Alliancebernstein Holding (AB) Invested Capital (2009 - 2026)

Alliancebernstein Holding's (AB) quarterly Invested Capital came in at $1.3 billion in Q1 2026, down 36.84% year-on-year from $2.0 billion in Q1 2025, and up 1.85% quarter-over-quarter from $1.2 billion in Q4 2025.

Alliancebernstein Holding (AB) Invested Capital (2009 - 2026) Analysis & Trends

Alliancebernstein Holding has disclosed Invested Capital across 18 years of filings, most recently posting $1.3 billion for Q1 2026.

  • Invested Capital for Q1 2026 came in at $1.3 billion, down 36.84% year-over-year; the trailing twelve-month figure through Mar 2026 was $1.3 billion (down 36.84% YoY), and the FY2025 annual result was $1.2 billion, down 40.9% from the prior year.
  • Invested Capital came in at $1.3 billion for Q1 2026 at Alliancebernstein Holding, up from $1.2 billion in the prior quarter.
  • In the past five years, Invested Capital ranged from a high of $2.2 billion in Q1 2024 to a low of -$47.4 million in Q1 2022.
  • The 5-year median for Invested Capital is $1.6 billion (2022), against an average of $1.4 billion.
  • Across the five-year window, Invested Capital slumped 2709.52% in 2022 and soared 5629.13% in 2023, its largest moves.
  • Alliancebernstein Holding's Invested Capital stood at -$37.6 million in 2022, then jumped by 5629.13% to $2.1 billion in 2023, then grew by 0.92% to $2.1 billion in 2024, then sank by 40.9% to $1.2 billion in 2025, then climbed by 1.85% to $1.3 billion in 2026.
  • The last three Invested Capital figures came in at $1.3 billion (Q1 2026), $1.2 billion (Q4 2025), and $1.2 billion (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Invested Cap. (Qtr)
1 BlackRock 163.18 Bn 153.56 Bn - 69.22 Bn
2 Blackstone 96.85 Bn 95.80 Bn - 8.37 Bn
3 Kkr 86.45 Bn 133.96 Bn - 30.50 Bn
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn 53.75 Bn
5 State Street 46.95 Bn 21.27 Bn - -
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn 8.75 Bn
7 Northern Trust 31.92 Bn 31.92 Bn - 12.99 Bn
8 Raymond James Financial 30.62 Bn 19.37 Bn - 12.57 Bn
9 Ares Management 29.04 Bn 32.41 Bn - 12.75 Bn
10 Alliancebernstein Holding 3.32 Bn 3.32 Bn - 1.26 Bn

Historic Data

Download Data
DateValue
Mar 31, 2026 1.26 Bn
Dec 31, 2025 1.24 Bn
Sep 30, 2025 1.18 Bn
Jun 30, 2025 -35.38 Mn
Mar 31, 2025 2.00 Bn
Dec 31, 2024 2.10 Bn
Sep 30, 2024 2.10 Bn
Jun 30, 2024 -36.65 Mn
Mar 31, 2024 2.15 Bn
Dec 31, 2023 2.08 Bn
Sep 30, 2023 1.97 Bn
Jun 30, 2023 2.12 Bn
Mar 31, 2023 2.14 Bn
Dec 31, 2022 -37.55 Mn
Sep 30, 2022 1.57 Bn
Jun 30, 2022 1.55 Bn
Mar 31, 2022 -47.40 Mn
Dec 31, 2021 1.44 Mn
Sep 30, 2021 1.55 Bn
Jun 30, 2021 -50.99 Mn