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Assets under management (AUM) of Fidelity from 2nd quarter 2021 to 1st quarter 2026, by type (in trillion U.S. dollars)

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Source

Release date

May 2026

Region

United States

Survey time period

Q2 2021 to Q1 2026

Supplementary notes

* Discretionary assets include investment products, such as mutual funds, exchange traded funds (ETFs) and managed accounts.

Values have been taken from multiple publications.

Citation formats

Assets under management of Fidelity by type 2026

Published by K. Scholle, May 27, 2026

Fidelity's total assets under administration increased by ** U.S. dollars from the second quarter of 2024. The total assets held by Fidelity reached **** trillion U.S. dollars as of the first quarter of 2026. Of these assets, * trillion U.S. dollars were for 'discretionary assets' such as mutual funds and exchange-traded funds.

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Mutual fund and ETF providers in the U.S.Mutual funds worldwideInvestment fundsGold as an investmentExchange traded funds (ETFs)
Access all statistics starting from $2,388 USD yearly *

* For commercial use only

Basic Account

For single users
$0 USD
Always free
Access limited to Free Statistics. Premium Statistics are not included.
  • Free Statistics
Based on your interests

Starter Account

For single users
$199 USD
per month, billed annually 1
Buy now
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  • Premium Statistics

  • The statistic on this page is a Premium Statistic and is included in this account.

Professional Account

For teams of up to 99 users
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1 All prices do not include sales tax. The account requires an annual contract and will renew after one year to the regular list price.

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