T. Rowe Price January AUM Rises 1.2% to $1.80 Trillion Despite $5.2B Outflows
T. Rowe Price reported preliminary assets under management of $1.80 trillion for January 2026, a 1.2% sequential increase despite net outflows of $5.2 billion. The five-year AUM CAGR stands at 6.5%, with 54% of U.S. mutual fund AUM outperforming Morningstar median and 33% beating passive peers.
1. Preliminary January AUM
T. Rowe Price reported preliminary assets under management of $1.80 trillion for January 2026, representing a 1.2% sequential uptick despite net outflows of $5.2 billion. The increase was supported by market appreciation across equity, fixed income and multi-asset strategies.
2. Five-Year CAGR and Fund Performance
Over the five years ending fiscal 2025, the firm achieved a 6.5% AUM compound annual growth rate driven by market gains and strong demand for multi-asset and fixed-income products. Additionally, 54% of U.S. mutual fund assets outperformed the Morningstar median and 33% outperformed passive peers, underscoring its investment track record.
3. Diversification and Outlook
T. Rowe Price’s diversified asset base across client segments, geographies and product lines underpins earnings stability and positions it for continued expansion. A strong brand, consistent fund performance and solid business volumes are expected to support further AUM growth in upcoming quarters.