Welcome to our dedicated page for Affiliated Managers Group SEC filings (Ticker: AMG), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Affiliated Managers Group, Inc. (AMG) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. AMG’s common stock trades on the New York Stock Exchange under the symbol AMG, and the company also has several series of junior subordinated notes listed on the NYSE, as reflected in its Form 8-K cover pages.
Investors can use this page to review current and historical filings such as Form 8-K reports, annual reports on Form 10-K, and quarterly reports on Form 10-Q when available. Recent 8-K filings illustrate how AMG reports material events, including quarterly financial and operating results, dividend declarations, and changes in its capital structure. For example, an 8-K dated December 11, 2025 describes the issuance and sale of $425,000,000 of 5.500% Senior Notes due 2036, outlining the terms of the notes, the governing indenture, and the intended use of proceeds. Another 8-K dated December 8, 2025 details a notice of redemption for AMG’s 5.15% Convertible Trust Preferred Securities due 2037 and explains that the contemplated refinancing is intended to simplify the company’s capital structure while maintaining a long-duration debt profile.
Other 8-K filings furnished by AMG cover results of operations and financial condition, including earnings press releases for specific quarters. These filings identify which portions of the earnings materials are deemed “filed” for purposes of the Exchange Act and incorporated by reference into Securities Act filings. They also disclose Board-authorized quarterly cash dividends on AMG’s common stock.
On Stock Titan, these filings are supplemented with AI-powered summaries that highlight key points from lengthy documents, helping users quickly understand topics such as new debt issuances, redemption notices, earnings metrics, and dividend actions. Real-time updates from EDGAR ensure that new AMG filings, including 10-Ks, 10-Qs, and Form 4 insider transaction reports when available, are added promptly, while AI-generated overviews make it easier to interpret the implications of complex regulatory text.
Affiliated Managers Group director Tracy P. Palandjian reported equity compensation and related conversions. She received a grant of 335 stock units, which vest in full on March 5, 2027, with each unit representing the right to receive one share of common stock upon vesting.
She also exercised 867 stock units, resulting in ownership of 15,254 shares of common stock directly and 1,970 stock units, inclusive of previously reported deferred stock units. The filing notes that these transactions reflect the vesting of previously reported awards that vest from 2023 to 2027.
Affiliated Managers Group director Annette Franqui reported equity awards and vesting activity. On March 5, 2026, 548 stock units vested from a previously reported award and were converted into 548 shares of common stock, leaving her with 1,212 common shares held directly.
On the same date, she was granted 335 additional stock units, each representing one share of common stock upon vesting. These new stock units vest in full on March 5, 2027, and she now directly holds 335 stock units from this grant.
Morgan Stanley Smith Barney LLC submitted a Form 144 reporting an intended sale of 2,200 shares of AMG common stock tied to restricted stock vesting under a registered plan. The record lists the vesting/sale date as 03/05/2026 and the filing reference date as 03/09/2026.
Affiliated Managers Group reporting a Form 144 notice of securities to be sold by an affiliate; the filing lists multiple stock awards by grant date and shows a reported sale of 8,000 shares of common stock on 03/06/2026 for $2,290,383.20.
The filing names Thomas Wojcik (Affiliated Managers Group address) as the seller and lists award lots from 08/15/2021 through 03/05/2025 as identified stock awards.
AMG reported a disposition of 8,000 common shares via Morgan Stanley Smith Barney LLC. The shares are described as restricted stock vesting under a registered plan and are tied to a 03/05/2026 vesting event. The Form 144 lists an aggregate value of $2,290,383.20.
Affiliated Managers Group Inc received an amended Schedule 13G/A filing from The Vanguard Group reporting beneficial ownership of 2,723,566 shares of common stock, equal to 10.2% of the class. The filing notes shared voting power of 218,781 shares and shared dispositive power of 2,723,566 shares.
The filing discloses an internal realignment at The Vanguard Group, Inc. effective 01/12/2026, after which certain subsidiaries or business divisions may report beneficial ownership separately.
Affiliated Managers Group, Inc. appointed G. Staley Cates to its Board of Directors as an independent director, effective April 1, 2026. Cates spent decades at Southeastern Asset Management, including roles as President and Vice Chairman, and holds a Chartered Financial Analyst designation.
The filing also notes that Karen L. Alvingham will retire from the Board effective April 1, 2026, and that Jay C. Horgen has been re-appointed as President, while continuing to serve as Chief Executive Officer. AMG reports approximately $813 billion in assets under management as of December 31, 2025, across a range of investment strategies.
Affiliated Managers Group, Inc. (AMG) is a global partner to independent investment firms, holding meaningful equity stakes in “Affiliates” while leaving them operationally autonomous. As of December 31, 2025, Affiliates managed approximately $813 billion across private markets, liquid alternatives, and differentiated long-only strategies.
Private markets assets were about $146 billion and liquid alternatives $227 billion, with the balance in equities, multi-asset, and fixed income. AMG’s model uses structured partnership interests to share in Affiliate revenues and, in some cases, expenses, creating exposure to market cycles, fee pressure, performance variability, and key-person risk.
At June 30, 2025, non‑affiliate equity market value was $5.44 billion, and there were 26.68 million common shares outstanding on February 12, 2026. AMG reports $2.7 billion of debt, significant intangibles of $4.2 billion, equity-method investments of $2.9 billion, and unfunded GP/seed commitments of $285 million, alongside substantial regulatory, reputational, and operational risk factors.
Affiliated Managers Group, Inc. received an updated ownership report showing that Clarkston Capital Partners, LLC and related entities collectively report beneficial ownership of 904,119 shares of Common Stock. This represents 3.21% of the company’s outstanding shares, based on 28,128,908 shares outstanding as of November 4, 2025.
The shares are held in accounts of Clarkston Capital’s discretionary clients or an account over which a control person has beneficial ownership. Clarkston Capital and the individual reporting persons certify that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Affiliated Managers Group.
Affiliated Managers Group reported very strong 2025 results, with diluted EPS of $22.74 and Economic EPS of $26.05, as well as net client cash inflows of $28.7 billion and year-end assets under management of about $813 billion.
Economic EPS rose 22% year-over-year, helped by organic growth and higher equity-method income, while Adjusted EBITDA (controlling interest) increased to $1.08 billion. The business saw approximately $29 billion of net inflows, including $24 billion raised by private markets Affiliates and record $51 billion net inflows into liquid alternatives.
The company deployed capital aggressively, repurchasing about $700 million of stock, or roughly 11% of shares outstanding in 2025, refinancing junior convertible securities with $425 million of senior notes due 2036, and adding a new authorization to repurchase up to 4.2 million additional shares, for about 6 million total authorized. The Board also declared a $0.01 quarterly dividend payable March 9, 2026.