Partners Group Holding AG or Partners Group, the globally fourth largest listed private equity, infrastructure, real estate and private credit asset manager has invested large part of its recently raised assets in artificial intelligence, AI technology companies leveraged buyouts, artificial intelligence, AI data center firms acquisitions as part of its infrastructure business, artificial intelligence, AI data centers as part of its real estate business and given out billions of USDs in loans to artificial intelligence, AI mid sized technology firms as part of its private credit asset management division.
In a base case, Partners Group's intrinsic value is 39 billion USDs, compared with Partner's Group's current market capitalization of 25.31 billion Swiss Francs on the Swiss Stock Exchange or 32.903 billion USDs, according to Wolfteam Ltd.'s projections and estimates.
Partners Group operates 184.9 billion USDs of assets under management as of end 2025.
Partners Group reported net profit of 578.2 million CHFs on revenue of 1.1199 billion of CHFs in the first half of 2025.
If artificial intelligence, AI lives up to the most optimistic forecasts of Wall Street research analysts and investors and Silicon Valley technologists and investors and artificial intelligence, AI increases humanity's productivity dramatically, Partners Group's market capitalization could rise to 74 billion USDs.
If on the other hand, the current artificial intelligence, AI boom turns into a bust and the Nasdaq Composite falls more than 62 % from its all time high, Partners Group market capitalization could fall to 14 billion USDs, according to Wolfteam Ltd.'s projections and estimates.
Partners Group, along with the other leading private, equity, real estate, private credit and infrastructure asset managers Blackstone, KKR, Apollo, Carlyle, Ares, Blue Owl, CVC, EQT etc. is currently to a large extent an indirect investment in the artificial intelligence, AI boom.
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