LCP
AMG icon

LGT Capital Partners’s Affiliated Managers Group AMG Stock Holding History

LGT Capital Partners’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
Q1 		$1.31M Sell
4,730
-1,000
-17% -$301K 0.07% 37
2025
Q4 		$1.65M Sell
5,730
-4,370
-43% -$1.13M 0.08% 35
2025
Q3 		$2.41M Sell
10,100
-51,715
-84% -$11.4M 0.12% 34
2025
Q2 		$12.2M Sell
61,815
-135,303
-69% -$23.5M 0.54% 37
2025
Q1 		$33.1M Sell
197,118
-76,900
-28% -$13.4M 1.47% 28
2024
Q4 		$50.7M Sell
274,018
-43,912
-14% -$8.19M 1.93% 19
2024
Q3 		$56.5M Sell
317,930
-12,500
-4% -$2.12M 1.97% 20
2024
Q2 		$51.6M Sell
330,430
-15,900
-5% -$2.53M 1.76% 21
2024
Q1 		$58M Sell
346,330
-47,000
-12% -$7.31M 1.81% 20
2023
Q4 		$59.6M Buy
393,330
+86,670
+28% +$11.6M 1.78% 19
2023
Q3 		$40M Buy
306,660
+34,405
+13% +$4.81M 1.44% 26
2023
Q2 		$40.8M Sell
272,255
-48,950
-15% -$7.01M 1.41% 25
2023
Q1 		$45.7M Buy
321,205
+81,890
+34% +$12.9M 1.27% 27
2022
Q4 		$37.9M Sell
239,315
-98,435
-29% -$13.9M 1.11% 29
2022
Q3 		$37.8M Buy
337,750
+104,330
+45% +$13.1M 1.15% 28
2022
Q2 		$27.2M Buy
233,420
+2,114
+0.9% +$272K 0.83% 31
2022
Q1 		$32.6M Buy
231,306
+29,530
+15% +$4.24M 0.93% 30
2021
Q4 		$33.2M Sell
201,776
-35,060
-15% -$5.88M 0.88% 34
2021
Q3 		$35.8M Sell
236,836
-94,040
-28% -$15.4M 1.08% 32
2021
Q2 		$51M Sell
330,876
-196,120
-37% -$31.3M 1.44% 26
2021
Q1 		$78.5M Sell
526,996
-492,244
-48% -$64.4M 2.57% 13
2020
Q4 		$104M Sell
1,019,240
-348,130
-25% -$30.1M 3.59% 7
2020
Q3 		$93.5M Buy
1,367,370
+237,834
+21% +$16.6M 3.92% 7
2020
Q2 		$84.2M Buy
1,129,536
+141,022
+14% +$9.53M 4.17% 7
2020
Q1 		$58.5M Buy
988,514
+121,814
+14% +$9.12M 3.76% 9
2019
Q4 		$73.4M Buy
866,700
+397,620
+85% +$32.6M 4.35% 6
2019
Q3 		$39.1M Buy
469,080
+101,984
+28% +$8.52M 2.58% 14
2019
Q2 		$33.8M Buy
367,096
+14,532
+4% +$1.43M 2.49% 11
2019
Q1 		$37.8M Buy
352,564
+7,890
+2% +$838K 2.79% 11
2018
Q4 		$33.6M Buy
344,674
+75,823
+28% +$8.56M 2.78% 11
2018
Q3 		$36.8M Buy
268,851
+76,600
+40% +$11.3M 2.85% 9
2018
Q2 		$28.6M Buy
192,251
+89,266
+87% +$14.7M 2.23% 16
2018
Q1 		$19.5M Buy
102,985
+18,880
+22% +$3.68M 1.67% 27
2017
Q4 		$17.3M Sell
84,105
-37,730
-31% -$7.31M 1.61% 29
2017
Q3 		$23.1M Sell
121,835
-42,052
-26% -$7.48M 2.33% 12
2017
Q2 		$27.2M Buy
163,887
+34,230
+26% +$5.46M 2.73% 8
2017
Q1 		$21.3M Buy
129,657
+10,010
+8% +$1.58M 2.42% 12
2016
Q4 		$17.4M Buy
+119,647
New +$17.4M 2.37% 14

Other funds holding AMG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LGT Capital Partners's AMG Position: Q1 2026 in Review

LGT Capital Partners reduced its Affiliated Managers Group (AMG) stake by 17% in Q1 2026, selling an estimated $301K and leaving 4,730 shares worth $1.31M. The position accounts for 0.07% of the portfolio, ranked #37.

LGT Capital Partners first reported a position in AMG in Q4 2016 and has held it in 38 quarters since. The position peaked at $104M in Q4 2020. 543 funds tracked by Wall St. Rank hold AMG as of Q1 2026.

  • LGT Capital Partners held 4,730 shares of Affiliated Managers Group worth $1.31M as of Q1 2026.
  • LGT Capital Partners sold 1,000 Affiliated Managers Group shares in Q1 2026, an estimated $301K.
  • Affiliated Managers Group made up 0.07% of LGT Capital Partners's portfolio in Q1 2026, its #37 holding.
  • LGT Capital Partners first reported a position in Affiliated Managers Group in Q4 2016 and has held it in 38 quarters since.
  • LGT Capital Partners's Affiliated Managers Group position peaked at $104M in Q4 2020.
  • 543 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2026.

Based on LGT Capital Partners's 13F filing for Q1 2026, filed 11 May 2026.