distribution per Unit $0.71, up 16.4% from $0.61 in 2Q23."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3451694641.655256,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":216603,"accession_number":"0000825313-24-000053","cik":825313,"company_name":"ALLIANCEBERNSTEIN HOLDING L.P.","ticker":"AB","form_type":"8-K","filed_at":"2024-07-10T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"AllianceBernstein June AUM rises to $769B, up 1.6% from May","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Preliminary AUM of $769B at June 30, 2024, up from $757B at May 31, 2024.","Increase driven by market appreciation, partially offset by net outflows.","Private Wealth channel saw net inflows; Institutions had net outflows; Retail flat.","Equity AUM $330B, Fixed Income $293B, Alternatives/Multi-Asset $146B.","Monthly AUM data provided preliminarily; no changes in fee rates disclosed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":3451694641.655256,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":236275,"accession_number":"0000825313-24-000050","cik":825313,"company_name":"ALLIANCEBERNSTEIN HOLDING L.P.","ticker":"AB","form_type":"8-K","filed_at":"2024-06-12T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"AB Holding reports AUM of $757B as of May 31, 2024, up 3% from April","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Preliminary AUM increased to $757B from $736B at end of April, a 3% increase.","Growth driven by market appreciation and firmwide net inflows.","Net inflows in Retail and Institutions; slight net outflows in Private Wealth.","Equity AUM $324B, Fixed Income $290B, Alternatives/Multi-Asset $143B, all up MoM.","AB and AB Holding (NYSE: AB) released the monthly AUM update."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":3451694641.655256,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":236274,"accession_number":"0000825313-24-000046","cik":825313,"company_name":"ALLIANCEBERNSTEIN HOLDING L.P.","ticker":"AB","form_type":"8-K","filed_at":"2024-05-15T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"AllianceBernstein appoints Bruce Holley as independent director, effective May 15, 2024","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Bruce Holley joins the Board as an independent member and will serve on the Audit and Risk Committee.","Holley is a Managing Director at Alvarez & Marsal's Financial Services Industry practice.","He previously spent 25 years at Boston Consulting Group as a Senior Partner and Managing Director.","Firm had $737 billion in assets under management at the time of the announcement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":3451694641.655256,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":236273,"accession_number":"0000825313-24-000042","cik":825313,"company_name":"ALLIANCEBERNSTEIN HOLDING L.P.","ticker":"AB","form_type":"8-K","filed_at":"2024-05-09T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"AllianceBernstein AUM falls to $737B in April, down 3% from March","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Preliminary AUM decreased $22B to $737B as of April 30, 2024, from $759B at March 31, 2024.","Market depreciation outweighed positive net inflows, resulting in a 3% overall decline.","Retail channel saw net inflows; Institutions and Private Wealth posted net outflows.","Equity AUM $313B, Fixed Income $284B, Alternatives/Multi-Asset Solutions $140B at month-end."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":3451694641.655256,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":236272,"accession_number":"0000825313-24-000039","cik":825313,"company_name":"ALLIANCEBERNSTEIN HOLDING L.P.","ticker":"AB","form_type":"8-K","filed_at":"2024-04-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"AllianceBernstein Q1 GAAP EPU $0.67, adjusted $0.73; revenue up 7.8% YoY, AUM $758.7B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP diluted EPU $0.67; adjusted diluted EPU $0.73; cash distribution $0.73/unit, up 10.6% YoY.","Adjusted net revenues $884M (+6.2% YoY); adjusted operating income $267M (+12.1%); operating margin 30.3% (+160 bps).","Active net inflows $3.7B (2.3% organic growth); retail channel 6% annualized; alternatives & multi-asset 8% organic; equity outflows persist.","Ending AUM $758.7B (+12.2% YoY); average AUM $738.9B (+10.8% YoY)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3451694641.655256,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":236271,"accession_number":"0000825313-24-000031","cik":825313,"company_name":"ALLIANCEBERNSTEIN HOLDING L.P.","ticker":"AB","form_type":"8-K","filed_at":"2024-04-09T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"AB March AUM rises to $759B from $746B; $3B low-fee passive redemption offset by market gains","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Preliminary AUM $759B at March 31, 2024, up 2% from $746B at end of February.","Increase driven by market appreciation, partially offset by net outflows.","Excluding a $3.0B low-fee passive institutional redemption, firm-wide net flows were positive in March.","Net flows positive in each channel excluding the passive redemption.","Breakdown: equity $329B, fixed income $287B, alternatives/multi-asset $143B."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":3451694641.655256,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":236270,"accession_number":"0000825313-24-000029","cik":825313,"company_name":"ALLIANCEBERNSTEIN HOLDING L.P.","ticker":"AB","form_type":"8-K","filed_at":"2024-04-02T23:59:59+00:00","items":["8.01","7.01","9.01"],"status":"ready","headline":"AllianceBernstein completes equity research JV with SocGen; receives $304M cash","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["JV closed April 1; AB owns majority in North America, SocGen majority internationally.","SocGen paid AB ~$304M cash to equalize contributed business values.","AB expects 200-250 bps annualized favorable impact on adjusted operating margin.","Cash will be used to reduce debt under existing credit lines; transaction slightly dilutive to GAAP EPU, neutral to Adjusted EPU.","AB has option to sell its JV interests to SocGen after 5 years at fair market value, subject to regulatory approval."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":3451694641.655256,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":253951,"accession_number":"0000825313-24-000025","cik":825313,"company_name":"ALLIANCEBERNSTEIN HOLDING L.P.","ticker":"AB","form_type":"8-K","filed_at":"2024-03-11T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"AB preliminary AUM rises 3% to $745B in February on market gains and net inflows","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["AUM increased to $745B from $726B in January, a 3% month-over-month gain.","Growth driven by market appreciation and positive net flows across all channels, led by Retail.","Equity AUM $324B, Fixed Income $283B, Alternatives/Multi-Asset Solutions $138B at month-end.","Retail channel AUM rose to $125B from $122B; Institutional to $318B from $313B."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":3451694641.655256,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":253950,"accession_number":"0000825313-24-000023","cik":825313,"company_name":"ALLIANCEBERNSTEIN HOLDING L.P.","ticker":"AB","form_type":"8-K","filed_at":"2024-02-12T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"AB reports Jan 2024 preliminary AUM of $726B, up $1B; net outflows in Institutions and Private Wealth","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["AUM increased to $726B from $725B at Dec 31, 2023, driven by market gains partially offset by net outflows.","Net inflows in Retail channel; net outflows from Institutions and Private Wealth.","Equity AUM $309B (flat); Fixed Income $281B (down $1B); Alternatives/Multi-Asset $136B (up $1B).","Preliminary data as of Jan 31, 2024; subject to final close."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":3451694641.655256,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":253949,"accession_number":"0000825313-24-000014","cik":825313,"company_name":"ALLIANCEBERNSTEIN HOLDING L.P.","ticker":"AB","form_type":"8-K","filed_at":"2024-02-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"AB Q4 GAAP EPU $0.71 (adj. $0.77); full-year EPU down 13% YoY; distribution $0.77","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP Q4 net revenues $1.09B (+10.2% YoY); operating income $238.5M (+17.1%); GAAP margin 20.6%.","Adjusted Q4 operating income $253.9M (+5.6% YoY); adjusted margin 29.2% (down 80bps).","Full year adjusted EPU $2.69 (-8.5% YoY); full year distribution $2.69 (-8.8%).","Ending AUM $725.2B, up 12.2% from $646.4B; Private Markets AUM $61B, up 9%.","CEO notes fixed income inflows; Municipals grew organically 11%; Taxable Fixed Income grew 3% organically."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":3451694641.655256,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":253948,"accession_number":"0000825313-24-000010","cik":825313,"company_name":"ALLIANCEBERNSTEIN HOLDING L.P.","ticker":"AB","form_type":"8-K","filed_at":"2024-01-17T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Director Nella Domenici resigns from AllianceBernstein board effective Jan 16, 2024","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Nella Domenici resigned from the Board of Directors of AllianceBernstein Corporation, general partner of AB L.P. and AB Holding L.P., effective January 16, 2024.","Resignation is not the result of any disagreement with the Company.","No replacement director has been announced at this time."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":3451694641.655256,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":253947,"accession_number":"0000825313-24-000007","cik":825313,"company_name":"ALLIANCEBERNSTEIN HOLDING L.P.","ticker":"AB","form_type":"8-K","filed_at":"2024-01-10T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"AllianceBernstein December 2023 AUM rises 4% to $725B, driven by market appreciation","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Preliminary AUM at Dec 31, 2023: $725B, up from $696B at Nov 30, 2023 (+4%).","Increase from market appreciation; slight firmwide net outflows.","Institutions and Retail net flows flat; Private Wealth minimal net outflows.","Equity AUM $310B, Fixed Income $281B, Alternatives/Multi-Asset $134B."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":3451694641.655256,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":253946,"accession_number":"0000825313-24-000004","cik":825313,"company_name":"ALLIANCEBERNSTEIN HOLDING L.P.","ticker":"AB","form_type":"8-K","filed_at":"2024-01-08T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"AllianceBernstein appoints Jackie Marks as CFO effective March 1, 2024","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Jackie Marks, former Conde Nast CFO, joins AB as CFO effective March 1, 2024; replaces interim CFO Bill Siemers.","Marks gets $400K base salary, $2.4M annual bonus (60% cash, 40% equity) for FY2024, plus relocation package.","Marks eligible for special award of ~$2.2M in restricted units contingent on relocation to Nashville by Aug 30, 2025.","Siemers remains Senior Advisor, receiving base salary through 2024 and prorated bonus for interim CFO service.","Marks will report to CEO Seth Bernstein and join the Operating Committee and CEO's leadership team."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":3451694641.655256,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":"2024-01-08T23:59:59+00:00|253946"}