Virtus Investment Partners (VRTS) Assets (2010 - 2026)
Virtus Investment Partners' (VRTS) quarterly Assets came in at $4.6 billion in Q1 2026, up 23.71% YoY 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) Assets (2010 - 2026) Analysis & Trends
Virtus Investment Partners (VRTS) has 17 years of Assets data on file, last reported at $4.6 billion in Q1 2026.
- Quarterly Assets rose 23.71% year-over-year to $4.6 billion in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $4.6 billion (up 23.71% YoY) and the FY2025 annual result came in at $4.3 billion, up 7.43% from the prior year.
- Assets improved to $4.6 billion in Q1 2026, from $4.3 billion in the prior quarter.
- In the past five years, Assets ranged from a high of $4.6 billion in Q1 2026 to a low of $3.5 billion in Q2 2022.
- A 5-year average of $3.8 billion and a median of $3.7 billion in 2025 frame the typical range for Assets.
- Annual changes were most pronounced in 2023 — Assets slipped 6.94% — and 2026, when it advanced 23.71%.
- Tracing VRTS's Assets over 5 years: stood at $4.0 billion in 2022, then declined by 6.94% to $3.7 billion in 2023, then climbed by 8.59% to $4.0 billion in 2024, then gained by 7.43% to $4.3 billion in 2025, then grew 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.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 176.99 Bn | 163.12 Bn | - | 175.88 Bn |
| 2 | Blackstone | 113.16 Bn | 110.65 Bn | - | 49.89 Bn |
| 3 | Kkr | 96.05 Bn | -181.02 Bn | - | - |
| 4 | Brookfield | 92.54 Bn | 45.14 Bn | - | 525.52 Bn |
| 5 | Brookfield Asset Management | 82.31 Bn | 80.81 Bn | - | 20.08 Bn |
| 6 | Apollo Global Management | 77.14 Bn | 51.77 Bn | 10.54 Bn | 494.05 Bn |
| 7 | State Street | 50.64 Bn | 50.64 Bn | - | 418.38 Bn |
| 8 | Ameriprise Financial | 50.31 Bn | 39.27 Bn | 4.72 Bn | 197.87 Bn |
| 9 | Northern Trust | 33.61 Bn | 33.61 Bn | - | 179.30 Bn |
| 10 | Virtus Investment Partners | 1.12 Bn | 941.60 Mn | 169.16 Mn | 4.54 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 4.54 Bn |
| 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 |