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Erste Asset Management

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uuid02m9ho7

Namestring
Erste Asset Management
Legal namestring
Erste Asset Management
Websiteurl
erste-am.com
Company typeenum
Private
Founded yearint
2008
Descriptiontext

Erste Asset Management is an Austrian financial services firm headquartered in Vienna that provides investment and fund management services to two distinct client groups: institutional investors (the primary segment, encompassing pension funds, insurance companies, corporations, and other organizations requiring institutional-grade portfolio, fiduciary, and asset-liability management) and private investors (individual retail clients seeking wealth accumulation, retirement planning, and personal investment solutions). The firm's website presents country-specific navigation pages for both segments, indicating an established multi-jurisdiction European distribution footprint rather than a single-market presence. The legal entity operates as a for-profit private company.

The company's offering centers on traditional asset management activities — mutual funds, fiduciary and institutional portfolio management, and related investment solutions — though detailed product catalogs, fee schedules, AUM figures, and platform-architecture specifics are not disclosed in the available source material. Revenue mechanics for asset managers of this profile typically derive from management fees on assets under management, performance fees, and advisory charges, but the supplied data contains no revenue, AUM, headcount, or pricing information to confirm the actual revenue model or scale.

Corporate structure is only partially documented: the firm is private, operating under the "Erste" brand, but the source material does not confirm parent-company affiliation, founding date, ownership composition, or whether Erste Asset Management is part of the broader Erste Group banking network. No strategic transactions, leadership changes, regulatory actions, product launches, partnerships, geographic expansions, or technology/AI initiatives are documented in the input, limiting further analytical depth on competitive positioning, momentum, or transformation trajectory.

Short descriptiontext

Erste Asset Management is a Vienna-based Austrian asset management firm providing investment and fund management services to institutional investors (its primary segment) and private investors across multiple European country markets.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
501–1,000
akta.pro rankint
HeadquartersVienna, Austria
HQ citystring
Vienna
HQ countrystring
Austria
HQ regionstring
Europe
Markets served

Serves global market

Keyword5 values
asset management, fund management, investment management, mutual funds, institutional investing
Industry4 codes
1Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions)
CodeFSAAACAGPrimaryYes
2Registered Investment Advisor (RIA) Wealth Management
CodeFSAEABAAPrimaryNo
3Insurance General Accounts (Institutional Asset Owners)
CodeFSAAAGAGPrimaryNo
4Managed Accounts & Unified Managed Accounts (UMAs) — Multi-Asset
CodeFSAAAJAEPrimaryNo
NAICS code3 codes
  • Portfolio Management and Investment Advice523940
  • Open-End Investment Funds525910
  • Finance and Insurance52
SIC code1 code
  • Investment Advice6282
Product category
Asset Management
Cost components4 values
Personnel, Operations, Technology or R&D, Marketing or Sales
GTM typeB2B and B2C
B2B and B2C
Offering typeServices
Services
Core offering1 text field

Erste Asset Management is an Austrian asset management firm that provides investment and fund management services. It serves both private (retail) investors with wealth, savings, and retirement-oriented investment solutions, and institutional investors such as pension funds, insurance companies, and corporations with institutional-grade portfolio, fiduciary, and asset-liability management services. The firm operates country-specific distribution pages across multiple European markets.

Differentiator
Functional benefit
Problem solved
Product overview1 text field

Erste Asset Management is an Austrian financial services company providing asset management and investment services. The available source data only contains navigation elements for private and institutional investors with country-specific pages, but does not include detailed product or service listings.

Product and service2 records
1Private Investor Asset Management Services
CategoryRetail Asset Management
Description

Asset management, mutual fund, and wealth management solutions for individual retail investors seeking personal investment, retirement planning, and wealth accumulation support.

2Institutional Investor Asset Management Services
CategoryInstitutional Asset Management
Description

Institutional-grade portfolio management, fiduciary management, and asset-liability management services for pension funds, insurance companies, corporations, and other large organizations.

No data
Peers10 records
TypeDirect peer
Description

Austrian asset manager within the Raiffeisen banking group, offering mutual funds and institutional mandates with a strong CEE distribution footprint. Directly comparable on geography, dual retail/institutional model, and Austrian banking-group affiliation.

TypeDirect peer
Description

German asset management arm of the Sparkassen-Finanzgruppe, focused on retail mutual funds and institutional asset management. Comparable on the dual retail/institutional model and bank-affiliated distribution, with a DACH-region footprint.

TypeDirect peer
Description

German asset manager owned by the cooperative banking group (DZ Bank), serving both retail investors and institutional clients with mutual funds and mandates. Directly comparable in bank-affiliated, dual-segment wealth and asset management.

TypeBroad incumbent
Description

Global asset manager within the Allianz Group offering active and passive strategies to institutional and retail clients. Broader and more global in scale but highly comparable on institutional mandates, retail mutual funds, and integrated insurance-banking distribution.

TypeBroad incumbent
Description

Europe's largest asset manager with deep institutional and retail fund offerings, including active, passive, and real-asset strategies. Comparable business mix and target client segments, but at significantly greater scale and geographic reach.

TypeBroad incumbent
Description

Global asset manager and ETF leader (iShares) serving institutional and retail clients. Comparable on the institutional mandate and retail fund business, though at vastly greater AUM scale and with a global distribution footprint.

TypeBroad incumbent
Description

UK-listed global asset manager with strong European institutional and intermediary distribution. Comparable business model across institutional mandates, wealth management, and retail funds, with overlapping target clients.

TypeRegional player
Description

Austrian banking group with significant retail and corporate banking operations in Austria and CEE. Comparable as a domestic Austrian financial-services platform with overlapping private-investor distribution channels, although asset management is not its primary focus.

TypeEmerging player
Description

Austrian-based asset manager offering active fund strategies across Europe. Comparable as an Austrian-headquartered fund manager serving institutional and retail investors, but at smaller scale and with a more specialized product set.

TypeEmerging player
Description

Swiss-based asset manager offering active fixed income, multi-asset, and equity strategies to institutional and intermediary clients. Comparable on active institutional mandates and a DACH/European distribution footprint, though headquartered in Switzerland.

Market position
Strengths3 records

Each record includes

Headline, Details, Source

Weaknesses3 records

Each record includes

Headline, Details, Source

Competitive moat3 records

Each record includes

Type, Details

Key risks4 records

Each record includes

Headline, Details, Source

Key highlights4 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Segment2 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile2 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Erste Asset Management

Asset Managementerste-am.com

Erste Asset Management is a Vienna-based Austrian asset management firm providing investment and fund management services to institutional investors (its primary segment) and private investors across multiple European country markets.

What Erste Asset Management does

Erste Asset Management is an Austrian financial services firm headquartered in Vienna that provides investment and fund management services to two distinct client groups: institutional investors (the primary segment, encompassing pension funds, insurance companies, corporations, and other organizations requiring institutional-grade portfolio, fiduciary, and asset-liability management) and private investors (individual retail clients seeking wealth accumulation, retirement planning, and personal investment solutions). The firm's website presents country-specific navigation pages for both segments, indicating an established multi-jurisdiction European distribution footprint rather than a single-market presence. The legal entity operates as a for-profit private company.

The company's offering centers on traditional asset management activities — mutual funds, fiduciary and institutional portfolio management, and related investment solutions — though detailed product catalogs, fee schedules, AUM figures, and platform-architecture specifics are not disclosed in the available source material. Revenue mechanics for asset managers of this profile typically derive from management fees on assets under management, performance fees, and advisory charges, but the supplied data contains no revenue, AUM, headcount, or pricing information to confirm the actual revenue model or scale.

Corporate structure is only partially documented: the firm is private, operating under the "Erste" brand, but the source material does not confirm parent-company affiliation, founding date, ownership composition, or whether Erste Asset Management is part of the broader Erste Group banking network. No strategic transactions, leadership changes, regulatory actions, product launches, partnerships, geographic expansions, or technology/AI initiatives are documented in the input, limiting further analytical depth on competitive positioning, momentum, or transformation trajectory.

Erste Asset Management firmographics

Firmographics
Name
Erste Asset Management
Legal name
Erste Asset Management
Website
https://erste-am.com
Company type
Private
Founded year
2008
Operating status
Operating
Headcount range
501–1,000 employees
Short description
Erste Asset Management is a Vienna-based Austrian asset management firm providing investment and fund management services to institutional investors (its primary segment) and private investors across multiple European country markets.
Ownership category
akta.pro rank

Erste Asset Management industry classification

Industry
Product category
Asset Management
NAICS
Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910), Finance and Insurance (52)
SIC
Investment Advice (6282)
akta.pro primary industry
Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG)
akta.pro secondary industries
Registered Investment Advisor (RIA) Wealth Management (FSAEABAA), Insurance General Accounts (Institutional Asset Owners) (FSAAAGAG), Managed Accounts & Unified Managed Accounts (UMAs) — Multi-Asset (FSAAAJAE)

Keywords

  • Asset management
  • Fund management
  • Investment management
  • Mutual funds
  • Institutional investing

Where Erste Asset Management is headquartered

Location

Headquarters

HQ city
Vienna
HQ country
Austria
HQ region
Europe

Markets served

Erste Asset Management business model

Business model
GTM type
B2B and B2C
Offering type
Services
Cost components
Personnel, Operations, Technology or R&D, Marketing or Sales

Erste Asset Management product offering

Product offering

Core offering

Erste Asset Management is an Austrian asset management firm that provides investment and fund management services. It serves both private (retail) investors with wealth, savings, and retirement-oriented investment solutions, and institutional investors such as pension funds, insurance companies, and corporations with institutional-grade portfolio, fiduciary, and asset-liability management services. The firm operates country-specific distribution pages across multiple European markets.

Product overview

Erste Asset Management is an Austrian financial services company providing asset management and investment services. The available source data only contains navigation elements for private and institutional investors with country-specific pages, but does not include detailed product or service listings.

Differentiator

Problem solved

Functional benefit

Products and services

  • Private Investor Asset Management Services Asset management, mutual fund, and wealth management solutions for individual retail investors seeking personal investment, retirement planning, and wealth accumulation support.
  • Institutional Investor Asset Management Services Institutional-grade portfolio management, fiduciary management, and asset-liability management services for pension funds, insurance companies, corporations, and other large organizations.

Companies that use Erste Asset Management

Customer profile

Segments2 records

Ideal customer profiles2 records

Erste Asset Management technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Erste Asset Management competitors and assessment

Company assessment

Direct peers

  • Raiffeisen Capital Management: Austrian asset manager within the Raiffeisen banking group, offering mutual funds and institutional mandates with a strong CEE distribution footprint. Directly comparable on geography, dual retail/institutional model, and Austrian banking-group affiliation.
  • Deka Bank: German asset management arm of the Sparkassen-Finanzgruppe, focused on retail mutual funds and institutional asset management. Comparable on the dual retail/institutional model and bank-affiliated distribution, with a DACH-region footprint.
  • Union Investment: German asset manager owned by the cooperative banking group (DZ Bank), serving both retail investors and institutional clients with mutual funds and mandates. Directly comparable in bank-affiliated, dual-segment wealth and asset management.

Broad incumbents

  • Allianz Global Investors: Global asset manager within the Allianz Group offering active and passive strategies to institutional and retail clients. Broader and more global in scale but highly comparable on institutional mandates, retail mutual funds, and integrated insurance-banking distribution.
  • Amundi: Europe's largest asset manager with deep institutional and retail fund offerings, including active, passive, and real-asset strategies. Comparable business mix and target client segments, but at significantly greater scale and geographic reach.
  • BlackRock: Global asset manager and ETF leader (iShares) serving institutional and retail clients. Comparable on the institutional mandate and retail fund business, though at vastly greater AUM scale and with a global distribution footprint.
  • Schroders: UK-listed global asset manager with strong European institutional and intermediary distribution. Comparable business model across institutional mandates, wealth management, and retail funds, with overlapping target clients.

Regional players

  • BAWAG Group: Austrian banking group with significant retail and corporate banking operations in Austria and CEE. Comparable as a domestic Austrian financial-services platform with overlapping private-investor distribution channels, although asset management is not its primary focus.

Emerging players

  • C-Quadrat Investment: Austrian-based asset manager offering active fund strategies across Europe. Comparable as an Austrian-headquartered fund manager serving institutional and retail investors, but at smaller scale and with a more specialized product set.
  • Vontobel Asset Management: Swiss-based asset manager offering active fixed income, multi-asset, and equity strategies to institutional and intermediary clients. Comparable on active institutional mandates and a DACH/European distribution footprint, though headquartered in Switzerland.

Market position

Strengths3 records

Weaknesses3 records

Competitive moat3 records

Key risks4 records

Key highlights4 records

Customer concentration

Erste Asset Management social profiles

Digital presence

Erste Asset Management financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Erste Asset Management leadership team

Management profile

Number of profiles

Erste Asset Management funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Erste Asset Management M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Erste Asset Management

What does Erste Asset Management do?

Erste Asset Management is an Austrian asset management firm that provides investment and fund management services. It serves both private (retail) investors with wealth, savings, and retirement-oriented investment solutions, and institutional investors such as pension funds, insurance companies, and corporations with institutional-grade portfolio, fiduciary, and asset-liability management services. The firm operates country-specific distribution pages across multiple European markets.

Is Erste Asset Management a public or private company?

Erste Asset Management is a private company. It is classified as unknown and is currently operating.

When was Erste Asset Management founded?

Erste Asset Management was founded in 2008. It employs 501 to 1,000 people.

Where is Erste Asset Management based?

Erste Asset Management is headquartered in Vienna, Austria, in the Europe region.

Who are Erste Asset Management's main competitors?

Direct peers on record are Raiffeisen Capital Management, Deka Bank and Union Investment. Broad incumbents are Allianz Global Investors, Amundi, BlackRock and Schroders. BAWAG Group is listed as a regional player. Emerging players are C-Quadrat Investment and Vontobel Asset Management.

Does Erste Asset Management have an API?

No public API is recorded for Erste Asset Management.

What industry is Erste Asset Management in?

Erste Asset Management's product category is Asset Management. Its primary akta.pro industry code is FSAAACAG, Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions), with a secondary code of FSAEABAA, Registered Investment Advisor (RIA) Wealth Management. Its NAICS code is 523940 and its SIC code is 6282.

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Live signals
MarketScreenerErste Group Bank Ag Announces Appointment of Lukas Enzersdorfer-Konrad to Executive Director Group Asset ManagementErste Group Bank AG appointed Lukas Enzersdorfer-Konrad as Executive Director Group Asset Management, a new role reporting to CEO Peter Bosek. He joins in Q1 2027 from Bitpanda, where he led the retail crypto broker's transformation. The appointment is subject to customary regulatory approvals.FinanzNachrichten.deErste Asset Management bekommt neuen Chef - Robert Kubin folgt auf Heinz BednarRobert Kubin is expected to become chairman of the executive board of Erste Asset Management, Austria's largest fund company, from 1 December 2026, succeeding Heinz Bednar, who will remain in advisory capacity until late August 2027. The board's resolution still requires approval from relevant regulatory authorities. Erste Group CEO Peter Bosek highlighted Bednar's management of over 100 billion euros in assets.American Banking and Market NewsErste Asset Management GmbH Sells 3,583 Shares of Caterpillar Inc. $CATErste Asset Management GmbH reduced its stake in Caterpillar Inc. by 11.4% during the second quarter, selling 3,583 shares to hold a position valued at $28,784,000. The company recently reported strong quarterly earnings of $8.17 per share and revenue of $20.54 billion, significantly exceeding analyst estimates. Additionally, Caterpillar increased its quarterly dividend to $1.63 per share while maintaining a consensus "Moderate Buy" rating from analysts.Defense WorldErste Asset Management GmbH Cuts Stock Holdings in NextEra Energy, Inc. $NEEErste Asset Management GmbH reduced its stake in NextEra Energy by 69.5% during the second quarter, selling 354,465 shares according to its latest Form 13F filing. The utilities provider recently reported quarterly earnings that beat analyst estimates on an EPS basis, despite revenue falling short of expectations. Several other institutional investors increased their positions in the company during the fourth quarter, while analysts maintained a consensus "Moderate Buy" rating.ETF ExpressGlobal ETF launches from 9th to 16th July, 2026The Australian Securities Exchange admitted eight new ETFs in June 2026, including Lion Active and Macquarie Global Small Companies. The US market saw launches from July 9th to 16th, 2026, with L&G adding to its ETF range and Erste Asset Management launching two new ETFs.ETF ExpressErste Asset Management launches two new ETFsErste Asset Management launched two new ETFs, ERSTE ETF GLOBAL EQUITIES and ERSTE ETF US EQUITIES, both tracking Solactive indices with sustainability filters. The funds, with a 0.25% expense ratio, trade on XETRA from 16 July and are available at Erste Bank branches from 22 July.MarketBeatErste Asset Management GmbH Acquires New Holdings in Pembina Pipeline Corp. $PBAErste Asset Management acquired 7,000 shares of Pembina Pipeline Corp. in Q1, valued at about $278,000. Other institutions also adjusted positions, and the stock trades at $37.39 with a Moderate Buy rating. The company declared a $0.71 quarterly dividend, raising the annualized yield to 7.6%.MarketBeatThe TJX Companies, Inc. $TJX Shares Acquired by Erste Asset Management GmbHErste Asset Management GmbH increased its stake in TJX Companies by 705.4% in Q1, holding 679,450 shares. TJX reported Q2 EPS of $1.10, beating estimates, and set FY2026 guidance of 4.52-4.57 EPS. Analysts rate the stock a Buy with a consensus price target of $147.58.MarketBeatErste Asset Management GmbH Sells 467,700 Shares of Starbucks Corporation $SBUXErste Asset Management sold 467,700 Starbucks shares, cutting its stake by 96.4% to 17,450 shares. Starbucks reported Q2 EPS of $0.50, missing the $0.64 consensus, with revenue of $9.46 billion. Analysts have a consensus price target of $104.40.MarketBeatThe PNC Financial Services Group, Inc $PNC Shares Sold by Erste Asset Management GmbHErste Asset Management GmbH reduced its stake in PNC Financial Services by 10.3% in Q1, selling 3,420 shares. PNC reported Q2 EPS of $3.85, beating estimates, and declared a $1.70 quarterly dividend. Analysts rate the stock a Moderate Buy with an average target of $214.17.