Virtus Investment Partners (VRTS) Assets Average (2011 - 2026)
Virtus Investment Partners (VRTS) posted Assets Average of $4.4 billion for Q1 2026, up 8.0% on a QoQ basis from $4.1 billion in Q4 2025, and up 15.24% year-over-year from $3.8 billion in Q1 2025.
Virtus Investment Partners (VRTS) Assets Average (2011 - 2026) Analysis & Trends
Virtus Investment Partners' Assets Average history runs 16 years deep, the most recent figure standing at $4.4 billion for Q1 2026.
- Quarterly Assets Average rose 15.24% year-over-year to $4.4 billion in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $4.4 billion (up 15.24% YoY) and the FY2025 annual result came in at $4.1 billion, up 7.98% from the prior year.
- Assets Average was $4.4 billion for Q1 2026 at Virtus Investment Partners, up from $4.1 billion in the prior quarter.
- Across five years, Assets Average topped out at $4.4 billion in Q1 2026 and bottomed at $3.5 billion in Q3 2022.
- A 5-year average of $3.8 billion and a median of $3.7 billion in 2023 frame the typical range for Assets Average.
- Annual changes were most pronounced in 2024 — Assets Average declined 5.54% — and 2026, when it advanced 15.24%.
- Virtus Investment Partners' Assets Average stood at $3.7 billion in 2022, then decreased by 0.73% to $3.7 billion in 2023, then advanced by 2.05% to $3.8 billion in 2024, then increased by 7.92% to $4.1 billion in 2025, then increased by 8.0% to $4.4 billion in 2026.
- Business Quant data shows VRTS's Assets Average at $4.4 billion in Q1 2026, $4.1 billion in Q4 2025, and $3.8 billion in Q3 2025.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | Brookfield | 1,236.60 Bn | 1,311.20 Bn | 18.56 Bn | - |
| 2 | BlackRock | 161.01 Bn | 148.08 Bn | - | 170.12 Bn |
| 3 | Blackstone | 97.77 Bn | 96.72 Bn | - | 48.02 Bn |
| 4 | Apollo Global Management | 70.80 Bn | 90.38 Bn | -409.00 Mn | 464.24 Bn |
| 5 | State Street | 51.30 Bn | 51.30 Bn | - | 379.11 Bn |
| 6 | Ameriprise Financial | 48.54 Bn | 39.27 Bn | 4.57 Bn | 187.68 Bn |
| 7 | Northern Trust | 32.93 Bn | 32.93 Bn | - | 175.85 Bn |
| 8 | Raymond James Financial | 32.59 Bn | 17.67 Bn | - | 90.35 Bn |
| 9 | Price T Rowe | 24.70 Bn | 21.13 Bn | - | 14.37 Bn |
| 10 | Virtus Investment Partners | 1.09 Bn | 1.15 Bn | 197.88 Mn | 4.43 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| 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 |