Affiliated Managers (AMG) Long-Term Investments (2009 - 2026)

Affiliated Managers' (AMG) quarterly Long-Term Investments came in at $3.0 billion in Q1 2026, up 463.52% year-on-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.

  • On a quarterly basis, Long-Term Investments rose 463.52% year-over-year to $3.0 billion in Q1 2026; TTM through Mar 2026 was $3.0 billion, a 463.52% increase from a year earlier, with the FY2025 full-year figure at $626.8 million, up 16.29% from the prior year.
  • Long-Term Investments advanced to $3.0 billion in Q1 2026 per AMG's latest filing, from $626.8 million in the prior quarter.
  • Across five years, Long-Term Investments topped out at $3.0 billion in Q1 2026 and bottomed 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.
  • Across the five-year window, Long-Term Investments decreased 0.95% in 2022 and surged 463.52% in 2026, its largest moves.
  • Year by year, Long-Term Investments stood at $421.6 million in 2022, then advanced by 14.07% to $480.9 million in 2023, then increased by 12.08% to $539.0 million in 2024, then advanced by 16.29% to $626.8 million in 2025, then soared by 373.17% to $3.0 billion in 2026.
  • Per Business Quant, the three latest AMG Long-Term Investments figures stand at $3.0 billion (Q1 2026), $626.8 million (Q4 2025), and $574.2 million (Q3 2025).

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Long-Term Investments (Qtr)
1 Brookfield 1,236.60 Bn 1,311.20 Bn 18.56 Bn 82.87 Bn
2 BlackRock 161.01 Bn 148.08 Bn - 14.57 Bn
3 Blackstone 97.77 Bn 96.72 Bn - 32.75 Bn
4 Apollo Global Management 70.80 Bn 90.38 Bn -409.00 Mn 2.28 Bn
5 State Street 51.30 Bn 51.30 Bn - 3.88 Bn
6 Ameriprise Financial 48.54 Bn 39.27 Bn 4.57 Bn 58.97 Bn
7 Northern Trust 32.93 Bn 32.93 Bn - -
8 Raymond James Financial 32.59 Bn 17.67 Bn - 399.00 Mn
9 Price T Rowe 24.70 Bn 21.13 Bn - 3.17 Bn
10 Affiliated Managers 9.31 Bn 9.20 Bn - 2.97 Bn

Historic Data

Download Data
DateValue
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
Jun 30, 2021 312.10 Mn