Company / Return on Equity (ROE)
Affiliated Managers Group Return on Equity (ROE) History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Return on Equity (ROE)
22.1%
FY2025
5-year range
15.3% / 35.5%
FY2021-FY2025
Trend
+44.7%
vs FY2024
Sector context
#57 of 390
Financials
What the data says
Affiliated Managers Group's return on equity (roe) of 22.1% is higher than 85% of companies in the Financials sector (FY2025). Return on Equity (ROE) returned to growth in FY2025 after 2 years of decline, reaching 22.1%.
Based on SEC 10-K filings.
22.1% in FY2025 with a 5-year CAGR of +14.9%. Top quartile in the Financials sector.
Improved from 18.8% to 22.1% over the past 2 years.
Financials sector context is included.
Return on Equity (ROE) over time
Growth rates
- 3-Year Change
- -13.3pp
- 5-Year Change
- +14.9pp
- 10-Year Change
- -
Sector benchmark
+26.0% above sector average
Key checks
Key Insights
- In FY2025, return on equity (roe) increased 44.7% year-over-year.
- Currently 4.6pp above the Financials sector average.
- Peak return on equity (roe) was recorded in FY2022.
- Lowest return on equity (roe) in the period was in FY2019.
Company context
Key Data Points
- Altman Z-Score 1.15 (distress zone, below 1.8 threshold)
- Strong profit margin: 26.0%
Data sourced from SEC EDGAR filings. Not investment advice.
Annual data
| Year | Return on Equity (ROE)Value | YoY GrowthYoY |
|---|---|---|
| FY2025 | 22.1% | +44.7% |
| FY2024 | 15.3% | -18.5% |
| FY2023 | 18.8% | -47.1% |
| FY2022 | 35.5% | +74.7% |
| FY2021 | 20.3% | +179.2% |
| FY2020 | 7.3% | +1271.7% |
| FY2019 | 0.5% | -92.5% |
| FY2018 | 7.0% | -53.2% |
| FY2017 | 15.1% | +41.0% |
| FY2016 | 10.7% | -21.0% |
As of FY2025 · SEC 10-K · Updated Feb 28, 2026