Affiliated Managers (AMG) Long-Term Investments (2009 - 2026)
Affiliated Managers (AMG) posted quarterly Long-Term Investments of $3.0 billion for Q1 2026, up 463.52% year-over-year from $526.3 million in Q1 2025, and up 373.17% quarter-over-quarter from $626.8 million in Q4 2025.
Affiliated Managers (AMG) Long-Term Investments (2009 - 2026) Analysis & Trends
Affiliated Managers' Long-Term Investments history runs 18 years deep, the most recent figure standing at $3.0 billion for Q1 2026.
- In Q1 2026, Long-Term Investments rose 463.52% year-over-year to $3.0 billion; the TTM figure through Mar 2026 stood at $3.0 billion (up 463.52% YoY), while the FY2025 annual figure was $626.8 million, up 16.29% from the prior year.
- Long-Term Investments for Q1 2026 stood at $3.0 billion, up from $626.8 million in the prior quarter.
- The five-year high for Long-Term Investments was $3.0 billion in Q1 2026, with the low at $353.7 million in Q3 2022.
- The 5-year median for Long-Term Investments is $522.9 million (2024), against an average of $632.9 million.
- The sharpest annual moves came in 2022 and 2026: Long-Term Investments declined 0.95% in 2022, then surged 463.52% in 2026.
- Affiliated Managers' Long-Term Investments stood at $421.6 million in 2022, then gained by 14.07% to $480.9 million in 2023, then grew by 12.08% to $539.0 million in 2024, then gained by 16.29% to $626.8 million in 2025, then surged by 373.17% to $3.0 billion in 2026.
- Business Quant data shows AMG's Long-Term Investments at $3.0 billion in Q1 2026, $626.8 million in Q4 2025, and $574.2 million in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 179.54 Bn | 165.67 Bn | - | 15.14 Bn |
| 2 | Blackstone | 114.83 Bn | 112.32 Bn | - | 34.59 Bn |
| 3 | Kkr | 97.26 Bn | -179.81 Bn | - | 837.70 Mn |
| 4 | Brookfield | 93.07 Bn | 45.66 Bn | - | 87.68 Bn |
| 5 | Brookfield Asset Management | 83.46 Bn | 81.96 Bn | - | 10.36 Bn |
| 6 | Apollo Global Management | 78.41 Bn | 53.04 Bn | 10.54 Bn | 333.84 Bn |
| 7 | State Street | 51.66 Bn | 51.66 Bn | - | 4.10 Bn |
| 8 | Ameriprise Financial | 51.12 Bn | 40.07 Bn | 4.72 Bn | 59.65 Bn |
| 9 | Raymond James Financial | 33.99 Bn | 20.74 Bn | - | 383.00 Mn |
| 10 | Affiliated Managers | 9.40 Bn | 8.99 Bn | - | 2.94 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 2.94 Bn |
| Mar 31, 2026 | 2.97 Bn |
| Dec 31, 2025 | 626.80 Mn |
| Sep 30, 2025 | 574.20 Mn |
| Jun 30, 2025 | 566.10 Mn |
| Mar 31, 2025 | 526.30 Mn |
| Dec 31, 2024 | 539.00 Mn |
| Sep 30, 2024 | 532.80 Mn |
| Jun 30, 2024 | 530.30 Mn |
| Mar 31, 2024 | 522.90 Mn |
| Dec 31, 2023 | 480.90 Mn |
| Sep 30, 2023 | 457.90 Mn |
| Jun 30, 2023 | 457.00 Mn |
| Mar 31, 2023 | 426.00 Mn |
| Dec 31, 2022 | 421.60 Mn |
| Sep 30, 2022 | 353.70 Mn |
| Jun 30, 2022 | 384.70 Mn |
| Mar 31, 2022 | 394.10 Mn |
| Dec 31, 2021 | 375.20 Mn |
| Sep 30, 2021 | 357.10 Mn |