Virtus Investment Partners (VRTS) Assets (2010 - 2026)
Virtus Investment Partners posted quarterly Assets of $4.6 billion for Q1 2026, up 23.71% year-on-year from $3.7 billion in Q1 2025, and up 6.31% on a QoQ basis from $4.3 billion in Q4 2025.
Virtus Investment Partners (VRTS) has 17 years of Assets data on file, last reported at $4.6 billion in Q1 2026.
- For the quarter ending Q1 2026, Assets rose 23.71% year-over-year to $4.6 billion; the trailing twelve-month figure through Mar 2026 stood at $4.6 billion (up 23.71% YoY), and the FY2025 full-year result was $4.3 billion, up 7.43% from the prior year.
- Assets for Q1 2026 stood at $4.6 billion, up from $4.3 billion in the prior quarter.
- Across five years, Assets topped out at $4.6 billion in Q1 2026 and bottomed at $3.5 billion in Q2 2022.
- The 5-year median for Assets is $3.7 billion (2025), against an average of $3.8 billion.
- The widest annual swing landed in 2023, when Assets slipped 6.94%; it then advanced 23.71% in 2026.
- A 5-year view of Assets shows it stood at $4.0 billion in 2022, then fell by 6.94% to $3.7 billion in 2023, then grew by 8.59% to $4.0 billion in 2024, then advanced by 7.43% to $4.3 billion in 2025, then increased by 6.31% to $4.6 billion in 2026.
- The last three Assets figures came in at $4.6 billion (Q1 2026), $4.3 billion (Q4 2025), and $3.9 billion (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 158.51 Bn | 148.89 Bn | - | 170.24 Bn |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - | 48.33 Bn |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - | 412.08 Bn |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - | 17.94 Bn |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn | 467.53 Bn |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - | 392.17 Bn |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn | 184.45 Bn |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - | 174.57 Bn |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - | 28.39 Bn |
| 10 | Virtus Investment Partners | 974.40 Mn | 1.03 Bn | 3.64 Mn | 4.56 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 4.56 Bn |
| Dec 31, 2025 | 4.29 Bn |
| Sep 30, 2025 | 3.91 Bn |
| Jun 30, 2025 | 3.70 Bn |
| Mar 31, 2025 | 3.69 Bn |
| Dec 31, 2024 | 3.99 Bn |
| Sep 30, 2024 | 3.60 Bn |
| Jun 30, 2024 | 3.65 Bn |
| Mar 31, 2024 | 3.55 Bn |
| Dec 31, 2023 | 3.68 Bn |
| Sep 30, 2023 | 3.77 Bn |
| Jun 30, 2023 | 3.65 Bn |
| Mar 31, 2023 | 3.70 Bn |
| Dec 31, 2022 | 3.95 Bn |
| Sep 30, 2022 | 3.55 Bn |
| Jun 30, 2022 | 3.54 Bn |
| Mar 31, 2022 | 3.70 Bn |
| Dec 31, 2021 | 3.93 Bn |
| Sep 30, 2021 | 3.78 Bn |
| Jun 30, 2021 | 3.69 Bn |
| Mar 31, 2021 | 3.70 Bn |
| Dec 31, 2020 | 3.47 Bn |
| Sep 30, 2020 | 3.39 Bn |
| Jun 30, 2020 | 3.34 Bn |
| Mar 31, 2020 | 3.39 Bn |
| Dec 31, 2019 | 3.20 Bn |
| Sep 30, 2019 | 3.11 Bn |
| Jun 30, 2019 | 3.07 Bn |
| Mar 31, 2019 | 2.85 Bn |
| Dec 31, 2018 | 2.87 Bn |
| Sep 30, 2018 | 2.88 Bn |
| Jun 30, 2018 | 2.69 Bn |
| Mar 31, 2018 | 2.54 Bn |
| Dec 31, 2017 | 2.59 Bn |
| Sep 30, 2017 | 2.74 Bn |
| Jun 30, 2017 | 2.29 Bn |
| Mar 31, 2017 | 1.01 Bn |
| Dec 31, 2016 | 824.39 Mn |
| Sep 30, 2016 | 929.56 Mn |
| Jun 30, 2016 | 975.00 Mn |
| Mar 31, 2016 | 781.30 Mn |
| Dec 31, 2015 | 859.73 Mn |
| Sep 30, 2015 | 826.76 Mn |
| Jun 30, 2015 | 722.00 Mn |
| Mar 31, 2015 | 680.37 Mn |
| Dec 31, 2014 | 698.77 Mn |
| Sep 30, 2014 | 696.00 Mn |
| Jun 30, 2014 | 640.68 Mn |
| Mar 31, 2014 | 585.83 Mn |
| Dec 31, 2013 | 644.95 Mn |
| Sep 30, 2013 | 601.63 Mn |
| Jun 30, 2013 | 342.60 Mn |
| Mar 31, 2013 | 314.73 Mn |
| Dec 31, 2012 | 332.75 Mn |
| Sep 30, 2012 | 311.98 Mn |
| Mar 31, 2012 | 278.12 Mn |
| Dec 31, 2011 | 286.38 Mn |
| Sep 30, 2011 | 151.36 Mn |
| Jun 30, 2011 | 151.31 Mn |
| Dec 31, 2010 | 148.91 Mn |