Virtus Investment Partners (VRTS) Assets Average (2011 - 2026)
Virtus Investment Partners posted quarterly Assets Average of $4.4 billion for Q1 2026, up 15.24% year-on-year 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) has 16 years of Assets Average data on file, last reported 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.
- Across five years, Assets Average topped out at $4.4 billion in Q1 2026 and bottomed at $3.5 billion in Q3 2022.
- The 5-year median for Assets Average is $3.7 billion (2023), against an average of $3.8 billion.
- The widest annual swing landed in 2024, when Assets Average decreased 5.54%; it then increased 15.24% in 2026.
- A 5-year view of Assets Average shows it stood at $3.7 billion in 2022, then retreated by 0.73% to $3.7 billion in 2023, then gained by 2.05% to $3.8 billion in 2024, then grew by 7.92% to $4.1 billion in 2025, then grew 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 | 158.51 Bn | 148.89 Bn | - | 170.12 Bn |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - | 48.02 Bn |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - | 411.11 Bn |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - | 17.49 Bn |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn | 464.24 Bn |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - | 379.11 Bn |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn | 187.68 Bn |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - | 175.85 Bn |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - | 28.51 Bn |
| 10 | Virtus Investment Partners | 974.40 Mn | 1.03 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 |
| Mar 31, 2021 | 3.58 Bn |
| Dec 31, 2020 | 3.43 Bn |
| Sep 30, 2020 | 3.37 Bn |
| Jun 30, 2020 | 3.37 Bn |
| Mar 31, 2020 | 3.30 Bn |
| Dec 31, 2019 | 3.16 Bn |
| Sep 30, 2019 | 3.09 Bn |
| Jun 30, 2019 | 2.96 Bn |
| Mar 31, 2019 | 2.86 Bn |
| Dec 31, 2018 | 2.88 Bn |
| Sep 30, 2018 | 2.79 Bn |
| Jun 30, 2018 | 2.61 Bn |
| Mar 31, 2018 | 2.56 Bn |
| Dec 31, 2017 | 2.67 Bn |
| Sep 30, 2017 | 2.52 Bn |
| Jun 30, 2017 | 1.65 Bn |
| Mar 31, 2017 | 918.91 Mn |
| Dec 31, 2016 | 876.98 Mn |
| Sep 30, 2016 | 952.28 Mn |
| Jun 30, 2016 | 878.15 Mn |
| Mar 31, 2016 | 820.52 Mn |
| Dec 31, 2015 | 843.25 Mn |
| Sep 30, 2015 | 774.38 Mn |
| Jun 30, 2015 | 701.19 Mn |
| Mar 31, 2015 | 689.57 Mn |
| Dec 31, 2014 | 697.39 Mn |
| Sep 30, 2014 | 668.34 Mn |
| Jun 30, 2014 | 613.25 Mn |
| Mar 31, 2014 | 615.39 Mn |
| Dec 31, 2013 | 623.29 Mn |
| Sep 30, 2013 | 472.12 Mn |
| Jun 30, 2013 | 328.67 Mn |
| Mar 31, 2013 | 323.74 Mn |
| Dec 31, 2012 | 322.36 Mn |
| Mar 31, 2012 | 282.25 Mn |
| Dec 31, 2011 | 218.87 Mn |
| Sep 30, 2011 | 151.34 Mn |