Affiliated Managers Group, INC

Market Movers (8-K)

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NYSE
Affiliated Managers Group, Inc. announced record Assets Under Management (AUM) of $942 billion and a 54% year-over-year increase in Economic EPS to $8.29 for the second quarter of 2026.
Better than expected
NYSE
Affiliated Managers Group, Inc. has amended and restated its credit agreement, increasing its revolving credit facility to $1.25 billion maturing in 2031.
NYSE
Affiliated Managers Group stockholders re-elected all director nominees and approved executive compensation and auditor selection at the 2026 Annual Meeting.
NYSE
Affiliated Managers Group, Inc. announced G. Staley Cates' appointment to its Board of Directors and Jay C. Horgen's re-appointment as President, alongside Karen L. Alvingham's retirement.
NYSE
AMG announced outstanding financial and operating results for 2025, marked by significant growth in alternative strategies and robust capital allocation.
Better than expected
Capital raise
NYSE
Affiliated Managers Group, Inc. announced the departure of President and Chief Operating Officer Thomas M. Wojcik, effective March 6, 2026, with responsibilities reallocated and a significant separation package.
Worse than expected

Quarterly Earnings (10-Q)

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NYSE
Affiliated Managers Group, Inc. (AMG) announced a substantial increase in assets under management and revenue for the second quarter of 2026, driven by strong performance across its diverse investment strategies.
Better than expected
NYSE
Affiliated Managers Group (AMG) announced a significant increase in net income and assets under management for the first quarter of 2026, driven by strong performance across its diverse investment strategies.
Better than expected
NYSE
Affiliated Managers Group, Inc. reported a significant increase in net income for Q3 2025, driven by affiliate transaction gains and growth in equity method income, alongside strategic investments and debt repayments.
Better than expected
Capital raise
NYSE
Affiliated Managers Group (AMG) reported an 11% increase in Q2 2025 net income for controlling interest, but a 31% decline for the six-month period due to significant intangible impairments and higher compensation expenses, while assets under management grew 10% to $771 billion.
Worse than expected
Capital raise
NYSE
Affiliated Managers Group's Q1 2025 net income decreased significantly due to increased intangible amortization and impairments, despite growth in assets under management.
Worse than expected
Capital raise
NYSE
Affiliated Managers Group's Q3 2024 results show a decrease in net income compared to the previous year, primarily due to the absence of a significant gain from the sale of Veritable, LP, which occurred in Q3 2023.
Worse than expected

Annual Reports (10-K)

NYSE
Affiliated Managers Group (AMG) navigates market volatility in 2024, increasing assets under management while strategically investing in alternative strategies to enhance long-term growth.
Worse than expected
NYSE
Affiliated Managers Group (AMG) navigated a challenging 2023, reporting a decrease in net income while strategically positioning itself for future growth through key investments and divestitures.
Capital raise
Worse than expected

Insider Trading (Form 4)

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NYSE
Loren M Starr, a Director of Affiliated Managers Group, Inc., reported multiple transactions in common stock on July 30, 2026.
NYSE
Annette Franqui, a Director of Affiliated Managers Group, Inc., received 274 shares of common stock on July 30, 2026.
NYSE
Tracy P. Palandjian, a Director of Affiliated Managers Group, Inc., received 274 shares of common stock on July 30, 2026.
NYSE
Rodriguez Felix Matos V., a Director of Affiliated Managers Group, Inc., received 274 shares of common stock on July 30, 2026.
NYSE
Marcy Engel, a Director of Affiliated Managers Group, Inc., received 274 shares of common stock on July 30, 2026.
NYSE
G. Staley Cates, a Director of Affiliated Managers Group, Inc., received 274 shares of common stock on July 30, 2026.

Proxy Statements (Def-14A)

NYSE
Affiliated Managers Group, Inc. announces its 2026 Annual Meeting of Stockholders to elect directors, approve executive compensation, and ratify auditors.
Better than expected
NYSE
Affiliated Managers Group, Inc. (AMG) announces its 2025 Annual Meeting of Stockholders, detailing proposals for director elections, executive compensation, and auditor ratification.
NYSE
Affiliated Managers Group (AMG) will hold its 2025 Annual Meeting of Stockholders on May 22, 2025, to elect directors, approve executive compensation, and ratify the selection of PricewaterhouseCoopers LLP as its independent accounting firm.
Better than expected
NYSE
Affiliated Managers Group, Inc. (AMG) announces its 2024 Annual Meeting of Stockholders to be held on May 22, 2024, detailing proposals for director elections, executive compensation, and auditor ratification.
NYSE
Affiliated Managers Group (AMG) will hold its 2024 Annual Meeting on May 22, 2024, to elect directors, approve executive compensation, and ratify the selection of its independent auditor.
Worse than expected

Institutional Holdings (13F)

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NYSE
Affiliated Managers Group, Inc. reported 0 holdings worth $0 for the period ended June 30, 2026.
NYSE
Affiliated Managers Group, Inc. has filed a 13F Notice for the quarter ended March 31, 2026, indicating no direct holdings are reported in this filing.
NYSE
Affiliated Managers Group, Inc. filed a 13F Notice for the quarter ended September 30, 2025, disclaiming beneficial ownership of reported securities.
NYSE
Affiliated Managers Group, Inc. filed a Form 13F Notice for the quarter ended June 30, 2025, indicating that its holdings are reported by its various affiliated investment management firms.
NYSE
Affiliated Managers Group, Inc. (AMG) filed a 13F notice for the quarter ended March 31, 2025, stating that it has no holdings to report and disclaims beneficial ownership of securities reported by its affiliated investment management firms.
NYSE
Affiliated Managers Group (AMG) filed a 13F notice for the quarter ended December 31, 2024, indicating that its affiliated investment management firms independently manage their holdings and AMG disclaims beneficial ownership.

Schedule 13G - Passive Investments

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NYSE
Morgan Stanley and Atlanta Capital Management Company, LLC have filed an amendment to their Schedule 13G, reporting changes in their beneficial ownership of Affiliated Managers Group, Inc. common stock.
NYSE
Vanguard Capital Management has reported beneficial ownership of 5.19% of Affiliated Managers Group Inc.'s common stock as of March 31, 2026.
NYSE
Vanguard Portfolio Management has disclosed a beneficial ownership of 5.12% in Affiliated Managers Group Inc., holding 1,368,430 shares as of March 31, 2026.
NYSE
The Vanguard Group has reported zero beneficial ownership in Affiliated Managers Group Inc. following an internal realignment that disaggregated its reporting.
NYSE
The Vanguard Group filed an amended Schedule 13G, disclosing a 10.20% beneficial ownership in Affiliated Managers Group Inc. and detailing an internal realignment affecting its reporting structure.
NYSE
Clarkston Capital Partners and its affiliates have reported a 3.21% beneficial ownership stake in Affiliated Managers Group, Inc., totaling 904,119 shares.