Jupiter Asset Management’s Affiliated Managers Group AMG Stock Holding History

Jupiter Asset Management’s Portfolio AMG Stock Details AMG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.92M	Hold	5,660	–	–	0.01%	419
2026 Q1	$1.57M	Buy	5,660 +4,041	+250%	+$1.22M	0.01%	411
2025 Q4	$467K	Hold	1,619	–	–	﹤0.01%	376
2025 Q3	$386K	Buy	+1,619	New	+$357K	﹤0.01%	385
2023 Q4	–	Sell	-32,242	Closed	-$4.2M	–	459
2023 Q3	$4.2M	Sell	32,242 -10,485	-25%	-$1.47M	0.05%	263
2023 Q2	$6.41M	Sell	42,727 -34,632	-45%	-$4.96M	0.07%	260
2023 Q1	$11M	Buy	77,359 +13,259	+21%	+$2.09M	0.15%	171
2022 Q4	$10.2M	Sell	64,100 -110,974	-63%	-$15.7M	0.15%	176
2022 Q3	$19.6M	Sell	175,074 -65,168	-27%	-$8.18M	0.3%	91
2022 Q2	$28M	Sell	240,242 -112,917	-32%	-$14.5M	0.39%	70
2022 Q1	$49.8M	Sell	353,159 -12,219	-3%	-$1.76M	0.59%	40
2021 Q4	$60.2M	Sell	365,378 -31,312	-8%	-$5.25M	0.66%	33
2021 Q3	$59.9M	Sell	396,690 -17,219	-4%	-$2.82M	0.68%	27
2021 Q2	$63.8M	Sell	413,909 -56,907	-12%	-$9.08M	0.66%	38
2021 Q1	$70.1M	Sell	470,816 -32,535	-6%	-$4.25M	0.69%	28
2020 Q4	$51.2M	Sell	503,351 -51,880	-9%	-$4.48M	0.52%	46
2020 Q3	$38M	Buy	+555,231	New	+$38.8M	0.4%	62
2014 Q1	–	Sell	-54,145	Closed	-$11.7M	–	237
2013 Q4	$11.7M	Buy	+54,145	New	+$10.8M	0.46%	80

Other funds holding AMG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Jupiter Asset Management's AMG Position: Q2 2026 in Review

Jupiter Asset Management held its Affiliated Managers Group (AMG) position steady in Q2 2026 at 5,660 shares worth $1.92M. The position accounts for 0.01% of the portfolio, ranked #419.

Jupiter Asset Management first reported a position in AMG in Q4 2013 and has held it in 18 quarters since. The position peaked at $70.1M in Q1 2021. 565 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

Jupiter Asset Management held 5,660 shares of Affiliated Managers Group worth $1.92M as of Q2 2026.
Jupiter Asset Management left its Affiliated Managers Group share count unchanged in Q2 2026.
Affiliated Managers Group made up 0.01% of Jupiter Asset Management's portfolio in Q2 2026, its #419 holding.
Jupiter Asset Management first reported a position in Affiliated Managers Group in Q4 2013 and has held it in 18 quarters since.
Jupiter Asset Management's Affiliated Managers Group position peaked at $70.1M in Q1 2021.
565 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Jupiter Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.