Virtus Investment Partners (VRTS) Assets Average (2011 - 2026)

Virtus Investment Partners (VRTS) reported Assets Average of $4.4 billion for Q1 2026, up 15.24% on a YoY basis from $3.8 billion in Q1 2025, and up 8.0% quarter-over-quarter from $4.1 billion in Q4 2025.

Virtus Investment Partners (VRTS) Assets Average (2011 - 2026) Analysis & Trends

Virtus Investment Partners has reported Assets Average for 16 years, with the latest figure at $4.4 billion in Q1 2026.

  • For the quarter ending Q1 2026, Assets Average rose 15.24% year-over-year to $4.4 billion; the trailing twelve-month figure through Mar 2026 stood at $4.4 billion (up 15.24% YoY), and the FY2025 full-year result was $4.1 billion, up 7.98% from the prior year.
  • Assets Average for Q1 2026 stood at $4.4 billion, up from $4.1 billion in the prior quarter.
  • The five-year high for Assets Average was $4.4 billion in Q1 2026, with the low at $3.5 billion in Q3 2022.
  • Historically, Assets Average has averaged $3.8 billion across 5 years, with a median of $3.7 billion in 2023.
  • Annual changes were most pronounced in 2024 — Assets Average decreased 5.54% — and 2026, when it increased 15.24%.
  • Virtus Investment Partners' Assets Average stood at $3.7 billion in 2022, then fell by 0.73% to $3.7 billion in 2023, then rose by 2.05% to $3.8 billion in 2024, then climbed by 7.92% to $4.1 billion in 2025, then climbed by 8.0% to $4.4 billion in 2026.
  • The last three Assets Average figures came in at $4.4 billion (Q1 2026), $4.1 billion (Q4 2025), and $3.8 billion (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Assets Avg. (Qtr)
1 BlackRock 163.18 Bn 153.56 Bn - 170.12 Bn
2 Blackstone 96.85 Bn 95.80 Bn - 48.02 Bn
3 Kkr 86.45 Bn 133.96 Bn - 411.11 Bn
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn 464.24 Bn
5 State Street 46.95 Bn 21.27 Bn - 379.11 Bn
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn 187.68 Bn
7 Northern Trust 31.92 Bn 31.92 Bn - 175.85 Bn
8 Raymond James Financial 30.62 Bn 19.37 Bn - 90.35 Bn
9 Ares Management 29.04 Bn 32.41 Bn - 28.51 Bn
10 Virtus Investment Partners 946.70 Mn 1.00 Bn 3.64 Mn 4.43 Bn

Historic Data

Download Data
DateValue
Mar 31, 2026 4.43 Bn
Dec 31, 2025 4.10 Bn
Sep 30, 2025 3.80 Bn
Jun 30, 2025 3.69 Bn
Mar 31, 2025 3.84 Bn
Dec 31, 2024 3.80 Bn
Sep 30, 2024 3.62 Bn
Jun 30, 2024 3.60 Bn
Mar 31, 2024 3.61 Bn
Dec 31, 2023 3.72 Bn
Sep 30, 2023 3.71 Bn
Jun 30, 2023 3.67 Bn
Mar 31, 2023 3.83 Bn
Dec 31, 2022 3.75 Bn
Sep 30, 2022 3.54 Bn
Jun 30, 2022 3.62 Bn
Mar 31, 2022 3.82 Bn
Dec 31, 2021 3.86 Bn
Sep 30, 2021 3.74 Bn
Jun 30, 2021 3.70 Bn