Affiliated Managers Group Quarterly Balance Sheet
NYSE: AMGFinanceInvestment ManagersUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Affiliated Managers Group financial position
As of Jun 30, 2026, Affiliated Managers Group reported total assets of $9.40 billion, up 6.8% from a year earlier against total liabilities of $5.20 billion. Shareholders' equity stood at $3.04 billion, or 32.3% of assets. The company held $411.0 million in cash and equivalents against $3.00 billion of debt, a net debt position of $2.59 billion.
Debt-to-equity was 0.99.
Summary generated from market data by MetaCap's automated system. Methodology
Affiliated Managers Group balance sheet (quarterly)
| Quarter (USD) | Q2 20262026-06-30 | Q1 20262026-03-31 | Q4 20252025-12-31 | Q3 20252025-09-30 | Q2 20252025-06-30 | Q1 20252025-03-31 | Q4 20242024-12-31 | Q3 20242024-09-30 | Q2 20242024-06-30 | Q1 20242024-03-31 | Q4 20232023-12-31 | Q3 20232023-09-30 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | 411.00M | 376.10M | 586.00M | 476.10M | 361.00M | 816.50M | 950.00M | 1.01B | 865.50M | 793.40M | 813.60M | 999.20M |
| Property, Plant & Equipment | 53.40M | 69.70M | 54.40M | 55.20M | 56.70M | 56.90M | 57.60M | 61.00M | 62.80M | 65.60M | 67.30M | 63.80M |
| Goodwill | 2.51B | 2.52B | 2.53B | 2.53B | 2.54B | 2.51B | 2.50B | 2.53B | 2.52B | 2.52B | 2.52B | 2.51B |
| Intangible Assets | 1.58B | 1.59B | 1.64B | 1.70B | 1.72B | 1.70B | 1.78B | 1.81B | 1.80B | 1.80B | 1.81B | 1.81B |
| Total Assets | 9.40B | 9.40B | 9.21B | 8.93B | 8.81B | 8.71B | 8.83B | 8.90B | 8.85B | 9.02B | 9.06B | 9.00B |
| Long-Term Debt | 3.00B | 2.92B | 2.69B | 2.37B | 2.62B | 2.62B | 2.62B | 2.62B | 2.53B | 2.52B | 2.54B | 2.54B |
| Total Liabilities | 5.20B | 5.15B | 4.79B | 4.39B | 4.33B | 4.25B | 4.18B | 4.23B | 4.19B | 4.11B | 4.10B | 4.11B |
| Shareholders' Equity | 3.04B | 3.09B | 3.24B | 3.34B | 3.24B | 3.19B | 3.35B | 3.32B | 3.33B | 3.59B | 3.59B | 3.50B |
| Retained Earnings | 7.91B | 7.73B | 7.62B | 7.27B | 7.06B | 6.97B | 6.90B | 6.74B | 6.61B | 6.54B | 6.39B | 6.19B |
| Total Debt | 3.00B | 2.92B | 2.69B | 2.37B | 2.62B | 2.62B | 2.62B | 2.62B | 2.53B | 2.52B | 2.54B | 2.54B |
| Net Cash (Debt) | -2.59B | -2.54B | -2.11B | -1.90B | -2.26B | -1.80B | -1.67B | -1.61B | -1.66B | -1.73B | -1.72B | -1.54B |
This table shows 12 quarterly periods of Affiliated Managers Group's balance sheet, from Q2 2026 back to Q3 2023, across 17 line items including cash & equivalents, short-term investments, receivables. Values in USD; B = billions, M = millions. Fiscal periods follow AMG's reporting calendar. What is a balance sheet?