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Upturn AI SWOT - About
MGR 
Affiliated Managers Group Inc (MGR)
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Upturn Advisory Summary
06/30/2025: MGR (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $0
1 Year Target Price $0
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -1.83% | Avg. Invested days 49 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/30/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 5.15B USD | Price to earnings Ratio - | 1Y Target Price - |
Price to earnings Ratio - | 1Y Target Price - | ||
Volume (30-day avg) - | Beta - | 52 Weeks Range 19.57 - 23.89 | Updated Date 02/27/2025 |
52 Weeks Range 19.57 - 23.89 | Updated Date 02/27/2025 | ||
Dividends yield (FY) 6.46% | Basic EPS (TTM) - |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) - |
Management Effectiveness
Return on Assets (TTM) - | Return on Equity (TTM) 20.33% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value - | Price to Sales(TTM) - |
Enterprise Value - | Price to Sales(TTM) - | ||
Enterprise Value to Revenue - | Enterprise Value to EBITDA - | Shares Outstanding - | Shares Floating - |
Shares Outstanding - | Shares Floating - | ||
Percent Insiders - | Percent Institutions - |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Affiliated Managers Group Inc
Company Overview
History and Background
Affiliated Managers Group (AMG) was founded in 1993. It operates as an asset management company, acquiring stakes in boutique investment firms and providing them with centralized resources and distribution capabilities. Over time, AMG has grown through strategic acquisitions and partnerships.
Core Business Areas
- Affiliated Investment Firms: AMG partners with independent investment firms, providing them with equity capital, strategic support, and distribution resources. These firms maintain their operational autonomy and investment independence.
Leadership and Structure
Jay C. Horgen is the current President and CEO. The company operates with a decentralized structure, empowering its affiliated firms while providing centralized oversight and support from the corporate level.
Top Products and Market Share
Key Offerings
- Equity Strategies: AMG's affiliated firms offer a wide range of equity investment strategies, including growth, value, and international equities. Market share data is distributed across its affiliates, making it difficult to pinpoint a single market share figure. Competitors: BlackRock, Vanguard, Fidelity.
- Fixed Income Strategies: AMG's affiliates also provide fixed-income investment strategies, including government bonds, corporate bonds, and high-yield debt. Market share data is distributed across its affiliates, making it difficult to pinpoint a single market share figure. Competitors: PIMCO, Capital Group, Wellington Management.
- Alternative Investments: AMG affiliated companies manage assets in hedge funds, private equity, real estate, and other alternative asset classes. Market share data is distributed across its affiliates, making it difficult to pinpoint a single market share figure. Competitors: Blackstone, The Carlyle Group, Apollo Global Management.
Market Dynamics
Industry Overview
The asset management industry is highly competitive, with a growing demand for diverse investment strategies and personalized solutions. Regulatory changes and technological advancements are also shaping the industry landscape.
Positioning
AMG differentiates itself through its partnership model, allowing affiliated firms to maintain their investment independence while benefiting from AMG's centralized resources and distribution network. This model appeals to boutique investment firms seeking growth and stability.
Total Addressable Market (TAM)
The global asset management market is estimated to be worth hundreds of trillions of dollars. AMG is positioned to capture a portion of this TAM through its partnerships with specialized investment firms. AMG has around $629 billion in AUM (Assets Under Management)
Upturn SWOT Analysis
Strengths
- Diversified affiliate base
- Decentralized operating model
- Strong distribution network
- Experienced management team
Weaknesses
- Reliance on affiliate performance
- Complex organizational structure
- Potential for affiliate turnover
- Sensitivity to market fluctuations
Opportunities
- Acquisition of additional boutique investment firms
- Expansion into new asset classes and geographic markets
- Increased demand for alternative investments
- Technological innovation in asset management
Threats
- Economic downturns
- Increased competition
- Regulatory changes
- Rising interest rates
Competitors and Market Share
Key Competitors
- BLK
- TROW
- BEN
Competitive Landscape
AMG's partnership model differentiates it from larger asset managers. Its competitive advantages include its diversified affiliate base and decentralized operating structure. Disadvantages include reliance on affiliate performance and sensitivity to market fluctuations.
Major Acquisitions
Veritable, LP
- Year: 2021
- Acquisition Price (USD millions): 320
- Strategic Rationale: Expansion of wealth management capabilities.
Growth Trajectory and Initiatives
Historical Growth: AMG's historical growth has been driven by acquisitions and organic growth within its affiliated firms. Their AUM has been trending generally upwards. Past performance is not indicative of future results.
Future Projections: Future growth projections are based on analyst estimates and company guidance. Please refer to financial data providers for accurate growth projections. Future growth is usually calculated based on AUM growth in the future.
Recent Initiatives: Recent strategic initiatives may include acquisitions of new affiliates, expansion into new markets, and investments in technology. Check company news for specifics.
Summary
AMG is a unique asset management company with a decentralized partnership model that allows boutique investment firms to thrive independently. Its strength lies in its diversified affiliate base and experienced management team. However, AMG's performance is closely tied to its affiliates' success and is vulnerable to market downturns. Future growth depends on strategic acquisitions and organic growth within its affiliated firms, and the team has to be careful about not growing too fast and diluting the portfolio.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings
- Analyst reports
- Industry publications
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market share data is based on estimations and may not be precise. Financial data should be verified with official company filings.
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 - | ||
IPO Launch date 2019-03-29 | CEO - | ||
Sector Financials | Industry Investment Banking & Investment Services | Full time employees 4100 | Website |
Full time employees 4100 | Website | ||
Affiliated Managers Group, Inc., through its affiliates, operates as an asset management company providing investment management services to mutual funds, institutional clients, and high net worth individuals in the United States. It provides advisory or subadvisory services to mutual funds. These funds are distributed to retail 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. The company was formed as a corporation under the laws of Delaware in 1993. Affiliated Managers Group is based in Prides Crossing, Massachusetts.
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