Magellan Financial Group dips as AUM slips in December quarter

Magellan Financial Group's AUM declined to $39.9 billion at December 2025, with net outflows for the quarter.

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The Magellan Financial Group Ltd (ASX: MFG) share price is in focus today after the company reported its assets under management (AUM) fell to $39.9 billion as at 31 December 2025, down from $40.2 billion three months earlier. Net outflows amounted to $0.3 billion for the quarter.

What did Magellan Financial Group report?

  • Total AUM decreased to $39.9 billion from $40.2 billion at 30 September 2025
  • Retail AUM fell to $15.8 billion, down from $16.2 billion
  • Institutional AUM edged higher to $24.1 billion from $24.0 billion
  • Net outflows for the quarter were $0.3 billion
  • Magellan Global Equities retail AUM decreased by $0.5 billion (including flows and other changes)

What else do investors need to know?

Magellan continues to operate through two main pillars: investment management and specialist financial services. The group's partnerships with Barrenjoey Capital Partners, Vinva Investment Management, and FinClear form part of its specialised focus on selective high-quality businesses.

The quarterly AUM update reflects some ongoing outflows in retail products, though institutional AUM was slightly higher due to positive flows and other factors such as market movements and distributions.

What's next for Magellan Financial Group?

Investors will be looking for signs that outflows can stabilise and that Magellan's partnership-led growth strategy continues to add long-term value. The company remains committed to disciplined capital management and evolving its specialist service offerings.

Future updates on new mandate wins, strategic partnerships, or improvements to net flows could impact sentiment towards the Magellan Financial Group share price.

Magellan Financial Group share price snapshot

Over the past 12 months, Magellan Financial group shares have declined 16%, trailing the S&P/ASX 200 Index (ASX: XJO) which has risen 5% over the same period.

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Motley Fool contributor Laura Stewart has no position in any of the stocks mentioned. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.

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