Affiliated Managers AMG
NYSE AMG
$355.81 +3.60 (+1.02%)
At close: Sep 18, 2026 · 4:00 PM EDT

Affiliated Managers (AMG) Invested Capital (2009 - 2026)

Affiliated Managers (AMG) posted Invested Capital of $11.3 billion for Q2 2026, up 63.96% on a QoQ basis from $6.9 billion in Q1 2026, and up 67.41% year-over-year from $6.8 billion in Q2 2025.

Analysis

Affiliated Managers (AMG) Invested Capital (2009 - 2026) Analysis & Trends

Affiliated Managers has reported Invested Capital for 18 years, with the latest figure at $11.3 billion in Q2 2026.

  • On a quarterly basis, Invested Capital rose 67.41% year-over-year to $11.3 billion in Q2 2026; TTM through Jun 2026 was $11.3 billion, a 67.41% increase from a year earlier, with the FY2025 full-year figure at $10.8 billion, up 56.35% from the prior year.
  • Invested Capital was $11.3 billion for Q2 2026 at Affiliated Managers, up from $6.9 billion in the prior quarter.
  • The five-year high for Invested Capital was $11.3 billion in Q2 2026, with the low at $6.2 billion in Q1 2022.
  • Average Invested Capital over 5 years is $7.4 billion, with a median of $6.9 billion recorded in 2024.
  • The sharpest annual moves came in 2025 and 2026: Invested Capital retreated 4.62% in 2025, then soared 67.41% in 2026.
  • Over 5 years, Invested Capital stood at $6.7 billion in 2022, then grew by 5.91% to $7.1 billion in 2023, then decreased by 2.66% to $6.9 billion in 2024, then jumped by 56.35% to $10.8 billion in 2025, then rose by 4.63% to $11.3 billion in 2026.
  • The last three Invested Capital figures came in at $11.3 billion (Q2 2026), $6.9 billion (Q1 2026), and $10.8 billion (Q4 2025), per Business Quant data.
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Invested Cap. (Qtr)
1 BlackRock 165.77 Bn 152.13 Bn - 78.46 Bn
2 Spdr Gold Trust 141.23 Bn -416.77 Bn - -
3 World Gold Trust 29.62 Bn -73.45 Bn - -
4 Ishares Gold Trust 27.46 Bn -32.65 Bn - -
5 Principal Financial 25.26 Bn -27.00 Bn 1.91 Bn 16.53 Bn
6 iShares Silver Trust 23.22 Bn -4.99 Bn - -
7 Invesco 13.47 Bn 13.19 Bn 1.79 Bn 14.73 Bn
8 Voya Financial 9.20 Bn 8.58 Bn 1.34 Bn 9.98 Bn
9 Affiliated Managers 9.20 Bn 9.69 Bn - 11.32 Bn
10 Victory Capital Holdings 6.56 Bn 6.49 Bn - 3.34 Bn
Historic Data

Historic Data

Download Data
DateValue
Jun 30, 2026 11.32 Bn
Mar 31, 2026 6.90 Bn
Dec 31, 2025 10.82 Bn
Sep 30, 2025 10.25 Bn
Jun 30, 2025 6.76 Bn
Mar 31, 2025 6.72 Bn
Dec 31, 2024 6.92 Bn
Sep 30, 2024 6.89 Bn
Jun 30, 2024 6.79 Bn
Mar 31, 2024 7.05 Bn
Dec 31, 2023 7.11 Bn
Sep 30, 2023 7.00 Bn
Jun 30, 2023 6.90 Bn
Mar 31, 2023 6.76 Bn
Dec 31, 2022 6.71 Bn
Sep 30, 2022 6.19 Bn
Jun 30, 2022 6.18 Bn
Mar 31, 2022 6.17 Bn
Dec 31, 2021 6.20 Bn
Sep 30, 2021 5.69 Bn