Virtus Investment Partners (VRTS) Assets Average (2011 - 2026)
Virtus Investment Partners' (VRTS) quarterly Assets Average came in at $4.4 billion in Q1 2026, up 15.24% YoY from $3.8 billion in Q1 2025, and up 8.0% on a QoQ basis from $4.1 billion in Q4 2025.
Virtus Investment Partners (VRTS) Assets Average (2011 - 2026) Analysis & Trends
Virtus Investment Partners (VRTS) has 16 years of Assets Average data on file, last reported at $4.4 billion in 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 advanced to $4.4 billion in Q1 2026, from $4.1 billion in the prior quarter.
- In the past five years, Assets Average ranged from a high of $4.4 billion in Q1 2026 to a low of $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 decreased 5.54% — and 2026, when it increased 15.24%.
- Tracing VRTS's Assets Average over 5 years: 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.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 176.99 Bn | 163.12 Bn | - | 173.06 Bn |
| 2 | Blackstone | 113.16 Bn | 110.65 Bn | - | 49.11 Bn |
| 3 | Kkr | 96.05 Bn | -181.02 Bn | - | - |
| 4 | Brookfield | 92.54 Bn | 45.14 Bn | - | - |
| 5 | Brookfield Asset Management | 82.31 Bn | 80.81 Bn | - | 19.01 Bn |
| 6 | Apollo Global Management | 77.14 Bn | 51.77 Bn | 10.54 Bn | 480.79 Bn |
| 7 | State Street | 50.64 Bn | 50.64 Bn | - | 405.27 Bn |
| 8 | Ameriprise Financial | 50.31 Bn | 39.27 Bn | 4.72 Bn | 191.16 Bn |
| 9 | Northern Trust | 33.61 Bn | 33.61 Bn | - | 176.94 Bn |
| 10 | Virtus Investment Partners | 1.12 Bn | 941.60 Mn | 169.16 Mn | 4.55 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 4.55 Bn |
| 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 |