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| 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 |