Affiliated Managers Group offers investment strategies to investors through its network of affiliates. The firm typically buys a majority interest in small to mid-size boutique asset managers, receiving a fixed percentage of revenue from these firms in return. Affiliates operate independently, with AMG providing strategic, operational, and technology support, as well as global distribution. At the end of December 2025, AMG's affiliate network—which includes firms like Abacus Capital and Pantheon dedicated to private markets (which accounted for 18% of AUM), AQR Capital and Capula Investment Management in liquid alternatives (28%), and Harding Loevner, Tweedy Browne, Parnassus, and Yacktman in equities, multi-asset, and bond strategies (54%)—had $813.3 billion in managed assets.
SEI Investments Co
Invesco LTD
Blackrock, Inc.
Stifel Financial Corp.
Ameriprise Financial, Inc.
ARTISAN PARTNERS ASSET MANAGEMENT INC.
The Carlyle Group Inc. Common Stock
Ares Management Corporation Class A Common Stock
Evercore Inc.
KKR & Co. Inc.
The chart shows the growth of an initial investment of $10,000 in Affiliated Managers Group, comparing it to the performance of the S&P 500 index.
All prices have been adjusted for splits and dividends.
Affiliated Managers Group (AMG) has returned -8.05% so far this year and 82.80% over the past 12 months. Looking at the last ten years, AMG has achieved an annualized return of 4.93%, underperforming the Benchmark (SPY), which averaged 12.23% per year.
The table below presents the monthly returns of Affiliated Managers Group (AMG) with color gradation from worst to best to easily spot seasonal factors.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 8.43% | -2.30% | -8.17% | -5.40% | ||||||||
| 2025 | 1.10% | -6.91% | -2.06% | -1.83% | 6.84% | 12.08% | 7.25% | 8.31% | 3.39% | 0.47% | 8.44% | 8.21% |
| 2024 | -0.72% | 4.65% | 6.85% | -6.69% | 4.41% | -4.30% | 18.61% | -6.39% | 3.46% | 9.43% | -3.88% | -1.13% |
| 2023 | 7.33% | -7.44% | -10.21% | 2.02% | -2.65% | 7.19% | -7.51% | -3.21% | -3.71% | -5.81% | 9.71% | 11.94% |
| 2022 | -11.88% | -5.99% | 2.90% | -12.67% | 8.67% | -13.51% | 9.40% | -1.10% | -11.24% | 9.25% | 27.36% | -1.15% |
| 2021 | 8.29% | 25.91% | 4.22% | 7.49% | 2.38% | -6.98% | 1.82% | 6.13% | -11.59% | 10.89% | -0.80% | -5.45% |
| 2020 | -6.58% | -8.79% | -21.84% | 24.95% | -2.06% | 11.40% | -7.55% | -0.71% | 0.56% | 9.41% | 14.41% | 14.27% |
| 2019 | 9.86% | 4.46% | -3.22% | 2.58% | -24.46% | 10.35% | -8.24% | -10.37% | 9.89% | -4.53% | 5.62% | -0.96% |
| 2018 | -3.34% | -4.55% | 0.22% | -12.09% | -2.91% | -7.69% | 8.72% | -8.81% | -6.36% | -17.30% | -3.02% | -13.81% |
| 2017 | 3.14% | 9.34% | -4.19% | 0.82% | -5.03% | 7.53% | 10.96% | -5.55% | 7.06% | -1.85% | 5.76% | 2.99% |
| 2016 | 5.82% | 1.90% | -18.33% | 4.51% | -1.53% | 1.67% | -8.00% | 11.24% | -2.49% |
The charts below present risk-adjusted performance metrics for Affiliated Managers Group (AMG) and compare them to a Benchmark (SPY). These indicators evaluate an investment's returns against its associated risks.
The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.
These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns.
The chart below shows the rolling Sharpe ratio of AMG compared to the benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.
The current Affiliated Managers Group volatility is 1.84%, representing the standart deviation of percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
The Drawdowns chart displays portfolio losses from any high point along the way. It shows the maximum percentage drop from a peak to a trough over a specified period, indicating the risk of significant losses.
Although chart shows positive values, it represents the percentage drop from the peak, so a value of 10% means the portfolio has dropped 10% from its highest point.
The income statement provides a summary of a company's revenues, expenses, and profits over a specific period. It shows how much money the company earned (revenues) and how much it spent (expenses), leading to the net income or profit. This statement is crucial for understanding a company's financial performance and profitability.
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Liabilities And Equity (USD) | 9.21B | 8.83B | 9.06B | 8.88B | 8.88B | 7.89B | 7.65B | 8.22B | 8.70B | 8.75B | 7.78B | 7.70B | 6.32B | 6.19B | 5.22B |
| Temporary Equity (USD) | 246.80M | 350.50M | 393.40M | 465.40M | 673.90M | 671.50M | 916.70M | 833.70M | 811.90M | 673.50M | 612.50M | 645.50M | 641.90M | 477.50M | 451.80M |
| Equity Attributable To Parent (USD) | 3.24B | 3.35B | 3.59B | 3.23B | 2.79B | 2.78B | 2.94B | 3.46B | 3.82B | 3.62B | 2.84B | 2.63B | 2.13B | 2.08B | 1.87B |
| Equity Attributable To Noncontrolling Interest (USD) | 936.90M | 952.90M | 982.20M | 945.30M | 924.20M | 537.60M | 561.60M | 677.50M | 756.30M | 806.90M | 932.00M | 1.02B | 1.01B | 957.20M | 633.60M |
| Equity (USD) | 4.18B | 4.30B | 4.57B | 4.18B | 3.71B | 3.32B | 3.50B | 4.13B | 4.58B | 4.43B | 3.77B | 3.64B | 3.14B | 3.04B | 2.50B |
| Redeemable Noncontrolling Interest (USD) | 246.80M | 350.50M | 393.40M | 465.40M | 673.90M | 671.50M | 916.70M | 833.70M | 811.90M | 673.50M | 612.50M | 645.50M | 641.90M | 477.50M | 451.80M |
| Long-term Debt (USD) | 2.69B | 2.62B | 2.54B | 2.54B | 2.49B | 2.31B | 1.79B | 779.70M | 809.00M | 868.60M | 645.00M | 855.00M | 525.00M | - | - |
| Noncurrent Liabilities (USD) | - | - | - | - | - | - | - | - | - | - | - | - | - | 2.29B | 1.85B |
| Other Current Liabilities (USD) | - | - | - | - | - | - | - | - | - | - | - | - | - | 177.50M | 191.30M |
| Wages (USD) | - | - | - | - | - | - | - | - | - | - | - | - | - | 138.80M | 136.20M |
| Accounts Payable (USD) | - | - | - | - | - | - | - | - | - | - | - | - | - | 59.50M | 90.10M |
| Current Liabilities (USD) | 4.79B | 4.18B | 4.10B | 4.24B | 4.49B | 3.90B | 3.24B | 3.25B | 3.31B | 3.65B | 3.40B | 3.41B | 2.53B | 375.80M | 417.60M |
| Liabilities (USD) | 4.79B | 4.18B | 4.10B | 4.24B | 4.49B | 3.90B | 3.24B | 3.25B | 3.31B | 3.65B | 3.40B | 3.41B | 2.53B | 2.67B | 2.27B |
| Other Non-current Assets (USD) | - | - | - | - | - | - | - | - | - | - | - | - | - | 3.61B | 2.95B |
| Intangible Assets (USD) | 1.64B | 1.78B | 1.81B | 1.88B | 1.97B | 1.05B | 1.18B | 1.31B | 1.45B | 1.50B | 1.69B | 1.78B | 1.46B | 1.59B | 1.32B |
| Fixed Assets (USD) | 54.40M | 57.60M | 67.30M | 68.50M | 73.90M | 79.60M | 92.30M | 104.30M | 111.00M | 110.10M | 114.10M | 95.40M | 92.30M | 81.50M | 69.10M |
| Noncurrent Assets (USD) | - | - | - | - | - | - | - | - | - | - | - | - | - | 5.27B | 4.34B |
| Current Assets (USD) | 9.21B | 8.83B | 9.06B | 8.88B | 8.88B | 7.89B | 7.65B | 8.22B | 8.70B | 8.75B | 7.78B | 7.70B | 6.32B | 912.30M | 876.40M |
| Assets (USD) | 9.21B | 8.83B | 9.06B | 8.88B | 8.88B | 7.89B | 7.65B | 8.22B | 8.70B | 8.75B | 7.78B | 7.70B | 6.32B | 6.19B | 5.22B |
Aerodigm Wealth, LLC established a new position in Affiliated Managers Group (AMG), acquiring 88,749 shares valued at $25.58 million, making it the fund's second-largest holding at 9% of AUM. AMG, which partners with independent boutique investment firms, has surged approximately 80% over the past year, reflecting strong investor confidence in the asset management industry.
Kiltearn Partners LLP fully exited its position in Sealed Air Corporation by selling 335,500 shares in Q4, according to an SEC filing. The position had represented 2.4% of the fund's assets under management. Despite Sealed Air's strong 26.3% return over the past year, the company faces headwinds with Q3 sales declining 1% and management expecting 2-3% sales decline for the full year.
AMG has adjusted the conversion rate of its 5.15% junior convertible trust preferred securities due 2037, increasing the conversion rate from 0.2558 to 0.2582 common shares per $50.00 security.
AMG announced the sale of its interest in Comvest Partners' private credit business to Manulife Financial Corporation, with AMG expected to receive approximately $285 million in cash consideration and retain certain interests in existing funds.
AMG has entered into a definitive agreement to acquire a minority equity interest in Montefiore Investment, a leading European private equity firm with €5 billion in assets under management. The partnership will allow Montefiore to maintain its independence while gaining strategic support from AMG.
Affiliated Managers Group (AMG) has announced the sale of its equity interest in Peppertree Capital Management to TPG Inc. The transaction marks the successful culmination of AMG's partnership with Peppertree, a leading specialized digital infrastructure investment firm.
AMG will report its Q4 and full-year 2024 financial and operating results on February 6, 2025. A conference call will be held at 8:30 a.m. Eastern time on the same day, where management will discuss the results and future expectations.
This course focuses on the new FCA Consumer Duty regulations, including the key principles, cross-cutting rules, and the impact on different financial services firms in the UK and globally.
This article discusses a training course on international payments for banking professionals, covering topics such as foreign exchange, global payments, SWIFT, and clearing and settlement mechanisms. The course aims to provide practical knowledge and tools for managing risks and understanding legal and regulatory frameworks in international payments.
AMG reported strong financial results for the third quarter of 2024, with Economic Earnings per share growing 18% year-over-year. The company's growth strategy continues to drive the evolution of its business mix toward secular growth areas, particularly in alternative strategies.