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Affiliated Managers Group, Inc. AMG

Affiliated Managers Group, Inc., through its affiliates, operates as an investment management company providing investment management services to mutual funds, institutional clients, retails and high net worth individuals in the United States. It provides advisory or sub-advisory services to mutual funds. These funds are distributed to retail, high net worth and institutional clients directly and through intermediaries, including independent investment advisors, retirement plan sponsors, broker-dealers, major fund marketplaces, and bank trust departments.

Company profile

Business mix

  • It provides advisory or sub-advisory services to mutual funds.
  • The company also offers investment products in various investment styles in the institutional distribution channel, including small, small/mid, mid, and large capitalization value and growth equity, and emerging markets.
  • In addition, it offers quantitative, alternative, and fixed income products, and manages assets for foundations and endowments, defined benefit, and defined contribution plans for corporations and municipalities.
  • Affiliated Managers Group provides investment management or customized investment counseling and fiduciary services.

Current key questions

  • Can asset growth, client flows, fee rates, credit quality, or spread income support durable earnings in asset management?
  • How sensitive are margins and returns to interest rates, market levels, funding costs, and regulation?
  • Do capital allocation, risk controls, and balance-sheet quality improve long-term per-share value?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters

Current firm holders

Firm Weight Value Filing period
Ariel Investments John Rogers 3.3% $294.4M 2026-03-31
Lyrical Asset Management 2.1% $138.9M 2026-03-31

Recent trading changes over the last 3 quarters

Net buyers 1 Last 3 13F filing periods
Net reducers 2 Last 3 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $1.3M Estimated from net added shares
Reduction amount $90.7M Estimated from net reduced shares
Net share change / base shares -17.0% -321,126 / 1,894,115
Ariel Investments John Rogers 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -6.7% 13F value change +$34.7M
13F 2025-12-31 Filed 2026-02-13
Minor reduction Shares -6.5% 13F value change +$39.5M
13F 2026-03-31 Filed 2026-05-14
Minor reduction Shares -10.0% 13F value change -$46.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 1,355,075 Last 3 periods -291,045 (-21.5%) Total shares 1,064,030 Value $294.4M
Lyrical Asset Management 3 filing periods
13F 2025-09-30 Filed 2025-11-12
Minor increase Shares 7.6% 13F value change +$32.2M
13F 2025-12-31 Filed 2026-02-11
Minor reduction Shares -4.9% 13F value change +$20.8M
13F 2026-03-31 Filed 2026-05-11
Minor reduction Shares -9.0% 13F value change -$20.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-11
Base shares 539,040 Last 3 periods -36,919 (-6.8%) Total shares 502,121 Value $138.9M
Southeastern Asset Management Mason Hawkins 2 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$80.6M
13F 2025-06-30 Filed 2025-08-14
Major reduction Shares -98.6% 13F value change -$79.3M
Settlement As of 13F 2025-06-30 · Filed 2025-08-14
Base shares 0 Last 3 periods +6,838 (New) Total shares 6,838 Value $1.3M

Recent mentions

No public mentions.