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

Alliancebernstein Holding recorded quarterly Invested Capital of $1.3 billion in Q1 2026, up 1.85% quarter-over-quarter from $1.2 billion in Q4 2025, and down 36.84% year-over-year from $2.0 billion in Q1 2025.

Alliancebernstein Holding's Invested Capital history runs 18 years deep, the most recent figure standing at $1.3 billion for Q1 2026.

  • In Q1 2026, Invested Capital fell 36.84% year-over-year to $1.3 billion; the TTM figure through Mar 2026 stood at $1.3 billion (down 36.84% YoY), while the FY2025 annual figure 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.
  • A 5-year average of $1.4 billion and a median of $1.6 billion in 2022 frame the typical range for Invested Capital.
  • Across the five-year window, Invested Capital sank 2709.52% in 2022 and jumped 5629.13% in 2023, its largest moves.
  • Alliancebernstein Holding's Invested Capital stood at -$37.6 million in 2022, then surged by 5629.13% to $2.1 billion in 2023, then increased by 0.92% to $2.1 billion in 2024, then plunged by 40.9% to $1.2 billion in 2025, then grew by 1.85% to $1.3 billion in 2026.
  • According to Business Quant data, Invested Capital over the past three periods registered $1.3 billion, $1.2 billion, and $1.2 billion for Q1 2026, Q4 2025, and Q3 2025 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Invested Cap. (Qtr)
1 BlackRock 158.51 Bn 148.89 Bn - 69.22 Bn
2 Blackstone 92.68 Bn 91.63 Bn - 8.37 Bn
3 Kkr 84.94 Bn 132.45 Bn - 30.50 Bn
4 Brookfield Asset Management 77.34 Bn 77.68 Bn - 8.59 Bn
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn 53.75 Bn
6 State Street 44.42 Bn 18.75 Bn - -
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn 8.75 Bn
8 Northern Trust 31.21 Bn 31.21 Bn - 12.99 Bn
9 Ares Management 28.85 Bn 32.22 Bn - 12.75 Bn
10 Alliancebernstein Holding 3.44 Bn 3.44 Bn - 1.26 Bn

Historic Data

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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
Mar 31, 2021 -36.93 Mn
Dec 31, 2020 1.66 Bn
Sep 30, 2020 1.50 Bn
Jun 30, 2020 1.56 Bn
Mar 31, 2020 -29.00 Mn
Dec 31, 2019 1.62 Bn
Sep 30, 2019 1.45 Bn
Jun 30, 2019 -39.13 Mn
Mar 31, 2019 -38.02 Mn
Dec 31, 2018 1.39 Mn
Sep 30, 2018 1.49 Bn
Jun 30, 2018 -37.32 Mn
Mar 31, 2018 1.61 Bn
Dec 31, 2017 1.59 Bn
Sep 30, 2017 1.44 Bn
Jun 30, 2017 1.44 Bn
Mar 31, 2017 1.51 Bn
Dec 31, 2016 1.41 Mn
Sep 30, 2016 1.47 Bn
Jun 30, 2016 1.52 Bn
Mar 31, 2016 1.56 Bn
Dec 31, 2015 -34.68 Mn
Sep 30, 2015 1.53 Bn
Jun 30, 2015 1.61 Bn
Mar 31, 2015 1.60 Bn
Dec 31, 2014 -29.17 Mn
Sep 30, 2014 1.54 Bn
Jun 30, 2014 1.53 Bn
Mar 31, 2014 1.52 Bn
Dec 31, 2013 1.55 Bn
Sep 30, 2013 1.42 Bn
Jun 30, 2013 1.62 Bn
Mar 31, 2013 1.61 Bn
Dec 31, 2012 1.72 Bn
Sep 30, 2012 1.60 Bn
Jun 30, 2012 1.65 Bn
Mar 31, 2012 1.67 Bn
Dec 31, 2011 1.76 Bn
Sep 30, 2011 1.77 Bn
Jun 30, 2011 1.78 Bn
Mar 31, 2011 1.79 Bn
Dec 31, 2010 2.00 Bn
Sep 30, 2010 1.74 Bn
Jun 30, 2010 1.75 Bn
Dec 31, 2009 1.67 Mn