Affiliated Managers (AMG) Return on Equity [ROE] (2010 - 2026)
Affiliated Managers' Return on Equity [ROE] came in at 26.59% for Q2 2026, up 11.00 percentage points from 15.59% a year earlier and up 3.28 percentage points from the prior quarter.
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Analysis
Affiliated Managers (AMG) Return on Equity [ROE] (2010 - 2026) Analysis & Trends
For FY2025, Affiliated Managers' Return on Equity [ROE] was 21.34%, up 4.63 percentage points from FY2024.
- Return on Equity [ROE] carries a five-year change of +8.81 percentage points (FY2020 to FY2025).
- Going back by year, Return on Equity [ROE] was 16.70% in FY2024 (-4.02 pp), 20.72% in FY2023 (-14.48 pp), 35.20% in FY2022 (+9.87 pp) and 25.33% in FY2021 (+12.80 pp).
- The Q2 2026 figure represents the highest quarterly Return on Equity [ROE] since Q3 2023.
- Year-over-year, Return on Equity [ROE] has increased for three consecutive quarters, with an average year-over-year change of -0.58 percentage points over the last eight quarters.
- The fastest year-over-year change in Return on Equity [ROE] over five years came in Q3 2021 (a gain of 15.44 percentage points), and the weakest in Q3 2024 (a drop of 15.91 percentage points).
- Business Quant data shows AMG's Return on Equity [ROE] at 23.31% (Q1 2026), 21.41% (Q4 2025) and 17.78% (Q3 2025) in the three quarters before Q2 2026.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROE (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 164.13 Bn | 110.49 Bn | - | 12.43% |
| 2 | Spdr Gold Trust | 133.82 Bn | -424.18 Bn | - | 16.25% |
| 3 | Blackstone | 84.08 Bn | 79.01 Bn | - | 33.23% |
| 4 | Brookfield | 82.97 Bn | -82.41 Bn | 4.47 Bn | 3.12% |
| 5 | Kkr | 81.05 Bn | 47.53 Bn | - | 7.09% |
| 6 | Brookfield Asset Management | 71.64 Bn | 67.88 Bn | - | 34.49% |
| 7 | Apollo Global Management | 65.67 Bn | 3.35 Bn | 10.56 Bn | 10.61% |
| 8 | Wheaton Precious Metals | 61.89 Bn | 57.32 Bn | 687.86 Mn | 21.60% |
| 9 | Franco Nevada | 46.13 Bn | 43.49 Bn | 451.00 Mn | 23.59% |
| 10 | Affiliated Managers | 9.61 Bn | 8.65 Bn | - | 26.59% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 26.59% |
| Mar 31, 2026 | 23.31% |
| Dec 31, 2025 | 21.41% |
| Sep 30, 2025 | 17.78% |
| Jun 30, 2025 | 15.59% |
| Mar 31, 2025 | 15.27% |
| Dec 31, 2024 | 17.28% |
| Sep 30, 2024 | 17.89% |
| Jun 30, 2024 | 19.67% |
| Mar 31, 2024 | 20.16% |
| Dec 31, 2023 | 20.06% |
| Sep 30, 2023 | 33.81% |
| Jun 30, 2023 | 31.94% |
| Mar 31, 2023 | 32.35% |
| Dec 31, 2022 | 35.45% |
| Sep 30, 2022 | 23.03% |
| Jun 30, 2022 | 24.44% |
| Mar 31, 2022 | 24.50% |
| Dec 31, 2021 | 25.76% |
| Sep 30, 2021 | 25.25% |
API Access
Affiliated Managers Return on Equity [ROE] 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-equity-%5Broe%5D&ticker=AMG&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-equity-[roe]", "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-equity-%5Broe%5D&ticker=AMG&period=max&api_key=YOUR_API_KEY");
const data = await res.json();