Affiliated Managers Group, Inc.
US ˙ NYSE ˙ US0082521081

SecurityAMG / Affiliated Managers Group, Inc.
InstitutionCIBC Private Wealth Group, LLC
Latest Disclosed Ownership233 shares
Latest Disclosed Value $ 67,169
CIBC Private Wealth Group, LLC reports 676.67% increase in ownership of AMG / Affiliated Managers Group, Inc.

On February 12, 2026 - CIBC Private Wealth Group, LLC filed a 13F-HR form disclosing ownership of 233 shares of Affiliated Managers Group, Inc. (US:AMG) valued at $67,169 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 24, 2025 disclosing 30 shares of Affiliated Managers Group, Inc.. This represents a change in shares of 676.67% during the quarter. The current value of the position is $78,477 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-02-12 2025-12-31 13F AFFILIATED MANAGERS GROUP IN COM 008252108 233 203 676.67 67 857.14 0.0001
2025-11-24 2025-09-30 13F AFFILIATED MANAGERS GROUP IN COM 008252108 30 -39 -56.52 7 -46.15 0.0000
2025-08-12 2025-06-30 13F AFFILIATED MANAGERS GROUP IN COM 008252108 69 -3 -4.17 14 30.00 0.0000
2025-05-14 2025-03-31 13F AFFILIATED MANAGERS GROUP IN COM 008252108 72 -37 -33.94 10 -47.37 0.0000
2025-02-12 2024-12-31 13F Affiliated Managers Group COM 008252108 109 0 0.00 20 0.00 0.0000
2024-11-13 2024-09-30 13F Affiliated Managers Group COM 008252108 109 68 165.85 19 216.67 0.0000
2024-08-09 2024-06-30 13F Affiliated Managers Group COM 008252108 41 -761 -94.89 6 -95.49 0.0000
2024-05-10 2024-03-31 13F Affiliated Managers Group COM 008252108 802 802 133 0.0003
2022-08-03 2022-06-30 13F AFFILIATED MANAGERS GROUP IN COM 008252108 0 -1,644 -100.00 0 -100.00
2022-05-16 2022-03-31 13F AFFILIATED MANAGERS GROUP IN COM 008252108 1,644 56 3.53 232 -11.11 0.0005
2022-04-04 2021-12-31 13F/A-1 AFFILIATED MANAGERS GROUP IN COM 008252108 1,588 0 0.00 261 8.75 0.0005
2022-02-08 2021-12-31 13F AFFILIATED MANAGERS GROUP IN COM 008252108 1,588 0 261 0.0005
2021-11-12 2021-09-30 13F AFFILIATED MANAGERS GROUP IN COM 008252108 1,588 0 0.00 240 -2.04 0.0006
2021-08-16 2021-06-30 13F AFFILIATED MANAGERS GROUP IN COM 008252108 1,588 0 0.00 245 3.38 0.0006
2021-05-12 2021-03-31 13F AFFILIATED MANAGERS GROUP IN COM 008252108 1,588 1,588 237 0.0006
2020-08-13 2020-06-30 13F AFFILIATED MANAGERS GROUP IN COM 008252108 0 -3,407 -100.00 0 -100.00
2020-05-15 2020-03-31 13F AFFILIATED MANAGERS GROUP IN COM 008252108 3,407 -350 -9.32 201 -36.79 0.0009
2020-01-30 2019-12-31 13F AFFILIATED MANAGERS GROUP IN COM 008252108 3,757 -150 -3.84 318 -2.45 0.0010
2019-10-16 2019-09-30 13F AFFILIATED MANAGERS GROUP IN COM 008252108 3,907 -1,537 -28.23 326 -35.06 0.0011
2019-07-31 2019-06-30 13F AFFILIATED MANAGERS GROUP IN COM 008252108 5,444 498 10.07 502 -5.28 0.0018
2019-05-10 2019-03-31 13F AFFILIATED MANAGERS GROUP IN COM 008252108 4,946 -323 -6.13 530 3.31 0.0020
2019-02-05 2018-12-31 13F AFFILIATED MANAGERS GROUP COM 008252108 5,269 -11,596 -68.76 513 -77.75 0.0023
2018-11-14 2018-09-30 13F AFFILIATED MANAGERS GROUP COM 008252108 16,865 -440 -2.54 2,306 -10.38 0.0087
2018-08-02 2018-06-30 13F AFFILIATED MANAGERS GROUP COM 008252108 17,305 -277 -1.58 2,573 -22.80 0.0105
2018-05-17 2018-03-31 13F AFFILIATED MANAGERS GROUP COM 008252108 17,582 -1,084 -5.81 3,333 -13.00 0.0145
2018-02-12 2017-12-31 13F AFFILIATED MANAGERS GROUP COM 008252108 18,666 -825 -4.23 3,831 3.54 0.0162
2017-12-21 2017-09-30 13F/A-1 AFFILIATED MANAGERS COM 008252108 19,491 19,491 3,700 0.0169
2017-11-14 2017-09-30 13F AFFILIATED MANAGERS COM 008252108 19,491 3,700 0.0165
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.