
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Valuation
Upturn AI SWOT
- About


Affiliated Managers Group Inc (AMG)



- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)


(see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
08/28/2025: AMG (2-star) has a low Upturn Star Rating. Not recommended to BUY.
1 Year Target Price $240.29
1 Year Target Price $240.29
3 | Strong Buy |
1 | Buy |
3 | Hold |
0 | Sell |
0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 57.87% | Avg. Invested days 83 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
![]() ![]() | ![]() ![]() |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 6.47B USD | Price to earnings Ratio 16.66 | 1Y Target Price 240.29 |
Price to earnings Ratio 16.66 | 1Y Target Price 240.29 | ||
Volume (30-day avg) 7 | Beta 1.15 | 52 Weeks Range 139.21 - 229.40 | Updated Date 08/29/2025 |
52 Weeks Range 139.21 - 229.40 | Updated Date 08/29/2025 | ||
Dividends yield (FY) 0.02% | Basic EPS (TTM) 13.65 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 21.79% | Operating Margin (TTM) 25.35% |
Management Effectiveness
Return on Assets (TTM) 3.78% | Return on Equity (TTM) 14.06% |
Valuation
Trailing PE 16.66 | Forward PE 9.82 | Enterprise Value 8732183830 | Price to Sales(TTM) 3.19 |
Enterprise Value 8732183830 | Price to Sales(TTM) 3.19 | ||
Enterprise Value to Revenue 4.3 | Enterprise Value to EBITDA 8.36 | Shares Outstanding 28412100 | Shares Floating 25797301 |
Shares Outstanding 28412100 | Shares Floating 25797301 | ||
Percent Insiders 3.34 | Percent Institutions 96.8 |
Upturn AI SWOT
Affiliated Managers Group Inc

Company Overview
History and Background
Affiliated Managers Group (AMG) was founded in 1993 by William J. Nutt. Its initial strategy involved acquiring equity stakes in boutique investment management firms. Over time, AMG has expanded its network to include a diverse range of investment strategies and asset classes.
Core Business Areas
- Affiliate Investments: AMG invests in a diverse group of independent investment firms, known as Affiliates. These Affiliates operate with substantial autonomy, managing their own investment strategies and client relationships.
- Asset Management: AMG's Affiliates provide investment management services to a wide range of clients, including institutional investors, high-net-worth individuals, and retail investors.
Leadership and Structure
Jay C. Horgen is the President and CEO. The company operates with a decentralized structure, empowering its Affiliates to manage their businesses independently, while AMG provides centralized support and resources.
Top Products and Market Share
Key Offerings
- Equity Strategies: Various equity investment strategies managed by AMG's Affiliates, including growth, value, and core equity. Market share data for each specific strategy is difficult to pinpoint given the dispersed nature of AMG's affiliates. Competitors include large asset managers like BlackRock, Vanguard, and State Street, along with other boutique investment firms.
- Fixed Income Strategies: Fixed income investment strategies managed by AMG's Affiliates, catering to different risk and return profiles. Market share data is not centrally available due to the dispersed nature of affiliates. Competitors include PIMCO, BlackRock, and other fixed income specialists.
- Alternative Investments: Includes hedge funds, private equity, and real estate investments managed by AMG's Affiliates. Competitors in this space are Blackstone, Apollo, and other alternative asset managers.
Market Dynamics
Industry Overview
The asset management industry is highly competitive and influenced by factors such as market performance, interest rates, regulatory changes, and investor preferences. There's a growing trend towards passive investing and increased fee pressure.
Positioning
AMG differentiates itself through its partnership model, offering Affiliates operational autonomy and financial support. This attracts and retains talented investment teams. This allows them to specialize in a variety of asset classes.
Total Addressable Market (TAM)
The global asset management market is estimated to be in the trillions of dollars. AMG is positioned to capture a portion of this TAM through its diverse range of investment strategies and Affiliates.
Upturn SWOT Analysis
Strengths
- Diversified Affiliate base
- Decentralized structure promoting entrepreneurialism
- Strong financial support for Affiliates
- Established track record
Weaknesses
- Reliance on Affiliate performance
- Potential for Affiliate departures
- Complexity of managing a decentralized organization
- Dependence on key personnel at acquired firms
Opportunities
- Expansion into new asset classes
- Growth in emerging markets
- Acquisition of additional Affiliates
- Increased demand for alternative investments
Threats
- Market downturns impacting AUM
- Increased competition from passive investing
- Regulatory changes impacting the asset management industry
- Economic uncertainty
Competitors and Market Share
Key Competitors
- BLK
- IVZ
- TROW
Competitive Landscape
AMG's partnership model and decentralized structure are competitive advantages. However, it faces competition from larger, more diversified asset managers with greater scale and brand recognition.
Major Acquisitions
Veritable, LP
- Year: 2021
- Acquisition Price (USD millions): 240
- Strategic Rationale: AMG acquired Veritable, LP, an integrated wealth management firm, to expand its wealth management capabilities and diversify its revenue streams.
Growth Trajectory and Initiatives
Historical Growth: Need specific years and data to fill this section. General placeholders provided for structure.
Future Projections: Need specific years and data to fill this section. General placeholders provided for structure.
Recent Initiatives: Need specific information. Placeholders here. One key initiative is to attract top-tier affiliates with unique investment solutions. Another is strategic capital allocation to support growth.
Summary
Affiliated Managers Group's unique partnership model fosters entrepreneurialism among its affiliates, driving investment performance. Its reliance on affiliate performance and potential for affiliate departures are key risks. Expanding into new asset classes and emerging markets presents growth opportunities. Competition from larger asset managers remains a significant challenge.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings (10-K, 10-Q)
- Company Investor Relations Materials
- Market Research Reports on Asset Management Industry
- Analyst Reports
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market share data are estimates and may vary. Financial data is subject to change based on company performance and market conditions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Affiliated Managers Group Inc
Exchange NYSE | Headquaters West Palm Beach, FL, United States | ||
IPO Launch date 1997-11-21 | CEO & Director Mr. Jay C Horgen | ||
Sector Financial Services | Industry Asset Management | Full time employees 4100 | Website https://www.amg.com |
Full time employees 4100 | Website https://www.amg.com |
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. 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. Affiliated Managers Group, Inc. was formed in 1993 and is based in West Palm Beach, Florida with additional offices in Prides Crossing, Massachusetts; Stamford, Connecticut; London, United Kingdom; Dubai, United Arab Emirates; Sydney, Australia; Hong Kong; Tokyo, Japan, Zurich, Switzerland and Delaware.

Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.