Affiliated Managers (AMG) Return on Assets [ROA] (2010 - 2026)
Affiliated Managers' Return on Assets [ROA] came in at 11.20% for Q2 2026, up 3.87 percentage points from 7.33% a year earlier and up 0.97 percentage points from the prior quarter.
Powered by 
Analysis
Affiliated Managers (AMG) Return on Assets [ROA] (2010 - 2026) Analysis & Trends
For FY2025, Affiliated Managers' Return on Assets [ROA] was 10.02%, up 1.74 percentage points from FY2024.
- Return on Assets [ROA] carries a five-year change of +4.53 percentage points (FY2020 to FY2025).
- Going back by year, Return on Assets [ROA] was 8.28% in FY2024 (-1.82 pp), 10.10% in FY2023 (-5.53 pp), 15.63% in FY2022 (+5.02 pp) and 10.62% in FY2021 (+5.12 pp).
- The Q2 2026 figure represents the highest quarterly Return on Assets [ROA] since Q3 2023.
- Year-over-year, Return on Assets [ROA] has increased for three consecutive quarters, with an average year-over-year change of -0.83 percentage points over the last eight quarters.
- The fastest year-over-year change in Return on Assets [ROA] over five years came in Q3 2023 (a gain of 6.67 percentage points), and the weakest in Q3 2024 (a drop of 8.01 percentage points).
- Business Quant data shows AMG's Return on Assets [ROA] at 10.22% (Q1 2026), 9.97% (Q4 2025) and 8.42% (Q3 2025) in the three quarters before Q2 2026.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROA (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 164.13 Bn | 110.49 Bn | - | 4.12% |
| 2 | Spdr Gold Trust | 133.82 Bn | -424.18 Bn | - | 16.25% |
| 3 | Blackstone | 84.08 Bn | 79.01 Bn | - | 13.90% |
| 4 | Brookfield | 82.97 Bn | -82.41 Bn | 4.47 Bn | 1.02% |
| 5 | Kkr | 81.05 Bn | 47.53 Bn | - | 1.33% |
| 6 | Brookfield Asset Management | 71.64 Bn | 67.88 Bn | - | 16.12% |
| 7 | Apollo Global Management | 65.67 Bn | 3.35 Bn | 10.56 Bn | 0.89% |
| 8 | Wheaton Precious Metals | 61.89 Bn | 57.32 Bn | 687.86 Mn | 18.58% |
| 9 | Franco Nevada | 46.13 Bn | 43.49 Bn | 451.00 Mn | 21.76% |
| 10 | Affiliated Managers | 9.61 Bn | 8.65 Bn | - | 11.20% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 11.20% |
| Mar 31, 2026 | 10.22% |
| Dec 31, 2025 | 9.97% |
| Sep 30, 2025 | 8.42% |
| Jun 30, 2025 | 7.33% |
| Mar 31, 2025 | 7.31% |
| Dec 31, 2024 | 8.35% |
| Sep 30, 2024 | 8.61% |
| Jun 30, 2024 | 9.67% |
| Mar 31, 2024 | 10.13% |
| Dec 31, 2023 | 10.03% |
| Sep 30, 2023 | 16.62% |
| Jun 30, 2023 | 15.35% |
| Mar 31, 2023 | 15.28% |
| Dec 31, 2022 | 16.04% |
| Sep 30, 2022 | 9.95% |
| Jun 30, 2022 | 10.38% |
| Mar 31, 2022 | 10.26% |
| Dec 31, 2021 | 10.48% |
| Sep 30, 2021 | 9.95% |
API Access
Affiliated Managers Return on Assets [ROA] API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=return-on-assets-%5Broa%5D&ticker=AMG&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-assets-[roa]", "ticker": "AMG", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=return-on-assets-%5Broa%5D&ticker=AMG&period=max&api_key=YOUR_API_KEY");
const data = await res.json();