PRESS RELEASE ANIMA Holding: net inflows March 2026
- Net inflows into managed assets (net of Class I insurance mandates): € -5,628 million
- Total assets under management: € 201.9 billion (203.3 billion including administered assets)
"Monthly net inflows were affected by the geopolitical situation, which has reduced retail clients' propensity to invest, while the market downturn directly impacted assets under management: we trust that, as seen in the past on similar occasions, both effects will prove to be reversible and short-lived," commented Saverio Perissinotto, Chief Executive Officer of Anima Holding S.p.A.. "As for the termination of the mandate with Etica SGR, this development was expected and had been communicated to the market over a year ago"
The following table outlines net inflows for the management companies in the ANIMA group for the month of March 2026, along with assets under management, administration and advisory. It should be noted that on 13 March 2026 the final termination of the mandate to manage the funds of Etica SGR, already announced in the press release of 9 January 2025, resulted in outflows of €5.5 billion.Net Inflows (€ mn) | Assets (€ bn) | ||||||
2025 full year | March 2026 | YTD | at 31.03.26 | at 31.03.25 | change | ||
Retail Contracts with retail customers as counterpart (eg. Mutual funds sold through partner banks, "Arti e Mestieri" pension fund) | +2,228 | +8 | +27 | 63.8 | 61.0 | 4.1% | |
B2B2C Contracts with institutional counterparts which reflect retail customers' investment choices (eg. Unit-linked policies, fund & portfolio mandates) | +2,133 | -5,285 | -5,341 | 26.7 | 28.8 | -7.0% | |
0 | 6,5 | -100% | |||||
Institutional Contracts with institutional counterparts (eg. Fund users, AIFs, portfolio mandates, pension funds) | -1,328 | -42 | -2 | 17.7 | 18.6 | -3.3% | |
Duplications Investiments from Group products into other Group products (eg. funds of funds) | +886 | -310 | -541 | 17.5 | 15.4 | 13.4% | |
Total AuM ex Class I mandates | +3,920 | -5,628 | -5,857 | 125.7 | 123.8 | 1.6% | |
Class I Insurance Mandates Fixed-income portfolios underlying traditional life insurance policies | -3,194 | -223 | -679 | 76.2 | 77.1 | -1.2% | |
Total AuM | +726 | -5,851 | -6,536 | 201.9 | 200.9 | 0.5% | |
Administered Assets Inflows pertaining to Kairos Partners' private bankers | +238 | +10 | +52 | 1.4 | 1.0 | 29.8% | |
Total Managed & Administered Assets | +964 | -5,841 | -6,484 | 203.3 | 201.9 | 0.7% | |
Assets under advisory Third-party assets managed according to recommendations from an Anima Group AM company | 0.8 |
Contacts:
Media relations Investor RelationsImage Building Luca Mirabelli
Tel: +39 02 89 011 300 Tel. +39 02 63536.226
gruppoanima@imagebuilding.it ir@animaholding.it