— Know what they know.
Not Investment Advice
Also trades as: AMG (NYSE) · $vol 112M · MGR (NYSE) · $vol 1M · MGRB (NYSE) · $vol 0M · MGRD (NYSE) · $vol 0M

MGRE NYSE

Affiliated Managers Group, Inc.
1W: -0.1% 1M: -0.5% 3M: -6.7% YTD: -12.7% 1Y: -14.7%
$21.26
-0.01 (-0.05%)
 
Weekly Expected Move ±1.3%
$21 $21 $21 $22 $22
NYSE · Financial Services · Asset Management · Tech Score Neutral · Power 43 · $10.1B mcap · 26M float · 0.138% daily turnover · Short 44% of daily vol
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: $53.8M held by 86 funds, 112 bp over Treasuries → details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
#? of ?
Asset Management
Financial Services · Large Cap · 76 peers
Market Share
0.0%
Top 4 Concentration: 0.0%

Technical Signal Map

20 Bullish
7 Neutral
50 Bearish
MGRE $10B
Affiliated Managers Group, Inc.
BEARISH -31
LGGNF $21B
Legal & General Group Plc
BULLISH +100
ARES $40B
Ares Management Corporation
BULLISH +78
BX $136B
Blackstone Inc.
BULLISH +73
BLK $173B
BlackRock, Inc.
BULLISH +66
PGPHF $19B
Partners Group Holding AG
BULLISH +62
GBLBY $10B
Groupe Bruxelles Lambert S.A.
BULLISH +59
PFG $23B
Principal Financial Group, Inc.
BULLISH +52
ONEXF $5.7B
Onex Corporation
BULLISH +52
HASI $4.7B
HA Sustainable Infrastructure Capital, Inc.
BULLISH +52
IVSXF $129B
Investor AB (publ)
BULLISH +51
CRBG $15B
Corebridge Financial, Inc.
BULLISH +42
MGPUF $10.0B
M&G plc
BULLISH +38
BN $85B
Brookfield Corporation
BULLISH +34
OXLCZ $12B
Oxford Lane Capital Corp. 5.00% Notes due 2027
BULLISH +34
JMCEX $5.8B
JPMorgan Mid Cap Equity R2
BULLISH +32
IGIFF $13B
IGM Financial Inc.
LEAN BULL +26
BAM $75B
Brookfield Asset Management Ltd.
LEAN BULL +25
PSHZF $8.8B
Pershing Square Holdings, Ltd.
LEAN BULL +25
TROW $22B
T. Rowe Price Group, Inc.
LEAN BULL +18
TPG $17B
TPG Inc.
LEAN BULL +17
BAMGF $57B
Brookfield Asset Management Inc.
NEUTRAL +2
BKFAF $25B
Brookfield Corporation Cum Red Pfd Registered A Series 2
NEUTRAL +2
AMDUF $21B
Amundi S.A.
NEUTRAL +2
NTRSO $31B
Northern Trust Corporation
NEUTRAL 0
VCTR $6.6B
Victory Capital Holdings, Inc.
NEUTRAL 0
AZIHF $6.5B
Azimut Holding S.p.A.
NEUTRAL -5
RJF $30B
Raymond James Financial, Inc.
NEUTRAL -9
BKAMF $35B
Brookfield Asset Management Inc
LEAN BEAR -12
OWL $15B
Blue Owl Capital Inc.
LEAN BEAR -15
EQBBF $37B
EQT AB (publ)
LEAN BEAR -16
MNGPF $4.5B
Man Group plc
LEAN BEAR -17
VONHF $3.9B
Vontobel Holding AG
LEAN BEAR -17
STT $46B
State Street Corporation
LEAN BEAR -18
FHI $4.2B
Federated Hermes, Inc.
LEAN BEAR -18
CNS $3.6B
Cohen & Steers, Inc.
LEAN BEAR -18
AMP $43B
Ameriprise Financial, Inc.
LEAN BEAR -19
SFNXF $9.6B
Sofina S.A.
LEAN BEAR -20
TGOPF $31B
3i Group plc
LEAN BEAR -24
OBDC $5.0B
Blue Owl Capital Corporation
LEAN BEAR -24
KKR $82B
KKR & Co. Inc.
BEARISH -31
OXLCL $11B
Oxford Lane Capital Corp. 6.75% Notes due 2031
BEARISH -33
CCGDF $5.1B
China Cinda Asset Management Co., Ltd.
BEARISH -33
BNJ $85B
Brookfield Finance Inc. 4.50% P
BEARISH -35
OXLCN $12B
Oxford Lane Capital Corp.
BEARISH -41
JBAXY $17B
Julius Bär Gruppe AG
BEARISH -42
EFGXY $6.0B
EFG International AG
BEARISH -43
RITPF $4.1B
RIT Capital Partners plc
BEARISH -44
CG $14B
The Carlyle Group Inc.
BEARISH -48
MAIN $5.0B
Main Street Capital Corporation
BEARISH -49
SLFPF $5.5B
Aberdeen Group plc
BEARISH -53
SLFPY $5.4B
Abrdn Plc
BEARISH -53
HLNE $4.6B
Hamilton Lane Incorporated
BEARISH -58
SEIC $12B
SEI Investments Company
BEARISH -65
OTF $4.2B
Blue Owl Technology Finance Corp.
BEARISH -65
BNH $85B
Brookfield Finance Inc.
BEARISH -66
BEN $16B
Franklin Resources, Inc.
BEARISH -66
CGABL $5.4B
The Carlyle Group Inc. 4.625% Subordinated Notes due 2061
BEARISH -66
TBCIX $105B
T. Rowe Price Blue Chip Growth Fund I Class
BEARISH -75
EQH-PC $15B
Equitable Holdings, Inc.
BEARISH -75
ARCC $13B
Ares Capital Corporation
BEARISH -75
OXLCG $8.2B
Oxford Lane Capital Corp. 7.95% Notes due 2032
BEARISH -75
STEP $5.4B
StepStone Group Inc.
BEARISH -75
JBARF $17B
Julius Baer Gruppe AG
BEARISH -78
IVZ $12B
Invesco Ltd.
BEARISH -78
MAPTX $7.6B
Matthews Pacific Tiger Fund Investor Class
BEARISH -78
STJPF $7.0B
St. James's Place plc
BEARISH -82
LZOEX $20B
Lazard Emerging Markets Equity Portfolio
BEARISH -84
BXSL $5.4B
Blackstone Secured Lending Fund
BEARISH -84
IDDTF $21B
AB Industrivärden (publ)
BEARISH -87
RMGOF $5.6B
Remgro Limited
BEARISH -87
PS $18B
Pershing Square Inc.
BEARISH -91
ICGUF $7.0B
ICG plc
BEARISH -91
SCE-PL $5.9B
SCE Trust VI 5% TR PREF SECS
BEARISH -91
SCE-PG $5.9B
SCE Trust II TR PFD SECS 5.1%
BEARISH -91
WNDLF $3.6B
Wendel
BEARISH -91
APOS $68B
Apollo Global Management, Inc.
BEARISH -100

Peer Comparison

Symbol Mkt Cap P/E ROE % ROIC % Net Mgn % Rev Grw % Piotroski Signal 1Y Ret %
MGRE Affiliated Managers Group, Inc. $10B 12.6 27.3 10.2 28.4 24.5 7 BEARISH -14.7
LGGNF Legal & General Group Plc $21B 26.1 26.6 4.7 1.3 3683.9 5 BULLISH 27.5
ARES Ares Management Corporation $40B 53.4 15.0 6.5 10.5 45.4 6 BULLISH -17.6
BX Blackstone Inc. $136B 25.8 41.3 36.0 21.6 32.6 5 BULLISH -23.8
BLK BlackRock, Inc. $173B 25.5 12.2 14.3 21.4 24.7 6 BULLISH 0.4
PGPHF Partners Group Holding AG $19B 13.9 75.3 31.3 39.4 25.9 6 BULLISH -38.5
GBLBY Groupe Bruxelles Lambert S.A. $10B -15.8 -2.4 6.9 1.5 66.5 6 BULLISH 1.8
PFG Principal Financial Group, Inc. $23B 15.9 13.1 14.6 10.3 3.7 5 BULLISH 42.0
ONEXF Onex Corporation $5.7B 11.1 5.3 5.0 207.9 -67.0 4 BULLISH -12.9
HASI HA Sustainable Infrastructure Capital, Inc. $4.7B 56.3 3.4 1.4 106.5 -12.8 4 BULLISH 28.6
IVSXF Investor AB (publ) $129B 6.0 21.4 18.0 59.9 87.2 7 BULLISH 27.7
CRBG Corebridge Financial, Inc. $15B 20.7 7.9 5.3 0.1 229.2 8 BULLISH 10.4
MGPUF M&G plc $10.0B -69.1 -3.8 -2.7 -1.5 106.6 4 BULLISH 26.2
BN Brookfield Corporation $85B 67.7 3.0 5.5 1.8 2.2 6 BULLISH -17.1
OXLCZ Oxford Lane Capital Corp. 5.00% Notes due 2027 $12B -1.1 -39.2 -24.6 -364.5 -8.4 3 BULLISH 4.5
JMCEX JPMorgan Mid Cap Equity R2 $5.8B — — — — — — BULLISH 7.4
IGIFF IGM Financial Inc. $13B 16.4 13.4 6.5 26.6 7.9 7 LEAN BULL 51.6
BAM Brookfield Asset Management Ltd. $75B 27.2 34.9 27.0 52.9 26.5 6 LEAN BULL -13.3
PSHZF Pershing Square Holdings, Ltd. $8.8B -22.8 -2.2 1267.8 107.2 -180.2 2 LEAN BULL -19.6
TROW T. Rowe Price Group, Inc. $22B 10.4 20.6 21.5 33.1 7.0 8 LEAN BULL 5.3
TPG TPG Inc. $17B 36.5 19.6 21.1 5.1 65.6 7 LEAN BULL -20.5
BAMGF Brookfield Asset Management Inc. $57B 33.5 4.2 4.9 1.8 8.9 7 NEUTRAL 19.2
BKFAF Brookfield Corporation Cum Red Pfd Registered A Series 2 $25B 67.7 4.1 3.8 1.8 5.8 6 NEUTRAL 47.5
AMDUF Amundi S.A. $21B 10.8 13.5 9.0 19.9 83.3 6 NEUTRAL 31.0
NTRSO Northern Trust Corporation $31B 13.3 17.1 -9.9 18.8 3.1 8 NEUTRAL -9.8
VCTR Victory Capital Holdings, Inc. $6.6B 20.2 19.0 17.0 32.0 51.5 7 NEUTRAL 75.4
AZIHF Azimut Holding S.p.A. $6.5B 9.4 28.0 33.2 29.4 22.9 7 NEUTRAL 2.4
RJF Raymond James Financial, Inc. $30B 13.5 18.5 -135.6 13.6 9.1 7 NEUTRAL -1.3
BKAMF Brookfield Asset Management Inc $35B 22.2 3.1 4.6 1.8 6.0 6 LEAN BEAR 0.0
OWL Blue Owl Capital Inc. $15B 78.3 3.7 9.5 1.5 14.2 5 LEAN BEAR -43.4
EQBBF EQT AB (publ) $37B 31.5 13.7 16.9 41.2 8.3 9 LEAN BEAR -10.2
MNGPF Man Group plc $4.5B 15.5 21.0 24.0 21.9 72.5 9 LEAN BEAR 51.5
VONHF Vontobel Holding AG $3.9B 13.4 15.6 2.1 20.3 26.6 5 LEAN BEAR 0.0
STT State Street Corporation $46B 13.7 12.4 6.3 18.0 2.2 6 LEAN BEAR 47.2
FHI Federated Hermes, Inc. $4.2B 10.4 34.8 30.8 20.7 15.4 7 LEAN BEAR 17.8
CNS Cohen & Steers, Inc. $3.6B 21.6 29.6 138.0 27.1 7.9 5 LEAN BEAR 0.1
AMP Ameriprise Financial, Inc. $43B 11.7 63.4 158.7 22.2 9.0 5 LEAN BEAR 3.2
SFNXF Sofina S.A. $9.6B 6.9 12.7 11.6 1532.9 -75.1 3 LEAN BEAR -8.5
TGOPF 3i Group plc $31B 4.4 19.1 15.3 850.4 -91.7 4 LEAN BEAR -47.6
OBDC Blue Owl Capital Corporation $5.0B 18.1 3.9 3.8 16.4 13.2 7 LEAN BEAR -22.0
KKR KKR & Co. Inc. $82B 27.4 10.6 4.1 12.4 30.7 8 BEARISH -24.0
OXLCL Oxford Lane Capital Corp. 6.75% Notes due 2031 $11B -1.1 -39.2 -24.6 -364.5 -8.4 3 BEARISH 1.2
CCGDF China Cinda Asset Management Co., Ltd. $5.1B -46.9 1.0 -6.1 5.8 61.6 6 BEARISH 0.0
BNJ Brookfield Finance Inc. 4.50% P $85B 67.7 3.0 5.5 1.8 2.2 6 BEARISH -11.1
OXLCN Oxford Lane Capital Corp. $12B -1.1 -39.2 -24.6 -364.5 -8.4 3 BEARISH 0.5
JBAXY Julius Bär Gruppe AG $17B 12.5 16.3 10.5 21.6 60.4 5 BEARISH 24.8
EFGXY EFG International AG $6.0B 17.5 13.6 -37.5 5.6 75.6 5 BEARISH 44.5
RITPF RIT Capital Partners plc $4.1B 4.9 17.0 16.2 2488.8 -79.0 5 BEARISH 19.2
CG The Carlyle Group Inc. $14B 38.1 5.6 3.3 11.9 -9.9 1 BEARISH -33.7
MAIN Main Street Capital Corporation $5.0B 10.9 14.9 7.5 98.7 -7.2 2 BEARISH -5.1
SLFPF Aberdeen Group plc $5.5B 10.1 7.7 12.4 34.2 23.1 5 BEARISH 5.4
SLFPY Abrdn Plc $5.4B 10.1 7.6 9.1 35.6 20.4 4 BEARISH 6.6
HLNE Hamilton Lane Incorporated $4.6B 12.3 32.5 32.6 29.2 24.0 9 BEARISH -31.3
SEIC SEI Investments Company $12B 17.5 28.9 27.7 25.4 12.9 5 BEARISH 25.6
OTF Blue Owl Technology Finance Corp. $4.2B 7.1 4.8 4.5 47.9 367.7 6 BEARISH -35.4
BNH Brookfield Finance Inc. $85B 67.7 3.0 5.5 1.8 2.2 6 BEARISH -13.0
BEN Franklin Resources, Inc. $16B 20.8 7.4 2.5 7.3 7.9 5 BEARISH 36.8
CGABL The Carlyle Group Inc. 4.625% Subordinated Notes due 2061 $5.4B 38.1 5.2 1.2 12.2 -41.9 3 BEARISH -16.0
TBCIX T. Rowe Price Blue Chip Growth Fund I Class $105B — — — — — — BEARISH 0.1
EQH-PC Equitable Holdings, Inc. $15B -16.7 -508.8 0.9 -27.3 -22.1 6 BEARISH -10.2
ARCC Ares Capital Corporation $13B 15.2 6.2 5.8 41.8 11.9 6 BEARISH -12.1
OXLCG Oxford Lane Capital Corp. 7.95% Notes due 2032 $8.2B -1.1 -39.2 -24.6 -364.5 75.3 4 BEARISH -3.6
STEP StepStone Group Inc. $5.4B -5.4 318.3 -111.6 -30.6 48.5 4 BEARISH -33.5
JBARF Julius Baer Gruppe AG $17B 12.5 16.2 10.3 21.6 58.8 5 BEARISH 27.0
IVZ Invesco Ltd. $12B -41.2 -0.6 -2.0 17.7 13.7 6 BEARISH 24.7
MAPTX Matthews Pacific Tiger Fund Investor Class $7.6B — — — — — — BEARISH 9.2
STJPF St. James's Place plc $7.0B 10.4 38.4 34.0 1.4 161.9 5 BEARISH -22.2
LZOEX Lazard Emerging Markets Equity Portfolio $20B 10.4 17.9 0.7 498.6 49.5 6 BEARISH 25.9
BXSL Blackstone Secured Lending Fund $5.4B 18.2 4.8 4.6 3.4 4.8 6 BEARISH -13.8
IDDTF AB Industrivärden (publ) $21B 4.2 27.0 23.8 -1261.8 736.3 8 BEARISH 44.7
RMGOF Remgro Limited $5.6B 78.9 1.1 2.3 -15.6 -0.0 7 BEARISH 17.3
PS Pershing Square Inc. $18B 1170.0 -3.1 -3.2 -78.8 — 3 BEARISH —
ICGUF ICG plc $7.0B 10.8 18.4 8.0 45.9 5.4 5 BEARISH -15.9
SCE-PL SCE Trust VI 5% TR PREF SECS $5.9B — — — — — — BEARISH -3.8
SCE-PG SCE Trust II TR PFD SECS 5.1% $5.9B — — — — — — BEARISH -4.7
WNDLF Wendel $3.6B -70.0 -2.8 6.6 1.8 -16.7 4 BEARISH -8.9
APOS Apollo Global Management, Inc. $68B 24.7 14.3 92.3 12.1 36.0 5 BEARISH -2.9

Profile Radar

Valuation vs Profitability

Performance Comparison

Industry Market Share

MGRE vs Benchmarks

ROIC
MGRE
10.2
Industry
5.3
Gross Margin
MGRE
97.1
Industry
84.4
Op Margin
MGRE
31.9
Industry
34.5
Net Margin
MGRE
28.4
Industry
18.2
Sector
17.6
Revenue Growth
MGRE
24.5
Sector
5.8
P/E Ratio
MGRE
12.6
Sector
14.0
ROE
MGRE
27.3
Sector
12.0
Piotroski F
MGRE
7.0
Sector
6.0

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms