Bank Of Montreal AIQU
NYSE AIQU
$18.25 +0.06 (+0.33%)
At close: Sep 4, 2026 · 4:00 PM EDT

Bank Of Montreal (AIQU) Invested Capital (2009 - 2026)

Bank Of Montreal's (AIQU) quarterly Invested Capital came in at $124.9 billion in Q3 2026, up 12.57% year-over-year from $110.9 billion in Q3 2025, and up 1.71% quarter-over-quarter from $122.8 billion in Q2 2026.

Analysis

Bank Of Montreal (AIQU) Invested Capital (2009 - 2026) Analysis & Trends

Bank Of Montreal (AIQU) has reported Invested Capital for 18 consecutive years, with $124.9 billion the latest figure, recorded in Q3 2026.

  • On a quarterly basis, Invested Capital rose 12.57% year-over-year to $124.9 billion in Q3 2026; TTM through Jul 2026 was $124.9 billion, a 12.57% increase from a year earlier, with the FY2025 full-year figure at $120.0 billion, up 6.31% from the prior year.
  • Invested Capital was $124.9 billion for Q3 2026 at Bank Of Montreal, up from $122.8 billion in the prior quarter.
  • Over five years, Invested Capital peaked at $126.6 billion in Q1 2026 and troughed at $87.8 billion in Q1 2022.
  • A 5-year average of $106.0 billion and a median of $103.2 billion in 2022 frame the typical range for Invested Capital.
  • Across the five-year window, Invested Capital fell 7.11% in 2023 and grew 21.84% in 2025, its largest moves.
  • Over 5 years, Invested Capital stood at $103.2 billion in 2022, then decreased by 2.32% to $100.8 billion in 2023, then grew by 11.58% to $112.4 billion in 2024, then grew by 6.7% to $120.0 billion in 2025, then climbed by 4.1% to $124.9 billion in 2026.
  • The last three Invested Capital figures came in at $124.9 billion (Q3 2026), $122.8 billion (Q2 2026), and $126.6 billion (Q1 2026), per Business Quant data.
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Invested Cap. (Qtr)
1 Bank Of America 439.96 Bn -148.54 Bn 30.39 Bn 707.90 Bn
2 Morgan Stanley 342.23 Bn 182.09 Bn - 240.38 Bn
3 Goldman Sachs 302.60 Bn -673.74 Bn - 616.25 Bn
4 Mitsubishi Ufj Financial 296.69 Bn -87.63 Bn 10.89 Bn 224.49 Bn
5 Royal Bank Of Canada 295.00 Bn 68.16 Bn - 230.26 Bn
6 Wells Fargo & Company 272.35 Bn 70.52 Bn - 414.80 Bn
7 American Express 220.11 Bn 170.79 Bn 17.99 Bn 95.36 Bn
8 Banco Santander 218.87 Bn 226.49 Bn 28.01 Bn 2,472.89 Bn
9 Toronto Dominion Bank 205.51 Bn 44.18 Bn - 312.70 Bn
10 Bank Of Montreal 25.88 Mn -199.97 Bn - 124.87 Bn
Historic Data

Historic Data

Download Data
DateValue
Jul 31, 2026 124.87 Bn
Apr 30, 2026 122.77 Bn
Jan 31, 2026 126.59 Bn
Oct 31, 2025 119.95 Bn
Jul 31, 2025 110.92 Bn
Apr 30, 2025 111.40 Bn
Jan 31, 2025 114.25 Bn
Oct 31, 2024 112.43 Bn
Jul 31, 2024 104.11 Bn
Apr 30, 2024 102.27 Bn
Jan 31, 2024 93.77 Bn
Oct 31, 2023 100.76 Bn
Jul 31, 2023 95.23 Bn
Apr 30, 2023 94.08 Bn
Jan 31, 2023 92.76 Bn
Oct 31, 2022 103.15 Bn
Jul 31, 2022 95.86 Bn
Apr 30, 2022 101.29 Bn
Jan 31, 2022 87.83 Bn
Oct 31, 2021 86.89 Bn