AlTi Global (ALTI) Return on Assets [ROA] (2021 - 2026)
AlTi Global (ALTI) posted Return on Assets [ROA] of -12.88% for Q2 2026, up 5.04 percentage points from -17.91% a year earlier but down 0.45 percentage points from the prior quarter.
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Analysis
AlTi Global (ALTI) Return on Assets [ROA] (2021 - 2026) Analysis & Trends
For FY2025, AlTi Global's Return on Assets [ROA] came in at -12.75%, up 1.07 percentage points from FY2024.
- Annual Return on Assets [ROA] shows a four-year change of -14.94 percentage points (FY2021 to FY2025).
- In prior years, AlTi Global's Return on Assets [ROA] was -13.82% in FY2024 (+32.00 pp), -45.82% in FY2023 (-43.08 pp), -2.74% in FY2022 (-4.93 pp) and 2.19% in FY2021.
- Quarterly Return on Assets [ROA] has run from a low of -24.90% in Q4 2023 to a high of 2.77% in Q1 2022 over five years.
- On a year-over-year basis, Return on Assets [ROA] increased in five of the last eight quarters, with an average year-over-year change of +2.56 percentage points.
- The strongest year-over-year quarter for Return on Assets [ROA] in the past five years was Q4 2024, with a gain of 11.80 percentage points; the weakest was Q4 2023, with a drop of 22.17 percentage points.
- According to Business Quant data, Return on Assets [ROA] for the three prior quarters was -12.42% (Q1 2026), -13.31% (Q4 2025) and -17.65% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROA (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 164.03 Bn | 110.39 Bn | - | 4.12% |
| 2 | Spdr Gold Trust | 134.08 Bn | -423.92 Bn | - | 16.25% |
| 3 | Blackstone | 84.38 Bn | 79.31 Bn | - | 13.90% |
| 4 | Brookfield | 81.99 Bn | -83.40 Bn | 4.47 Bn | 1.02% |
| 5 | Kkr | 81.98 Bn | 48.46 Bn | - | 1.33% |
| 6 | Brookfield Asset Management | 71.20 Bn | 67.45 Bn | - | 16.12% |
| 7 | Apollo Global Management | 66.86 Bn | 4.54 Bn | 10.56 Bn | 0.89% |
| 8 | Wheaton Precious Metals | 60.68 Bn | 56.11 Bn | 687.86 Mn | 18.58% |
| 9 | Franco Nevada | 45.90 Bn | 43.27 Bn | 451.00 Mn | 21.76% |
| 10 | AlTi Global | 466.27 Mn | 574.54 Mn | - | -12.88% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | -12.88% |
| Mar 31, 2026 | -12.42% |
| Dec 31, 2025 | -13.31% |
| Sep 30, 2025 | -17.65% |
| Jun 30, 2025 | -17.91% |
| Mar 31, 2025 | -16.14% |
| Dec 31, 2024 | -13.10% |
| Sep 30, 2024 | -13.11% |
| Jun 30, 2024 | -18.02% |
| Mar 31, 2024 | -15.50% |
| Dec 31, 2023 | -24.90% |
| Sep 30, 2023 | -18.34% |
| Jun 30, 2023 | -4.96% |
| Mar 31, 2023 | -12.89% |
| Dec 31, 2022 | -2.73% |
| Sep 30, 2022 | 1.85% |
| Jun 30, 2022 | 0.36% |
| Mar 31, 2022 | 2.77% |
| Dec 31, 2021 | 1.10% |
API Access
AlTi Global Return on Assets [ROA] API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=return-on-assets-%5Broa%5D&ticker=ALTI&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-assets-[roa]", "ticker": "ALTI", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=return-on-assets-%5Broa%5D&ticker=ALTI&period=max&api_key=YOUR_API_KEY");
const data = await res.json();