Affiliated Managers (MGR) Invested Capital (2009 - 2026)

Affiliated Managers (MGR) recorded quarterly Invested Capital of $6.0 billion in Q1 2026, down 12.5% quarter-over-quarter from $6.9 billion in Q4 2025, and down 10.59% on a YoY basis from $6.7 billion in Q1 2025.

Affiliated Managers (MGR) Invested Capital (2009 - 2026) Analysis & Trends

Affiliated Managers' Invested Capital history runs 18 years deep, the most recent figure standing at $6.0 billion for Q1 2026.

  • In Q1 2026, Invested Capital fell 10.59% year-over-year to $6.0 billion; the TTM figure through Mar 2026 stood at $6.0 billion (down 10.59% YoY), while the FY2025 annual figure was $6.9 billion, down 0.75% from the prior year.
  • Invested Capital was $6.0 billion for Q1 2026 at Affiliated Managers, down from $6.9 billion in the prior quarter.
  • In the past five years, Invested Capital ranged from a high of $7.1 billion in Q4 2023 to a low of $5.7 billion in Q3 2025.
  • Historically, Invested Capital has averaged $6.6 billion across 5 years, with a median of $6.8 billion in 2025.
  • The sharpest annual moves came in 2022 and 2025: Invested Capital rose 13.21% in 2022, then decreased 17.1% in 2025.
  • A 5-year view of Invested Capital shows it stood at $6.7 billion in 2022, then climbed by 5.91% to $7.1 billion in 2023, then retreated by 2.66% to $6.9 billion in 2024, then slipped by 0.75% to $6.9 billion in 2025, then dropped by 12.5% to $6.0 billion in 2026.
  • The last three Invested Capital figures came in at $6.0 billion (Q1 2026), $6.9 billion (Q4 2025), and $5.7 billion (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Invested Cap. (Qtr)
1 BlackRock 163.18 Bn 153.56 Bn - 69.22 Bn
2 Blackstone 96.85 Bn 95.80 Bn - 8.37 Bn
3 Kkr 86.45 Bn 133.96 Bn - 30.50 Bn
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn 53.75 Bn
5 State Street 46.95 Bn 21.27 Bn - -
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn 8.75 Bn
7 Northern Trust 31.92 Bn 31.92 Bn - 12.99 Bn
8 Raymond James Financial 30.62 Bn 19.37 Bn - 12.57 Bn
9 Ares Management 29.04 Bn 32.41 Bn - 12.75 Bn
10 Affiliated Managers - - - 6.01 Bn

Historic Data

Download Data
DateValue
Mar 31, 2026 6.01 Bn
Dec 31, 2025 6.87 Bn
Sep 30, 2025 5.72 Bn
Jun 30, 2025 6.76 Bn
Mar 31, 2025 6.72 Bn
Dec 31, 2024 6.92 Bn
Sep 30, 2024 6.89 Bn
Jun 30, 2024 6.79 Bn
Mar 31, 2024 7.05 Bn
Dec 31, 2023 7.11 Bn
Sep 30, 2023 7.00 Bn
Jun 30, 2023 6.90 Bn
Mar 31, 2023 6.76 Bn
Dec 31, 2022 6.71 Bn
Sep 30, 2022 6.19 Bn
Jun 30, 2022 6.18 Bn
Mar 31, 2022 6.17 Bn
Dec 31, 2021 6.20 Bn
Sep 30, 2021 5.69 Bn
Jun 30, 2021 5.46 Bn