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Partners Group Plays Down Tech Exposure Fears as Fundraising Hits Record Levels

Story Highlights
  • Partners Group has reduced technology and software exposure, pivoting toward AI-linked infrastructure assets expected to prove more resilient and support future outperformance.
  • Despite sector volatility and concerns over private credit, Partners Group’s open-ended credit funds have avoided net redemptions and the firm achieved record USD 30 billion fundraising in 2025.
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Partners Group Plays Down Tech Exposure Fears as Fundraising Hits Record Levels

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Partners Group Holding AG ( (CH:PGHN) ) has provided an update.

Partners Group, a leading global private markets manager, has moved to reassure investors after sharp share price declines across listed private markets firms tied to concerns over technology and private credit exposures. The firm highlighted that it has deliberately reduced its software holdings to less than half the industry average, exited certain SaaS assets early, and instead built a diversified portfolio in resilient infrastructure areas such as power generation that stand to benefit from surging AI-related demand.

The company also underlined that only a small fraction of its assets under management are in open-ended private credit evergreen funds and that these vehicles have not experienced net redemptions in 2025 or so far in 2026. Partners Group reported record fundraising of USD 30 billion in 2025, with strong inflows from evergreen funds and bespoke mandates continuing into 2026, underscoring its view that its conservative tech exposure and infrastructure tilt should support outperformance versus peers despite sector-wide volatility.

The most recent analyst rating on (CH:PGHN) stock is a Hold with a CHF1151.00 price target. To see the full list of analyst forecasts on Partners Group Holding AG stock, see the CH:PGHN Stock Forecast page.

More about Partners Group Holding AG

Partners Group is one of the largest firms in the global private markets industry, managing over USD 185 billion in assets across private equity, private credit, infrastructure, real estate, royalties, and special opportunities. Headquartered in Switzerland with a major U.S. presence in Colorado, it emphasizes an operationally focused investment approach and thematic sourcing through evergreen funds and bespoke mandates.

Average Trading Volume: 77,447

Technical Sentiment Signal: Hold

Current Market Cap: CHF24.86B

For an in-depth examination of PGHN stock, go to TipRanks’ Overview page.

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