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