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