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3-1 Month Momentum % is the total return of the stock from 3-month ago to 1-month ago. As of today (2026-09-13), Affiliated Managers Group's 3-1 Month Momentum % is 8.05%.
The industry rank for Affiliated Managers Group's 3-1 Month Momentum % or its related term are showing as below:
LTS:0HAQ's 3-1 Month Momentum % is ranked better than 66.13% of 1624
companies
in the Asset Management industry
Industry Median: 1.01
vs LTS:0HAQ: 8.05
Affiliated Managers Group (LTS:0HAQ) 3-1 Month Momentum % Explanation
Momentum investing is a trading strategy in which investors buy securities that are rising and sell before the prices start to go back down. The 3-1 Month Momentum % measures the total return to a stock over the past three months, but ignores the previous month.
The reason why the most recent month’s return dropped related to the short-term reversal effect associated with momentum. There is an academic finding that short-term momentum actually has a reversal effect, whereby the previous winners (measured over the past months) do poorly the next month, while the previous losers do well the next month. In order to eliminate the short-term reversal effect, the previous month return was not included in this calculation.
Affiliated Managers Group 3-1 Month Momentum % Related Terms
LTS:0HAQ vs TPG, OWL, MAAS: 3-1 Month Momentum % Comparison
For the Asset Management subindustry, Affiliated Managers Group's 3-1 Month Momentum %, along with its competitors' market caps and 3-1 Month Momentum % data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Affiliated Managers Group 3-1 Month Momentum % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Affiliated Managers Group's 3-1 Month Momentum % distribution charts can be found below:
* The bar in red indicates where Affiliated Managers Group's 3-1 Month Momentum % falls into.
Affiliated Managers Group (LTS:0HAQ) 3-1 Month Momentum % Calculation
3-1 Month Momentum % is calculated as following:
3-1 Month Momentum %
=
( Price 1-month ago
/
Price 3-month ago
- 1 )
*
100 %
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
Affiliated Managers Group (LTS:0HAQ) has a 3-1 Month Momentum % of 8.05% as of Sep. 13, 2026. 3-1 Month Momentum measures the total return of the stock from 3-month ago to 1-month ago. View historical data on Affiliated Managers Group and its competitors. According to the industry distribution chart, Affiliated Managers Group ranks #550 out of 1624 companies in the Asset Management industry, placing it in the top 33.9%.
Is Affiliated Managers Group's 3-1 Month Momentum % too high?
Affiliated Managers Group's current 3-1 Month Momentum % is 8.05%. The Asset Management industry median 3-1 Month Momentum % is 1.01. Affiliated Managers Group's value of 8.05% is 697% above this industry median. Based on the distribution chart, Affiliated Managers Group ranks #550 out of 1624 companies in the Asset Management industry, which is above the industry midpoint. Overall, Affiliated Managers Group has a GF Score™ of 81/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Affiliated Managers Group's 3-1 Month Momentum % compare to TPG and OWL?
According to the Asset Management industry distribution chart, Affiliated Managers Group ranks #550 out of 1624 companies for 3-1 Month Momentum %. This puts Affiliated Managers Group in the upper half of its industry. The industry median 3-1 Month Momentum % is 1.01. Affiliated Managers Group's value of 8.05% is 697% above this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-1 Month Momentum % for an Asset Management company?
The median 3-1 Month Momentum % among Asset Management companies is 1.01, based on 1,624 companies in the industry. Companies in the top quartile (top 25%) have a 3-1 Month Momentum % significantly above this median, while those in the bottom quartile fall well below. However, 3-1 Month Momentum % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Affiliated Managers Group's current 3-1 Month Momentum % of 8.05% is 697% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 3-1 Month Momentum % mean?
A high 3-1 Month Momentum % can signal that a stock is expensive relative to its fundamentals. 3-1 Month Momentum measures the total return of the stock from 3-month ago to 1-month ago. View historical data on Affiliated Managers Group and its competitors. For the Asset Management industry, the median 3-1 Month Momentum % is 1.01 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Affiliated Managers Group's current 3-1 Month Momentum % is 8.05%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Affiliated Managers Group stock overvalued right now?
Based on GuruFocus' analysis, Affiliated Managers Group (LTS:0HAQ) is currently considered Modestly Overvalued. The stock's GF Value™ is $288.62, compared to a current price of $355.90 — trading 23.3% above its estimated fair value. The current 3-1 Month Momentum % is 8.05% and 697% above the Asset Management industry median of 1.01. Affiliated Managers Group's overall GF Score™ is 81/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-1 Month Momentum % calculated?
3-1 Month Momentum % is calculated from a company's financial statements. For Affiliated Managers Group (LTS:0HAQ), the current 3-1 Month Momentum % is 8.05% as of Sep. 13, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is Affiliated Managers Group (LTS:0HAQ) Overvalued in 2026?
Based on GuruFocus' analysis, Affiliated Managers Group stock appears to be overvalued.
The current stock price of $355.90 is trading 23.3% above its estimated GF Value™ of $288.62.
GuruFocus considers Affiliated Managers Group to be Modestly Overvalued.
Key valuation signals for LTS:0HAQ:
3-1 Month Momentum %: 8.05%
GF Value™: $288.62 vs. price of $355.90 (23.3% above fair value)
Industry Position: 697% above the Asset Management median (#550 of 1624)
No single metric tells the full story. See the LTS:0HAQ stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Affiliated Managers Group offers investment strategies to investors through its network of affiliates. The firm typically buys a majority interest in small to mid-size boutique asset managers, receiving a fixed percentage of revenue from these firms in return. Affiliates operate independently, with AMG providing strategic, operational, and technology support, as well as global distribution. At the end of December 2025, AMG's affiliate network—which includes firms like Abacus Capital and Pantheon dedicated to private markets (which accounted for 18% of AUM), AQR Capital and Capula Investment Management in liquid alternatives (28%), and Harding Loevner, Tweedy Browne, Parnassus, and Yacktman in equities, multi-asset, and bond strategies (54%)—had $813.3 billion in managed assets.
81GF Score
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