PRESS RELEASE
ANIMA Holding: net inflows , July 2026 • Net inflows into managed assets (net of Class I insurance mandates) : € +647 million • Total assets under management: € 207.7 billion (€ 209.2 billion including administered assets ) • € +1,148 million in new assets committed to Wealth Advisory services “As anticipated, retail inflows
showed further
streng
t h en ing
in July”
– commented Saverio Perissinotto, Chief Executive Officer of Anima Holding S.p.A.
– “In addition, the ‘Kairos for Family’ Wealth Advisory service,
with over
€1 billion in assets already committed, marks the Anima Group’s entry into services for the strategic management of large family assets .”
Milan,
7
August
202 6
- The following table outlines net inflows for the management companies in the ANIMA Group for the month of July 2026, along with assets under management , administration and advisory.
Net Inflows (€ mn) Assets (€ bn)
2025
full year July 2026 YTD at
31.07.26 at
31.07.25 change
Retail
Contracts with retail customers as counterpart s (e.g. Mutual funds sold through partner banks, “Arti e Mestieri” pension fund) +2,228 +283 +404 67.0 62.8 +6.6%
B2B2C
Contracts with institutional counterparts which reflect retail customers’ investment choices (e .g.
Unit-linked policies, fund & portfolio mandates) +2,133 -22 -5,432 27.8 29.5 -5.7%
Institutional
Contracts with institutional counterparts (e .g. Fund users, AIFs, portfolio mandates, pension funds) -1,328 -26 +480 19.3 18.3 +5.1%
Duplications
Investments from Group products into other Group products (e .g. funds of funds) +886 +412 +91 19.1 17.1 +11.8% Total AuM ex Class I mandates +3,920 +647 -4,457 133.2 127.7 +4.3% Class I Insurance Mandates Fixed -income portfolios underlying traditional life insurance policies -3,194 -709 -2,670 74.5 79.5 -6.2% Total Managed +726 -62 -7,126 207.7 207.2 +0.3%
Administered Assets
pertaining to Kairos Partners’ private bankers +238 +19 +88 1.5 1.1 +31.7% Total Managed & Administered +964 -42 -7,038 209.2 208.3 +0.4% Assets under advisory Third -party assets managed according to recommendations by an Anima Group AM n/a n/a n/a 1.0 0.6 +67.7%
Wealth advisory
Tailored wealth advisory services offered to UHNW individuals and families -- +1,148 +1,148 1.1 -- n.s.
Grand total, Anima Group +964 +1,105 -5,891 211.3 208.9 +1.2%
Preliminary data subject to revision due to transactions recorded in the final days of the month
Cont acts:
Media relations Investor Relations Image Building Luca Mirabelli Tel: +39 02 89 011 300 Tel. +39 02 63536.226