Ibercaja Gestión closed 2025 with a historic record in managed assets, reaching 28.798 billion euros. This milestone is accompanied by a significant increase in the number of clients and inflows, consolidating its position as one of the leaders in the national investment fund market.
Growth in Clients and Assets
During 2025, Ibercaja Gestión added nearly 11,200 new clients, raising its total base to over 263,580. In the last three years, the manager has gained more than 48,500 clients and increased its assets by over 10.8 billion euros. This annualized growth of 20% has been key to achieving the current record volume.
The expansion strategy of Ibercaja Gestión has focused on attracting new clients and increasing managed assets, allowing the institution to exceed 28.798 billion euros in assets under management.
Leadership in Sector Inflows
Ibercaja Gestión captured 7% of the total new inflows to investment funds in Spain during 2025. In the period from 2023 to 2025, the manager attracted 7.25 billion euros, representing 9 out of every 100 euros of the sector’s total contributions. This performance has consolidated its market share at 6.39%, positioning it as the fifth largest national manager by assets under management.
The 53 basis point growth in its market share over the last three years reflects the effectiveness of its acquisition strategy and the trust placed in the Aragonese manager by investors.
Returns and Fund Performance
The funds of Ibercaja Gestión have maintained positive returns for three consecutive years. In 2025, they achieved a weighted average return of over 3.1%, which rises to 5.76% on an annualized basis considering the last three years. The fixed income range stood out with a weighted average return of 2.58%, exceeding the sector average by 50 basis points.
Over 75% of the volume managed in fixed income, amounting to nearly 12.6 billion euros, ranks among the top spots in specialized rankings, underscoring the quality and performance of the products offered by Ibercaja Gestión.
