AMG AFFILIATED MANAGERS GROUP
2026Q1 · CUSIP 008252108 · Sector: Financials
Lit · Institutions accelerating in
Holders
541
Δ holders QoQ
+29
Breadth percentile
Top 10%
Whale holders
208
Δ whales
+6
Inst. holding value
$6.8B
New positions
90
Closed positions
61
Price momentum (1Q)
-8.0%
Put / Call
6/4
Breadth history (34 quarters)
Past Lit Events & Aftermath 12 lit events
| Period | Percentile | Next-1Q return | Next-2Q return |
|---|---|---|---|
| 2026Q1 | Top 10% | — | — |
| 2025Q4 | Top 8% | -8.0% | — |
| 2025Q3 | Top 20% | +28.3% | +20.0% |
| 2025Q2 | Top 7% | +17.9% | +51.0% |
| 2024Q1 | Top 19% | +8.0% | +17.0% |
| 2023Q4 | Top 18% | +1.7% | +9.8% |
| 2023Q1 | Top 7% | -7.8% | -5.4% |
| 2022Q4 | Top 11% | -13.1% | -19.8% |
Options Sentiment
Put holders
6
QoQ: +3
Call holders
4
QoQ: 0
See methodology →
Fundamentals
PE (TTM)
15.0
EPS (TTM)
$24.38
EPS YoY
+84.8%
Revenue (TTM)
$2.1B
Revenue YoY
+4.2%
Net margin
35.5%
ROE
24.4%
Debt ratio
54.8%
FCF (TTM)
$1.1B
Dividend (TTM)
$0.04
Quarterly Revenue & EPS (4Y)
Quarterly figures; EPS split-adjusted, early quarters hidden when not calibrable
P/E (TTM) over time
P/E = close 47 days after quarter-end (filing date) ÷ TTM EPS then; loss quarters hidden
As of 2026-03-31 · SEC filings (XBRL)
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2026Q2 holdings publish around Aug 15 — subscribe to receive the lists first.