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2024-03-08 01:07:21

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最新!基金公司2023年规模排名出炉(附全名单)_新浪财经_新浪网

最新!基金公司2023年规模排名出炉(附全名单)_新浪财经_新浪网

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最新!基金公司2023年规模排名出炉(附全名单)

最新!基金公司2023年规模排名出炉(附全名单)

2024年01月24日 17:26

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  近日,公募基金四季报公布完毕。除了大家普遍关注的公募基金整体持仓和明星基金经理调仓之外,公募基金公司的管理规模也是一大看点。

  整体来看,截至去年四季度末,157家公募持牌机构的管理总规模突破27万亿元大关,相比去年三季度末的26.91万亿元继续增长891.02亿元,相比2022年末的25.49万亿元则增加了1.51万亿元,资金持续净流入公募基金市场的趋势并未改变。

  基金公司管理规模方面,排在前十名的公司分别为易方达基金、华夏基金、广发基金、天弘基金、南方基金、博时基金、富国基金、招商基金、嘉实基金和汇添富基金。其中,易方达基金依然是管理总规模和非货基规模都位列第一的公募基金公司,截至去年年底管理总规模1.62万亿元,非货基管理规模9526.74亿元。

  近两年来,由于公募基金赚钱效应不佳,主动权益类基金“吸金”能力也在减弱,ETF或固收类产品则成为公募基金规模的新增长点。综观2023年公募基金公司的表现,可以发现有的公司就通过发力这些产品,实现了规模的逆势增长;也有公司因为没有很好地抓住机会,规模出现明显下滑。

  文末附上全市场157家公募持牌机构资产管理情况。

  管理规模TOP10排位生变

  根据Wind数据,截至去年四季度末,全市场157家公募持牌机构的管理总规模为27万亿元,非货基管理总规模为15.88万亿元。去年三季度末,这两项数字分别为26.91万元和15.67万亿元;而在2022年末,这两项数字则分别为25.49万亿元、15.2万亿元,可以看到明显的增长趋势。

  从基金公司的资产管理情况来看,排名前十的基金公司及资产管理规模如下:

  与去年三季度末相比,易方达基金依然排在第一位,管理总规模1.62万亿元。不过前十名的基金公司座次有所变化,华夏基金和天弘基金都上升一位,由第3、第5位升至第2和第4位;相应地,广发基金和南方基金的管理总规模由三季度末的第2和第4位分别下降一位。

  而排名第6~10的基金公司名单变化则更为明显。在第三季度末和2022年年末都没有挤进管理规模前十名的招商基金持续发力,以8606.22亿元的管理总规模跻身前十,排在第8位;汇添富基金从去年三季度末的第8名下降至第10,鹏华基金则掉出了总规模前十的行列。

  另一方面,头部公募基金公司综合实力依旧强劲,基金管理人的马太效应仍在持续。

  截至去年四季度末,排名前十的基金公司合计资产管理规模达到10.55万亿元,占行业总规模27万亿元的近四成。如果把范围扩展为前20大基金公司,那么管理总规模将达到16.63万亿元,占比则超过60%,达到61.6%。

  也就是说,其余137家公募持牌机构管理的资产管理规模加起来,不到行业总规模的40%。

  从具体的资产管理规模来看,截至2022年末,全市场管理规模超过千亿元的公募基金公司共有51家。而到了去年四季度末,这一数据增加至58家。

  相应地,截至去年年末管理规模不足100亿元的公司共有33家,其中有公司已经连续多年管理规模不足1亿元,旗下产品都在清盘徘徊。

  非货基规模排名:有的持续缩水,也有的逆势增长

  相比基金公司的管理总规模,非货币基金管理规模或许更受市场和投资者关注,也更能反映基金公司的投研综合实力以及投资者的认可程度。

  根据Wind数据,每经记者统计了全市场157家公募持牌机构与去年三季度末和2022年末相比,非货基管理规模的变动情况,排名前20的公司具体如下:

  与2022年年末相比,规模增加和减少的各有10家。其中增幅最大的是华泰柏瑞基金,非货基管理规模从2022年年底的2210.44亿元增长至2849.37亿元,增幅28.90%;此外还有3家公司的规模增长也超过10%,依次分别为华夏基金(15.78%)、嘉实基金(15.33%)和国泰基金(14.43%)。

  与此同时,也有多家基金公司的非货基管理规模同比下降超过10%,分别是中欧基金(-17.86%)、工银瑞信基金(-16.07%)和汇添富基金(-13.13%)。

  事实上,由于近年来公募基金赚钱效应的减弱,ETF或固收类产品已经成为了公募基金规模的新增长点。对于公募非货基管理规模的变动,我们可以结合ETF管理规模的变化来看。

  还是以年度为单位来看,截至2023年底,公募基金公司的ETF管理规模实现大幅增长的不在少数,海富通基金、国联安基金、嘉实基金、华泰柏瑞基金、易方达基金等多家公司的同比增幅甚至超过50%,也为这些公司的管理总规模增长打下坚实基础。

  以非货基增幅最大的华泰柏瑞基金公司为例,该公司去年全年非货资产管理规模大幅增长,主要得益于指数型基金的蓬勃发展。2023年,华泰柏瑞ETF规模增长了686.98亿元,其中仅华泰柏瑞沪深300ETF一只产品的规模就增长了535.84亿元,帮助该公司跻身非货基管理规模前20的公司行列。

  与之情况相似的还有公募巨头华夏基金。作为全市场管理ETF规模最大的基金公司,华夏基金2023年ETF规模增长超过1000亿元、达到1186.79亿元,单是增长的部分就已经超过了很多公司的管理规模。凭借旗下ETF等产品规模的大幅增长,华夏基金管理总规模也一跃超过广发基金,成为全行业排名第二的公司。

  除了指数型产品,还有一些公司则在债券型基金方面持续发力,凭借债券基金的规模跃升实现了非货基管理规模的大幅增长,这里不再一一列出。

  附:基金公司管理规模一览(截至2023年四季度)

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基金公司筛选:全部基金公司

基金代码基金名称单位净值|日期日增长率近1周近1月近3月近6月近1年近2年近3年今年来成立来手续费|起购金额操作000979景顺长城沪港深精选股票2.088003-071.26%4.14%7.46%11.66%7.24%14.29%33.85%31.82%9.21%108.80%0.15%1.50%10元买入009601招商科技动力3个月滚动持有股票A0.916703-070.50%2.70%4.57%14.73%14.89%10.78%10.85%-13.31%12.16%-8.33%0.15%1.50%10元买入003956南方产业智选股票1.660803-070.43%2.68%6.05%10.76%1.06%10.23%-7.63%-11.82%8.94%66.08%0.15%1.50%10元买入540007汇丰晋信中小盘股票2.146703-071.43%4.79%14.80%6.09%-1.66%10.06%13.93%-5.34%4.67%118.60%0.15%1.50%10元买入009602招商科技动力3个月滚动持有股票C0.891503-070.50%2.67%4.51%14.50%14.43%9.90%9.08%-15.38%12.00%-10.85%0.00%10元买入010341招商产业精选股票A0.883103-070.51%2.65%4.67%14.45%13.95%9.51%9.34%-12.16%11.93%-11.69%0.15%1.50%10元买入000746招商行业精选股票基金3.584003-070.56%2.72%4.64%14.72%14.29%9.47%8.51%-15.35%12.00%258.40%0.15%1.50%10元买入012835招商景气精选股票A0.880503-070.50%2.69%4.52%14.42%14.40%8.97%9.43%---11.85%-11.95%0.15%1.50%10元买入010342招商产业精选股票C0.860503-070.51%2.64%4.61%14.22%13.49%8.62%7.59%-14.26%11.75%-13.95%0.00%10元买入011384南方远见回报股票A0.954303-070.99%3.50%10.06%16.78%9.48%8.16%6.80%---15.14%-4.57%0.15%1.50%10元买入012836招商景气精选股票C0.862203-070.50%2.69%4.47%14.20%13.96%8.10%7.71%---11.70%-13.78%0.00%10元买入014376东吴新能源汽车股票A0.942403-07-2.38%-1.82%11.66%-4.95%-9.73%8.10%-5.82%----7.26%-5.76%0.15%1.50%10元买入000916前海开源股息率100强股票1.997003-070.40%1.32%4.50%9.54%4.01%7.95%7.77%23.65%9.60%157.91%0.15%1.50%10元买入011220南方匠心优选股票A0.799003-070.92%3.67%9.86%17.21%9.27%7.93%7.12%-11.57%15.40%-20.10%0.15%1.50%10元买入000925汇添富外延增长股票A1.601003-071.20%4.50%9.43%17.03%11.18%7.88%-1.05%-8.72%15.68%60.10%0.15%1.50%10元买入014377东吴新能源汽车股票C0.934503-07-2.38%-1.83%11.64%-5.04%-9.91%7.67%-6.56%----7.32%-6.55%0.00%10元买入011385南方远见回报股票C0.937503-070.99%3.49%10.00%16.60%9.15%7.51%5.53%---15.00%-6.25%0.00%10元买入011424汇添富外延增长股票C1.576003-071.29%4.58%9.44%17.00%10.99%7.43%-2.05%-10.15%15.63%-17.14%0.00%10元买入011221南方匠心优选股票C0.784303-070.93%3.66%9.80%17.02%8.95%7.28%5.84%-13.15%15.27%-21.57%0.00%10元买入000628大成高新技术产业股票A3.827003-070.21%1.43%5.37%12.66%1.94%6.34%9.25%19.41%9.25%282.70%0.15%1.50%10元买入011066大成高新技术产业股票C3.779003-070.21%1.42%5.32%12.54%1.75%5.91%8.41%17.98%9.19%22.26%0.00%10元买入001528诺安先进制造股票A2.634003-07-0.53%0.96%6.51%4.61%-1.83%5.83%7.91%5.23%4.90%163.40%0.15%1.50%10元买入001223鹏华文化传媒娱乐股票1.197003-07-2.05%0.08%9.02%2.31%-2.92%5.00%1.10%-14.56%1.10%19.70%0.15%1.50%10元买入006675宝盈品牌消费股票A1.371603-070.20%0.49%3.75%8.65%8.16%4.20%15.97%-13.17%6.47%37.16%0.15%1.50%10元买入003624创金合信资源股票发起式A2.456003-071.72%5.78%12.86%14.69%7.73%3.99%-9.55%11.12%12.45%145.60%0.15%1.50%10元买入003625创金合信资源股票发起式C2.365203-071.71%5.77%12.81%14.54%7.46%3.47%-10.46%9.45%12.35%136.52%0.00%10元买入006676宝盈品牌消费股票C1.320503-070.19%0.47%3.71%8.45%7.76%3.39%14.15%-15.22%6.34%32.05%0.00%10元买入001044嘉实新消费股票2.446003-070.12%-0.04%3.69%6.77%3.29%3.38%8.33%-4.49%8.95%156.30%0.15%1.50%10元买入001072华安智能装备主题股票A1.890003-07-1.61%2.05%17.61%3.28%0.91%2.77%-6.71%-5.26%1.83%98.62%0.15%1.50%10元买入004403平安股息精选沪港深A1.325803-070.83%2.35%6.02%10.37%1.91%2.24%-1.03%-16.44%11.94%32.58%0.15%1.50%10元买入013622华安智能装备主题股票C1.861003-07-1.69%2.03%17.49%3.10%0.59%2.08%-7.87%---1.69%-23.60%0.00%10元买入004404平安股息精选沪港深C1.248903-070.82%2.33%5.96%10.15%1.50%1.43%-2.62%-18.44%11.78%24.89%0.00%10元买入002121广发沪港深新起点股票A1.342103-070.30%2.18%6.81%10.95%-0.42%1.01%-4.21%-34.72%8.82%43.66%0.15%1.50%10元买入010024广发沪港深新起点股票C1.323803-070.30%2.17%6.74%10.81%-0.65%0.60%-4.99%-35.51%8.70%-24.35%0.00%10元买入008261招商研究优选股票A1.095103-070.15%2.36%5.32%6.57%5.80%0.46%-3.73%-23.39%6.38%9.51%0.15%1.50%10元买入005310广发电子信息传媒股票A1.884503-07-2.55%1.62%14.51%-13.24%-14.24%0.41%0.67%5.30%-10.42%88.45%0.15%1.50%10元买入008736南方高股息股票A0.905703-070.51%1.98%5.11%8.95%4.30%0.22%-7.58%-18.52%9.33%-9.43%0.15%1.50%10元买入001167金鹰科技创新股票A1.101103-07-2.05%1.23%19.72%-14.23%-10.36%0.09%2.59%29.62%-13.90%39.73%0.15%1.50%10元买入010236广发电子信息传媒股票C1.861003-07-2.55%1.62%14.48%-13.33%-14.41%0.02%-0.13%4.05%-10.48%11.39%0.00%10元买入008303宝盈龙头优选股票A1.055903-07-0.01%1.81%5.65%8.43%-2.69%-0.25%9.23%-15.39%6.92%5.59%0.15%1.50%10元买入005402广发资源优选股票A1.611303-072.16%7.87%13.28%18.56%8.94%-0.32%-20.05%-23.00%16.31%61.13%0.15%1.50%10元买入008262招商研究优选股票C1.061703-070.15%2.34%5.25%6.36%5.38%-0.34%-5.26%-25.21%6.23%6.17%0.00%10元买入008737南方高股息股票C0.879803-070.50%1.97%5.04%8.74%3.88%-0.58%-9.06%-20.45%9.17%-12.02%0.00%10元买入003053嘉实文体娱乐股票A1.630003-07-2.86%0.37%16.76%-6.75%-7.96%-0.67%0.87%-4.45%-2.69%63.00%0.15%1.50%10元买入010235广发资源优选股票C1.590103-072.15%7.86%13.25%18.44%8.72%-0.71%-20.69%-23.92%16.23%-5.82%0.00%10元买入000893工银创新动力股票1.029003-07-0.39%-0.19%2.49%3.11%-3.65%-0.77%7.41%17.73%2.49%2.90%0.15%1.50%10元买入008304宝盈龙头优选股票C1.022203-07-0.01%1.79%5.49%8.12%-3.16%-1.12%7.41%-17.46%6.67%2.22%0.00%10元买入003054嘉实文体娱乐股票C1.574003-07-2.84%0.38%16.77%-6.86%-8.17%-1.13%-0.13%-5.86%-2.78%57.40%0.00%10元买入001651工银新蓝筹股票A2.392003-070.76%3.50%6.31%10.64%3.33%-1.36%-7.11%-10.48%9.37%139.20%0.15%1.50%10元买入001162前海开源优势蓝筹股票A1.249003-070.40%1.30%3.91%7.95%7.77%-1.65%-21.05%-31.26%6.57%24.90%0.15%1.50%10元买入001638前海开源优势蓝筹股票C1.364003-070.37%1.26%3.88%7.83%7.66%-1.80%-21.20%-31.49%6.48%36.40%0.15%1.50%10元买入011476工银新蓝筹股票C2.360003-070.77%3.51%6.31%10.54%3.15%-1.83%-7.99%-11.74%9.31%-17.08%0.00%10元买入009069大成睿鑫股票A1.090603-070.19%1.40%6.48%10.21%-0.53%-2.24%2.32%2.69%6.51%9.06%0.15%1.50%10元买入009070大成睿鑫股票C1.075203-070.19%1.39%6.46%10.10%-0.73%-2.63%1.51%1.47%6.43%7.52%0.00%10元买入017488嘉实信息产业股票发起式A1.153103-07-3.01%0.16%19.33%-5.30%-8.16%-2.63%-------2.58%15.31%0.15%1.50%10元买入008134鹏华优选价值股票A1.118203-07-0.09%-0.28%2.46%4.68%-3.11%-2.80%4.67%2.34%4.07%23.72%0.15%1.50%10元买入005660嘉实资源精选股票A2.563603-073.62%6.16%11.82%9.71%-0.27%-2.90%4.92%9.04%7.15%156.36%0.15%1.50%10元买入001291大摩量化多策略股票1.025003-070.39%1.59%6.99%8.81%3.02%-2.94%-20.30%-23.85%8.70%2.50%0.15%1.50%10元买入017489嘉实信息产业股票发起式C1.145103-07-3.02%0.15%19.27%-5.44%-8.43%-3.20%-------2.69%14.51%0.00%10元买入005661嘉实资源精选股票C2.498003-073.61%6.15%11.78%9.57%-0.52%-3.38%3.88%7.42%7.06%149.80%0.00%10元买入001628招商体育文化休闲股票A1.413003-07-3.35%-0.77%16.30%-15.44%-6.61%-4.01%-10.06%-8.90%-3.35%41.30%0.15%1.50%10元买入000418景顺长城成长之星股票3.946003-07-0.50%0.82%4.70%2.39%-2.40%-4.20%-4.64%0.31%1.99%294.60%0.15%1.50%10元买入004098前海开源港股通股息率50强0.909103-071.12%5.05%10.48%7.33%-0.56%-4.40%-1.61%-12.10%5.18%-9.09%0.15%1.50%10元买入000688景顺长城研究精选股票A1.171003-07-1.93%0.86%17.10%-4.10%2.72%-4.57%-14.53%-31.74%-4.72%40.21%0.15%1.50%10元买入009537太平行业优选股票A0.602003-07-2.64%2.36%25.47%-4.60%0.40%-4.57%-28.19%-43.47%-3.57%-36.95%0.12%1.20%10元买入000586景顺长城中小创精选股票A2.038003-07-1.21%-0.34%8.23%-2.81%-4.76%-4.69%-4.18%7.97%-4.54%155.25%0.15%1.50%10元买入015395招商体育文化休闲股票C1.391003-07-3.27%-0.71%16.21%-15.54%-6.89%-4.73%-------3.47%-6.52%0.00%10元买入001583安信新常态股票A1.457203-07-0.81%-1.05%1.99%6.49%-5.94%-4.77%-6.57%-0.74%3.81%95.44%0.15%1.50%10元买入009538太平行业优选股票C0.591303-07-2.65%2.35%25.41%-4.72%0.15%-5.06%-28.90%-44.31%-3.67%-38.05%0.00%10元买入008871大成睿裕六月持有股票A1.231703-070.17%1.78%6.63%3.60%-4.29%-5.10%-0.78%-2.01%1.85%23.17%0.15%1.50%10元买入011726安信新常态股票C1.440103-07-0.82%-1.06%1.95%6.37%-6.14%-5.16%-7.32%---3.72%-2.21%0.00%10元买入001126摩根卓越制造股票A1.101003-07-0.24%2.41%4.33%0.87%-6.50%-5.23%-27.20%-34.83%0.19%18.91%0.15%1.50%10元买入008445融通产业趋势先锋股票1.226703-070.02%2.71%8.21%7.00%-1.04%-5.48%-1.53%3.90%4.62%22.67%0.15%1.50%10元买入001917招商量化精选股票A2.130603-070.01%1.40%16.73%-2.55%-3.35%-5.55%6.85%26.85%-2.61%126.67%0.15%1.50%10元买入008872大成睿裕六月持有股票C1.204203-070.17%1.77%6.59%3.44%-4.58%-5.67%-1.96%-3.77%1.74%20.42%0.00%10元买入011107九泰天兴量化智选A0.804603-07-0.46%1.23%7.32%7.09%-2.69%-5.80%-9.62%---6.18%-19.54%0.15%1.50%10元买入015075摩根卓越制造股票C1.089003-07-0.23%2.40%4.29%0.71%-6.77%-5.80%-28.07%---0.08%-32.17%0.00%10元买入011108九泰天兴量化智选C0.802503-07-0.46%1.22%7.30%7.07%-2.74%-5.90%-9.80%---6.16%-19.75%0.00%10元买入001577嘉实低价策略股票2.080003-07-0.05%0.29%2.31%4.58%-6.68%-6.05%-6.18%-15.72%3.64%108.00%0.15%1.50%10元买入007950招商量化精选股票C2.079203-070.01%1.39%16.68%-2.70%-3.63%-6.11%5.59%24.60%-2.71%110.40%0.00%10元买入000778鹏华先进制造股票2.778003-070.54%1.17%4.36%9.54%-3.58%-6.18%-3.78%-20.61%9.07%177.80%0.15%1.50%10元买入002334汇丰晋信大盘波动股票A1.411103-07-0.75%0.69%5.69%-1.87%-6.37%-6.25%-3.91%-8.01%-2.63%41.10%0.15%1.50%10元买入001626国泰央企改革股票A1.393003-07-1.36%-1.29%4.89%6.66%-3.56%-6.45%-19.94%-39.59%5.35%39.30%0.15%1.50%10元买入001236博时丝路主题股票A1.720003-071.00%3.61%6.90%5.65%-0.58%-6.47%-13.74%-16.02%3.37%72.00%0.15%1.50%10元买入002335汇丰晋信大盘波动股票C1.357103-07-0.75%0.68%5.65%-1.99%-6.61%-6.72%-4.86%-9.41%-2.72%35.70%0.00%10元买入008314摩根慧选成长股票A1.054303-07-0.16%2.24%3.97%0.72%-7.27%-6.78%-28.23%-43.27%0.31%5.43%0.15%1.50%10元买入007137鹏扬元合量化大盘A1.048403-07-0.78%0.01%4.45%0.47%2.56%-6.92%-15.60%-20.62%0.98%29.03%0.15%1.50%10元买入002556博时丝路主题股票C1.671003-070.97%3.60%6.84%5.56%-0.83%-6.96%-14.61%-17.28%3.28%130.48%0.00%10元买入004716中信保诚量化阿尔法股票A1.437703-07-0.48%0.46%4.72%4.83%-4.60%-7.01%-9.71%-16.75%3.16%51.05%0.15%1.50%10元买入010003景顺长城电子信息产业股票A0.971003-07-2.19%-2.03%9.13%-13.67%-13.74%-7.02%-15.58%-6.09%-13.57%-2.90%0.15%1.50%10元买入009491宝盈创新驱动股票A0.860903-07-0.54%2.43%16.45%-0.95%-1.42%-7.20%-21.07%-19.65%-3.81%-13.91%0.15%1.50%10元买入501219华夏智胜先锋股票(LOF)A1.046803-07-0.73%-0.61%13.41%-7.33%-7.99%-7.35%10.19%----7.03%4.68%0.15%1.50%10元买入010004景顺长城电子信息产业股票C0.957603-07-2.19%-2.05%9.09%-13.75%-13.92%-7.39%-16.24%-7.21%-13.63%-4.24%0.00%10元买入011295中信保诚量化阿尔法股票C0.837803-07-0.48%0.46%4.69%4.74%-4.80%-7.39%-10.44%---3.09%-16.22%0.00%10元买入010204中银港股通优势成长股票0.569003-070.74%3.29%6.36%12.63%5.76%-7.42%-18.05%-42.73%10.06%-43.10%0.15%1.50%10元买入008315摩根慧选成长股票C1.020203-07-0.17%2.21%3.91%0.51%-7.63%-7.53%-29.38%-44.62%0.16%2.02%0.00%10元买入005970国泰消费优选股票1.693903-07-1.07%-2.32%2.44%0.86%4.73%-7.58%6.77%-11.23%0.97%69.39%0.15%1.50%10元买入005267嘉实价值精选股票1.886603-070.31%-0.90%4.17%6.24%-4.22%-7.61%-3.53%-15.92%5.20%88.66%0.15%1.50%10元买入007138鹏扬元合量化大盘C0.996403-07-0.78%0.00%4.39%0.27%2.15%-7.66%-16.93%-22.50%0.84%22.52%0.00%10元买入009492宝盈创新驱动股票C0.845603-07-0.55%2.41%16.39%-1.08%-1.67%-7.68%-21.86%-20.85%-3.90%-15.44%0.00%10元买入

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基金公司排名_基金数据_同花顺金融网

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公募基金最新规模排名:头部“不动如山”,底部“雷霆震动” - 知乎

公募基金最新规模排名:头部“不动如山”,底部“雷霆震动” - 知乎切换模式写文章登录/注册公募基金最新规模排名:头部“不动如山”,底部“雷霆震动”华尔街见闻​已认证账号作者孙建楠 编辑袁畅最体现各家公募管理机构“综合实力”、气场、财力的公募机构最新规模(非货)排名日前出炉。此次统计,根据WIND对196家基金公司旗下逾10380家基金(以主代码为准)的2023年1季报的公布数据计算。(数据截至2023年4月23日22:00)。从最新统计看,此次公募基金管理机构的非货规模,体现了以下特点:1、 头部机构实力和位次相对稳定,前10、前20、前30都只有小幅度的调整。2、 “30+”以后,基金的实力非常接近,由此带来规模和排名的巨大变化。3、 热门板块的起落,极大的影响了公司规模的排名,尤其是中小型基金公司中。还有什么进一步值得挖掘的么?前十强“一人”未换公募基金前十强,一直是整个行业最关注的排名位置。据WIND数据,公募机构非货规模排位中,前六强机构和座次未现变化。具体来说,依次是易方达基金、华夏基金、广发基金、富国基金、招商基金、南方基金。其中,易方达基金“傲视群雄”,以1.06万亿元的规模高居榜首,独享“万亿级”舞台。紧随其后的华夏基金、广发基金,是“唯二”两家站上7000亿元规模的公募机构。截至2023年一季度末,富国基金规模上升,从去年末5874增至6039亿元,开辟了6000亿元的档位。而招商基金、南方基金、嘉实基金、汇添富基金、博时基金则在“5000亿+”的位置守候。此外,鹏华基金公司以“4000亿+”的身份守住行业第十名。至此,全行业规模前十名无一变化。前20排位“内部消化”据WIND数据,从非货规模排名第11位-第15位的机构中,排位赛也异常激烈。依次为如下机构:工银瑞信、景顺长城、中欧基金、华安基金、天弘基金。环比座次发生的明显变化是:天弘基金的排名从此前第16名,上升至第15名。第16名至第20名依次为:国泰基金、交银施罗德基金、兴全基金、中银基金和华泰柏瑞基金。至此,前20名的公募机构都没有掉下,仅有的规模起伏属于“排名内部消化”。“腰部”排位开始动作与前20不同,公募机构非货规模的第21名往后,开始出现座次的明显微调。第21~30名最新排名依次为:银华基金、永赢基金、平安基金、建信基金、东证资管、万家基金、兴业基金、大成基金、华宝基金、浦银安盛基金。对比2022年四季度末,永赢基金与平安基金“调换”位置。主要是永赢基金的规模从2081亿元最新增至2107亿元。季度环比的座次变化中,华宝基金与浦银安盛也“对调”了一个座次,前者非货规模从1426亿元增至1485亿元,后者也实现规模增长(从1463亿元增至1475亿元),但弱于华宝。“快速上位者”出现排名和规模的大变,始自30名往后。非货基金规模第31名-60名排位的竞争,出现了更多的“戏码”。拆解来看:国投瑞银、国寿安保、中银国际、中加基金、农银汇理、华商基金、长城基金、前海开源、民生加银、安信基金,位列第31位至第40位。其中,华商基金快速升级,从去年末第43位上升至最新的第36位,规模由909亿元增至1080亿元。华商基金跨入千亿元大关背后,与其权益产品净值涨幅显著有关,特别是重仓了计算机行业公司,踩上了年初这轮ChatGPT行情。另一个“快速上位者”是国联安基金,环比座次由第47位上升至第41位,对应规模由819亿元扩至947亿元。此外,财通资管的座次由此前第45位升至第43位,规模由868亿元增至904亿元。“千亿俱乐部”减少一家2022年四季度末,总计有39家公募的非货规模超过千亿元。到了2023年一季度末,这个数字减少为38家。除了上述的华商基金最新踏入千亿元,对比发现有两家管理人从“千亿俱乐部“阵容中掉队,即民生加银基金和安信基金,最新规模分别为990亿元和987亿元,分别位列第39位和第40位。此外,”追赶千亿”的阵容也在扩大——非货规模900亿-1000亿的机构,2022年末只有四家,如今扩大至五家,即民生加银、安信、国联安、中信保诚和财通资管。再来看一个指标。截至今年一季度末,非货规模超过500亿元的公募,总计68家,多于去年末的67家数量。多出的这一家是泰达宏利基金,从435亿增至最新的547亿元。短短一个季度,这家公募的非货规模增长了112亿元。本文不构成个人投资建议,不代表平台观点,市场有风险,投资需谨慎,请独立判断和决策。觉得好看,请点“在看”发布于 2023-04-24 12:46・IP 属地北京基金公募基金基金公司​赞同 21​​添加评论​分享​喜欢​收藏​申请

中国前十的基金公司排名是哪些? - 知乎

中国前十的基金公司排名是哪些? - 知乎首页知乎知学堂发现等你来答​切换模式登录/注册投资基金基金经理基金公司中国前十的基金公司排名是哪些?中国前十的基金公司排名是哪些?关注者311被浏览1,156,958关注问题​写回答​邀请回答​好问题 33​添加评论​分享​35 个回答默认排序观柳小话投资理财投资爱好者,学习在:投资深度精选,关注领基金股票池​ 关注这个是动态变化的,但一般变化不会太大。我贴张近期的数据:数据来源:好买基金网规模排名前十的公募基金公司。对于普通基民来说,在购买基金时可以优先考虑这些基金公司的产品。因为公司管理规模大,收入多,在研究上的投入会相较其他公司投入会更大一些。不管是购买券商的研究报告还是自己在投研上人员的配备上。都存在这样强者恒强的效应。欢迎关注 @刘哥解读基金投资 ,理财路上,靠谱最重要,个人主页置顶了小白理财的16条建议,都是我个人总结梳理的经验。关注自取。另外推荐一个很好用的导航网站,股票基金理财的工具,这里面比较全面,建议大家收藏,以后就不用一个个翻着找了。编辑于 2020-10-16 07:10​赞同 414​​18 条评论​分享​收藏​喜欢收起​米多多​​投资等 2 个话题下的优秀答主​ 关注前10大基金公司的排名如下。查询的方法也比较简单,直接到中国证券投资基金业协会查询即可。截止到2020年12月,A股里共有7913只基金(包括封基和开基),分布在146家基金公司。大部分时候,我们只听说有各式各样优秀的基金经理、优质基金,但很少有人从出身背景角度,盘点在投研过程中默默提供支撑的基金公司们。今天多多就帮大家好好盘盘,前几名一直在闷声发大财基金公司。排名截图自中国证券投资基金协会官网,按照非货币类基金管理规模排序。货币基金投资范围有限,各家持仓基本雷同,长期收益就比银行存款多一点,拿着每年1%~3%的收益比来比去根本没意义。剔除货币基金,是为了对比公司之间最能拉开差距的股票投资能力。我根据这6家公司的特点,编了个口诀:买酒就上易方达;大盘混合汇添富;牛市龙头看广发;热门中概在华夏;求稳求进认南方;债券规模博时强。基金公司排名每年都在变,仅作为参考,千万不能把暂时的数据当信仰。下面进入正题:Top 1:易方达基金管理有限公司代表基金经理:萧楠、张坤、祁禾、张清华、冯波、陈皓……代表基金:易方达蓝筹精选(005827)、易方达中小盘混合(110011)、易方达消费行业股票(110022)、易方达瑞恒灵活配置混合(001832)……数据来源:WIND这是一家成立近20年的老牌基金公司,共拥有基金359只,基金经理56人。公司整体投资风格偏向大盘成长风格,兼有不少债券、货币基金,稳健收益方向也颇有实力。截止2020年12月,共获奖39次,业内最多。基金投资就是用钱投票,最大的规模体现基民对易方达投研实力的信任。公司人才辈出,其中最亮眼的是张坤,全国第一个“千亿基金经理”。在张坤手下的易方达中小盘混合(11011)规模达401.11亿,最近三年收益228.65%;易方达蓝筹精选混合(005827)规模甚至达到677.01亿,成立不到三年,累计收益254.5%,战绩惊人。易方达双子星之一、专攻消费的萧楠,代表作易方达消费行业股票(110022)规模347.10亿,最近两年累计收益207.06%。两年翻两倍,股票都没这么牛。还有以稳健收益出名的张清华,代表作易方达新收益混合(001216),两年累计收益224.51%,最大回撤率仅-16.94%。2018年熊市时,沪深300跌了-25.31%,而张清华的这只基金却赚了2.87%。就公司整体而言,消费龙头股是持仓的重头戏。左手有“千亿经理”张坤,右手有消费投资领导者萧楠,大部分仓位都压在白酒板块。茅台、五粮液、沪州老窖累计持股达641.61亿。Top 2 :汇添富基金管理股份有限公司代表基金经理:胡昕炜、王栩、雷鸣、过蓓蓓、劳杰男……代表基金:汇添富消费升级混合(006408)、汇添富成长焦点混合(519068)、汇添富外延增长股票(000925)、汇添富价值精选混合(519069)……数据来源:WIND汇添富成立于2005年,是这几家公司中最年轻的。目前旗下有基金278只,基金经理49人。公司投资主攻大盘股、成长型,把77%的仓位都压在了这里,基本不关注中小盘股。它不像易方达群星闪耀,频频登上热搜,大部分时间都在闷声发财。汇添富擅长混合型基金,基金经理从业十年以上人数占比最高,市场经验丰富。虽然人数少,基金产品不多,但却有4只四星基金,2只五星基金,在这方面比易方达略强。较为知名的基金经理是雷鸣,手下管理着汇添富唯二的两只五星基金:汇添富成长焦点混合(519068)和汇添富蓝筹稳健混合(519066),长期收益都很不错。但这两年,雷鸣涨势最猛的却是另一只:汇添富经典成长定开(501065),成立两年累计收益212.93%,是同期沪深300的2.8倍。还有劳杰男,代表作汇添富价值精选混合A(519069)连续四年获得金基金奖,连续五年获得金牛奖。此外,他运作封闭式基金也很有一套,汇添富3年封闭研究混合(006696)仅2020一年就获得了将近翻倍的收益。其他还有擅长消费行业的胡昕炜、玩转各类ETF的过蓓蓓……公司整体投资策略比较混搭,并不侧重某一行业白酒、消费、医疗、互联网都有涉猎。稳健投资上,企业债、金融债等高收益、高风险的债券占比较大,相关基金潜在波动较大需要注意。Top 3:广发基金管理有限公司代表基金经理:刘格菘、傅友兴、张芊、苗宇……代表基金:广发竞争优势混合(000529)、广发小盘成长混合LOF(162703)、广发双擎升级混合A(005911)、广发稳健增长混合A(270002)……数据来源:WIND广发也是一家老牌基金公司,旗下有基金399只,基金经理61人。整体投资风格与易方达有些相似,大盘成长占主流,但大盘平衡型投资也占1/3以上。中小盘股略有涉猎,投资风格更加多变。基金数量最多,优质基金也多。五星基金有3只,四星基金9只,历史获奖次数37次,优质基金率4.94%,综合评分吊打大多数同行。明星基金经理也不少。例如,刘格菘管理规模多达843.43亿,人称“牛市终极印钞机”。2019年运作出3只收益翻倍基,另外一只将近翻倍。2020年,顶着翻倍飙升的基金规模,运作出1只翻倍基(广发鑫享混合)、2只70%+基金、2只60%+基金,不得不服。除了极具进攻性的成长风基金经理,广发也有不少优秀的稳健型基金经理。例如,傅友兴,代表作广发稳健增长混合(270002),中长期定投热门,五星基金之一。常常以50%的股票仓位大幅跑赢沪深300,吊打各类纯股票型基金,抗跌又能涨。还有主攻债券的的张芊,代表作广发聚鑫债券A(000118),作为一只二级债券基金,股票仓位占比不到20%,但在中长期范围内跑赢沪深300,回撤率仅-5.07%。(沪深300为-25.31%)就持仓而言,广发比较独特:少喝酒,不消费,一心搞高端制造和医疗研发。虽然主要是刘格菘等成长型基金经理在买入,公司仓位资源过于集中在头部几个基金经理,但却是为数不多能主动抵制白酒诱惑的基金公司。Top 4:华夏基金管理有限公司代表基金经理:周克平、蔡向阳、刘平……代表基金:华夏大盘精选混合(000011)、华夏移动互联混合人民币(002891)、华夏稳盛灵活配置混合(005450)……数据来源:WIND华夏基金成立于1998年,是最早成立的那一批。旗下产品共有基金355只,基金经理66人。整体投资风格相对平衡,只要是大盘股,国内国外啥都买,中小盘关注不多。公司优势在于QDII类基金在港股、美股的调研选股能力。QDII基金数量虽然不是最多,但投资规模上却是第一。相关优秀金基金经理刘平,代表作华夏移动互联混合人民币(002891),最近三年收益率达223.34%,是同期沪深300的4.4倍。这几年公司收益排名前几的翻倍基,都是QDII基金。此外还有公司“台柱子”蔡向阳,管理规模605.8亿,代表作华夏回报混合A(002001)、华夏回报二号混合(002021)都是五星基金。能涨抗跌,2020年收益60%+,回撤只有-10%左右。他还有一只一年翻倍的新基金,华夏稳盛灵活配置混合(005450),波动较大,但近期涨势很猛。早年华夏有一只家喻户晓的基金:华夏大盘混合精选(000011)。在王亚伟运作期间做到了十年十倍收益,比股票还强。但自从他转型私募后,华夏一直没有什么出圈的人才补充。目前华夏里,刚入行的新人多,摸爬滚打十年以上的老手也多,经常老带新。具体持仓除了随大流抱团喝酒之外,其他仓位比较分散,银行、消费、医药、互联网都有配置,比例不高。优势在于不会因为个别行业的波动而提心吊胆,缺点在于公司业绩做起来慢。Top 5:南方基金管理股份有限公司代表基金经理:章晖、骆帅、史博、茅炜……代表基金:南方创新经济(001053)、南方新优享灵活配置混合A(000527)、南方智锐混合A(007733)、南方绩优成长混合(006540)……数据来源:WIND南方基金是一家老牌且规模较大的基金公司。旗下共有基金400只,基金经理61人。投资大盘成长股虽占50%以上,但更重视做价值的平衡配置,只为做大收益的股票型基金占比少。它最大的优势就是它的投资风格:稳中有进。A股波动大,不论是基金还是炒股,或多或少都经历过反复把到手收益再送回去的糟心事。投资久了,必然会变得越来越“佛系”,不求一夜暴富,只求稳扎稳打。南方基金的几位知名基金经理都是先保证选股质量,注重安全边际,再追求收益。偏成长风格的章晖,不怕收益跑得慢就怕错了难调头。代表作南方新优享灵活配置混合(000527),最近两年累计收益169.53%。骆帅也是南方基金内部重点培养起来的稳健+成长选手,代表作南方优选成长混合(202023),五星基金,股票仓位70%以上,两年内收益134.26%,而回撤率仅-10%左右。南方基金的持股极其分散,哪怕是仓位最重的贵州茅台占比也不到1%,相当克制。行业分布上,白酒、消费、互联网、医疗、半导体紧跟抱团潮流的同时,行业相关性较低。坚定执行稳健的投资方针。缺点是跑得稍慢,很少有翻倍基金。Top 6:博时基金管理有限公司代表基金经理:过钧代表基金:博时医疗保健行业混合A(050026)、博时思路主题股票A(001236)……数据来源:WIND博时也是最早成立的老牌基金公司之一,是曾经的业界二哥。目前旗下共有基金386只,基金经理66人。公司投资风格十分稳重,大打价值投资牌,大盘平衡股占比最高。获奖虽然不多,但优质星级基金占比最高,有8只四星基金,5只五星基金。债券基金是博时的长项,可惜它很多年都没能培养出一个能打的基金经理。股票投资大盘蓝筹又不温不火。在这个喜欢追短线的浮躁市场环境中,价值型基金收益跑得慢,常常被人指责拉胯。但是公司好不好,可不能跟着论坛里的散户乱骂发泄一通,投资市场还得用钱投票。从持有人结构排名可以看出,机构在博时基金买得最多。社保基金还托管了几个分支给博时打理,国家队绝对不傻,他们只是心态稳定,想慢慢赚钱罢了。博时比较能打的基金经理是过钧,代表作博时信用债券A(050011)。过钧在这只基金里蹲守近12年,最近三年收益55.77%,吊打同期沪深300,最近五年收益66.31%,碾压上证指数。只看收益或许很难相信,这是一只债券仓位占80%以上的中风险债券基金。它也是当下中长期定投热门。其实大部分二级债券基金吊打大盘都是靠加杠杆投资股票起势,只要基金经理操作得当,加杠杆就等同于加收益。过钧作为业内摸爬滚打十几年的老将,股灾、疯牛都是这么过来的,值得信赖。公司的具体持股极其分散,股票买的少,不跟风抱团,相当“特立独行”。最后的小结:作为对比,这里不得不提一嘴蚂蚁子公司:天弘基金。它凭借余额宝上万亿的基金规模,常年占据各大基金公司排名榜首。实际上能拿得出手的基金产品(星级基金)仅两只,评级五星基金甚至为零……从投研实力角度来看,主攻货币基金的天弘基金,远没有其他长期在股市摸爬滚打的基金公司那样“内力深厚”。想追求高收益,建议优先考虑投研经验丰富的基金公司。不过,这篇文章只是从宏观数据角度展开分析,具体要不要买某只基金,还得老老实实地去看持仓、收益、回撤、基金经理风格……很多时候,基金公司就像个家庭,不是产品流水线。大家庭里有自己的“家训”和处事风格,但具体到每一只基金都有自己的特点,有的激进,有的温和,还有的总在原地踏步。我们需要选择自己认可的基金公司,更需要买入和自己的风险承受能力匹配的基金,淡定地和它一起成长。你不能要求一只债券基金一年收益翻倍,更不能要求一只普通股票基金像债券一样少波动。投资是一项短则两年,长则十年的长跑。要让投资收益为我们服务,而不是我们天天给投资市场打工。总是去换来换去,天天瞎操心,不如直接转型炒股,省点手续费,或是把钱全存银行一了百了。买基金就是为了轻装上阵,让基金公司、基金经理帮我们研究市场、分析行情。作为普通投资者,节省精力,专心忙工作,认真过生活,才是正道。基金实际上非常简单,99%的人投基金亏损的主要原因是不懂,看完下面这些攻略,将帮你远离亏损,赚10%-15%收益。基金全攻略:1、基金全攻略:一篇文章帮大家讲透基金,不仅有理论还有我的实战结果2、基金如何选:帮大家彻底搞懂怎么选出优质基金3、基金怎么买:90%的人不懂,基金买入时机极其重要,这篇文章帮你彻底搞懂4、基金怎么卖:手把手教你基金怎么卖,才能赚100%收益。下面是重磅:5、基金20强名单:公认优秀的基金名单,业绩可以超过80%的基金我现在基金持仓200多万,盈利40多万,一路走来,我非常知道朋友们的迷茫。以我的真实经验,大家不要到处问来问去,看一些碎片化的知识。相信我,耐心的花1个小时,认真学学上面几篇完整攻略,基金就能基本学懂。基金实盘我会每周更新,实盘完全按攻略在操作,实盘能让理论全部落地。大家不妨跟着实盘实践一下。不下水,永远学不会游泳。经过一轮涨跌,你真正赚到钱,你就完完全全搞懂基金了。这是最快最捷径的一条路,也我真金白银实战的经验。发布于 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序号基金代码基金简称净值日期单位净值近一月��近三月近半年近一年今年以来成立以来

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纳斯达克100指数A(QDII)2022-03-284.25206.41%-8.50%0.96%14.22%-7.55%416.13%146512610嘉实中证医药卫生ETF2022-10-281.43676.41%-7.59%-0.64%-25.11%-25.72%43.60%147006479广发纳斯达克100指数C(QDII)2022-03-284.21766.40%-8.56%0.83%14.00%-7.60%91.56%148005967鹏华创新驱动混合2023-03-131.46706.39%5.38%-15.51%-3.42%9.81%46.70%149350009天治研究驱动灵活配置混合A2023-03-132.30106.38%27.98%6.82%8.64%30.29%169.23%150001979南方沪港深价值主题灵活配置混合2021-03-011.16806.38%8.85%6.38%25.05%11.77%16.80%151007784广发央企创新驱动ETF联接A2023-03-131.50316.36%11.18%11.44%9.32%15.20%50.31%152007785广发央企创新驱动ETF联接C2023-03-131.49796.35%11.15%11.38%9.20%15.18%49.79%153008909创金合信鑫益混合A2022-07-151.39546.34%17.13%-5.74%-13.23%-11.65%39.54%154009502国寿安保创新医药股票A2022-10-140.73066.32%0.14%5.88%-24.34%-18.26%-26.94%155006339银华MSCI中国A股ETF发起式联接A2022-06-141.40416.31%1.25%-14.10%-11.65%-12.73%40.41%156008201银华MSCI中国A股ETF发起式联接C2022-06-141.39986.31%1.23%-14.13%-11.72%-12.77%31.67%157159978建信中证沪港深粤港澳大湾区发展主题ETF2023-01-041.01156.29%13.65%-5.38%-12.43%2.57%1.14%158008910创金合信鑫益混合C2022-07-151.37996.29%17.00%-5.94%-13.63%-11.86%37.99%159007809富国中证央企创新驱动ETF联接A2023-03-131.48786.28%11.50%12.53%10.81%15.53%48.78%160009503国寿安保创新医药股票C2022-10-140.72666.27%0.06%5.72%-24.57%-18.45%-27.34%161516630华夏中证云计算与大数据主题ETF2023-03-131.02286.25%28.90%39.78%19.15%28.95%2.28%162161628融通中证云计算与大数据主题指数(LOF)A2023-03-131.12336.25%27.21%37.00%18.63%27.52%-16.72%163007810富国中证央企创新驱动ETF联接C2023-03-131.46856.25%11.39%12.31%10.38%15.45%46.85%164516510易方达中证云计算与大数据主题ETF2023-03-131.03356.25%28.69%39.55%18.81%28.80%3.35%165002949华安聚利18个月定期开放债券C2021-03-311.10036.23%6.66%7.54%7.08%6.66%19.77%166014130融通中证云计算与大数据主题指数(LOF)C2023-03-131.11776.23%27.10%36.76%18.15%27.42%1.16%167159890招商中证云计算ETF2023-03-131.05486.22%28.65%39.88%19.17%28.62%5.48%168001663中银互联网+股票2021-04-231.21206.13%-6.05%-2.81%9.29%-5.24%21.20%169159739鹏华中证云计算与大数据主题ETF2023-03-130.99186.09%28.01%38.60%17.76%28.17%-0.82%170150195富国移动互联网B2020-12-310.93406.07%6.57%3.04%68.92%68.92%-63.64%171014630汇添富中证人工智能主题ETF联接A2022-11-211.01806.05%-6.03%-3.17%1.80%1.80%172003582中金量化多策略2023-01-311.12586.03%8.38%-8.18%-13.17%6.03%30.35%173014631汇添富中证人工智能主题ETF联接C2022-11-211.01706.01%-6.10%-3.30%1.70%1.70%174560660新华中证云计算50ETF2023-03-130.94265.98%26.08%37.93%16.63%26.03%-5.74%175004976华润元大景泰混合A2022-11-291.12135.97%4.99%10.00%0.71%-0.07%12.11%176003332南方荣发2021-06-041.40705.95%15.33%12.65%22.24%13.01%40.70%177007792嘉实央企创新驱动ETF联接A2023-03-131.37745.93%11.04%12.01%10.43%15.07%37.74%178007793嘉实央企创新驱动ETF联接C2023-03-131.36855.92%10.99%11.91%10.21%15.03%36.85%179002252融通成长30灵活配置混合A/B2023-03-132.34005.88%9.04%4.09%8.08%13.70%134.00%180001170泰达宏利复兴混合A2023-03-131.26205.87%15.46%-3.59%0.16%20.53%26.20%181014106融通成长30灵活配置混合C2023-03-132.32605.87%8.90%3.84%7.59%13.57%1.84%182502015长盛中证申万一带一路B2020-12-301.79605.77%23.69%54.69%40.97%38.37%-91.79%183160923大成海外中国机会混合(QDII-LOF)2021-02-041.59505.77%17.97%18.94%34.94%6.83%59.50%184160639鹏华中证高铁产业指数(LOF)A2023-03-130.91905.75%7.61%9.40%6.61%11.80%-60.23%185012326天弘中证医疗设备与服务A2021-10-110.90875.74%-9.24%-9.13%-9.13%186012327天弘中证医疗设备与服务C2021-10-110.90825.72%-9.28%-9.18%-9.18%187006129华安中证500低波ETF联接A2022-11-291.31915.71%-1.15%1.85%-6.80%-10.89%31.91%188161611融通内需驱动混合A/B2023-03-132.46605.70%8.30%3.88%4.85%13.07%174.97%189160135南方中证高铁产业指数(LOF)2023-03-131.06545.69%7.49%9.20%5.90%11.70%-51.89%190014109融通内需驱动混合C2023-03-132.45105.69%8.21%3.64%4.34%13.00%-3.16%191006130华安中证500低波ETF联接C2022-11-291.29365.66%-1.25%1.63%-7.18%-11.22%29.36%192015678鹏华中证高铁产业指数(LOF)C2023-03-131.10405.65%7.50%9.09%11.74%10.40%193005310广发电子信息传媒产业精选股票A2023-03-132.00105.62%14.36%14.79%6.93%19.99%100.10%194010236广发电子信息传媒产业精选股票C2023-03-131.98375.59%14.26%14.57%6.50%19.90%18.73%195000055广发纳斯达克100指数A(美元现汇)2022-03-280.66725.57%-8.50%2.35%17.18%-7.50%252.36%196006480广发纳斯达克100指数C(美元现汇)2022-03-280.66185.55%-8.55%2.22%16.95%-7.56%108.64%197002180中银移动互联混合2021-06-091.86605.54%12.34%11.87%51.09%0.86%86.60%198007281嘉合消费升级混合2022-06-141.00415.54%0.06%-20.62%-20.16%-16.45%47.06%199017483财通资管数字经济混合发起式A2023-03-131.12205.49%12.00%12.20%200017484财通资管数字经济混合发起式C2023-03-131.12125.47%11.93%12.12%201006164融通通捷债券2021-07-071.23005.40%22.11%15.04%15.74%15.31%24.52%202002207前海开源金银珠宝混合C2023-03-131.39105.38%11.46%11.73%10.66%15.34%38.68%203003053嘉实文体娱乐股票A2023-03-131.72705.37%14.75%8.01%5.76%17.64%72.70%204159930汇添富中证能源ETF2023-03-131.14965.35%3.31%-10.38%14.01%8.78%16.03%205001302前海开源金银珠宝混合A2023-03-131.41905.35%11.47%11.73%10.77%15.37%41.90%206003054嘉实文体娱乐股票C2023-03-131.67605.34%14.64%7.78%5.21%17.53%67.60%207515450南方标普中国A股大盘红利低波50ETF2023-03-131.25275.31%6.69%8.24%9.58%9.79%37.35%208004351汇丰晋信珠三角区域发展混合2023-03-132.02685.23%14.34%21.86%19.99%17.35%102.68%209006816泰康港股通地产指数A2022-01-270.76545.22%-6.76%-10.64%-19.03%4.58%-23.46%210006817泰康港股通地产指数C2022-01-270.75755.18%-6.87%-10.82%-19.36%4.53%-24.25%211561510华泰柏瑞中证中药ETF2023-03-131.22285.17%-3.53%22.40%11.24%22.28%212040046华安纳斯达克100指数(QDII)A2022-12-013.81105.16%0.79%1.63%-16.13%-18.50%281.10%213516400富国中证ESG120策略ETF2021-12-130.96165.15%-0.77%-3.86%-3.86%214012321东财云计算指数增强A2023-03-130.97155.13%26.98%35.34%18.55%26.35%-2.85%215012159财通资管健康产业混合A2023-03-131.19555.12%9.67%28.91%26.99%14.65%19.55%216515500海富通中证长三角领先ETF2023-01-310.96175.12%13.15%0.00%-10.39%5.12%-3.83%217011832西部利得中证人工智能主题指数增强A2023-03-130.90705.11%15.72%18.59%0.33%20.74%-9.30%218560080汇添富中证中药ETF2023-03-131.26715.10%-4.19%11.08%26.71%219012322东财云计算指数增强C2023-03-130.96695.10%26.89%35.16%18.19%26.28%-3.31%220004320前海开源沪港深乐享生活2023-03-131.57145.10%17.15%11.19%16.76%17.80%57.14%221519212万家宏观择时多策略灵活配置混合A2023-03-132.08425.09%2.14%-4.75%35.67%8.82%108.42%222012160财通资管健康产业混合C2023-03-131.18945.08%9.56%28.67%26.50%14.57%18.94%223502008易方达国企改革指数分级B2020-12-301.92765.07%20.20%56.54%72.71%71.48%-70.99%224011833西部利得中证人工智能主题指数增强C2023-03-130.90075.07%15.61%18.36%-0.07%20.64%-9.93%225017787万家宏观择时多策略灵活配置混合C2023-03-132.08325.05%4.90%4.90%226159647鹏华中证中药ETF2023-03-131.15915.05%-3.71%21.75%10.97%15.91%227512720国泰中证计算机主题ETF2023-03-131.28435.05%20.77%27.71%8.93%21.68%28.43%228562390银华中证中药ETF2023-03-131.15895.03%-3.87%21.57%10.98%15.89%229008163南方大盘红利50A2023-03-131.22875.03%6.40%7.83%8.91%9.26%34.02%230513680建信港股通恒生中国企业ETF2023-01-310.76885.00%34.50%7.83%-2.90%5.00%-23.12%231159998天弘中证计算机主题ETF2023-03-130.97834.99%20.91%27.87%8.34%21.91%-2.18%232008164南方大盘红利50C2023-03-131.21234.99%6.29%7.60%8.46%9.16%32.35%233501083银华科创主题3年封闭混合2022-07-011.67904.96%4.10%-13.33%-18.73%-13.33%67.88%234519929长信电子信息行业量化混合A2023-03-130.97304.96%8.96%-13.36%-18.10%13.40%-2.70%235161714招商标普金砖四国指数(QDII-LOF)2021-01-131.18504.96%9.82%8.42%1.89%2.78%18.50%236008832海富通中证长三角领先ETF联接2023-01-310.96374.94%12.37%0.11%-9.83%4.94%-3.63%237009547华安鼎利混合2021-06-041.12934.93%2.31%3.18%-0.16%12.93%238004105信诚稳鑫C2023-03-131.05624.93%5.73%4.79%7.50%5.18%32.20%239004104信诚稳鑫A2023-03-131.05264.90%5.73%4.81%7.58%5.16%31.80%240005618融通红利机会主题精选灵活配置混合A2023-03-131.99314.88%4.51%0.61%0.86%8.84%99.31%241501011汇添富中证中药ETF联接(LOF)A2023-03-131.31294.88%-3.48%20.73%12.18%10.59%31.29%242013153长信电子信息行业量化混合C2023-03-130.96704.88%8.77%-13.51%-18.47%13.23%-36.34%243005495创金合信科技成长股票A2023-03-131.97684.86%19.42%16.29%16.45%22.44%97.68%244502050易方达上证50B2020-12-301.48714.86%18.34%51.36%49.14%49.16%-29.93%245501012汇添富中证中药ETF联接(LOF)C2023-03-131.28744.85%-3.58%20.50%11.73%10.50%28.74%246005619融通红利机会主题精选灵活配置混合C2023-03-131.94134.84%4.38%0.36%0.22%8.73%94.13%247161618融通岁岁添利定期开放债券A2023-03-131.21614.84%10.11%8.00%10.90%5.53%84.86%248515230国泰中证全指软件ETF2023-03-130.97424.82%24.12%30.10%14.90%24.10%-2.58%249005496创金合信科技成长股票C2023-03-131.92094.82%19.27%16.00%15.86%22.32%92.09%250161619融通岁岁添利定期开放债券B2023-03-131.21144.81%10.02%7.77%10.48%5.46%78.29%251014772中泰红利价值一年持有混合发起2023-03-131.04294.80%3.84%3.17%7.69%4.29%252260112景顺长城能源基建A2023-03-132.07404.80%9.33%9.85%16.19%11.33%282.04%253011532工银聚丰混合A2023-03-130.99774.78%6.76%5.62%6.56%6.80%-0.23%254001629天弘中证计算机主题ETF联接A2023-03-130.81684.76%19.84%26.32%7.81%20.74%-17.16%255160224国泰中证计算机主题ETF联接A2023-03-130.86044.75%19.35%25.79%8.93%20.15%4.58%256011533工银聚丰混合C2023-03-130.99074.75%6.66%5.43%6.14%6.72%-0.93%257005051港股低波红利A2023-03-130.90044.75%7.74%8.35%10.78%7.72%-9.96%258159899招商中证全指软件ETF2023-03-130.92384.74%23.78%30.13%15.46%23.82%-7.63%259001630天弘中证计算机主题ETF联接C2023-03-130.80344.73%19.77%26.20%7.59%20.68%-18.52%260010210国泰中证计算机主题ETF联接C2023-03-130.85464.73%19.27%25.60%8.60%20.10%-9.35%261005052港股低波红利C2023-03-130.87904.71%7.60%8.08%10.22%7.60%-12.10%262017090景顺长城能源基建C2023-03-132.07004.70%9.18%11.23%15.06%263002419汇添富盈安混合A2022-07-082.09704.69%17.35%-7.34%-7.95%-13.13%113.89%264519185万家精选混合A2023-03-131.52684.67%1.67%-5.66%26.82%8.38%267.27%265519191万家新利灵活配置混合2023-03-131.65944.65%1.81%-4.98%32.53%8.34%132.16%266005223广发中证基建工程指数A2021-07-230.77664.62%5.37%8.71%-0.94%8.24%-22.34%267160137南方中证互联网指数(LOF)2023-03-130.95354.62%19.25%17.07%5.15%20.47%3.53%268015566万家精选混合C2023-03-131.52014.62%1.51%-5.94%8.25%23.25%269005224广发中证基建工程指数C2021-07-230.77324.60%5.33%8.61%-1.15%8.12%-22.68%270016891鹏华中证中药ETF联接A2023-03-131.00024.59%-3.36%10.08%0.02%271017648信澳聚优智选混合A2023-03-131.06244.58%6.24%6.24%272016892鹏华中证中药ETF联接C2023-03-130.99954.57%-3.41%10.04%-0.05%273006445华夏全球聚享A人民币2022-04-071.35434.57%0.47%3.93%14.70%3.32%35.25%274501076鹏华科创3年封闭混合2022-06-061.55844.54%-0.50%-6.35%-4.51%-6.33%55.84%275007853华商计算机行业量化股票A2023-03-131.19274.53%18.96%17.40%9.42%20.65%19.27%276001706诺安积极回报灵活配置混合A2023-03-131.98604.53%17.03%11.64%4.42%27.55%98.60%277006448华夏全球聚享C人民币2022-04-071.33574.52%0.30%3.66%14.12%3.16%33.41%278017649信澳聚优智选混合C2023-03-131.06144.52%6.14%6.14%279014771中泰红利优选一年持有混合发起2023-03-131.03524.51%3.45%2.65%6.95%3.52%280150227鹏华银行A2020-12-311.00804.50%5.32%6.45%8.77%8.77%34.49%281012847诺安积极回报灵活配置混合C2023-03-132.11204.50%16.94%11.45%11.33%27.46%0.81%282017628华商计算机行业量化股票C2023-03-131.19204.50%20.57%24.87%283012636国泰中证全指软件ETF联接A2023-03-130.98124.47%22.59%28.45%14.40%22.45%-1.88%284501073华安科创主题混合2022-06-081.05604.47%-1.79%-12.02%-9.89%-10.22%5.60%285012637国泰中证全指软件ETF联接C2023-03-130.97624.45%22.50%28.24%14.06%22.38%-2.38%286003244中国世纪(QDII)美元现钞2018-06-040.23384.42%3.13%10.08%7.15%14.72%287003245中国世纪(QDII)美元现汇2018-06-040.23384.42%3.13%10.08%7.15%14.72%288001068国新国证新锐灵活配置混合2023-03-131.30804.39%29.8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基金公司100强榜单来了:一哥首次突破1.2万亿!_中国经济网――国家经济门户

基金公司100强榜单来了:一哥首次突破1.2万亿!_中国经济网――国家经济门户

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基金公司100强榜单来了:一哥首次突破1.2万亿!

2022年01月25日 09:56

   来源:

中国基金报

   

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  记者 中国基金报  李树超  陆慧婧  

  基金四季报披露完毕,基金公司最新规模也新鲜出炉。 

  Wind数据显示,截至2021年年末,公募基金管理总规模为25.08万亿元,非货基规模为16.28万亿元。在去年市场的极致化行情中,25万亿的公募基金市场继续高歌猛进,各家基金管理人的规模排名也发生“大洗牌”: 

  非货规模中,易方达基金规模已经超过1.2万亿,四季度单个季度规模激增1100亿,华夏基金在几只“网红”基金发力下,单季度新增规模也超900亿,最新非货规模超过7400亿元,跻身全行业第二名。 

  权益类基金中,易方达、华夏、广发基金位居“前三强”,中欧、广发、易方达、华夏基金2021年权益资产增长超千亿元。 

  主动权益类基金中,易方达、广发、中欧、汇添富、富国基金跻身前五强,去年前海开源冠军基金经理崔宸龙发力下,公司主动权益基金新增规模一年狂飙670亿,前海开源也新晋“千亿级”主动权益类基金公司。 

  非货规模最大公募超1.2万亿 

  39家公募跻身“千亿”基金管理人 

  在过去三年基金行业大发展中,各家公募的非货基规模进一步扩容。 

  Wind数据显示,截至2021年末,易方达基金非货规模高达1.23万亿元,高居各家公募基金榜首。华夏基金位居次席,四季末规模为7416亿元,比去年非货规模排名上升1位;广发、南方、富国、汇添富基金分列3-6名,非货规模都超过了6千亿元,彼此规模相差并不太多,在规模排名上面临贴身肉搏的激励竞争。 

  招商和博时基金,同期规模也超过5000亿元,上述5000亿规模以上的公募基金数量达到8家。 

  在3000-4000亿体量的基金公司中,包含了嘉实、工银瑞信、中欧、鹏华、交银施罗德、华安、景顺长城、兴证全球、天弘基金等公募,位居非货规模的第二梯队。 

  值得注意的是,目前非货规模超千亿体量的基金公司数量已经多达39家,相比去年末新增了4家,中信保诚、中加、国投瑞银、海富通基金,都在今年新晋千亿基金公司。 

  谈及“千亿”基金公司大扩容的现象,北京一位权益类基金经理表示,“千亿”基金公司扩容的背后,其实是基金行业的大发展。从2018年末的13万亿到目前25万亿,公募基金市场规模近年来经历了翻倍式的增长。 

  从归因分析看,自2019年以来,伴随着监管层大力发展权益类基金和基金赚钱效应的发酵,新发基金数量连续三年超过1000只,新基金每年发行规模也都在万亿体量,部分绩优基金规模持续攀升,并诞生了多位百亿,乃至千亿规模的基金经理。这都说明,公募基金正成为大众理财的工具和普惠金融的代表。

  最猛单季度新增1100亿 

  “网红”基金给力 易方达、华夏新增较多 

  从规模增幅榜看,四季度易方达基金规模增长1100亿元,位居榜首。 

  具体来看,易方达基金旗下易方达稳健收益、易方达裕祥回报两只二级债基规模增长较大,去年四季度分别增长276亿元、170亿元,并崛起为两只规模超700亿元的“固收+”基金,两只基金去年收益率分别为8.66%、9.5%,获取了不错的稳健回报,也受到了资金的青睐。

  另外,易方达基金旗下“网红”产品――中概互联ETF,也是“越跌越买”,四季度规模新增接近60亿元。新发基金易方达MSCI中国A50互联互通ETF,也贡献了91亿元的规模。 

  华夏基金单季度新增规模913亿元,同期从6307亿元增至接近7220亿元,华夏基金旗下股票ETF产品对新增规模贡献颇大。国内最大的股票ETF产品――华夏上证50ETF,在四季度规模激增162亿元,四季末规模为691亿元,是华夏基金新增规模最大的品种。 

  另外,华夏基金去年四季度新发的“网红”基金――华夏MSCI中国A50互联互通ETF,也贡献了103亿元的规模。此外,华夏恒生科技ETF、华夏鼎茂、华夏短债、华夏行业景气等股基、债基、混基也是“多点开花”,四季度新增规模都超过了50亿元。 

  除了易方达、华夏两大巨头外,广发基金单季度新增规模650亿元,位居第三;嘉实、博时、交银施罗德基金等多家公募的新增规模也超过500亿元,在过去的一个季度可谓“斩获颇丰”。

  而从同比数据看,易方达基金在近一年新增4250亿元,从2020年末的8043亿元增至1.23万亿元,规模增长非常惊人,2021年也成为易方达基金收获规模的大年。 

  富国基金去年规模增长也非常显著,当年规模激增2096亿元,从4144亿元增至6240亿元,规模增长位居全行业第二位;华夏基金2021年新增规模2025亿元,紧随其后;招商、广发、南方、天弘基金等,同期非货规模增长也超过1600亿元,都是收获的大年。

  易方达、华夏、广发位居权益基金规模前三强 

  8家公募权益资产突破3000亿大关 

  权益投资能力是公募基金有别于其他资管机构最核心的竞争能力,权益资产管理规模榜单也在一定程度上反映出基金公司的市场影响力。 

  Wind数据显示,包括开放式股票型及混合基金在内,易方达、华夏、广发基金位居公募基金权益规模前三强,上述三家基金公司权益资产规模分别为6747.36亿元、5187.85亿元、4828.91亿元,也是全行业仅有的三家权益基金管理规模突破4000亿大关的基金公司。 

  除此之外,汇添富、中欧、富国、南方、嘉实5家基金公司权益规模也突破3000亿元,相比之下,去年年末仅有5家基金公司权益规模超过3000亿元。 

  从前十大权益基金公司年度排名上看,招商、景顺长城基金新进前十,兴证全球、鹏华基金退出前十。 

  部分基金公司权益规模在2021年大步向前迈进,中欧、广发、易方达、华夏4家基金公司2021年权益资产增长超千亿元。 

  其中,中欧基金旗下权益基金规模大增1460.14亿元,同比增幅超过60%,不仅增长绝对值居行业第一,增幅也在前十大权益基金公司中位居榜首。 

  2021年诞生的单只“巨无霸”基金对基金公司整体规模增长“功不可没”,截止到2021年四季度末,由葛兰管理的中欧医疗健康基金规模已达775.05亿元,在全市场权益基金规模排名中仅次于招商中证白酒指数(16577.383, -100.51, -0.60%)基金,而该基金2020年四季度末仅230亿出头,一年之内规模增长超过233%。 

  一些中小基金公司凭借着过去一年出色的业绩实现权益基金规模跨越式发展,恒越基金旗下权益规模从2020年末10.55亿元飞速增长至142.33亿元,增幅超过12倍。中泰资管、东方阿尔法等基金管理人过去一年权益类基金规模增长也超过3倍。

  易方达“卫冕”主动权益规模冠军 

  前海开源新晋千亿主动权益“俱乐部” 

  相比权益基金公司榜单,主动权益基金公司榜单相对较为稳定,除了名次发生变化之外,2021年末前十大主动权益基金公司榜单并未有新入局者,体现出“强者恒强”的态势。 

  易方达基金以5203.78亿元的主动权益基金规模,继续“卫冕”冠军宝座,广发、中欧基金分别以4076.66亿元、3844.65亿元的规模分列第二、第三名,且上述两家基金公司相比2020年末排名均有所提升。除此之外,汇添富基金、富国基金旗下主动权益基金规模也均超过3000亿元大关。 

  2021年千亿主动权益“俱乐部”榜单也有所扩容,全行业管理主动权益基金规模超过千亿的公司从18家增至19家,前海开源基金主动权益基金规模从2020年末的415.37亿元飙升至2021年末的1083.31亿元,同比增幅超过160%,新晋千亿主动权益基金公司团队。 

  尤为值得一提的是,去年公募基金业绩冠军崔宸龙个人管理规模从2020年末不到8个亿猛增至409.62亿元,对前海开源基金规模增长助力不少。 

  相比2020年末,2021年末进入前十大主动权益基金公司的门槛由不到1800亿元提升至2187亿元。 

  从行业集中度看,截至2021年末,前十大主动权益基金公司合计管理规模超过3.15万亿,在全行业中占比44.71%,行业集中度相比2020年末下降了2个百分点。

(责任编辑:李荣)

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基金公司100强榜单来了:一哥首次突破1.2万亿!

2022-01-25 09:56

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