Anima Holding S.p.a.MIL: ANIM

ANIMA Holding: net inflows January 2025

· Issued by Anima Holding S.p.a.

PRESS RELEASE

ANIMA Holding: net inflows January 2025

  • Net inflows into managed assets (net of Class I insurance mandates): € +378 million
  • Total assets under management: € 205,0 billion (206,0 billion including administered assets)

"The year 2025 began at high speed, thanks to the commitment of our strategic partner banks for the retail business, and an outstanding performance by Castello SGR for the institutional part" - commented Alessandro Melzi d'Eril, CEO of ANIMA Holding - "Outflows from the 'Duplications' category, which abounded in the past year, have ceased"

Milan, 7 February 2025

The following table outlines net inflows for the management companies in the ANIMA group for the month of January 2025, along with assets under management and administration:

Net Inflows (€ mn)

2024 full

January

YTD

year

2025

Retail

Contracts with retail customers as

+2,450

+160

+160

counterpart (eg. Mutual funds sold

through partner banks, "Arti e Mestieri"

pension fund)

B2B2C

Contracts with institutional counterparts

-407

+40

+40

which reflect retail customers' investment

choices (eg. Unit-linked policies, mutual

funds managed under mandate)

Institutional

Contracts with institutional counterparts

+1,485

+164

+164

(eg. Fund users, AIFs, portfolio mandates,

pension funds)

Duplications

-2,728

+14

+14

Investiments from Group products into

other Group products (eg. funds of funds)

Total AuM ex Class I mandates

+801

+378

+378

Class I Insurance Mandates

-6,033

-71

-71

Fixed-income portfolios underlying

traditional life insurance policies

Total AuM

-5,232

+308

+308

Administered Assets

+61

+10

+10

Inflows pertaining to Kairos Partners'

private bankers

Total Managed &

-5,171

+318

+318

Administered Assets

Contacts:

Media relations

Image Building

Cristina Fossati, Federica Corbeddu, Denise Recchiuto

Tel: +39 02 89 011 300 gruppoanima@imagebuilding.it

Assets (€ bn)

at 31.01.25 at 31.01.24

Change

61.5 53.0 +15.9%

29.8

27.8

+7.3%

19.0 13.8 +38.0%

15.7

15.5

+1.4%

126.0 110.1 +14.5%

79.0 81.2 -2.7%

205.0

191.3

+7.2%

1.0

--

n.s.

206.0

191.3

+7.7%

Investor Relations

Luca Mirabelli

Federico Pardini

Tel. 02-63536.226 ir@animaholding.it