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AllianceBernstein Holding L.P. (AB)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

AllianceBernstein Holding L.P. (AB)

Equity · Currency in USD · Last updated Apr 27, 2025

Company Info

ISIN

US01881G1067

CUSIP

01881G106

Sector

Financial Services

Industry

Asset Management

IPO Date

Apr 14, 1988

Highlights

Market Cap

$4.16B

EPS (TTM)

$3.71

PE Ratio

10.15

PEG Ratio

0.63

Total Revenue (TTM)

$458.42M

Gross Profit (TTM)

$458.42M

EBITDA (TTM)

$436.88M

Year Range

$29.09 - $40.20

Target Price

$37.64

Short %

2.11%

Short Ratio

2.40

Share Price Chart

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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Popular comparisons:
AB vs. UTF AB vs. GT AB vs. QQQ AB vs. VOO AB vs. AAPL AB vs. SCHD AB vs. NYCB AB vs. DD AB vs. GLW AB vs. AIG
Popular comparisons:
AB vs. UTF AB vs. GT AB vs. QQQ AB vs. VOO AB vs. AAPL AB vs. SCHD AB vs. NYCB AB vs. DD AB vs. GLW AB vs. AIG

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in AllianceBernstein Holding L.P., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

0.00%5,000.00%10,000.00%15,000.00%20,000.00%25,000.00%30,000.00%NovemberDecember2025FebruaryMarchApril
26,882.08%
2,027.13%
AB (AllianceBernstein Holding L.P.)
Benchmark (^GSPC)

Returns By Period

AllianceBernstein Holding L.P. had a return of 4.44% year-to-date (YTD) and 23.05% in the last 12 months. Over the past 10 years, AllianceBernstein Holding L.P. had an annualized return of 11.08%, outperforming the S&P 500 benchmark which had an annualized return of 10.15%.

AB

YTD

4.44%

1M

-1.90%

6M

3.05%

1Y

23.05%

5Y*

22.48%

10Y*

11.08%

^GSPC (Benchmark)

YTD

-6.06%

1M

-2.95%

6M

-4.87%

1Y

8.34%

5Y*

13.98%

10Y*

10.15%

*Annualized

Monthly Returns

The table below presents the monthly returns of AB, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.

JanFebMarAprMayJunJulAugSepOctNovDecTotal
20258.01%-3.25%1.73%-1.75%4.44%
20248.12%-3.09%9.35%-3.60%2.43%0.72%4.44%-0.34%1.31%6.19%-0.05%2.26%30.40%
202310.30%4.24%-5.87%-4.38%1.47%-7.51%0.09%-1.95%-2.00%-5.34%3.09%7.18%-2.29%
2022-3.87%-1.77%4.86%-15.33%9.24%-2.26%5.96%-0.66%-18.62%7.33%9.17%-14.82%-23.46%
20214.68%6.14%9.38%7.80%6.31%3.40%3.67%10.48%-5.33%13.74%-9.71%-2.55%56.27%
20208.23%-4.89%-38.87%25.98%9.73%9.09%6.52%0.28%-5.09%10.01%9.67%5.96%23.00%
201911.60%-2.41%-0.82%2.15%-6.31%9.30%1.51%-4.44%3.78%0.03%0.84%4.45%19.85%
20188.98%0.47%0.94%1.30%7.14%0.71%5.78%1.73%1.33%-5.06%7.03%-9.57%21.04%
2017-0.43%4.33%-3.59%0.22%0.63%4.88%4.65%-3.34%3.62%6.38%-1.36%0.20%16.76%
2016-22.68%10.17%18.45%0.26%1.85%-0.89%2.83%-6.95%4.16%-4.39%5.91%3.76%6.93%
2015-6.47%21.05%7.79%1.55%1.48%-5.84%-6.98%1.24%-2.71%-1.65%-4.82%-2.65%-1.11%
20144.69%11.02%3.10%1.84%-3.09%6.72%1.00%7.66%-5.97%4.04%0.90%-3.76%30.36%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 79, AB is among the top 21% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.

The Risk-Adjusted Performance Rank of AB is 7979
Overall Rank
The Sharpe Ratio Rank of AB is 8080
Sharpe Ratio Rank
The Sortino Ratio Rank of AB is 7373
Sortino Ratio Rank
The Omega Ratio Rank of AB is 7373
Omega Ratio Rank
The Calmar Ratio Rank of AB is 8181
Calmar Ratio Rank
The Martin Ratio Rank of AB is 8787
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for AllianceBernstein Holding L.P. (AB) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.

The chart of Sharpe ratio for AB, currently valued at 0.82, compared to the broader market-2.00-1.000.001.002.003.00
AB: 0.82
^GSPC: 0.46
The chart of Sortino ratio for AB, currently valued at 1.28, compared to the broader market-6.00-4.00-2.000.002.004.00
AB: 1.28
^GSPC: 0.77
The chart of Omega ratio for AB, currently valued at 1.17, compared to the broader market0.501.001.502.00
AB: 1.17
^GSPC: 1.11
The chart of Calmar ratio for AB, currently valued at 0.79, compared to the broader market0.001.002.003.004.005.00
AB: 0.79
^GSPC: 0.47
The chart of Martin ratio for AB, currently valued at 5.19, compared to the broader market-5.000.005.0010.0015.0020.00
AB: 5.19
^GSPC: 1.94

The current AllianceBernstein Holding L.P. Sharpe ratio is 0.82. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of AllianceBernstein Holding L.P. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.

Rolling 12-month Sharpe Ratio0.001.002.003.00NovemberDecember2025FebruaryMarchApril
0.82
0.46
AB (AllianceBernstein Holding L.P.)
Benchmark (^GSPC)

Dividends

Dividend History

AllianceBernstein Holding L.P. provided a 8.66% dividend yield over the last twelve months, with an annual payout of $3.26 per share.

7.00%8.00%9.00%10.00%11.00%$0.00$1.00$2.00$3.00$4.0020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$3.26$2.98$2.62$3.54$3.58$2.79$2.32$2.88$2.13$1.75$1.93$1.89

Dividend yield

8.66%8.03%8.44%10.30%7.33%8.26%7.67%10.54%8.50%7.46%8.09%7.32%

Monthly Dividends

The table displays the monthly dividend distributions for AllianceBernstein Holding L.P.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$1.05$0.00$0.00$1.05
2024$0.00$0.77$0.00$0.00$0.73$0.00$0.00$0.71$0.00$0.00$0.77$0.00$2.98
2023$0.00$0.70$0.00$0.00$0.66$0.00$0.00$0.61$0.00$0.00$0.65$0.00$2.62
2022$0.00$1.29$0.00$0.00$0.90$0.00$0.00$0.71$0.00$0.00$0.64$0.00$3.54
2021$0.00$0.97$0.00$0.00$0.81$0.00$0.00$0.91$0.00$0.00$0.89$0.00$3.58
2020$0.00$0.85$0.00$0.00$0.64$0.00$0.61$0.00$0.00$0.69$0.00$0.00$2.79
2019$0.00$0.64$0.00$0.00$0.49$0.00$0.00$0.56$0.00$0.00$0.63$0.00$2.32
2018$0.00$0.84$0.00$0.00$0.73$0.00$0.00$0.62$0.00$0.00$0.69$0.00$2.88
2017$0.00$0.67$0.00$0.00$0.46$0.00$0.00$0.49$0.00$0.00$0.51$0.00$2.13
2016$0.00$0.50$0.00$0.00$0.40$0.00$0.00$0.40$0.00$0.00$0.45$0.00$1.75
2015$0.00$0.57$0.00$0.00$0.45$0.00$0.00$0.48$0.00$0.43$0.00$0.00$1.93
2014$0.60$0.00$0.00$0.39$0.00$0.00$0.45$0.00$0.45$0.00$0.00$1.89

Dividend Yield & Payout

Dividend Yield
5.0%10.0%15.0%20.0%25.0%
AB: 8.7%
AllianceBernstein Holding L.P. has a dividend yield of 8.66%, which means its dividend payment is significantly above the market average.
Payout Ratio
200.0%400.0%600.0%800.0%1,000.0%1,200.0%
AB: 82.0%
AllianceBernstein Holding L.P. has a payout ratio of 82.02%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-12.11%
-10.07%
AB (AllianceBernstein Holding L.P.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the AllianceBernstein Holding L.P.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the AllianceBernstein Holding L.P. was 87.65%, occurring on Mar 9, 2009. Recovery took 2957 trading sessions.

The current AllianceBernstein Holding L.P. drawdown is 12.11%.

Depth

Start

To Bottom

Bottom

To Recover

End

Total

-87.65%Oct 8, 2007357Mar 9, 20092957Dec 3, 20203314
-54.63%Feb 2, 2001421Oct 9, 2002590Feb 11, 20051011
-45.76%Nov 8, 2021507Nov 13, 2023———
-36.79%Dec 31, 1993271Jan 26, 1995260Feb 6, 1996531
-27.63%Mar 29, 1990137Oct 11, 199048Dec 19, 1990185

Volatility

Volatility Chart

The current AllianceBernstein Holding L.P. volatility is 14.16%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.

2.00%4.00%6.00%8.00%10.00%12.00%14.00%NovemberDecember2025FebruaryMarchApril
14.16%
14.23%
AB (AllianceBernstein Holding L.P.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of AllianceBernstein Holding L.P. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Annual
Quarterly
0.0

Valuation

The Valuation section provides an overview of how AllianceBernstein Holding L.P. is priced in the market compared to other companies in the Asset Management industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.

PE Ratio
20.040.060.080.0100.0
AB: 10.1
The chart displays the Price-to-Earnings (P/E) ratio for AB, comparing it with other companies in the Asset Management industry. Currently, AB has a P/E ratio of 10.1. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
2.04.06.08.010.0
AB: 0.6
The chart shows the Price/Earnings to Growth (PEG) ratio for AB compared to other companies in the Asset Management industry. AB currently has a PEG ratio of 0.6. This PEG ratio is low compared to industry peers, which could indicate the stock is undervalued relative to its expected growth.
PS Ratio
20.040.060.080.0100.0
AB: 9.1
This chart shows the Price-to-Sales (P/S) ratio for AB relative to other companies in the Asset Management industry. Currently, AB has a P/S ratio of 9.1. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
2.04.06.08.010.0
AB: 2.1
The chart illustrates the Price-to-Book (P/B) ratio for AB in comparison with other companies in the Asset Management industry. Currently, AB has a P/B value of 2.1. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.

Income Statement

TTM
Revenue
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Cost Of Revenue

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Gross Profit

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Operating Expenses
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Selling, General & Admin Expenses

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R&D Expenses

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Depreciation And Amortization

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Total Operating Expenses

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Income
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Income Before Tax

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Operating Income

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EBITDA

—

EBIT

—

Earnings From Continuing Operations

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Net Income

—

Income Tax Expense

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Other Non-Operating Income (Expenses)

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Extraordinary Items

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Discontinued Operations

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Effect Of Accounting Charges

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Non Recurring

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Minority Interest

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Other Items

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Interest Income

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Interest Expense

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Net Interest Income

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Values in undefined except per share items