Affiliated Managers Group annual return on equity
2009
2010
2011
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2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
Affiliated Managers Group Return on Equity (ROE) Growth & History (AMG)
Affiliated Managers Group's return on equity was 21.77% for fiscal 2025.
View full Affiliated Managers Group company overviewAffiliated Managers Group annual return on equity history
| Fiscal year | Period ended | Return on equity | Change (percentage points) |
|---|---|---|---|
| 2025 | 2025-12-31 | 21.77% | +7.01 pp |
| 2024 | 2024-12-31 | 14.76% | −4.98 pp |
| 2023 | 2023-12-31 | 19.74% | −18.35 pp |
| 2022 | 2022-12-31 | 38.09% | +17.76 pp |
| 2021 | 2021-12-31 | 20.33% | +13.25 pp |
| 2020 | 2020-12-31 | 7.07% | +6.58 pp |
| 2019 | 2019-12-31 | 0.49% | −6.20 pp |
| 2018 | 2018-12-31 | 6.69% | −11.84 pp |
| 2017 | 2017-12-31 | 18.53% | +3.89 pp |
| 2016 | 2016-12-31 | 14.65% | −4.00 pp |
| 2015 | 2015-12-31 | 18.65% | +0.42 pp |
| 2014 | 2014-12-31 | 18.23% | +1.13 pp |
| 2013 | 2013-12-31 | 17.09% | +8.28 pp |
| 2012 | 2012-12-31 | 8.81% | −0.19 pp |
| 2011 | 2011-12-31 | 9.00% | −0.53 pp |
| 2010 | 2010-12-31 | 9.53% | +4.31 pp |
| 2009 | 2009-12-31 | 5.22% | — |
Affiliated Managers Group quarterly return on equity
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Q2.26
| Fiscal quarter | Period ended | Return on equity | Change (percentage points) |
|---|---|---|---|
| Q2 2026 | 2026-06-30 | 6.07% | +3.44 pp |
| Q1 2026 | 2026-03-31 | 3.49% | +1.27 pp |
| Q4 2025 | 2025-12-31 | 10.56% | +5.69 pp |
| Q3 2025 | 2025-09-30 | 6.45% | +2.74 pp |
| Q2 2025 | 2025-06-30 | 2.62% | +0.43 pp |
| Q1 2025 | 2025-03-31 | 2.22% | −1.96 pp |
| Q4 2024 | 2024-12-31 | 4.87% | −0.67 pp |
| Q3 2024 | 2024-09-30 | 3.72% | −2.58 pp |
| Q2 2024 | 2024-06-30 | 2.20% | −1.56 pp |
| Q1 2024 | 2024-03-31 | 4.17% | +0.04 pp |
| Q4 2023 | 2023-12-31 | 5.54% | −20.41 pp |
| Q3 2023 | 2023-09-30 | 6.30% | +2.21 pp |
| Q2 2023 | 2023-06-30 | 3.76% | −0.29 pp |
| Q1 2023 | 2023-03-31 | 4.14% | −1.22 pp |
| Q4 2022 | 2022-12-31 | 25.95% | +19.37 pp |
| Q3 2022 | 2022-09-30 | 4.09% | −0.81 pp |
| Q2 2022 | 2022-06-30 | 4.04% | −0.10 pp |
| Q1 2022 | 2022-03-31 | 5.35% | −0.17 pp |
| Q4 2021 | 2021-12-31 | 6.58% | +2.46 pp |
| Q3 2021 | 2021-09-30 | 4.89% | +2.39 pp |
| Q2 2021 | 2021-06-30 | 4.14% | +3.09 pp |
| Q1 2021 | 2021-03-31 | 5.52% | +6.05 pp |
| Q4 2020 | 2020-12-31 | 4.11% | +3.37 pp |
| Q3 2020 | 2020-09-30 | 2.50% | −0.24 pp |
| Q2 2020 | 2020-06-30 | 1.05% | −2.33 pp |
| Q1 2020 | 2020-03-31 | −0.53% | +5.56 pp |
| Q4 2019 | 2019-12-31 | 0.75% | +5.03 pp |
| Q3 2019 | 2019-09-30 | 2.74% | −0.70 pp |
| Q2 2019 | 2019-06-30 | 3.38% | +0.19 pp |
| Q1 2019 | 2019-03-31 | −6.09% | −10.17 pp |
| Q4 2018 | 2018-12-31 | −4.28% | −12.74 pp |
| Q3 2018 | 2018-09-30 | 3.44% | −0.03 pp |
| Q2 2018 | 2018-06-30 | 3.20% | −0.32 pp |
| Q1 2018 | 2018-03-31 | 4.08% | +0.68 pp |
| Q4 2017 | 2017-12-31 | 8.47% | +4.05 pp |
| Q3 2017 | 2017-09-30 | 3.47% | −0.14 pp |
| Q2 2017 | 2017-06-30 | 3.52% | −0.23 pp |
| Q1 2017 | 2017-03-31 | 3.40% | −0.25 pp |
| Q4 2016 | 2016-12-31 | 4.42% | −0.95 pp |
| Q3 2016 | 2016-09-30 | 3.61% | −0.44 pp |
| Q2 2016 | 2016-06-30 | 3.74% | −1.16 pp |
| Q1 2016 | 2016-03-31 | 3.65% | −1.24 pp |
| Q4 2015 | 2015-12-31 | 5.37% | −1.24 pp |
| Q3 2015 | 2015-09-30 | 4.06% | +0.04 pp |
| Q2 2015 | 2015-06-30 | 4.90% | +0.92 pp |
| Q1 2015 | 2015-03-31 | 4.89% | +1.50 pp |
| Q4 2014 | 2014-12-31 | 6.61% | −0.98 pp |
| Q3 2014 | 2014-09-30 | 4.01% | +0.42 pp |
| Q2 2014 | 2014-06-30 | 3.98% | +0.96 pp |
| Q1 2014 | 2014-03-31 | 3.38% | +0.42 pp |
| Q4 2013 | 2013-12-31 | 7.59% | +3.86 pp |
| Q3 2013 | 2013-09-30 | 3.59% | +0.69 pp |
| Q2 2013 | 2013-06-30 | 3.02% | +2.66 pp |
| Q1 2013 | 2013-03-31 | 2.96% | +0.95 pp |
| Q4 2012 | 2012-12-31 | 3.74% | +1.54 pp |
| Q3 2012 | 2012-09-30 | 2.90% | +0.69 pp |
| Q2 2012 | 2012-06-30 | 0.35% | −2.17 pp |
| Q1 2012 | 2012-03-31 | 2.01% | −0.18 pp |
| Q4 2011 | 2011-12-31 | 2.20% | −1.34 pp |
| Q3 2011 | 2011-09-30 | 2.20% | +0.08 pp |
| Q2 2011 | 2011-06-30 | 2.53% | +0.59 pp |
| Q1 2011 | 2011-03-31 | 2.20% | — |
| Q4 2010 | 2010-12-31 | 3.53% | — |
| Q3 2010 | 2010-09-30 | 2.13% | — |
| Q2 2010 | 2010-06-30 | 1.94% | — |
Affiliated Managers Group return on equity trends
Over the last five fiscal years, Affiliated Managers Group's return on equity increased from 7.07% to 21.77%, a change of +14.70 percentage points. The latest reported quarter, Q2 2026, shows 6.07%.
About the metric
What return on equity (ROE) means
Return on equity (ROE) measures how much net income a company generates relative to shareholders’ equity. It can help evaluate how efficiently equity capital is used, but unusually high or negative values may reflect leverage, losses, or a small equity base.
Calculation and source
How return on equity is calculated
TickerStat calculates ROE as SEC-reported net income divided by average stockholders’ equity at the beginning and end of the fiscal period. Periods with missing or non-positive average equity are omitted. Quarterly ROE uses quarterly net income and is not annualized. Fiscal periods can differ from calendar years, so exact period-end dates are included.
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