Affiliated Managers (MGRD) Long-Term Investments (2009 - 2026)
Affiliated Managers (MGRD) recorded quarterly Long-Term Investments of $720.6 million in Q1 2026, down 74.9% quarter-over-quarter from $2.9 billion in Q4 2025, and up 36.92% on a YoY basis from $526.3 million in Q1 2025.
Affiliated Managers (MGRD) Long-Term Investments (2009 - 2026) Analysis & Trends
Affiliated Managers' Long-Term Investments history runs 18 years deep, the most recent figure standing at $720.6 million for Q1 2026.
- In Q1 2026, Long-Term Investments rose 36.92% year-over-year to $720.6 million; the TTM figure through Mar 2026 stood at $720.6 million (up 36.92% YoY), while the FY2025 annual figure was $2.9 billion, up 432.54% from the prior year.
- Long-Term Investments was $720.6 million for Q1 2026 at Affiliated Managers, down from $2.9 billion in the prior quarter.
- In the past five years, Long-Term Investments ranged from a high of $2.9 billion in Q4 2025 to a low of $353.7 million in Q3 2022.
- Historically, Long-Term Investments has averaged $632.9 million across 5 years, with a median of $522.9 million in 2024.
- The sharpest annual moves came in 2022 and 2025: Long-Term Investments fell 0.95% in 2022, then jumped 432.54% in 2025.
- A 5-year view of Long-Term Investments shows it stood at $421.6 million in 2022, then advanced by 14.07% to $480.9 million in 2023, then increased by 12.08% to $539.0 million in 2024, then surged by 432.54% to $2.9 billion in 2025, then plunged by 74.9% to $720.6 million in 2026.
- The last three Long-Term Investments figures came in at $720.6 million (Q1 2026), $2.9 billion (Q4 2025), and $574.2 million (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 163.18 Bn | 153.56 Bn | - | 14.57 Bn |
| 2 | Blackstone | 96.85 Bn | 95.80 Bn | - | 32.75 Bn |
| 3 | Kkr | 86.45 Bn | 133.96 Bn | - | 77.47 Bn |
| 4 | Apollo Global Management | 82.30 Bn | 101.04 Bn | 5.04 Bn | 3.10 Bn |
| 5 | State Street | 46.95 Bn | 21.27 Bn | - | 586.00 Mn |
| 6 | Ameriprise Financial | 43.65 Bn | 43.52 Bn | 4.57 Bn | 2.51 Bn |
| 7 | Northern Trust | 31.92 Bn | 31.92 Bn | - | - |
| 8 | Raymond James Financial | 30.62 Bn | 19.37 Bn | - | 399.00 Mn |
| 9 | Ares Management | 29.04 Bn | 32.41 Bn | - | -1.48 Bn |
| 10 | Affiliated Managers | - | - | - | 720.60 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 720.60 Mn |
| Dec 31, 2025 | 2.87 Bn |
| Sep 30, 2025 | 574.20 Mn |
| Jun 30, 2025 | 566.10 Mn |
| Mar 31, 2025 | 526.30 Mn |
| Dec 31, 2024 | 539.00 Mn |
| Sep 30, 2024 | 532.80 Mn |
| Jun 30, 2024 | 530.30 Mn |
| Mar 31, 2024 | 522.90 Mn |
| Dec 31, 2023 | 480.90 Mn |
| Sep 30, 2023 | 457.90 Mn |
| Jun 30, 2023 | 457.00 Mn |
| Mar 31, 2023 | 426.00 Mn |
| Dec 31, 2022 | 421.60 Mn |
| Sep 30, 2022 | 353.70 Mn |
| Jun 30, 2022 | 384.70 Mn |
| Mar 31, 2022 | 394.10 Mn |
| Dec 31, 2021 | 375.20 Mn |
| Sep 30, 2021 | 357.10 Mn |
| Jun 30, 2021 | 312.10 Mn |