Fidelity's total assets under administration increased by two trillion U.S. dollars from the second quarter of 2023. The total assets held by Fidelity now rests at 13.7 trillion U.S dollars. Of these assets, 5.3 trillion U.S. dollars were for 'discretionary assets' such as mutual funds and exchange-traded funds.
May 2024
United States
From Q2 2021 to Q1 2024
* Discretionary assets include investment products, such as mutual funds, exchange traded funds (ETFs) and managed accounts.
Values have been taken from multiple publications
* For commercial use only
Basic Account
Starter Account
The statistic on this page is a Premium Statistic and is included in this account.
Professional Account
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.
Overview
Assets of leading providers
Asset class distribution
Product distribution
Largest funds
Fastest growing funds
Consumer behavior
Further related statistics
* For commercial use only
Basic Account
Starter Account
The statistic on this page is a Premium Statistic and is included in this account.
Professional Account
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.
