Affiliated Managers (MGRE) Long-Term Investments (2009 - 2026)

Affiliated Managers (MGRE) 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 (MGRE) 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
DateValue
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