Fidelity Investments delivered a record performance in 2025, fueled by strong markets and rising interest rates, according to AdvisorHub.
The Boston based asset manager reported in its annual filing that assets under management climbed to $7.1 trillion, up from $5.9 trillion the prior year. The firm's funds and managed accounts added more than $1 trillion in assets over that period. Revenue increased 15 percent since 2024, reaching a record $37.7 billion. In total, Fidelity now manages and administers approximately $18 trillion across its various business lines.
As AdvisorHub notes, the firm credited a robust stock market and higher interest rates for boosting results.
Beyond traditional asset management, Fidelity operates brokerage services and provides health record keeping and 401(k) administration. This diversified model has helped the firm navigate industry pressures that have challenged many active managers, including outflows and tighter margins as investors gravitate toward lower cost index funds.
During Johnson's more than ten years leading the firm, Fidelity has also expanded into alternative investments. The company now builds custom model portfolios that incorporate alternative assets for wealth management firms, as AdvisorHub reports.
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