Virtus Investment Partners (VRTS) Assets (2010 - 2026)
Virtus Investment Partners' Assets came in at $4.54 billion for Q2 2026, up 22.7% from $3.7 billion a year earlier but down 0.6% from the prior quarter.
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Analysis
Virtus Investment Partners (VRTS) Assets (2010 - 2026) Analysis & Trends
At the end of FY2025, Virtus Investment Partners' Assets was $4.29 billion, up 7.4% from FY2024.
- Assets carries a five-year compound annual growth rate of 4.4% (FY2020 to FY2025).
- Going back by year, Assets was $3.99 billion in FY2024 (+8.6%), $3.68 billion in FY2023 (-6.9%), $3.95 billion in FY2022 (+0.5%) and $3.93 billion in FY2021 (+13.5%).
- The five-year range for quarterly Assets is $3.54 billion (Q2 2022) to $4.56 billion (Q1 2026).
- Year-over-year, Assets has increased for seven consecutive quarters, with growth averaging 9.0% over the last eight quarters.
- The fastest year-over-year change in Assets over five years came in Q1 2026 (growth of 23.7%), and the weakest in Q4 2023 (a decline of 6.9%).
- Business Quant data shows VRTS's Assets at $4.56 billion (Q1 2026), $4.29 billion (Q4 2025) and $3.91 billion (Q3 2025) in the three quarters before Q2 2026.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 164.03 Bn | 110.39 Bn | - | 175.88 Bn |
| 2 | Spdr Gold Trust | 134.08 Bn | -423.92 Bn | - | 130.10 Bn |
| 3 | Blackstone | 84.38 Bn | 79.31 Bn | - | 49.89 Bn |
| 4 | Brookfield | 81.99 Bn | -83.40 Bn | 4.47 Bn | 15.39 Bn |
| 5 | Kkr | 81.98 Bn | 48.46 Bn | - | 414.46 Bn |
| 6 | Brookfield Asset Management | 71.20 Bn | 67.45 Bn | - | 20.08 Bn |
| 7 | Apollo Global Management | 66.86 Bn | 4.54 Bn | 10.56 Bn | 494.05 Bn |
| 8 | Wheaton Precious Metals | 60.68 Bn | 56.11 Bn | 687.86 Mn | 12.16 Bn |
| 9 | Franco Nevada | 45.90 Bn | 43.27 Bn | 451.00 Mn | 8.92 Bn |
| 10 | Virtus Investment Partners | 875.91 Mn | -848.49 Mn | - | 4.54 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 4.54 Bn |
| Mar 31, 2026 | 4.56 Bn |
| Dec 31, 2025 | 4.29 Bn |
| Sep 30, 2025 | 3.91 Bn |
| Jun 30, 2025 | 3.70 Bn |
| Mar 31, 2025 | 3.69 Bn |
| Dec 31, 2024 | 3.99 Bn |
| Sep 30, 2024 | 3.60 Bn |
| Jun 30, 2024 | 3.65 Bn |
| Mar 31, 2024 | 3.55 Bn |
| Dec 31, 2023 | 3.68 Bn |
| Sep 30, 2023 | 3.77 Bn |
| Jun 30, 2023 | 3.65 Bn |
| Mar 31, 2023 | 3.70 Bn |
| Dec 31, 2022 | 3.95 Bn |
| Sep 30, 2022 | 3.55 Bn |
| Jun 30, 2022 | 3.54 Bn |
| Mar 31, 2022 | 3.70 Bn |
| Dec 31, 2021 | 3.93 Bn |
| Sep 30, 2021 | 3.78 Bn |
API Access
Virtus Investment Partners Assets API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=assets&ticker=VRTS&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "assets", "ticker": "VRTS", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=assets&ticker=VRTS&period=max&api_key=YOUR_API_KEY");
const data = await res.json();