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Global Portfolio Management Market Research Report 2025
Published Date: September 2025
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Report Code: QYRE-Auto-30G5932
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Global Portfolio Management Market Insights and Forecast to 2028
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Global Portfolio Management Market Research Report 2025

Code: QYRE-Auto-30G5932
Report
September 2025
Pages:60
QYResearch
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DESCRIPTION
TABLE OF CONTENT
TABLES & FIGURES

Portfolio Management Market

The global market for Portfolio Management was valued at US$ million in the year 2024 and is projected to reach a revised size of US$ million by 2031, growing at a CAGR of %during the forecast period.
Portfolio management comprises of entities primarily engaged in managing the portfolio assets (i.e., funds) of others on a fee or commission basis. Establishments in this industry have the authority to make investment decisions, and they derive fees based on the size and/or overall performance of the portfolio.
Robo-Advisors are shaping the future of portfolio management which help to analyze and manage investor portfolios. These advisors allow traders to robotize their research and management processes. This technology helps to recreate human financial advisors, and make more money for their customers. One such robo-advisors which got popularity in 2018 is the Schwab’s Intelligent Portfolios “zero fee” structure which charges no account fees or commissions.
This report aims to provide a comprehensive presentation of the global market for Portfolio Management, with both quantitative and qualitative analysis, to help readers develop business/growth strategies, assess the market competitive situation, analyze their position in the current marketplace, and make informed business decisions regarding Portfolio Management.
The Portfolio Management market size, estimations, and forecasts are provided in terms of and revenue ($ millions), considering 2024 as the base year, with history and forecast data for the period from 2020 to 2031. This report segments the global Portfolio Management market comprehensively. Regional market sizes, concerning products by Type, by Application, and by players, are also provided.
For a more in-depth understanding of the market, the report provides profiles of the competitive landscape, key competitors, and their respective market ranks. The report also discusses technological trends and new product developments.
The report will help the Portfolio Management companies, new entrants, and industry chain related companies in this market with information on the revenues for the overall market and the sub-segments across the different segments, by company, by Type, by Application, and by regions.
Market Segmentation

Scope of Portfolio Management Market Report

Report Metric Details
Report Name Portfolio Management Market
Segment by Type
  • Fee
  • Commission
Segment by Application
  • Banks
  • Non-Banking Financial Institutions
  • Others
By Region
  • North America (United States, Canada)
  • Europe (Germany, France, UK, Italy, Russia) Rest of Europe
  • Nordic Countries
  • Asia-Pacific (China, Japan, South Korea)
  • Southeast Asia (India, Australia)
  • Rest of Asia
  • Latin America (Mexico, Brazil)
  • Rest of Latin America
  • Middle East & Africa (Turkey, Saudi Arabia, UAE, Rest of MEA)
By Company Vanguard, Pacific Investment Management, BlackRock, J.P. Morgan Asset Management, State Street Global Advisors
Forecast units USD million in value
Report coverage Revenue and volume forecast, company share, competitive landscape, growth factors and trends

Chapter Outline

  • Chapter 1: Introduces the report scope of the report, executive summary of different market segments (by Type, by Application, etc), including the market size of each market segment, future development potential, and so on. It offers a high-level view of the current state of the market and its likely evolution in the short to mid-term, and long term.
  • Chapter 2: Introduces executive summary of global market size, regional market size, this section also introduces the market dynamics, latest developments of the market, the driving factors and restrictive factors of the market, the challenges and risks faced by companies in the industry, and the analysis of relevant policies in the industry.
  • Chapter 3: Detailed analysis of Portfolio Management company competitive landscape, revenue market share, latest development plan, merger, and acquisition information, etc.
  • Chapter 4: Provides the analysis of various market segments by Type, covering the market size and development potential of each market segment, to help readers find the blue ocean market in different market segments.
  • Chapter 5: Provides the analysis of various market segments by Application, covering the market size and development potential of each market segment, to help readers find the blue ocean market in different downstream markets.
  • Chapter 6, 7, 8, 9, 10: North America, Europe, Asia Pacific, Latin America, Middle East and Africa segment by country. It provides a quantitative analysis of the market size and development potential of each region and its main countries and introduces the market development, future development prospects, market space, and capacity of each country in the world.
  • Chapter 11: Provides profiles of key players, introducing the basic situation of the main companies in the market in detail, including product sales, revenue, price, gross margin, product introduction, recent development, etc.
  • Chapter 12: The main points and conclusions of the report.

FAQ for this report

Who are the main players in the Portfolio Management Market report?

Ans: The main players in the Portfolio Management Market are Vanguard, Pacific Investment Management, BlackRock, J.P. Morgan Asset Management, State Street Global Advisors

What are the Application segmentation covered in the Portfolio Management Market report?

Ans: The Applications covered in the Portfolio Management Market report are Banks, Non-Banking Financial Institutions, Others

What are the Type segmentation covered in the Portfolio Management Market report?

Ans: The Types covered in the Portfolio Management Market report are Fee, Commission

1 Report Overview
1.1 Study Scope
1.2 Market Analysis by Type
1.2.1 Global Portfolio Management Market Size Growth Rate by Type: 2020 VS 2024 VS 2031
1.2.2 Fee
1.2.3 Commission
1.3 Market by Application
1.3.1 Global Portfolio Management Market Growth by Application: 2020 VS 2024 VS 2031
1.3.2 Banks
1.3.3 Non-Banking Financial Institutions
1.3.4 Others
1.4 Assumptions and Limitations
1.5 Study Objectives
1.6 Years Considered
2 Global Growth Trends
2.1 Global Portfolio Management Market Perspective (2020-2031)
2.2 Global Portfolio Management Growth Trends by Region
2.2.1 Global Portfolio Management Market Size by Region: 2020 VS 2024 VS 2031
2.2.2 Portfolio Management Historic Market Size by Region (2020-2025)
2.2.3 Portfolio Management Forecasted Market Size by Region (2026-2031)
2.3 Portfolio Management Market Dynamics
2.3.1 Portfolio Management Industry Trends
2.3.2 Portfolio Management Market Drivers
2.3.3 Portfolio Management Market Challenges
2.3.4 Portfolio Management Market Restraints
3 Competition Landscape by Key Players
3.1 Global Top Portfolio Management Players by Revenue
3.1.1 Global Top Portfolio Management Players by Revenue (2020-2025)
3.1.2 Global Portfolio Management Revenue Market Share by Players (2020-2025)
3.2 Global Portfolio Management Market Share by Company Type (Tier 1, Tier 2, and Tier 3)
3.3 Global Key Players Ranking by Portfolio Management Revenue
3.4 Global Portfolio Management Market Concentration Ratio
3.4.1 Global Portfolio Management Market Concentration Ratio (CR5 and HHI)
3.4.2 Global Top 10 and Top 5 Companies by Portfolio Management Revenue in 2024
3.5 Global Key Players of Portfolio Management Head office and Area Served
3.6 Global Key Players of Portfolio Management, Product and Application
3.7 Global Key Players of Portfolio Management, Date of Enter into This Industry
3.8 Mergers & Acquisitions, Expansion Plans
4 Portfolio Management Breakdown Data by Type
4.1 Global Portfolio Management Historic Market Size by Type (2020-2025)
4.2 Global Portfolio Management Forecasted Market Size by Type (2026-2031)
5 Portfolio Management Breakdown Data by Application
5.1 Global Portfolio Management Historic Market Size by Application (2020-2025)
5.2 Global Portfolio Management Forecasted Market Size by Application (2026-2031)
6 North America
6.1 North America Portfolio Management Market Size (2020-2031)
6.2 North America Portfolio Management Market Growth Rate by Country: 2020 VS 2024 VS 2031
6.3 North America Portfolio Management Market Size by Country (2020-2025)
6.4 North America Portfolio Management Market Size by Country (2026-2031)
6.5 United States
6.6 Canada
7 Europe
7.1 Europe Portfolio Management Market Size (2020-2031)
7.2 Europe Portfolio Management Market Growth Rate by Country: 2020 VS 2024 VS 2031
7.3 Europe Portfolio Management Market Size by Country (2020-2025)
7.4 Europe Portfolio Management Market Size by Country (2026-2031)
7.5 Germany
7.6 France
7.7 U.K.
7.8 Italy
7.9 Russia
7.10 Nordic Countries
8 Asia-Pacific
8.1 Asia-Pacific Portfolio Management Market Size (2020-2031)
8.2 Asia-Pacific Portfolio Management Market Growth Rate by Region: 2020 VS 2024 VS 2031
8.3 Asia-Pacific Portfolio Management Market Size by Region (2020-2025)
8.4 Asia-Pacific Portfolio Management Market Size by Region (2026-2031)
8.5 China
8.6 Japan
8.7 South Korea
8.8 Southeast Asia
8.9 India
8.10 Australia
9 Latin America
9.1 Latin America Portfolio Management Market Size (2020-2031)
9.2 Latin America Portfolio Management Market Growth Rate by Country: 2020 VS 2024 VS 2031
9.3 Latin America Portfolio Management Market Size by Country (2020-2025)
9.4 Latin America Portfolio Management Market Size by Country (2026-2031)
9.5 Mexico
9.6 Brazil
10 Middle East & Africa
10.1 Middle East & Africa Portfolio Management Market Size (2020-2031)
10.2 Middle East & Africa Portfolio Management Market Growth Rate by Country: 2020 VS 2024 VS 2031
10.3 Middle East & Africa Portfolio Management Market Size by Country (2020-2025)
10.4 Middle East & Africa Portfolio Management Market Size by Country (2026-2031)
10.5 Turkey
10.6 Saudi Arabia
10.7 UAE
11 Key Players Profiles
11.1 Vanguard
11.1.1 Vanguard Company Details
11.1.2 Vanguard Business Overview
11.1.3 Vanguard Portfolio Management Introduction
11.1.4 Vanguard Revenue in Portfolio Management Business (2020-2025)
11.1.5 Vanguard Recent Development
11.2 Pacific Investment Management
11.2.1 Pacific Investment Management Company Details
11.2.2 Pacific Investment Management Business Overview
11.2.3 Pacific Investment Management Portfolio Management Introduction
11.2.4 Pacific Investment Management Revenue in Portfolio Management Business (2020-2025)
11.2.5 Pacific Investment Management Recent Development
11.3 BlackRock
11.3.1 BlackRock Company Details
11.3.2 BlackRock Business Overview
11.3.3 BlackRock Portfolio Management Introduction
11.3.4 BlackRock Revenue in Portfolio Management Business (2020-2025)
11.3.5 BlackRock Recent Development
11.4 J.P. Morgan Asset Management
11.4.1 J.P. Morgan Asset Management Company Details
11.4.2 J.P. Morgan Asset Management Business Overview
11.4.3 J.P. Morgan Asset Management Portfolio Management Introduction
11.4.4 J.P. Morgan Asset Management Revenue in Portfolio Management Business (2020-2025)
11.4.5 J.P. Morgan Asset Management Recent Development
11.5 State Street Global Advisors
11.5.1 State Street Global Advisors Company Details
11.5.2 State Street Global Advisors Business Overview
11.5.3 State Street Global Advisors Portfolio Management Introduction
11.5.4 State Street Global Advisors Revenue in Portfolio Management Business (2020-2025)
11.5.5 State Street Global Advisors Recent Development
12 Analyst's Viewpoints/Conclusions
13 Appendix
13.1 Research Methodology
13.1.1 Methodology/Research Approach
13.1.1.1 Research Programs/Design
13.1.1.2 Market Size Estimation
13.1.1.3 Market Breakdown and Data Triangulation
13.1.2 Data Source
13.1.2.1 Secondary Sources
13.1.2.2 Primary Sources
13.2 Author Details
13.3 Disclaimer
List of Tables
 Table 1. Global Portfolio Management Market Size Growth Rate by Type (US$ Million): 2020 VS 2024 VS 2031
 Table 2. Key Players of Fee
 Table 3. Key Players of Commission
 Table 4. Global Portfolio Management Market Size Growth by Application (US$ Million): 2020 VS 2024 VS 2031
 Table 5. Global Portfolio Management Market Size by Region (US$ Million): 2020 VS 2024 VS 2031
 Table 6. Global Portfolio Management Market Size by Region (2020-2025) & (US$ Million)
 Table 7. Global Portfolio Management Market Share by Region (2020-2025)
 Table 8. Global Portfolio Management Forecasted Market Size by Region (2026-2031) & (US$ Million)
 Table 9. Global Portfolio Management Market Share by Region (2026-2031)
 Table 10. Portfolio Management Market Trends
 Table 11. Portfolio Management Market Drivers
 Table 12. Portfolio Management Market Challenges
 Table 13. Portfolio Management Market Restraints
 Table 14. Global Portfolio Management Revenue by Players (2020-2025) & (US$ Million)
 Table 15. Global Portfolio Management Market Share by Players (2020-2025)
 Table 16. Global Top Portfolio Management Players by Company Type (Tier 1, Tier 2, and Tier 3) & (based on the Revenue in Portfolio Management as of 2024)
 Table 17. Ranking of Global Top Portfolio Management Companies by Revenue (US$ Million) in 2024
 Table 18. Global 5 Largest Players Market Share by Portfolio Management Revenue (CR5 and HHI) & (2020-2025)
 Table 19. Global Key Players of Portfolio Management, Headquarters and Area Served
 Table 20. Global Key Players of Portfolio Management, Product and Application
 Table 21. Global Key Players of Portfolio Management, Date of Enter into This Industry
 Table 22. Mergers & Acquisitions, Expansion Plans
 Table 23. Global Portfolio Management Market Size by Type (2020-2025) & (US$ Million)
 Table 24. Global Portfolio Management Revenue Market Share by Type (2020-2025)
 Table 25. Global Portfolio Management Forecasted Market Size by Type (2026-2031) & (US$ Million)
 Table 26. Global Portfolio Management Revenue Market Share by Type (2026-2031)
 Table 27. Global Portfolio Management Market Size by Application (2020-2025) & (US$ Million)
 Table 28. Global Portfolio Management Revenue Market Share by Application (2020-2025)
 Table 29. Global Portfolio Management Forecasted Market Size by Application (2026-2031) & (US$ Million)
 Table 30. Global Portfolio Management Revenue Market Share by Application (2026-2031)
 Table 31. North America Portfolio Management Market Size Growth Rate by Country (US$ Million): 2020 VS 2024 VS 2031
 Table 32. North America Portfolio Management Market Size by Country (2020-2025) & (US$ Million)
 Table 33. North America Portfolio Management Market Size by Country (2026-2031) & (US$ Million)
 Table 34. Europe Portfolio Management Market Size Growth Rate by Country (US$ Million): 2020 VS 2024 VS 2031
 Table 35. Europe Portfolio Management Market Size by Country (2020-2025) & (US$ Million)
 Table 36. Europe Portfolio Management Market Size by Country (2026-2031) & (US$ Million)
 Table 37. Asia-Pacific Portfolio Management Market Size Growth Rate by Region (US$ Million): 2020 VS 2024 VS 2031
 Table 38. Asia-Pacific Portfolio Management Market Size by Region (2020-2025) & (US$ Million)
 Table 39. Asia-Pacific Portfolio Management Market Size by Region (2026-2031) & (US$ Million)
 Table 40. Latin America Portfolio Management Market Size Growth Rate by Country (US$ Million): 2020 VS 2024 VS 2031
 Table 41. Latin America Portfolio Management Market Size by Country (2020-2025) & (US$ Million)
 Table 42. Latin America Portfolio Management Market Size by Country (2026-2031) & (US$ Million)
 Table 43. Middle East & Africa Portfolio Management Market Size Growth Rate by Country (US$ Million): 2020 VS 2024 VS 2031
 Table 44. Middle East & Africa Portfolio Management Market Size by Country (2020-2025) & (US$ Million)
 Table 45. Middle East & Africa Portfolio Management Market Size by Country (2026-2031) & (US$ Million)
 Table 46. Vanguard Company Details
 Table 47. Vanguard Business Overview
 Table 48. Vanguard Portfolio Management Product
 Table 49. Vanguard Revenue in Portfolio Management Business (2020-2025) & (US$ Million)
 Table 50. Vanguard Recent Development
 Table 51. Pacific Investment Management Company Details
 Table 52. Pacific Investment Management Business Overview
 Table 53. Pacific Investment Management Portfolio Management Product
 Table 54. Pacific Investment Management Revenue in Portfolio Management Business (2020-2025) & (US$ Million)
 Table 55. Pacific Investment Management Recent Development
 Table 56. BlackRock Company Details
 Table 57. BlackRock Business Overview
 Table 58. BlackRock Portfolio Management Product
 Table 59. BlackRock Revenue in Portfolio Management Business (2020-2025) & (US$ Million)
 Table 60. BlackRock Recent Development
 Table 61. J.P. Morgan Asset Management Company Details
 Table 62. J.P. Morgan Asset Management Business Overview
 Table 63. J.P. Morgan Asset Management Portfolio Management Product
 Table 64. J.P. Morgan Asset Management Revenue in Portfolio Management Business (2020-2025) & (US$ Million)
 Table 65. J.P. Morgan Asset Management Recent Development
 Table 66. State Street Global Advisors Company Details
 Table 67. State Street Global Advisors Business Overview
 Table 68. State Street Global Advisors Portfolio Management Product
 Table 69. State Street Global Advisors Revenue in Portfolio Management Business (2020-2025) & (US$ Million)
 Table 70. State Street Global Advisors Recent Development
 Table 71. Research Programs/Design for This Report
 Table 72. Key Data Information from Secondary Sources
 Table 73. Key Data Information from Primary Sources
 Table 74. Authors List of This Report


List of Figures
 Figure 1. Portfolio Management Picture
 Figure 2. Global Portfolio Management Market Size Comparison by Type (2020-2031) & (US$ Million)
 Figure 3. Global Portfolio Management Market Share by Type: 2024 VS 2031
 Figure 4. Fee Features
 Figure 5. Commission Features
 Figure 6. Global Portfolio Management Market Size by Application (2020-2031) & (US$ Million)
 Figure 7. Global Portfolio Management Market Share by Application: 2024 VS 2031
 Figure 8. Banks Case Studies
 Figure 9. Non-Banking Financial Institutions Case Studies
 Figure 10. Others Case Studies
 Figure 11. Portfolio Management Report Years Considered
 Figure 12. Global Portfolio Management Market Size (US$ Million), Year-over-Year: 2020-2031
 Figure 13. Global Portfolio Management Market Size, (US$ Million), 2020 VS 2024 VS 2031
 Figure 14. Global Portfolio Management Market Share by Region: 2024 VS 2031
 Figure 15. Global Portfolio Management Market Share by Players in 2024
 Figure 16. Global Top Portfolio Management Players by Company Type (Tier 1, Tier 2, and Tier 3) & (based on the Revenue in Portfolio Management as of 2024)
 Figure 17. The Top 10 and 5 Players Market Share by Portfolio Management Revenue in 2024
 Figure 18. North America Portfolio Management Market Size YoY Growth (2020-2031) & (US$ Million)
 Figure 19. North America Portfolio Management Market Share by Country (2020-2031)
 Figure 20. United States Portfolio Management Market Size YoY Growth (2020-2031) & (US$ Million)
 Figure 21. Canada Portfolio Management Market Size YoY Growth (2020-2031) & (US$ Million)
 Figure 22. Europe Portfolio Management Market Size YoY Growth (2020-2031) & (US$ Million)
 Figure 23. Europe Portfolio Management Market Share by Country (2020-2031)
 Figure 24. Germany Portfolio Management Market Size YoY Growth (2020-2031) & (US$ Million)
 Figure 25. France Portfolio Management Market Size YoY Growth (2020-2031) & (US$ Million)
 Figure 26. U.K. Portfolio Management Market Size YoY Growth (2020-2031) & (US$ Million)
 Figure 27. Italy Portfolio Management Market Size YoY Growth (2020-2031) & (US$ Million)
 Figure 28. Russia Portfolio Management Market Size YoY Growth (2020-2031) & (US$ Million)
 Figure 29. Nordic Countries Portfolio Management Market Size YoY Growth (2020-2031) & (US$ Million)
 Figure 30. Asia-Pacific Portfolio Management Market Size YoY Growth (2020-2031) & (US$ Million)
 Figure 31. Asia-Pacific Portfolio Management Market Share by Region (2020-2031)
 Figure 32. China Portfolio Management Market Size YoY Growth (2020-2031) & (US$ Million)
 Figure 33. Japan Portfolio Management Market Size YoY Growth (2020-2031) & (US$ Million)
 Figure 34. South Korea Portfolio Management Market Size YoY Growth (2020-2031) & (US$ Million)
 Figure 35. Southeast Asia Portfolio Management Market Size YoY Growth (2020-2031) & (US$ Million)
 Figure 36. India Portfolio Management Market Size YoY Growth (2020-2031) & (US$ Million)
 Figure 37. Australia Portfolio Management Market Size YoY Growth (2020-2031) & (US$ Million)
 Figure 38. Latin America Portfolio Management Market Size YoY Growth (2020-2031) & (US$ Million)
 Figure 39. Latin America Portfolio Management Market Share by Country (2020-2031)
 Figure 40. Mexico Portfolio Management Market Size YoY Growth (2020-2031) & (US$ Million)
 Figure 41. Brazil Portfolio Management Market Size YoY Growth (2020-2031) & (US$ Million)
 Figure 42. Middle East & Africa Portfolio Management Market Size YoY Growth (2020-2031) & (US$ Million)
 Figure 43. Middle East & Africa Portfolio Management Market Share by Country (2020-2031)
 Figure 44. Turkey Portfolio Management Market Size YoY Growth (2020-2031) & (US$ Million)
 Figure 45. Saudi Arabia Portfolio Management Market Size YoY Growth (2020-2031) & (US$ Million)
 Figure 46. UAE Portfolio Management Market Size YoY Growth (2020-2031) & (US$ Million)
 Figure 47. Vanguard Revenue Growth Rate in Portfolio Management Business (2020-2025)
 Figure 48. Pacific Investment Management Revenue Growth Rate in Portfolio Management Business (2020-2025)
 Figure 49. BlackRock Revenue Growth Rate in Portfolio Management Business (2020-2025)
 Figure 50. J.P. Morgan Asset Management Revenue Growth Rate in Portfolio Management Business (2020-2025)
 Figure 51. State Street Global Advisors Revenue Growth Rate in Portfolio Management Business (2020-2025)
 Figure 52. Bottom-up and Top-down Approaches for This Report
 Figure 53. Data Triangulation
 Figure 54. Key Executives Interviewed
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