$838 billion assets under management. Decades of investment experience.

Our global platform combines scale with deep expertise across public and private markets. We seek to uncover opportunities, navigate evolving markets and help clients pursue their long-term investment objectives across market cycles and generations.

     

 

Broad capabilities. Diverse client needs.
Total Assets Under Management as of June 30, 20261

     

 

Steady Growth Across Economic Cycles

Total assets under management: $838 billion5
2011-present ($ billions)

     

The percentage may not add up to 100% due to rounding off.

1. Assets under management (AUM) includes assets of the investment advisers that make up “New York Life Investment Management” as of 6/30/26. 

2. This total AUM figure is less than the sum of the AUM of each affiliated investment adviser in the group because it does not count AUM where the same assets can be counted by more than one affiliated investment adviser.

3. NYLIM LLC is the advisor to the NYLIM Funds, which offers investment strategies managed by affiliated boutiques and unaffiliated sub-advisors. As of June 30, 2026, the affiliated boutiques manage $91 billion in AUM, and the unaffiliated sub-advisors manage $41.1 billion in AUM.

4. Effective April 2022, GoldPoint Partners, Madison Capital Funding, and PA Capital has been merged and renamed as Apogem Capital. Apogem Capital is a wholly owned subsidiary of New York Life Insurance Company.

5. NYL Affiliated Assets includes General Account assets, NYL Pension Plans, NYL Separate Accounts, Variable Products, and NYL Other Affiliated Accounts.

6. February 3, 2014, New York Life Investment Management Holdings LLC completed the acquisition of CANDRIAM (formerly Dexia Asset Management) and its investment boutique Ausbil adding $100 billion in assets under management.

7. Effective April 14, 2015, New York Life Investment Management Holdings LLC completed the sale of New York Life Retirement Plan Services (RPS), excluding the stable value business, to Manulife. Retained assets include Stable Value Products, NYLIM Funds, and Pension Plan Accounts.