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
Download Data
Historic Data
| Date | Value |
|---|---|
| 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 |