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
Download Data
Historic Data
| Date | Value |
|---|---|
| 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 |