What is the 13F Pro Quality Score for AMG?

13F Pro ranks AFFILIATED MANAGERS GROUP, INC. (AMG) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View AMG's current score at https://13fpro.ai/company/AMG (free sign-up required for the full ranking).

Which hedge funds own the most AMG stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of AMG include BlackRock,, MORGAN STANLEY, VANGUARD PORTFOLIO MANAGEMENT. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/company/AMG as soon as new 13F filings post.

Where does 13F Pro source AMG data?

All AFFILIATED MANAGERS GROUP, INC. fundamentals and ownership data come directly from SEC EDGAR. AFFILIATED MANAGERS GROUP, INC. files with the SEC under CIK 1004434. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is AMG in?

AFFILIATED MANAGERS GROUP, INC. (AMG) is classified in the Financials sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/financials.

What drives AMG's revenue?

Per AFFILIATED MANAGERS GROUP, INC.'s latest 10-Q filed with the SEC on 2026-08-07, the biggest revenue drivers are: Asset-based fees (contribution to growth) (+$86.3M, +18% YoY); Performance-based fees (contribution to growth) (+$61.2M, +12% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/AMG.

What are AMG's largest expenses?

AFFILIATED MANAGERS GROUP, INC.'s latest 10-Q reports these as the largest expense items: Compensation and related expenses ($316.1M, +20% YoY); Selling, general and administrative ($107.4M, +12% YoY); Interest expense ($40.5M, +17% YoY). Sourced directly from SEC EDGAR filing text for Q2 FY2026 (quarter ended June 30, 2026).

How often is AMG research updated on 13F Pro?

AMG's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

AFFILIATED MANAGERS GROUP, INC.(AMG)Stock Analysis

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13F Pro Quality Score

56.1/100

Rank #1,198 of 2,961 stocksTOP 50%

View Financials peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

45.0/100

Profitability

74.7/100

Balance Sheet

58.9/100

Earnings Quality

91.5/100

Free Cash Flow

93.9/100

Institutional Flow

76.9/100

Revenue Scale

65.2/100

Dilution Risk

23.9/100

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Why AMG Scores 56/100

exact factor attribution · 2026-09-11

AMG's composite is driven by free cash flow and profitability, held back by earnings growth and shareholder dilution. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Free cash flow

+6.6 pts

94th pct

Profitability

+4.9 pts

75th pct

Earnings quality

+4.2 pts

92th pct

Scale

+3.0 pts

65th pct

Institutional flow

+1.8 pts

77th pct

Capital efficiency

+1.2 pts

59th pct

Revenue growth

-1.3 pts

45th pct

Shareholder dilution

-1.7 pts

24th pct

Earnings growth

-1.8 pts

23th pct

Latest change (2026-08-07): 60 → 66 · ↑ Revenue growth 33→43; ↑ Profit margin 82→91

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

AMG Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for AFFILIATED MANAGERS GROUP, INC. (AMG), a Financials sector company. 13F Pro's AI-powered ranking engine scores AMG at 56.1/100 on a 32-signal composite quality model, placing it at rank #1,198 of 2,961 stocks — the top half of the AI-ranked universe. AMG scores in the top quartile across free cash flow (93.9), earnings quality (91.5), institutional flow (76.9). Shareholder dilution risk is elevated at 23.9/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), AFFILIATED MANAGERS GROUP, INC. reports quarterly revenue of $600.2M, net income of $185.9M, free cash flow of $239.0M. Top institutional holders of AMG by reported 13-F value include BlackRock, MORGAN STANLEY, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. AMG trades on the NYSE exchange and files with the SEC under CIK 1004434. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate AMG daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for AFFILIATED MANAGERS GROUP, INC. directly from SEC EDGAR. AFFILIATED MANAGERS GROUP, INC.'s 13F Pro composite quality score has ranged between 48 and 68 since 2021, currently 56.1 — a stable long-term trajectory across 68 quarterly and live scoring snapshots.

What's Driving AMG's Business? Latest 10-Q Breakdown

✓ 30/30 datapoints verified

AI-extracted from AFFILIATED MANAGERS GROUP, INC.'s 10-Q filed 2026-08-07 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Consolidated revenue rose 30% YoY to $640.7M in Q2 FY2026 on broad-based asset- and performance-fee growth, while controlling-interest net income more than doubled to $185.9M aided by a 90% jump in equity method income.

Biggest Revenue Drivers

Asset-based fees (contribution to growth)+$86.3M+18% YoY

Increase in consolidated Affiliates' average AUM, primarily in private markets and multi-asset and fixed income strategies, including market appreciation

Performance-based fees (contribution to growth)+$61.2M+12% YoY

Primarily driven by private markets strategies

Biggest Revenue Drivers

Total revenue: $640.7M+30% YoY

Asset-based fees (contribution to growth)+$86.3M+18% YoY

Increase in consolidated Affiliates' average AUM, primarily in private markets and multi-asset and fixed income strategies, including market appreciation

Performance-based fees (contribution to growth)+$61.2M+12% YoY

Primarily driven by private markets strategies

Largest Expense Items

Compensation and related expenses$316.1M+20% YoY

A $90.7 million increase in compensation accruals, partially offset by a $37.6 million decrease in Affiliate equity expense

Selling, general and administrative$107.4M+12% YoY

A $10.3 million increase in distribution and investment-related expenses tied to higher average AUM

Interest expense$40.5M+17% YoY

A $7.7 million increase from revolver borrowings and $6.0 million increase from the 2036 senior notes

Other expenses (net)$13.3M+33% YoY

A $1.1 million increase in rent and office costs and $0.7 million increase from changes in contingent payment obligation values

Margins: Adjusted EBITDA (controlling interest) grew 44% YoY, slower than the 42% aggregate fee growth, because a larger share of performance-based fees was earned by Affiliates in which AMG holds a lesser economic interest; equity method pre-tax earnings grew faster than equity method revenue due to margin expansion at certain Affiliates.

Watch Items from the Filing

One equity-method Affiliate deemed 'significant' under SEC Reg S-X generated $901.0M of revenue and $642.8M of net income for the six months ended June 30, 2026, underscoring concentration in a single Affiliate.
AUM flows diverged by strategy: liquid alternatives and private markets saw strong net inflows in Q2, while equity strategies experienced net outflows 'in line with trends across the industry.'
AMG is contingently liable for up to $569.6 million tied to Affiliates achieving financial targets, with $360.1 million potentially payable in 2027.
Debt rose to $3,004.0M from $2,691.3M as the company drew $650.0 million on its revolver (after redeeming junior convertible securities and closing the BBH-related investments), incurring a ~$56 million cash tax liability from interest-deduction recapture.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q2 2026

$600.2M

Net Income

Q2 2026

$185.9M

Free Cash Flow

Q2 2026

$239.0M

ROIC

Q2 2026

20.3%

D/E Ratio

Q2 2026

0.99

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+1.6% YoY

$2.07BFY 2025

FY22 $2.33BFY23 $2.06BFY24 $2.04BFY25 $2.07B

Net Income

+40.1% YoY

$716.6MFY 2025

FY22 $1.15BFY23 $672.9MFY24 $511.6MFY25 $716.6M

EPS (Diluted)

+50.3% YoY

$22.74FY 2025

FY22 $25.35FY23 $17.42FY24 $15.13FY25 $22.74

Total Assets

+4.3% YoY

$9.21BFY 2025

FY22 $8.88BFY23 $9.06BFY24 $8.83BFY25 $9.21B

Total Debt

+2.7% YoY

$2.69BFY 2025

FY22 $2.54BFY23 $2.54BFY24 $2.62BFY25 $2.69B

Op. Cash Flow

+4.4% YoY

$973.2MFY 2025

FY22 $1.05BFY23 $874.3MFY24 $932.1MFY25 $973.2M

Free Cash Flow

+4.1% YoY

$967.1MFY 2025

FY22 $1.04BFY23 $861.9MFY24 $928.7MFY25 $967.1M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$2.07B +1.6%	$2.04B -0.8%	$2.06B -11.7%	$2.33B -3.4%	$2.41B +19.0%	$2.03B
Net Income	$716.6M +40.1%	$511.6M -24.0%	$672.9M -41.3%	$1.15B +102.6%	$565.7M +179.8%	$202.2M
EPS (Diluted)	$22.74 +50.3%	$15.13 -13.1%	$17.42 -31.3%	$25.35 +94.3%	$13.05 +201.4%	$4.33
Total Assets	$9.21B +4.3%	$8.83B -2.5%	$9.06B +2.0%	$8.88B +0.1%	$8.88B +12.5%	$7.89B
Total Debt	$2.69B +2.7%	$2.62B +3.3%	$2.54B +0.1%	$2.54B +1.8%	$2.49B +7.7%	$2.31B
Operating Cash Flow	$973.2M +4.4%	$932.1M +6.6%	$874.3M -17.1%	$1.05B -16.2%	$1.26B +24.8%	$1.01B
Free Cash Flow	$967.1M +4.1%	$928.7M +7.8%	$861.9M -17.4%	$1.04B -16.6%	$1.25B +25.0%	$1.00B

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Available Research

13F Pro tracks comprehensive data for AFFILIATED MANAGERS GROUP, INC. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of AMG

BlackRock, Inc.
$938.3M2,772,736 sh
MORGAN STANLEY
$503.3M1,487,219 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$471.0M1,391,836 sh
VANGUARD CAPITAL MANAGEMENT LLC
$389.5M1,151,085 sh
Boston Partners
$339.1M1,001,967 sh
ARIEL INVESTMENTS, LLC
$338.3M999,676 sh
STATE STREET CORP
$298.9M883,323 sh
MILLENNIUM MANAGEMENT LLC
$296.1M875,116 sh
FULLER & THALER ASSET MANAGEMENT, INC.
$290.3M857,756 sh
DIMENSIONAL FUND ADVISORS LP
$226.8M670,195 sh

Fund	Value	Shares
BlackRock, Inc.	$938.3M	2,772,736
MORGAN STANLEY	$503.3M	1,487,219
VANGUARD PORTFOLIO MANAGEMENT LLC	$471.0M	1,391,836
VANGUARD CAPITAL MANAGEMENT LLC	$389.5M	1,151,085
Boston Partners	$339.1M	1,001,967
ARIEL INVESTMENTS, LLC	$338.3M	999,676
STATE STREET CORP	$298.9M	883,323
MILLENNIUM MANAGEMENT LLC	$296.1M	875,116
FULLER & THALER ASSET MANAGEMENT, INC.	$290.3M	857,756
DIMENSIONAL FUND ADVISORS LP	$226.8M	670,195

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Is AMG a good stock to buy?

13F Pro's AI-powered analysis of AFFILIATED MANAGERS GROUP, INC. (AMG) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Financials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for AMG are available on the AMG stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. AMG is classified as a mid company.

Which hedge funds own AMG?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling AMG. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of AFFILIATED MANAGERS GROUP, INC.'s investment landscape.