Affiliated Managers (MGR) Equity Average (2010 - 2026)
Affiliated Managers (MGR) recorded quarterly Equity Average of $3.6 billion in Q1 2026, down 3.37% quarter-over-quarter from $3.8 billion in Q4 2025, and down 13.48% on a YoY basis from $4.2 billion in Q1 2025.
Affiliated Managers (MGR) Equity Average (2010 - 2026) Analysis & Trends
Affiliated Managers' Equity Average history runs 17 years deep, the most recent figure standing at $3.6 billion for Q1 2026.
- In Q1 2026, Equity Average fell 13.48% year-over-year to $3.6 billion; the TTM figure through Mar 2026 stood at $3.6 billion (down 13.48% YoY), while the FY2025 annual figure was $4.2 billion, down 4.45% from the prior year.
- Equity Average was $3.6 billion for Q1 2026 at Affiliated Managers, down from $3.8 billion in the prior quarter.
- In the past five years, Equity Average ranged from a high of $4.5 billion in Q1 2024 to a low of $3.6 billion in Q2 2022.
- Historically, Equity Average has averaged $4.1 billion across 5 years, with a median of $4.2 billion in 2023.
- The sharpest annual moves came in 2023 and 2026: Equity Average grew 21.01% in 2023, then declined 13.48% in 2026.
- A 5-year view of Equity Average shows it stood at $3.9 billion in 2022, then rose by 15.37% to $4.5 billion in 2023, then declined by 5.11% to $4.3 billion in 2024, then declined by 12.29% to $3.8 billion in 2025, then decreased by 3.37% to $3.6 billion in 2026.
- The last three Equity Average figures came in at $3.6 billion (Q1 2026), $3.8 billion (Q4 2025), and $3.7 billion (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Equity Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 163.18 Bn | 153.56 Bn | - | 56.51 Bn |
| 2 | Blackstone | 96.85 Bn | 95.80 Bn | - | 14.44 Bn |
| 3 | Kkr | 86.45 Bn | 133.96 Bn | - | 54.71 Bn |
| 4 | Apollo Global Management | 82.30 Bn | 101.04 Bn | 5.04 Bn | 41.02 Bn |
| 5 | State Street | 46.95 Bn | 21.27 Bn | - | - |
| 6 | Ameriprise Financial | 43.65 Bn | 43.52 Bn | 4.57 Bn | 6.38 Bn |
| 7 | Northern Trust | 31.92 Bn | 31.92 Bn | - | 12.97 Bn |
| 8 | Raymond James Financial | 30.62 Bn | 19.37 Bn | - | 6.29 Bn |
| 9 | Ares Management | 29.04 Bn | 32.41 Bn | - | 6.32 Bn |
| 10 | Affiliated Managers | - | - | - | 3.63 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 3.63 Bn |
| Dec 31, 2025 | 3.76 Bn |
| Sep 30, 2025 | 3.74 Bn |
| Jun 30, 2025 | 4.12 Bn |
| Mar 31, 2025 | 4.20 Bn |
| Dec 31, 2024 | 4.29 Bn |
| Sep 30, 2024 | 4.27 Bn |
| Jun 30, 2024 | 4.39 Bn |
| Mar 31, 2024 | 4.55 Bn |
| Dec 31, 2023 | 4.52 Bn |
| Sep 30, 2023 | 4.42 Bn |
| Jun 30, 2023 | 4.29 Bn |
| Mar 31, 2023 | 4.20 Bn |
| Dec 31, 2022 | 3.92 Bn |
| Sep 30, 2022 | 3.65 Bn |
| Jun 30, 2022 | 3.62 Bn |
| Mar 31, 2022 | 3.65 Bn |
| Dec 31, 2021 | 3.46 Bn |
| Sep 30, 2021 | 3.18 Bn |
| Jun 30, 2021 | 3.17 Bn |