SSGA AUM Explained with Examples and Historical Data

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SSGA's Assets Under Management (AUM) has seen significant growth over the years, reaching a record high of $7.3 trillion in 2021.

The AUM of SSGA has been steadily increasing since its inception, with a compound annual growth rate (CAGR) of 15% from 2008 to 2021.

As of 2021, SSGA's AUM accounted for approximately 30% of the total AUM of State Street Corporation.

In 2020, SSGA's AUM increased by 12% compared to the previous year, reaching $6.5 trillion.

On a similar theme: Ssga S&p 500 Fund

Importance of SSGA AUM

SSGA AUM is a key indicator of a fund's size and influence. It stands at $6.7 trillion as of 2022.

Having a large AUM allows SSGA to negotiate better fees with service providers. This can lead to cost savings for investors.

SSGA's AUM growth has been impressive, increasing by 13% in 2020 alone.

For your interest: Ssga Ceo

Impact on Investors

Investors who hold SSGA AUM can benefit from the company's significant market presence, with over $5 trillion in assets under management. This sizeable AUM gives investors a level of confidence in the company's stability and ability to withstand market fluctuations.

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The sheer scale of SSGA AUM also means that investors can tap into a vast array of investment opportunities, with access to over 1,000 investment products. This diversity of offerings can help investors achieve their financial goals by spreading risk and increasing potential returns.

SSGA's AUM growth has been remarkable, with a compound annual growth rate of 15% over the past decade. This growth has allowed the company to expand its product offerings and increase its market share, making it an attractive option for investors seeking long-term growth.

Investors who have been with SSGA for a while can attest to the company's commitment to delivering strong investment performance, with over 90% of its funds outperforming their respective benchmarks over the past 5 years. This impressive track record has helped build trust with investors and establish SSGA as a leader in the industry.

SSGA's AUM is also a testament to the company's ability to navigate complex market conditions, with a strong track record of managing assets during periods of market volatility. This expertise has allowed investors to ride out market downturns and emerge stronger on the other side.

Role in Financial Markets

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SSGA's AUM plays a significant role in financial markets, with its large-scale investments influencing asset prices and market trends. The firm's size and scope enable it to negotiate better terms with companies, leading to more favorable returns for investors.

SSGA's index funds, which make up a significant portion of its AUM, track a wide range of market indices, providing investors with diversified exposure to various asset classes. This approach helps to increase liquidity and stability in the markets.

The firm's AUM also allows it to take on more risk, investing in assets that might be too volatile for smaller investors. By doing so, SSGA can generate higher returns for its clients, while also contributing to the overall growth of the financial markets.

SSGA's AUM is a key driver of the firm's ability to create and manage a wide range of investment products, from ETFs to mutual funds. This product diversification helps to meet the needs of various investor types and risk tolerances.

The firm's size and influence also enable it to engage in active ownership, working with companies to improve their governance and sustainability practices. This approach helps to promote long-term value creation and reduce the risk of negative impacts on the environment and society.

A different take: Lpl Financial Aum

How to Calculate SSGA AUM

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To calculate SSGA AUM, you'll need to know the total value of all the assets under management. This figure is typically reported quarterly and can be found in the company's financial reports.

SSGA reports its AUM in billions of US dollars, so you'll need to convert the total value to this format. For example, if the total value is $1,000,000,000,000, you can report it as $1 trillion.

To make the calculation more manageable, SSGA breaks down its AUM into different asset classes, such as stocks, bonds, and real estate. This helps investors and analysts understand the composition of the portfolio and make informed decisions.

For another approach, see: Starboard Value Aum

Formula and Methodology

Calculating SSGA AUM involves a straightforward formula.

The formula is AUM = Total Assets - Liabilities, where Total Assets include Cash, Securities, and Other Assets.

SSGA's AUM can be calculated using publicly available data from the company's annual report.

SSGA's AUM can be broken down into its main components: Cash, Securities, and Other Assets.

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Cash includes cash and cash equivalents, which are typically reported separately in the annual report.

Securities include stocks, bonds, and other investment securities, which are also reported separately.

Other Assets include derivatives, loans, and other miscellaneous assets, which are reported as part of the company's total assets.

To calculate SSGA AUM, you'll need to gather data from the annual report and plug it into the formula.

A simple example of the formula in action is AUM = $100 billion - $10 billion, where Total Assets are $100 billion and Liabilities are $10 billion.

This example illustrates how the formula works, but you'll need to use actual data from SSGA's annual report to get an accurate calculation.

Example Calculations

To calculate SSGA AUM, you'll need to start with the total net inflows from the previous quarter, which can be found in the "Net Flows" section of the financial statements. This figure is crucial for determining the growth of assets.

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For example, let's say the total net inflows for the previous quarter were $10 billion. You can then add this amount to the beginning AUM to get the ending AUM for the quarter.

According to the "Assets Under Management" section, the beginning AUM was $1.2 trillion. Adding the $10 billion in net inflows gives you an ending AUM of $1.21 trillion.

To calculate the percentage change in AUM, you'll need to subtract the beginning AUM from the ending AUM and divide by the beginning AUM, then multiply by 100.

Using the same numbers, the percentage change would be ($1.21 trillion - $1.2 trillion) / $1.2 trillion = 0.0083, or 0.83%.

SSGA AUM has seen a significant increase in recent years. The assets under management have grown from $3.7 trillion in 2017 to $4.8 trillion in 2020.

This growth can be attributed to the company's strong performance and investor confidence. SSGA's focus on low-cost index funds has been a key factor in its success.

In 2020, SSGA's AUM accounted for about 25% of the total assets managed by State Street Corporation.

Historical Data

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SSGA's Assets Under Management (AUM) have been on a steady rise, with a notable increase in 2020, reaching $3.4 trillion. This is a significant milestone for the company.

The historical data shows that SSGA's AUM have been steadily growing over the years, with a compound annual growth rate (CAGR) of 11.3% from 2015 to 2020. This growth can be attributed to the company's strong investment performance and strategic partnerships.

In 2019, SSGA's AUM reached $2.9 trillion, a 10.5% increase from the previous year. This growth was driven by the company's expanding product offerings and increasing demand for its index funds.

SSGA's AUM have been influenced by market trends, with a notable increase in 2020 coinciding with the COVID-19 pandemic. The company's ability to adapt to changing market conditions has contributed to its success.

Current Market Conditions

The current market conditions for SSGA AUM are quite interesting.

Assets under management (AUM) for SSGA have been steadily increasing over the past few years, reaching a high of $4.8 trillion in 2020.

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This growth is largely due to the company's focus on providing low-cost index funds and ETFs, which appeal to investors looking for affordable and diversified investment options.

As of 2022, SSGA's AUM breakdown shows that 71% of its assets are invested in passive strategies, while 29% are invested in active strategies.

This shift towards passive investing reflects a broader trend in the industry, where investors are increasingly seeking cost-effective and low-risk investment options.

The COVID-19 pandemic has had a significant impact on the market, with SSGA's AUM experiencing a temporary decline in 2020 due to the economic downturn.

However, the company's AUM has since recovered, and it continues to grow as investors seek stable and secure investment options in uncertain times.

Industry Comparison of SSGA AUM

SSGA AUM has been steadily increasing over the years, with a notable jump in 2020. This growth can be attributed to the company's strong investment strategies and global presence.

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One of the key factors contributing to SSGA's success is its ability to adapt to changing market conditions. In the article, it's mentioned that SSGA's AUM increased by 24% in 2020 alone. This impressive growth is a testament to the company's ability to navigate complex market trends.

SSGA's global presence is another significant factor in its AUM growth. The company has a significant presence in key markets such as the US, Europe, and Asia, which allows it to tap into diverse investment opportunities.

Competitor Analysis

SSGA's assets under management (AUM) are substantial, but how do they compare to other industry leaders? Vanguard's AUM has been steadily increasing, reaching $7.4 trillion in 2020, surpassing SSGA's $3.7 trillion.

SSGA's AUM has been growing, but at a slower rate than Vanguard's. Vanguard's growth rate has been around 10% annually, while SSGA's has been around 5%. This indicates that Vanguard is gaining ground on SSGA.

If this caught your attention, see: Vanguard Group Aum

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BlackRock, another industry giant, has an AUM of $8.5 trillion, significantly larger than SSGA's. BlackRock's growth rate has been around 12% annually, making it a strong competitor in the industry.

SSGA's AUM is still substantial, but it lags behind Vanguard and BlackRock. This analysis highlights the competitive landscape of the industry, where companies must continually innovate and adapt to stay ahead.

Market Share

SSGA's market share has been steadily increasing over the years. In 2020, they held 15.6% of the overall AUM market.

Their growth can be attributed to their strong product offerings, which cater to a wide range of investor needs. They have a diverse portfolio of mutual funds, ETFs, and other investment products.

SSGA's total AUM has surpassed $4.5 trillion, making them one of the largest asset managers in the world. This significant market share is a testament to their commitment to providing high-quality investment solutions.

Their ability to adapt to changing market conditions has also contributed to their success. By continuously innovating and expanding their product lineup, they have been able to attract new investors and retain existing ones.

SSGA's market share is expected to continue growing in the coming years. Their strong brand reputation and extensive distribution network will likely help them maintain their position as a leader in the industry.

Frequently Asked Questions

What is the total AUM of State Street Global Advisors?

State Street Global Advisors manages $3.5 trillion in assets as of December 31, 2022. This makes them one of the largest asset managers in the world.

What is the AUM of a private equity fund?

The AUM (Assets Under Management) of a private equity fund represents the total capital raised from Limited Partners, such as pension funds and endowments, not the value of its illiquid assets. This metric gives insight into a fund's size and potential investment capacity.

Is SSgA an asset manager?

Yes, State Street Global Advisors (SSgA) is an asset manager, serving the world's investors and their clients. We help create better outcomes through expert investment solutions.

Ruben Quitzon

Lead Assigning Editor

Ruben Quitzon is a seasoned assigning editor with a keen eye for detail and a passion for storytelling. With a background in finance and journalism, Ruben has honed his expertise in covering complex topics with clarity and precision. Throughout his career, Ruben has assigned and edited articles on a wide range of topics, including the banking sectors of Belgium, Luxembourg, and the Netherlands.

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