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| Date | Value |
|---|---|
| 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 |