URS
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Utah Retirement Systems’s Affiliated Managers Group AMG Stock Holding History

Utah Retirement Systems’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 		$409K Hold
1,477
– – ﹤0.01% 769
2025
Q4 		$426K Hold
1,477
– – ﹤0.01% 791
2025
Q3 		$352K Hold
1,477
– – ﹤0.01% 827
2025
Q2 		$291K Sell
1,477
-123
-8% -$21.3K ﹤0.01% 890
2025
Q1 		$269K Hold
1,600
– – ﹤0.01% 879
2024
Q4 		$296K Sell
1,600
-100
-6% -$18.7K ﹤0.01% 888
2024
Q3 		$302K Hold
1,700
– – ﹤0.01% 881
2024
Q2 		$266K Sell
1,700
-200
-11% -$31.8K ﹤0.01% 903
2024
Q1 		$318K Sell
1,900
-4,180
-69% -$650K ﹤0.01% 847
2023
Q4 		$921K Hold
6,080
– – 0.01% 751
2023
Q3 		$792K Hold
6,080
– – 0.01% 757
2023
Q2 		$911K Sell
6,080
-500
-8% -$71.6K 0.01% 755
2023
Q1 		$937K Hold
6,580
– – 0.01% 756
2022
Q4 		$1.04M Sell
6,580
-300
-4% -$42.4K 0.02% 682
2022
Q3 		$770K Hold
6,880
– – 0.01% 756
2022
Q2 		$802K Sell
6,880
-300
-4% -$38.6K 0.01% 752
2022
Q1 		$1.01M Sell
7,180
-200
-3% -$28.7K 0.01% 754
2021
Q4 		$1.21M Hold
7,380
– – 0.02% 731
2021
Q3 		$1.11M Sell
7,380
-500
-6% -$81.9K 0.02% 754
2021
Q2 		$1.22M Sell
7,880
-700
-8% -$112K 0.02% 746
2021
Q1 		$1.28M Sell
8,580
-400
-4% -$52.3K 0.02% 718
2020
Q4 		$913K Buy
8,980
+100
+1% +$8.64K 0.01% 764
2020
Q3 		$607K Sell
8,880
-100
-1% -$6.99K 0.01% 796
2020
Q2 		$669K Sell
8,980
-400
-4% -$27K 0.01% 765
2020
Q1 		$555K Hold
9,380
– – 0.01% 749
2019
Q4 		$795K Sell
9,380
-200
-2% -$16.4K 0.01% 796
2019
Q3 		$798K Sell
9,580
-100
-1% -$8.36K 0.02% 784
2019
Q2 		$892K Sell
9,680
-210
-2% -$20.6K 0.02% 764
2019
Q1 		$1.06M Buy
9,890
+41
+0.4% +$4.36K 0.02% 687
2018
Q4 		$959K Hold
9,849
– – 0.02% 664
2018
Q3 		$1.35M Sell
9,849
-200
-2% -$29.5K 0.03% 613
2018
Q2 		$1.49M Sell
10,049
-200
-2% -$33K 0.03% 550
2018
Q1 		$1.94M Hold
10,249
– – 0.04% 449
2017
Q4 		$2.1M Sell
10,249
-100
-1% -$19.4K 0.04% 428
2017
Q3 		$1.97M Buy
10,349
+100
+1% +$17.8K 0.04% 422
2017
Q2 		$1.7M Sell
10,249
-100
-1% -$16K 0.04% 461
2017
Q1 		$1.7M Buy
10,349
+400
+4% +$63.3K 0.04% 451
2016
Q4 		$1.45M Hold
9,949
– – 0.04% 503
2016
Q3 		$1.44M Hold
9,949
– – 0.04% 484
2016
Q2 		$1.4M Hold
9,949
– – 0.04% 485
2016
Q1 		$1.61M Buy
9,949
+100
+1% +$14K 0.04% 440
2015
Q4 		$1.57M Hold
9,849
– – 0.04% 446
2015
Q3 		$1.68M Hold
9,849
– – 0.05% 415
2015
Q2 		$2.15M Sell
9,849
-100
-1% -$22.2K 0.06% 360
2015
Q1 		$2.14M Buy
9,949
+400
+4% +$84.4K 0.06% 358
2014
Q4 		$2.03M Hold
9,549
– – 0.06% 350
2014
Q3 		$1.91M Sell
9,549
-100
-1% -$20.4K 0.05% 356
2014
Q2 		$1.98M Buy
9,649
+200
+2% +$38.7K 0.06% 353
2014
Q1 		$1.89M Buy
9,449
+100
+1% +$19.6K 0.05% 363
2013
Q4 		$2.03M Sell
9,349
-200
-2% -$39.9K 0.06% 338
2013
Q3 		$1.74M Hold
9,549
– – 0.06% 363
2013
Q2 		$1.57M Buy
+9,549
New +$1.51M 0.05% 380

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

Utah Retirement Systems's AMG Position: Q1 2026 in Review

Utah Retirement Systems held its Affiliated Managers Group (AMG) position steady in Q1 2026 at 1,477 shares worth $409K. The position accounts for ﹤0.01% of the portfolio, ranked #769.

Utah Retirement Systems first reported a position in AMG in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.15M in Q2 2015. 543 funds tracked by Wall St. Rank hold AMG as of Q1 2026.

  • Utah Retirement Systems held 1,477 shares of Affiliated Managers Group worth $409K as of Q1 2026.
  • Utah Retirement Systems left its Affiliated Managers Group share count unchanged in Q1 2026.
  • Affiliated Managers Group made up ﹤0.01% of Utah Retirement Systems's portfolio in Q1 2026, its #769 holding.
  • Utah Retirement Systems first reported a position in Affiliated Managers Group in Q2 2013 and has held it in 52 quarters since.
  • Utah Retirement Systems's Affiliated Managers Group position peaked at $2.15M in Q2 2015.
  • 543 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2026.

Based on Utah Retirement Systems's 13F filing for Q1 2026, filed 15 May 2026.