Affiliated Managers (AMG) Retained Earnings (2009 - 2026)

Affiliated Managers' (AMG) quarterly Retained Earnings came in at $7.7 billion in Q1 2026, up 10.81% year-on-year from $7.0 billion in Q1 2025, and up 1.45% quarter-over-quarter from $7.6 billion in Q4 2025.

Affiliated Managers (AMG) Retained Earnings (2009 - 2026) Analysis & Trends

Affiliated Managers' Retained Earnings history runs 18 years deep, the most recent figure standing at $7.7 billion for Q1 2026.

  • On a quarterly basis, Retained Earnings rose 10.81% year-over-year to $7.7 billion in Q1 2026; TTM through Mar 2026 was $7.7 billion, a 10.81% increase from a year earlier, with the FY2025 full-year figure at $7.6 billion, up 10.37% from the prior year.
  • Retained Earnings climbed to $7.7 billion in Q1 2026 per AMG's latest filing, from $7.6 billion in the prior quarter.
  • Across five years, Retained Earnings topped out at $7.7 billion in Q1 2026 and bottomed at $4.7 billion in Q1 2022.
  • The 5-year median for Retained Earnings is $6.5 billion (2024), against an average of $6.4 billion.
  • Across the five-year window, Retained Earnings rose 25.36% in 2023 and climbed 6.62% in 2025, its largest moves.
  • Year by year, Retained Earnings stood at $5.7 billion in 2022, then increased by 11.74% to $6.4 billion in 2023, then increased by 7.98% to $6.9 billion in 2024, then gained by 10.37% to $7.6 billion in 2025, then advanced by 1.45% to $7.7 billion in 2026.
  • Per Business Quant, the three latest AMG Retained Earnings figures stand at $7.7 billion (Q1 2026), $7.6 billion (Q4 2025), and $7.3 billion (Q3 2025).

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Retained Earnings (Qtr)
1 Brookfield 1,236.60 Bn 1,311.20 Bn 18.56 Bn -
2 BlackRock 161.01 Bn 148.08 Bn - -678.00 Mn
3 Blackstone 97.77 Bn 96.72 Bn - -323.73 Mn
4 Apollo Global Management 70.80 Bn 90.38 Bn -409.00 Mn -3.14 Bn
5 State Street 51.30 Bn 51.30 Bn - -
6 Ameriprise Financial 48.54 Bn 39.27 Bn 4.57 Bn -1.21 Bn
7 Northern Trust 32.93 Bn 32.93 Bn - -636.60 Mn
8 Raymond James Financial 32.59 Bn 17.67 Bn - -368.00 Mn
9 Price T Rowe 24.70 Bn 21.13 Bn - -51.60 Mn
10 Affiliated Managers 9.31 Bn 9.20 Bn - 7.73 Bn

Historic Data

Download Data
DateValue
Mar 31, 2026 7.73 Bn
Dec 31, 2025 7.62 Bn
Sep 30, 2025 7.27 Bn
Jun 30, 2025 7.06 Bn
Mar 31, 2025 6.97 Bn
Dec 31, 2024 6.90 Bn
Sep 30, 2024 6.74 Bn
Jun 30, 2024 6.61 Bn
Mar 31, 2024 6.54 Bn
Dec 31, 2023 6.39 Bn
Sep 30, 2023 6.19 Bn
Jun 30, 2023 5.98 Bn
Mar 31, 2023 5.85 Bn
Dec 31, 2022 5.72 Bn
Sep 30, 2022 4.94 Bn
Jun 30, 2022 4.83 Bn
Mar 31, 2022 4.72 Bn
Dec 31, 2021 4.57 Bn
Sep 30, 2021 4.39 Bn
Jun 30, 2021 4.26 Bn