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Anima Holding

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In July 2010, it was announced that Anima would merge with Prima SGR, a rival investment management firm. In December 2011, the merger was complete with the new entity being formed named Anima SGR and was under the control of AM Holding (Asset Management Holding which was later renamed to Anima
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In October 2022, it was reported that the Italian government wanted to keep ownership of Anima in domestic hands and backed Poste Italiane to increase its holdings in Anima. Back in May that year,
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acquired a stake in Anima which sparked concerns about expansion plans from foreign entities. At that time, Anima closed its operations in Dublin, Ireland and relocated it staff back to Milan.
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would purchase MPS' stake of Anima in a €215.2 million deal. In December 2017, Anima and Poste Italiane signed an agreement to help develop Poste Italiane's asset management activities.
344:(BPM) acquired BDB's stake of Anima and in 2008, launched a takeover bid to acquire all of Anima's shares for €1.45 per share. Following this, on 3 March 2009, Anima was delisted from the 425: 373:
In early 2014, Anima prepared for its IPO to list on the Borsa Italiana as Anima Holding. On 16 April that year, Anima listed on the Borsa Italiana raising €692 million.
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In February 2023, private equity firm, Fondo Strategico Italiano acquired a 9% stake of Anima. Around the same time Anima came to an agreement to acquire 80% of
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On 28 September 2009, Anima was merged with Bipiemme Gestioni SGR SpA, the savings management company of BPM. The new company formed was named Anima SGR SpA.
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In August 2017, it was agreed that Anima would acquire rival investment management firm, Aletti Gestielle from BPM for €700 million.
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Holding). Through AM Holding, the main shareholders of Anima were Clessidra (38.1%), BPM (36.3%) and
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The company was originally founded on 5 July 1983, under the name Sogestim SpA. On 19 September 1994
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In November 2023, Anima signed a deal to acquire Italian investment manager, Kairos from
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and several other partners took over the company and renamed it to Anima SGRpA.
1467: 1457: 1316: 1261: 377: 345: 334: 300: 61: 47: 945:"EXCLUSIVE Italy moves to keep asset manager Anima in domestic hands -sources" 316: 107: 1878: 1634: 1590: 1346: 1170: 918:"Italian asset manager Anima agrees $ 823 mln deal for BPM's Aletti - source" 638:"THE SHAREHOLDERS APPROVE THE MERGER OF ANIMA SGR INTO BIPIEMME GESTIONI SGR" 355: 55: 1609: 1165: 1777: 1624: 454:"DOCUMENTO D'OFFERTA OFFERTA PUBBLICA DI ACQUISTO VOLONTARIA TOTALITARIA" 997:"Italian fund buys stake in asset manager Anima in play on bank M&A" 188: 1564: 1544: 1426: 1231: 1185: 1145: 866:"UPDATE 1-Monte Paschi sells Anima stake to Italian postal service" 354:
In April 2010, Anima acquired Etruria Fund Management Company from
737:"Italy's Anima Said to Start Marketing IPO to Investors Next Week" 307:
index. It is the largest independent investment manager in Italy.
1291: 815:"IPO could value Anima Holding at up to 1.3 bln euros-Banca IMI" 28: 1595: 1554: 1385: 1321: 1022:"Italian private equity fund FSI fund raised Anima stake to 9%" 841:"Borsa Italiana welcomes Anima Holding to MTA - Borsa Italiana" 387: 1075:"Italy's Anima signs binding deal to buy Julius Baer's Kairos" 1580: 1514: 1336: 296: 215: 162: 124: 118: 1326: 1097: 892:"UPDATE 1-Italy's Poste, Anima sign asset management deal" 509:"New Star, Lloyds Fonds start marketing as Anima thrives" 267: 790:"Anima Holding IPO subscription opens on Borsa Italiana" 686:"Italian roundup: Prima-Anima merger, pension reforms" 612:"CORRECTED - Italy's Pop Milano wraps up Anima buyout" 1134: 763:"Anima Holding, prima IPO del 2014 a Piazza Affari" 943:Fonte, Giuseppe; Za, Valentina (5 October 2022). 1900:Financial services companies established in 1983 1876: 659:"Anima Sgr acquista Etruria Fund Management Co" 583:"Fitch Upgrades Banco di Desio e della Brianza" 1120: 1773:Mitsubishi UFJ Trust and Banking Corporation 712:"New managers born of Italian funds M&A" 1861: 1127: 1113: 27: 299:. It is currently publicly traded on the 683: 448: 446: 444: 442: 942: 533: 1895:Companies listed on the Borsa Italiana 1877: 1727:Aditya Birla Sun Life Asset Management 1049:"Anima acquista l'80% di Castello Sgr" 709: 536:"Anima da 4 euro - MilanoFinanza News" 534:Finanza, MF Milano (15 October 2005). 1885:Italian companies established in 1983 1108: 1046: 439: 787: 606: 604: 503: 501: 474: 472: 470: 1696:ICBC Credit Suisse Asset Management 684:Williams, Jonathan (30 July 2010). 376:On 15 April 2015, it was announced 303:and is a constituent member of the 209:€177.2 billion (December 2022) 13: 995:Za, Valentina (16 February 2023). 994: 14: 1916: 1089: 1047:Dezza, Paola (27 February 2023). 710:Norris, James (7 February 2012). 601: 498: 467: 418: 322:In 1999, Anima was taken over by 1860: 1853: 1852: 1676:China Universal Asset Management 1135:Major asset management companies 329:In October 2005, Anima held its 254: 253: 239: 238: 222: 221: 195: 194: 178: 177: 158: 157: 16:Italian asset management company 1671:China Southern Asset Management 1067: 1040: 1014: 988: 962: 936: 910: 884: 858: 833: 807: 781: 755: 729: 703: 677: 651: 480:"Mediobanca analizza Anima Sgr" 364:Banca Monte dei Paschi di Siena 280:Footnotes / references 1783:Sumitomo Mitsui Trust Holdings 630: 575: 554: 527: 486:(in Italian). 13 November 2006 324:Banco di Desio e della Brianza 1: 1905:Investment companies of Italy 1560:Royal London Asset Management 788:Caon, Viola (31 March 2014). 411: 146:Alessandro Melzi d'Eril (CEO) 70:FTSE Italia Mid Cap Component 1737:ICICI Prudential Mutual Fund 1550:Newton Investment Management 1396:BNP Paribas Asset Management 1342:State Street Global Advisors 333:(IPO) and was listed on the 7: 1799:Mirae Asset Financial Group 1401:Natixis Investment Managers 665:(in Italian). 27 April 2010 199:€120.80 million (2022) 182:€184.97 million (2022) 10: 1921: 769:(in Italian). 2 April 2014 399:Oaktree Capital Management 310: 1841: 1817: 1791: 1760: 1719: 1711:Zhong Ou Asset Management 1706:Tianhong Asset Management 1653: 1617: 1608: 1573: 1507: 1481: 1445: 1414: 1378: 1369: 1302:New York Life Investments 1212:Affiliated Managers Group 1204: 1153: 1144: 1140: 408:for €20-25 million. 278: 262: 247: 243:€1.39 billion (2022) 230: 226:€2.34 billion (2022) 213: 203: 186: 169: 153: 131: 113: 103: 85: 75: 53: 43: 35: 26: 1890:Companies based in Milan 1809:Shinhan Asset Management 1804:Samsung Asset Management 1686:Fullgoal Fund Management 1640:Magellan Financial Group 1494:Coronation Fund Managers 1422:Allianz Global Investors 645:Banca Popolare di Milano 569:Banca Popolare di Milano 562:"ANIMA SGR TAKEOVER BID" 397:firm, Castello SGR from 342:Banca Popolare di Milano 293:asset management company 165:1.02 billion (2022) 1701:Penghua Fund Management 1691:Harvest Fund Management 1661:Bosera Asset Management 1630:First Sentier Investors 1406:Ostrum Asset Management 1391:AXA Investment Managers 794:InternationalInvestment 716:InternationalInvestment 368:assets under management 358:for €6.3 million. 331:initial public offering 1825:Eastspring Investments 1666:China Asset Management 1586:Fidelity International 1463:Assicurazioni Generali 1176:Guardian Capital Group 401:for €60 million. 395:alternative investment 291:(Anima) is an Italian 91:; 41 years ago 1357:Wellington Management 1252:Columbia Threadneedle 1181:Mackenzie Investments 141:Maria Patrizia Grieco 80:Investment Management 1768:Asset Management One 1752:UTI Asset Management 1437:Universal Investment 1277:Fidelity Investments 1227:Ameriprise Financial 845:www.borsaitaliana.it 647:. 28 September 2009. 426:"2022 Annual Report" 1540:Legal & General 1081:. 17 November 2023. 305:FTSE Italia Mid Cap 249:Number of employees 23: 1530:Insight Investment 1282:Franklin Templeton 1196:Sun Life Financial 1028:. 21 February 2023 898:. 21 December 2017 767:www.soldionline.it 663:www.soldionline.it 571:. 28 January 2009. 484:www.soldionline.it 21: 1872: 1871: 1850: 1837: 1836: 1833: 1832: 1742:Kotak Mutual Fund 1681:E Fund Management 1604: 1603: 1365: 1364: 1217:AllianceBernstein 976:. 10 October 2022 618:. 23 January 2009 540:MF Milano Finanza 515:. 20 October 2005 406:Julius Baer Group 295:headquartered in 289:Anima Holding SpA 286: 285: 89:July 5, 1983 22:Anima Holding SpA 1912: 1864: 1863: 1856: 1855: 1845:Methodology: By 1843: 1732:Axis Mutual Fund 1615: 1614: 1432:Union Investment 1376: 1375: 1307:Neuberger Berman 1272:Federated Hermes 1151: 1150: 1142: 1141: 1129: 1122: 1115: 1106: 1105: 1101: 1100: 1098:Official website 1083: 1082: 1071: 1065: 1064: 1062: 1060: 1044: 1038: 1037: 1035: 1033: 1018: 1012: 1011: 1009: 1007: 992: 986: 985: 983: 981: 966: 960: 959: 957: 955: 940: 934: 933: 931: 929: 914: 908: 907: 905: 903: 888: 882: 881: 879: 877: 862: 856: 855: 853: 851: 837: 831: 830: 828: 826: 811: 805: 804: 802: 800: 785: 779: 778: 776: 774: 759: 753: 752: 750: 748: 733: 727: 726: 724: 722: 707: 701: 700: 698: 696: 681: 675: 674: 672: 670: 655: 649: 648: 642: 634: 628: 627: 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Rowe Price 1345: 1343: 1340: 1338: 1335: 1333: 1330: 1328: 1325: 1323: 1320: 1318: 1315: 1313: 1310: 1308: 1305: 1303: 1300: 1298: 1295: 1293: 1290: 1288: 1287:Geode Capital 1285: 1283: 1280: 1278: 1275: 1273: 1270: 1268: 1265: 1263: 1260: 1258: 1255: 1253: 1250: 1248: 1245: 1243: 1242:Capital Group 1240: 1238: 1235: 1233: 1230: 1228: 1225: 1223: 1220: 1218: 1215: 1213: 1210: 1209: 1207: 1203: 1197: 1194: 1192: 1189: 1187: 1184: 1182: 1179: 1177: 1174: 1172: 1171:Fiera Capital 1169: 1167: 1164: 1162: 1159: 1158: 1156: 1152: 1149: 1147: 1143: 1139: 1130: 1125: 1123: 1118: 1116: 1111: 1110: 1107: 1099: 1094: 1093: 1080: 1076: 1070: 1054: 1050: 1043: 1027: 1023: 1017: 1002: 998: 991: 975: 971: 965: 950: 946: 939: 923: 919: 913: 897: 893: 887: 871: 867: 861: 846: 842: 836: 820: 816: 810: 795: 791: 784: 768: 764: 758: 742: 741:Bloomberg.com 738: 732: 717: 713: 706: 691: 687: 680: 664: 660: 654: 646: 639: 633: 617: 613: 607: 605: 588: 584: 578: 570: 563: 557: 541: 537: 530: 514: 513:GlobalCapital 510: 504: 502: 485: 481: 475: 473: 471: 462: 455: 449: 447: 445: 443: 434: 433:Anima Holding 427: 421: 417: 409: 407: 402: 400: 396: 391: 389: 384: 381: 379: 374: 371: 369: 365: 359: 357: 356:Banca Etruria 352: 349: 347: 343: 338: 336: 332: 327: 325: 320: 318: 308: 306: 302: 298: 294: 290: 281: 277: 273: 265: 261: 252: 246: 237: 234: 229: 220: 217: 212: 208: 206: 202: 193: 190: 185: 176: 173: 168: 164: 156: 152: 145: 142: 139: 138: 136: 130: 126: 120: 116: 112: 109: 106: 102: 88: 84: 81: 78: 74: 71: 67: 63: 60: 57: 52: 49: 46: 42: 38: 34: 30: 25: 19: 1844: 1610:Asia Pacific 1482:South Africa 1452: 1267:Edward Jones 1166:CI Financial 1078: 1069: 1057:. 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Index


Public company
Traded as
BIT
ANIM
FTSE Italia Mid Cap Component
Investment Management
Alberto Foà
Milan
Italy
Maria Patrizia Grieco

Operating income
Net income
AUM
Total assets
Total equity
www.animasgr.it
asset management company
Milan
Borsa Italiana
FTSE Italia Mid Cap
Alberto Foà
Banco di Desio e della Brianza
initial public offering
Borsa Italiana
Banca Popolare di Milano
Borsa Italiana
Banca Etruria
Banca Monte dei Paschi di Siena

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