Affiliated Managers Group (AMG)
Financials · Asset management / investment management partnerships
A strategic investor in independent asset management firms, amplifying their growth and capabilities while preserving autonomy and ownership culture.
What Affiliated Managers Group does
Affiliated Managers Group is a global strategic partner to independent investment management firms. The company invests in and partners with high-quality, partner-owned asset managers—called Affiliates—across alternatives (private markets, liquid alternatives) and differentiated long-only strategies (equities, fixed income, multi-asset). Through its distinctive partnership model, AMG provides Affiliates with growth capital, product strategy, distribution capabilities, succession planning, and strategic advisory while preserving their autonomy and ownership structure.
Themes: ["Alternative asset management / alternatives","Private markets and liquid alternatives","Asset management consolidation","Independent manager partnerships","Institutional capital allocation"]
Fundamentals
- Price$364.96 as of 2026-07-09 close
- Market cap$9.6B as of 2026-07-10
- 1-year return+79.1% as of 2026-07-09 close
- P/E12.75 as of 2026-07-10
- Net margin+35.5% as of 2026-07-10
- ROE+23.4% as of 2026-07-10
- Debt / equity0.94 as of 2026-07-10
- Revenue growth (YoY)+4.2% as of 2026-07-10
- Revenue CAGR (3y)-3.8% SEC XBRL
- Beta1.12 as of 2026-07-10
Dividend: yield +0.0%; 5-year non-decreasing per-share dividend streak (SEC XBRL).
Key risks (from latest filing)
["Dependence on performance and retention of affiliated independent investment firms; loss of key Affiliates or underperformance by managed strategies could reduce earnings and assets under management.","Market volatility and economic downturns directly impact investor demand for alternative and differentiated strategies, affecting fee income and earning stability across market cycles.","Regulatory and competitive pressures in asset management could increase compliance costs and constrain growth opportunities for Affiliates and AMG."]
Competitors & peers
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.