Affiliated Managers (MGRB) Invested Capital (2009 - 2026)
Affiliated Managers' quarterly Invested Capital came in at $6.0 billion in Q1 2026, down 10.59% year-on-year from $6.7 billion in Q1 2025, and down 12.5% quarter-over-quarter from $6.9 billion in Q4 2025.
Affiliated Managers has reported Invested Capital for 18 years, with the latest figure at $6.0 billion in Q1 2026.
- For the quarter ending Q1 2026, Invested Capital fell 10.59% year-over-year to $6.0 billion; the trailing twelve-month figure through Mar 2026 stood at $6.0 billion (down 10.59% YoY), and the FY2025 full-year result was $6.9 billion, down 0.75% from the prior year.
- Invested Capital for Q1 2026 stood at $6.0 billion, down from $6.9 billion in the prior quarter.
- The five-year high for Invested Capital was $7.1 billion in Q4 2023, with the low at $5.7 billion in Q3 2025.
- Average Invested Capital over 5 years is $6.6 billion, with a median of $6.8 billion recorded in 2025.
- Year-over-year, Invested Capital advanced 13.21% in 2022 and dropped 17.1% in 2025.
- Tracing MGRB's Invested Capital over 5 years: stood at $6.7 billion in 2022, then grew by 5.91% to $7.1 billion in 2023, then decreased by 2.66% to $6.9 billion in 2024, then dropped by 0.75% to $6.9 billion in 2025, then declined 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 | 158.51 Bn | 148.89 Bn | - | 69.22 Bn |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - | 8.37 Bn |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - | 30.50 Bn |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - | 8.59 Bn |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn | 53.75 Bn |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - | - |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn | 8.75 Bn |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - | 12.99 Bn |
| 9 | Ares Management | 28.85 Bn | 32.22 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 |
| Mar 31, 2021 | 5.49 Bn |
| Dec 31, 2020 | 5.63 Bn |
| Sep 30, 2020 | 5.64 Bn |
| Jun 30, 2020 | 5.38 Bn |
| Mar 31, 2020 | 5.55 Bn |
| Dec 31, 2019 | 5.29 Bn |
| Sep 30, 2019 | 5.43 Bn |
| Jun 30, 2019 | 5.62 Bn |
| Mar 31, 2019 | 5.54 Bn |
| Dec 31, 2018 | 5.96 Bn |
| Sep 30, 2018 | 5.86 Bn |
| Jun 30, 2018 | 5.93 Bn |
| Mar 31, 2018 | 5.98 Bn |
| Dec 31, 2017 | 5.39 Bn |
| Sep 30, 2017 | 5.27 Bn |
| Jun 30, 2017 | 5.16 Bn |
| Mar 31, 2017 | 5.15 Bn |
| Dec 31, 2016 | 5.30 Bn |
| Sep 30, 2016 | 4.90 Bn |
| Jun 30, 2016 | 4.68 Bn |
| Mar 31, 2016 | 4.84 Bn |
| Dec 31, 2015 | 4.41 Bn |
| Sep 30, 2015 | 4.02 Bn |
| Jun 30, 2015 | 4.11 Bn |
| Mar 31, 2015 | 4.08 Bn |
| Dec 31, 2014 | 4.50 Bn |
| Sep 30, 2014 | 3.76 Bn |
| Jun 30, 2014 | 3.81 Bn |
| Mar 31, 2014 | 3.78 Bn |
| Dec 31, 2013 | 3.67 Bn |
| Sep 30, 2013 | 3.04 Bn |
| Jun 30, 2013 | 3.12 Bn |
| Mar 31, 2013 | 2.15 Bn |
| Dec 31, 2012 | 3.37 Bn |
| Sep 30, 2012 | 1.94 Bn |
| Jun 30, 2012 | 2.75 Bn |
| Mar 31, 2012 | 1.88 Bn |
| Dec 31, 2011 | 2.53 Bn |
| Sep 30, 2011 | 2.45 Bn |
| Jun 30, 2011 | 1.85 Bn |
| Mar 31, 2011 | 1.84 Bn |
| Dec 31, 2010 | 2.49 Bn |
| Sep 30, 2010 | 2.31 Bn |
| Jun 30, 2010 | 2.55 Bn |
| Dec 31, 2009 | 1.59 Bn |