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Affiliated Managers Group

Logo: amg.com5

American Investment Company

Affiliated Managers Group, Inc. (AMG) is an American financial services firm founded in 1993 and headquartered in West Palm Beach, Florida. The company's stock trades on the New York Stock Exchange under the symbol AMG, and is listed on the S&P 400 for mid-size American firms. AMG operates as a strategic partner to independent investment management firms globally, with equity stakes in a number of partner-owned traditional investment managers, hedge funds, and specialized private equity firms which it calls “Affiliates.3 Wikipedia text CC BY-SA 4.0

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Last updated Oct 21, 2026.

Overview

1980Founded1

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  • TickerAMG on NYSE1
  • Industryfinancial services1
  • HeadquartersBeverly1
  • Websitewww.amg.com
  • Legal formDelaware corporation1
  • Incorporated inDE6
  • Business address1001 U.S. Highway One North, Suite 702, Jupiter, Fl 334776
  • Filer categoryLarge accelerated filer6
  • LEI2JE75BUE3T1BLCYYGK544
  • StatusActive4
  • LEI statusIssued and current4
  • Registered addressC/O THE CORPORATION TRUST COMPANY, 19801 Wilmington, United States4
  • Registered withDivision of Corporations, Department of State, 23658954

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Affiliated Managers Group image from its website
Image: amg.com5

Affiliated Managers Group, Inc. (AMG) is an American financial services firm founded in 1993 and headquartered in West Palm Beach, Florida. The company's stock trades on the New York Stock Exchange under the symbol AMG, and is listed on the S&P 400 for mid-size American firms.3

Financials

From the company’s reports to the SEC. Every number links to the filing it came from.

Key numbers, fiscal 2025

34.5%Net margin13
1.6%Revenue growth, 202513
22.1%Return on equity13
0.83×Debt to equity13
$967.1MFree cash flow13

What sells

Revenue by product, business segment and region, as the company reports it to the SEC.

Regions

United States brought in 72% of the revenue Affiliated Managers Group broke down this way in fiscal 2025.

  1. United States$1.5B1372%up 0% from 2024
  2. United Kingdom$527.0M1325%up 5% from 2024
  3. Other$60.5M133%up 10% from 2024
Regions by year
Regions202320242025
United States$1.5B$1.5B$1.5B
United Kingdom$498.3M$500.5M$527.0M
Other$40.2M$55.2M$60.5M

Where the money goes

Where each dollar of revenue went, fiscal 2025

  • Selling, general and admin20¢$408.6M
  • Other costs32¢$666.9M
  • Income tax14¢$282.3M
  • Profit35¢$716.6M

Out of $2.1B in revenue.13

Where each dollar of operating cash went, fiscal 2025

  • Capital spending1¢$6.1M
  • Dividends paid0¢$1.0M
  • Share buybacks73¢$706.3M
  • Kept or used elsewhere27¢$259.8M

Out of $973.2M of cash from operations.13

Financial statements

Revenue1415161713$2.1B in 2025−7% since 2019
0$1.0B$2.0B$3.0B2019: $2.2B$2.2B20192020: $2.0B$2.0B2020−9%2021: $2.4B$2.4B2021+19%2022: $2.3B$2.3B2022−3%2023: $2.1B$2.1B2023−12%2024: $2.0B$2.0B2024−1%2025: $2.1B$2.1B2025+2%
Net income1415161713$716.6M in 2025+4464% since 2019
0$500.0M$1.0B$1.5B2019: $15.7M$15.7M20192020: $202.2M$202.2M2020+1188%2021: $565.7M$565.7M2021+180%2022: $1.1B$1.1B2022+103%2023: $672.9M$672.9M2023−41%2024: $511.6M$511.6M2024−24%2025: $716.6M$716.6M2025+40%

Every line of the income statement as filed: the last 3 fiscal years, latest first.13

Period ending2025-12-312024-12-312023-12-31
Consolidated revenue$2.1B$2.0B$2.1B
Compensation and related expenses$1.0B$915.3M$907.5M
Selling, general and administrative$408.6M$376.5M$358.2M
Intangible amortization and impairments$160.3M$29.0M$48.3M
Interest expense$136.5M$133.3M$123.8M
Depreciation and other amortization$10.4M$13.4M$13.0M
Other expenses (net)$69.8M$40.3M$45.8M
Total consolidated expenses$1.8B$1.5B$1.5B
Equity method income (net)$462.9M$312.7M$280.0M
Affiliate transaction gains$371.3M$0$133.1M
Investment and other income$83.1M$77.4M$117.1M
Income before income taxes$1.2B$923.2M$1.1B
Income tax expense$282.3M$182.6M$185.3M
Net income$904.0M$740.6M$906.1M
Net income (non-controlling interests)-$187.4M-$229.0M-$233.2M
Net income (controlling interest)$716.6M$511.6M$672.9M
Average shares outstanding (basic) (in shares)28.5M shares31.1M shares35.1M shares
Average shares outstanding (diluted) (in shares)33.0M shares36.1M shares42.2M shares
Earnings per share (basic) (in dollars per share)$25.18$16.45$19.18
Earnings per share (diluted) (in dollars per share)$22.74$15.13$17.42

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Corporate structure

Affiliated Managers Group sits at the top of its group. 238 entities, 9 countries on record. Switch between the flow chart and the network, and select any entity to see its details.

Major holders of Affiliated Managers Group

  • Affiliated Managers Group West Palm Beach, Florida, United States
    • Artemis Investment Management LLP London, United Kingdom
      • AIM PARTNERSHIP LLP Subsidiary · London, United Kingdom
      • Artemis Investment Services (Switzerland) GmbH Subsidiary · Zürich, Switzerland
      • GLOBAL EQUITY INCOME Fund · London, United Kingdom
      • US EXTENDED ALPHA Fund · London, United Kingdom
      • US Focus Fund · London, United Kingdom
    • River Road Asset Management, LLC Louisville, Kentucky, United States
    • SYSTEMATIC FINANCIAL MANAGEMENT LP Teaneck, New Jersey, United States
    • YACKTMAN ASSET MANAGEMENT LP Austin, Texas, United States
      • Emerald Bay Fund, LP Fund · Austin, Texas, United States
    • Macy's, Inc. Stake · 14.7% · Cincinnati, OH, Ohio, United States
      • Advertex Communications, Inc. Subsidiary · New York, United States
      • Bloomingdale's, LLC Subsidiary · Ohio, United States
      • Bloomingdales.com, LLC Subsidiary · Ohio, United States
      • Bloomingdale’s The Outlet Store, LLC Subsidiary · Ohio, United States
      • Bluemercury, Inc. Subsidiary · Delaware, United States
      • FDS Thrift Holding Co., Inc. Subsidiary · Ohio, United States
      • Macys.com, LLC Subsidiary · Ohio, United States
      • Macy’s Backstage, Inc. Subsidiary · Ohio, United States
      • Macy’s Corporate Services, LLC Subsidiary · Ohio, United States
      • Macy’s Credit and Customer Services, Inc. Subsidiary · Ohio, United States
      • Macy’s Credit Operations, LLC Subsidiary · Ohio, United States
      • Macy’s Inventory Funding, LLC Subsidiary · Delaware, United States
      • Macy’s Inventory Holdings, LLC Subsidiary · Delaware, United States
      • Macy’s Merchandising Corporation Subsidiary · New York, United States
      • Macy’s Merchandising Group (Hong Kong) Limited Subsidiary · Hong Kong
      • Macy’s Merchandising Group International (Hong Kong) Limited Subsidiary · Hong Kong
      • Macy’s Merchandising Group International, LLC Subsidiary · Delaware, United States
      • Macy’s Merchandising Group Procurement, LLC Subsidiary · Delaware, United States
      • Macy’s Merchandising Group, Inc. Subsidiary · New York, United States
      • Macy’s Propco Holdings, LLC Subsidiary · Ohio, United States
      • Macy’s Puerto Rico, Inc. Subsidiary · Puerto Rico, United States
      • Macy’s Retail Holdings, LLC Subsidiary · Ohio, United States
      • Macy’s Systems and Technology, Inc. Subsidiary · Ohio, United States
      • West 34 th Street Insurance Company New York Subsidiary · New York, United States
    • Abax Investments Proprietary Limited, a limited liability private company incorporated in Subsidiary · South Africa
    • Affiliated Managers Group Limited, a limited company incorporated in Subsidiary · United Kingdom
    • AMG 2023 Holdings Ltd., a private limited company incorporated in England and Subsidiary · United Kingdom
    • AMG CAPITAL (CAYMAN) LLC Subsidiary · Prides Crossing, Massachusetts, United States
    • AMG Funds LLC Subsidiary · Stamford, Connecticut, United States
      • John Hancock Comvest Private Income Fund Stamford, Connecticut, United States
      • AMG Boston Common Global Equity Fund Fund · Stamford, Connecticut, United States
      • AMG ETF TRUST Fund · Stamford, Connecticut, United States
      • AMG Frontier Small Cap Growth Fund Fund · Stamford, Connecticut, United States
      • AMG FUNDS Fund · Stamford, Connecticut, United States
        • AMG GW&K Small Cap Value Fund Fund · Stamford, Connecticut, United States
        • AMG Yacktman Special Opportunities Fund Fund · Stamford, Connecticut, United States
      • AMG FUNDS I Fund · Stamford, Connecticut, United States
      • AMG FUNDS III Fund · Stamford, Connecticut, United States
        • AMG GW&K International Small Cap Fund Fund · Stamford, Connecticut, United States
      • AMG FUNDS IV Fund · Stamford, Connecticut, United States
        • AMG GW&K Small Cap Growth Fund Fund · Stamford, Connecticut, United States
        • AMG GW&K Small/Mid Cap Growth Fund Fund · Stamford, Connecticut, United States
        • AMG River Road Small Cap Value Fund Fund · Stamford, Connecticut, United States
      • AMG GW&K Core Bond Fund Fund · Stamford, Connecticut, United States
      • AMG GW&K Enhanced Core Bond Fund Fund · Stamford, Connecticut, United States
      • AMG GW&K High Yield Bond SMA Shares Fund · Stamford, Connecticut, United States
      • AMG GW&K Muni Income ETF Fund · Stamford, Connecticut, United States
      • AMG GW&K Municipal Bond Fund Fund · Stamford, Connecticut, United States
      • AMG GW&K Municipal Enhanced SMA Shares Fund · Stamford, Connecticut, United States
      • AMG GW&K Municipal Enhanced Yield Fund Fund · Stamford, Connecticut, United States
      • AMG GW&K Securitized Bond SMA Shares Fund · Stamford, Connecticut, United States
      • AMG GW&K Small Cap Core Fund Fund · Stamford, Connecticut, United States
      • AMG GW&K SMALL/MID CAP CORE FUND Fund · Stamford, Connecticut, United States
      • AMG Pantheon Infrastructure Fund, LLC Fund · Stamford, Connecticut, United States
      • AMG Renaissance Large Cap Growth Fund Fund · Stamford, Connecticut, United States
      • AMG River Road Dividend All Cap Value Fund Fund · Stamford, Connecticut, United States
      • AMG River Road Focused Absolute Value Fund Fund · Stamford, Connecticut, United States
      • AMG River Road Large Cap Value Select Fund Fund · Stamford, Connecticut, United States
      • AMG River Road Mid Cap Value Fund Fund · Stamford, Connecticut, United States
      • AMG River Road Small-Mid Cap Value Fund Fund · Stamford, Connecticut, United States
      • and 21 more
    • AMG Plymouth UK Holdings (1) Limited, a limited company incorporated in England and Subsidiary · United Kingdom
    • AMG SA Holdings Proprietary Limited, a limited liability private company incorporated in Subsidiary · South Africa
    • Arrow Bidco Limited, a limited company incorporated in Subsidiary · United Kingdom
    • Artemis Asset Management Limited, a limited company incorporated in Subsidiary · United Kingdom
    • Artemis Strategic Asset Management Limited, a limited company incorporated in Subsidiary · United Kingdom
    • Beutel, Goodman & Company Ltd., a limited company incorporated in Subsidiary · Canada
    • Chicago Equity Partners LLC Subsidiary · Chicago, Illinois, United States
    • FOYSTON, GORDON & PAYNE INC. Subsidiary · Toronto, Ontario, Canada
      • FGP Canadian Equity Fund Fund · Toronto, Ontario, Canada
      • FGP Conservative Bond Fund Fund · Toronto, Ontario, Canada
      • FGP Corporate Bond Fund Fund · Toronto, Ontario, Canada
      • FGP Corporate Plus Bond Fund Fund · Toronto, Ontario, Canada
      • FGP Emerging Markets Equity Fund Fund · Toronto, Ontario, Canada
      • FGP Global Equity Fund Fund · Toronto, Ontario, Canada
      • FGP Global Smaller Companies Fund Fund · Toronto, Ontario, Canada
      • FGP International Equity Fund Fund · Toronto, Ontario, Canada
      • FGP International Equity Fund Fund · Toronto, Ontario, Canada
      • FGP Long Term Bond Fund Fund · Toronto, Ontario, Canada
      • FGP Money Market Fund Fund · Toronto, Ontario, Canada
      • FGP Mortgage Fund Fund · Toronto, Ontario, Canada
      • FGP Preferred Share Fund Fund · Toronto, Ontario, Canada
      • FGP Private Canadian Equity Fund Fund · Toronto, Ontario, Canada
      • FGP Private Emerging Markets Equity Fund Fund · Toronto, Ontario, Canada
      • FGP Private Global Equity Fund Fund · Toronto, Ontario, Canada
      • FGP Private U.S. Equity Fund Fund · Toronto, Ontario, Canada
      • FGP Short Term Bond Fund Fund · Toronto, Ontario, Canada
      • FGP U.S. Equity Fund Fund · Toronto, Ontario, Canada
      • FGP Universe Bond Fund Fund · Toronto, Ontario, Canada
    • Maestre Energy Management, S.L., a private limited liability company incorporated in Subsidiary · Spain
    • Montefiore Investment SAS, a simplified stock company incorporated in Subsidiary · France
    • Pantheon Capital (Asia) Limited, a limited company incorporated in Subsidiary · Hong Kong
    • Pantheon Holdings Limited, a limited company incorporated in England and Subsidiary · United Kingdom
    • PANTHEON VENTURES (UK) LLP Subsidiary · London, United Kingdom
      • INVESTOR COMPARTIMENT 116 Fund · London, United Kingdom
      • INVESTOR COMPARTMENT 1 Fund · London, United Kingdom
      • INVESTOR COMPARTMENT 104 Fund · London, United Kingdom
      • INVESTOR COMPARTMENT 108 Fund · London, United Kingdom
      • INVESTOR COMPARTMENT 11 Fund · London, United Kingdom
      • INVESTOR COMPARTMENT 122 Fund · London, United Kingdom
      • INVESTOR COMPARTMENT 129 Fund · London, United Kingdom
      • INVESTOR COMPARTMENT 135 Fund · London, United Kingdom
      • INVESTOR COMPARTMENT 14 Fund · London, United Kingdom
      • INVESTOR COMPARTMENT 14 Fund · London, United Kingdom
      • INVESTOR COMPARTMENT 151 Fund · London, United Kingdom
      • INVESTOR COMPARTMENT 2 Fund · London, United Kingdom
      • INVESTOR COMPARTMENT 20 Fund · London, United Kingdom
      • INVESTOR COMPARTMENT 21 Fund · London, United Kingdom
      • INVESTOR COMPARTMENT 23 Fund · London, United Kingdom
      • INVESTOR COMPARTMENT 25 Fund · London, United Kingdom
      • INVESTOR COMPARTMENT 3 Fund · London, United Kingdom
      • INVESTOR COMPARTMENT 34 Fund · London, United Kingdom
      • INVESTOR COMPARTMENT 4 Fund · London, United Kingdom
      • INVESTOR COMPARTMENT 41 Fund · London, United Kingdom
      • INVESTOR COMPARTMENT 42 Fund · London, United Kingdom
      • INVESTOR COMPARTMENT 43 Fund · London, United Kingdom
      • INVESTOR COMPARTMENT 44 Fund · London, United Kingdom
      • INVESTOR COMPARTMENT 45 Fund · London, United Kingdom
      • INVESTOR COMPARTMENT 46 Fund · London, United Kingdom
      • and 88 more
    • Pantheon Ventures Limited, a limited company incorporated in England and Subsidiary · United Kingdom
    • Plymouth (UK) GP Holdings I Limited, a limited company incorporated in England and Subsidiary · United Kingdom
    • and 4 more

Built from parent and subsidiary links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); subsidiaries listed in Exhibit 21 of annual reports filed with the SEC; subsidiaries, stakes and holdings from Wikidata (CC0); major holders from Schedules 13D and 13G. Each entity in the chart links to its source.

What it owns

What Affiliated Managers Group reports owning in its annual reports to the SEC: buildings, land and equipment, real estate and locations, investments, intangible assets and inventory, at the end of its latest fiscal year and a year before.

Property and equipment

ItemLatestA year beforeChange
Property and equipment, before depreciation$213.1M13 Dec 31, 2025$213.6M13 Dec 31, 2024−0.2%
Accumulated depreciation$158.7M13 Dec 31, 2025$156.0M13 Dec 31, 2024+1.7%
Property and equipment, net$54.4M13 Dec 31, 2025$57.6M13 Dec 31, 2024−5.6%

Investments

ItemLatestA year beforeChange
Cash and cash equivalents$586.0M13 Dec 31, 2025$950.0M13 Dec 31, 2024−38.3%
Debt securities available for sale$017 Dec 31, 2024$405.3M17 Dec 31, 2023−100.0%
Stakes in other companies (equity method)$106.8M13 Dec 31, 2025$111.4M13 Dec 31, 2024−4.1%

Intangibles and goodwill

ItemLatestA year beforeChange
Goodwill$2.5B13 Dec 31, 2025$2.5B13 Dec 31, 2024+1.0%
Intangible assets, net (excluding goodwill)$1.6B13 Dec 31, 2025$1.8B13 Dec 31, 2024−7.8%

Properties, in its own words

We conduct our operations around the world using a combination of leased and owned facilities. While we believe we

have suitable property resources currently, we will continue to evaluate our property needs and will adjust these resources as

The rest of Item 2

necessary. Our Affiliates also typically lease office space in the city or cities in which they conduct business, as appropriate for

their respective business needs.

Item 2 of the 10-K filed Feb 17, 2026.21

Stakes and holdings (Wikidata)

Things Wikidata records the company as owning, with the share when stated.1

The story

In 1993, AMG was founded by William Nutt.

In 1997, AMG invested in Tweedy, Browne and completed its initial public offering, listing on the New York Stock Exchange.

In 2004, AMG established a U.S. retail platform which would enable its Affiliates to manufacture, market, and distribute products to the U.S. wealth marketplace. AMG also made a minority investment in AQR, a quantitative investment manager and hedge fund firm, its first investment in an alternative investment firm, and its first minority investment.

In 2005, Sean M. Healey was named chief executive officer.

In 2007, AMG opened its first non-U.S. institutional distribution office in Sydney, Australia, to provide sales and marketing services to institutional clients in Australia and New Zealand. Today, AMG operates distribution capabilities serving the Asia, Australia, Europe / U.K., and Middle East marketplaces.

In 2009, AMG announced investments in Harding Loevner and Gannett Welsh & Kotler.

In 2010, AMG acquired a majority stake in Pantheon Ventures. The private equity company was AMG's largest investment to date. AMG also invested in Artemis Investment Management.

In 2016, AMG made an investment in leading technology-driven liquid alternative firm Systematica Investments.

Read the full text

In 2018, after being diagnosed with ALS, Sean Healey stepped down from his position as chief executive officer. He died in May 2020. Nathaniel Dalton, previously president and chief operating officer, succeeded him.

In 2019, Jay Horgen succeeded Dalton as president and chief executive officer. Horgen joined AMG in 2007 and previously served as chief financial officer, as well as executive vice president, focusing on investments in new AMG Affiliates.

In 2021, AMG invested in four companies, including Parnassus Investments, the largest ESG-dedicated fund manager in the U.S.

In 2022, AMG increased its investment in Systematica Investments, a quantitative and systematic investment firm.

Other Information

AMG is known for its research, on independent firms' advantages in consistently generating excess returns.

The company is also known for its commitment to corporate citizenship and community engagement. AMG was a founding donor to the Sean M. Healey and AMG Center for ALS at Massachusetts General Hospital, and continues to support the Center with fundraising and charitable events.

From Wikipedia’s article on Affiliated Managers Group, shared under CC BY-SA 4.0.7

Leadership

Who has led Affiliated Managers Group, and when. Pick a name to see everywhere that person has worked.

Chief executive

  1. Sean M. Healey2006–2018
  2. Nathaniel Dalton2019
  3. Jay C. Horgen2020–now

Chair

  1. Sean M. Healey2011–2020

President

  1. Sean M. Healey2006–2010
  2. Nathaniel Dalton2011–2019
  3. Jay C. Horgen2019–2025
  4. Thomas M. Wojcik2025–now

Chief financial officer

  1. Darrell W. Crate2006–2011
  2. Jay C. Horgen2011–2019
  3. Thomas M. Wojcik2019–2024
  4. Dava Ritchea2024–now

Chief operating officer

  1. Nathaniel Dalton2006–2018
  2. Thomas M. Wojcik2024–now
1990200020102020
Board members and other officers (34)

Products and brands

  • investment

Listed on Wikidata.1

Subsidiaries and ownership

Also owns

Subsidiaries (GLEIF)

Also consolidated

Subsidiaries (Exhibit 21)

  • AMG 2023 Holdings Ltd., a private limited company incorporated in England and Wales8
  • AMG Plymouth UK Holdings (1) Limited, a limited company incorporated in England and Wales8
  • AMG SA Holdings Proprietary Limited, a limited liability private company incorporated in South Africa8
  • Abax Investments Proprietary Limited, a limited liability private company incorporated in South Africa*8
  • Affiliated Managers Group Limited, a limited company incorporated in the United Kingdom8
  • Arrow Bidco Limited, a limited company incorporated in the United Kingdom8
  • Artemis Asset Management Limited, a limited company incorporated in the United Kingdom8
  • Artemis Strategic Asset Management Limited, a limited company incorporated in the United Kingdom8
  • Beutel, Goodman & Company Ltd., a limited company incorporated in Canada*8
  • Maestre Energy Management, S.L., a private limited liability company incorporated in Spain*8
  • Montefiore Investment SAS, a simplified stock company incorporated in France*8
  • Pantheon Capital (Asia) Limited, a limited company incorporated in Hong Kong8
  • Pantheon Holdings Limited, a limited company incorporated in England and Wales8
  • Pantheon Ventures Limited, a limited company incorporated in England and Wales8
  • Plymouth (UK) GP Holdings I Limited, a limited company incorporated in England and Wales8
  • Plymouth (UK) GP Holdings II Limited, a limited company incorporated in England and Wales8
  • Q-Energy Private Equity, S.G.E.I.C., S.A., a company incorporated in Spain*8
  • QE Holdco Services, S.L., a private limited liability company incorporated in Spain*8
  • Systematica Investments Limited, a registered private company incorporated in Jersey*8

From Wikidata.1 Ownership links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); each one cites its LEI record. The subsidiaries the company lists in Exhibit 21 of its annual report, as filed.

Former names

  • AFFILIATED MANAGERS GROUP INCOct 20, 1997 to Sep 20, 20136

Timeline

  1. Jul 30, 20268-K Results of operations; Other events66
  2. Jun 9, 20268-K Entered a material agreement; New debt or obligation67
  3. May 28, 20268-K Shareholder vote68
  4. May 1, 20268-K Results of operations; Other events69
  5. Feb 26, 20268-K Executive or director change; Regulation FD disclosure70
  6. Feb 12, 20268-K Executive or director change71
  7. Feb 12, 20268-K Results of operations; Other events72
  8. Dec 11, 20258-K Entered a material agreement; New debt or obligation73
  9. Dec 8, 20258-K Other events74
  10. Nov 3, 20258-K Results of operations; Other events75
  11. Aug 14, 20258-K Executive or director change; Regulation FD disclosure76
  12. Jul 31, 20258-K Results of operations; Other events77
  13. Jan 3, 2020New chief executive Jay C. Horgen becomes CEO22
  14. Jan 3, 2019New chief executive Nathaniel Dalton becomes CEO23
  15. Jan 4, 2006New chief executive Sean M. Healey becomes CEO24
  16. Jun 29, 1998Went public Listed on NYSE1
  17. 1980Founded Founded1

Calendar

Coming up

  1. Nov 2, 2026Reports results for the quarter ending Sep/2026 A year earlier it reported $6.10 a share, on Nov 3, 2025.78

When it reported results

  1. Jul 30, 2026Reported quarterly or annual results66
  2. May 1, 2026Reported quarterly or annual results69
  3. Feb 12, 2026Reported quarterly or annual results72
  4. Nov 3, 2025Reported quarterly or annual results75
  5. Jul 31, 2025Reported quarterly or annual results77
  6. May 8, 2025Reported quarterly or annual results79
  7. Feb 6, 2025Reported quarterly or annual results80
  8. Nov 4, 2024Reported quarterly or annual results81

Upcoming dates from Nasdaq's calendar; past results from the company's 8-K filings (Item 2.02). The full markets calendar

Filings

402 filings to the SEC since October 2021: 5 annual reports, 15 quarterly reports, 46 major events, 235 insider forms, 32 large holders, 69 other. The latest 20:

  1. Sep 25, 20264/A PRIMARY DOCUMENT EDGAR
  2. Aug 28, 2026N-PX EDGAR
  3. Aug 18, 20264 PRIMARY DOCUMENT EDGAR
  4. Aug 18, 20264 PRIMARY DOCUMENT EDGAR
  5. Aug 18, 20264 PRIMARY DOCUMENT EDGAR
  6. Aug 18, 20264 PRIMARY DOCUMENT EDGAR
  7. Aug 13, 202613F-NT EDGAR
  8. Aug 12, 2026SCHEDULE 13G/A EDGAR
  9. Aug 7, 202610-Q EDGAR
  10. Aug 3, 20264 PRIMARY DOCUMENT EDGAR
  11. Aug 3, 20264 PRIMARY DOCUMENT EDGAR
  12. Aug 3, 20264 PRIMARY DOCUMENT EDGAR
  13. Aug 3, 20264 PRIMARY DOCUMENT EDGAR
  14. Aug 3, 20264 PRIMARY DOCUMENT EDGAR
  15. Aug 3, 20264 PRIMARY DOCUMENT EDGAR
  16. Jul 30, 20268-K EDGAR
  17. Jun 30, 2026144 EDGAR
  18. Jun 26, 20263/A PRIMARY DOCUMENT EDGAR
  19. Jun 15, 20264 PRIMARY DOCUMENT EDGAR
  20. Jun 9, 20268-K EDGAR

The 402 filings since October 2021 can be filtered by form type and year here when JavaScript is on.

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Insider trades

18 open-market trades by officers, directors and large owners since October 2021: 8 buys and 10 sales. Grants, option exercises and gifts are left out.

DateWhoTradeSharesPriceValueFiling
Jun 8, 2026Horgen Jay C.President and CEOSale17,500$338.27$5.9MForm 4
Jun 1, 2026FRANQUI ANNETTEDirectorBuy750$304.88$228.7KForm 4
May 8, 2026Matos Rodriguez Felix V.DirectorSale1,000$300.18$300.2KForm 4
May 6, 2026Ryan David ChristopherDirectorSale3,402$305.06$1.0MForm 4
May 6, 2026Cates G. StaleyDirectorBuy1,500$305.83$458.7KForm 4
Mar 9, 2026Padiyar KavitaGeneral Counsel & Corp. Sec.Sale2,200$278.24$612.1KForm 4
Mar 6, 2026Wojcik Thomas MPresident and COOSale8,000$286.30$2.3MForm 4
Sep 9, 2025Wojcik Thomas MPresident and COOSale16,000$231.03$3.7MForm 4
Aug 20, 2024Horgen Jay C.President and CEOSale9,300$169.93$1.6MForm 4
Aug 19, 2024Horgen Jay C.President and CEOSale9,000$171.98$1.5MForm 4
Aug 16, 2024Wojcik Thomas MPresident and COOSale4,786$172.71$826.6KForm 4
Aug 16, 2024Jamal Rizwan MHead of Affiliate InvestmentsSale8,622$172.89$1.5MForm 4
Mar 16, 2023Jeffery Reuben IIIDirectorBuy3,650$137.21$500.8KForm 4
Feb 22, 2022Palandjian Tracy P.DirectorBuy3,700$137.67$509.4KForm 4
Feb 15, 2022Jeffery Reuben IIIDirectorBuy3,500$143.96$503.9KForm 4
Dec 3, 2021Jamal Rizwan MHead of Affiliate InvestmentsBuy3,000$171.47$514.4KForm 4
Dec 3, 2021Erickson John RHead of Affiliate EngagementBuy3,000$169.95$509.9KForm 4
Nov 2, 2021Jeffery Reuben IIIDirectorBuy2,700$188.39$508.7KForm 4

From Forms 4 filed with the SEC.

Major holders

Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.

Executive pay

What the company paid its top executives, from the summary compensation table in its proxy statement. Total pay includes salary, bonus, stock and option awards and other pay, as the company valued them.

YearExecutiveAgeSalaryTotal pay
2025Jay C. Horgen................................................$750.0K$16.3M90
2025Thomas M. Wojcik....................................$500.0K$13.7M90
2025Kavita Padiyar............................................$500.0K$4.3M90
2025Dava E. Ritchea.........................................$500.0K$4.1M90
2025Rizwan M. Jamal......................................$250.0K$2.0M90
2024President and Chief Executive Officer$750.0K$13.0M90
2024Former President and Chief OperatingOfficer$500.0K$6.5M90
2024Chief Financial Officer$375.0K$5.5M90
2024Former Managing Director, AffiliatePartnerships$500.0K$4.8M90
2024General Counsel and CorporateSecretary$456.2K$1.9M90
2023President and Chief Executive Officer$750.0K$14.6M90
2023Former Managing Director, AffiliatePartnerships$500.0K$6.6M90
2023Former President and Chief OperatingOfficer$500.0K$6.6M90

Held by these funds

The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 100. Change is in shares since the quarter before.

FundSharesValueShare of the fundChange
BlackRock, Inc.2,772,736$938.3M0.0%−94,929
Morgan Stanley1,487,219$503.3M0.0%−245,293
Vanguard Portfolio Management LLC1,391,836$471.0M0.0%+32,043
Vanguard Capital Management LLC1,151,085$389.5M0.0%−23,661
Boston Partners1,001,967$339.1M0.3%+30,720
Ariel Investments, LLC999,676$338.3M3.4%−64,354
State Street Corp883,323$298.9M0.0%−43,410
Millennium Management LLC875,116$296.1M0.2%+869,748
Fuller & Thaler Asset Management, Inc.857,756$290.3M0.8%+97,543
Dimensional Fund Advisors LP670,195$226.8M0.0%−48,118
Geode Capital Management, LLC590,757$200.0M0.0%−45,021
Lyrical Asset Management LP472,886$160.0M2.0%−29,235
Allianz Asset Management GmbH479,594$152.9M0.2%−9,148
Bank Of America Corp /de/432,420$146.3M0.0%+22,842
Invesco Ltd.380,623$128.8M0.0%+64,133
Norges Bank361,473$122.3M0.0%New
Northern Trust Corp322,670$109.2M0.0%−26,212
Jane Street Group, LLC309,134$104.6M0.1%+56,629
Channing Capital Management, LLC302,514$102.4M2.4%−158
Charles Schwab Investment Management Inc287,795$97.4M0.0%−20,236
Bank of New York Mellon Corp281,967$95.4M0.0%−18,298
Qube Research & Technologies Ltd268,737$90.9M0.1%+114,504
Goldman Sachs Group Inc258,331$87.4M0.0%+72,974
Fisher Asset Management, LLC246,463$83.4M0.0%−6,800
Raymond James Financial Inc239,235$81.0M0.0%+7,774

13F reports cover disclosed long positions in U.S. stocks only.

Members of Congress who traded it

1 trades disclosed by members of Congress. “Vs S&P since” is the stock’s change since the trade minus the S&P 500’s.

DateMemberTradeAmountVs S&P sinceFiling
Apr 2, 2020Dean Phillips, HouseSale$1,001 - $15,000−370.1%Report

Members report amounts as ranges, not exact figures. Returns are price-only (no dividends).

SEC filer profile

How Affiliated Managers Group is registered with the Securities and Exchange Commission, from its EDGAR record and the cover page of its latest annual report.

  • Name on EDGARAFFILIATED MANAGERS GROUP, INC.2
  • CIK0001004434
  • Employer ID (EIN)04-321851021
  • Filer statusLarge accelerated filer not an emerging growth company; not a smaller reporting company; not a shell company21
  • Incorporated inDelaware21
  • Fiscal year endsDecember 312
  • Industry code (SIC)6282 Investment Advice2
  • SEC reviewing officeOffice of Finance, Division of Corporation Finance2
  • Business address1001 U.S. Highway One North, Suite 702, Jupiter, FL 334772
  • Phone(800) 345-11002
  • Shares outstanding25,859,933 as of Aug 5, 202619
  • Public float$5.4B as of Jun 30, 202521
  • AuditorPricewaterhouseCoopers LLP, Boston, Massachusetts PCAOB ID 238; it also attests to the company’s internal control over financial reporting21
  • On EDGAR sinceAug 29, 19972
  • Filings1,802 in all: 4 (874), 8-K (244), 13F-NT (109), 10-Q (86), SC 13G/A (80), 424B3 (42), SC 13G (34), 3 (30)2
    All 51 form types

    DEF 14A (29), 10-K (28), 424B5 (28), DEFA14A (26), UPLOAD (25), CORRESP (18), 144 (12), FWP (12), ARS (10), S-3ASR (9), 10-K/A (8), 424B2 (8), 8-A12B (8), S-8 (8), SCHEDULE 13G/A (8), 424B7 (7), S-1/A (7), 425 (4), CERT (4), S-3 (4), S-3/A (4), SCHEDULE 13G (4), 305B2 (3), N-PX (3), PRE 14A (3), 25-NSE (2), 424B4 (2), 5 (2), 8-K/A (2), CERTNYS (2), 10-K405 (1), 10-Q/A (1), 13F-NT/A (1), 25 (1), 3/A (1), 4/A (1), EFFECT (1), POSASR (1), S-1 (1), S-1MEF (1), S-4 (1), S-4/A (1), SC 13D (1)

  • Latest filingsAnnual report (10-K) Feb 17, 2026
    Quarterly report (10-Q) Aug 7, 2026
    Proxy statement (DEF 14A) Apr 17, 2026
    Latest 8-K (8-K) Jul 30, 2026

Securities registered for trading

ClassSymbolExchange
Common Stock ($0.01 par value)AMGNew York Stock Exchange
5.875% Junior Subordinated Notes due 2059MGRNew York Stock Exchange
4.750% Junior Subordinated Notes due 2060MGRBNew York Stock Exchange
4.200% Junior Subordinated Notes due 2061MGRDNew York Stock Exchange
6.750% Junior Subordinated Notes due 2064MGRENew York Stock Exchange

From the cover page of the 10-K filed Feb 17, 2026 (Section 12(b) of the Exchange Act).21

Risk factors and legal proceedings

The risks Affiliated Managers Group names in Item 1A of its 10-K filed Feb 17, 2026: 39 risks under these headings, as written.21

  • RISKS RELATED TO OUR INDUSTRY, BUSINESS AND OPERATIONS
  • Our financial results depend on our Affiliates’ receipt of asset- and performance-based fees, and are impacted by investment
  • performance, as well as changes in fee levels, product mix, and the relative levels of assets under management among our
  • Our financial results could be adversely affected by any reduction in our assets under management, which could reduce the
  • asset- and performance-based fees earned by our Affiliates.
  • If our or our Affiliates’ reputations are harmed, we could suffer losses in our business and financial results.
  • The investment management industry is highly competitive.
  • Investment management contracts are subject to termination on short notice.
  • We may need to raise additional capital in the future, and existing or future resources may not be available to us in
  • sufficient amounts or on acceptable terms.
  • Our debt agreements impose certain covenants relating to the conduct of our business, including financial covenants under
  • our revolver, any breach of which could result in the acceleration of the repayment of any amounts borrowed or outstanding
The other 28 risks
  • We have substantial intangibles on our balance sheet, and any impairment of our intangibles could adversely affect our
  • financial condition and results of operations.
  • Market risk management activities may adversely affect our liquidity and results of operations.
  • RISKS RELATED TO OUR STRATEGY AND OUR STRUCTURED PARTNERSHIPS WITH AFFILIATES
  • Our growth strategy depends in part upon our ability to identify and consummate investments in suitable independent
  • investment firms.
  • Our growth strategy also includes selectively pursuing strategic partnerships, transactions, joint ventures, and initiatives,
  • which could involve additional risks and uncertainties.
  • The structure of our partnership interests in our Affiliates may expose us to unanticipated changes in Affiliate revenue,
  • operating expenses, and other commitments, which we may not anticipate and may have limited ability to control.
  • We may reposition or divest our equity interests in our Affiliates, and we cannot be certain that any such repositioning or
  • divestment will benefit us in the near- or long-term.
  • We and our Affiliates rely on certain key personnel and cannot guarantee their continued service.
  • RISKS RELATED TO OUR COMMON STOCK
  • Equity markets and our common stock have been volatile.
  • The sale or issuance of substantial amounts of our common stock, or the expectation that such sales or issuances will occur,
  • could adversely impact the price of our common stock.
  • Provisions in our organizational documents, Delaware law, and other factors could delay or prevent a change in control of
  • the Company, or adversely affect our financial results in periods prior to and following a change in control.
  • LEGAL AND REGULATORY RISKS
  • Our and our Affiliates’ businesses are highly regulated.
  • Our and our Affiliates’ international operations are subject to foreign risks, including political, regulatory, economic, and
  • currency risks.
  • Changes in tax laws or exposure to additional tax liabilities could have an adverse impact on our business, financial
  • condition, and results of operations.
  • We or our Affiliates may be involved in legal proceedings and regulatory matters from time to time, and we may be held
  • responsible for liabilities incurred by certain of our Affiliates.
  • Our or our Affiliates’ controls and procedures and risk management policies may be inadequate, fail or be circumvented,
  • and operational risk could adversely affect our or our Affiliates’ reputation and financial position.
  • Failure to maintain and properly safeguard an adequate technology infrastructure may limit our or our Affiliates’ growth,
  • result in losses or disrupt our or our Affiliates’ businesses.

Legal proceedings

Governmental and regulatory authorities in the U.S. and other jurisdictions in which we and our Affiliates operate regularly

make inquiries and administer examinations with respect to our and our Affiliates’ compliance with applicable laws and

regulations, and from time to time, we and our Affiliates may be parties to various claims, lawsuits, complaints, regulatory

investigations, and other proceedings in the ordinary course of business.

The opening of Item 3, Legal Proceedings.21

Sources

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