Amtd Idea (AMTD) Invested Capital (2017 - 2025)

Amtd Idea's (AMTD) quarterly Invested Capital came in at $1.8 billion in Q4 2025, up 4.82% year-on-year from $1.8 billion in Q4 2024, and up 2776.13% quarter-over-quarter from $64.3 million in Q2 2025.

Amtd Idea (AMTD) Invested Capital (2017 - 2025) Analysis & Trends

Amtd Idea has disclosed Invested Capital across 9 years of filings, most recently posting $1.8 billion for Q4 2025.

  • Invested Capital for Q4 2025 came in at $1.8 billion, up 4.82% year-over-year; the trailing twelve-month figure through Dec 2025 was $1.8 billion (up 4.82% YoY), and the FY2025 annual result was $1.8 billion, up 4.82% from the prior year.
  • Invested Capital came in at $1.8 billion for Q4 2025 at Amtd Idea, up from $64.3 million in the prior quarter.
  • In the past five years, Invested Capital ranged from a high of $1.8 billion in Q4 2025 to a low of $64.3 million in Q2 2025.
  • The 5-year median for Invested Capital is $894.3 million (2021), against an average of $926.7 million.
  • Across the five-year window, Invested Capital sank 49.52% in 2021 and surged 83.37% in 2023, its largest moves.
  • Amtd Idea's Invested Capital stood at $513.8 million in 2021, then jumped by 44.28% to $741.3 million in 2022, then soared by 83.37% to $1.4 billion in 2023, then increased by 29.7% to $1.8 billion in 2024, then climbed by 4.82% to $1.8 billion in 2025.
  • The last three Invested Capital figures came in at $1.8 billion (Q4 2025), $64.3 million (Q2 2025), and $1.8 billion (Q4 2024), 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 Amtd Idea 269.48 Mn 210.08 Mn - 1.85 Bn

Historic Data

Download Data
DateValue
Dec 31, 2025 1.85 Bn
Jun 30, 2025 64.26 Mn
Dec 31, 2024 1.76 Bn
Jun 30, 2024 76.80 Mn
Dec 31, 2023 1.36 Bn
Dec 31, 2022 741.33 Mn
Dec 31, 2021 513.81 Mn
Jan 1, 2021 1.05 Bn
Dec 31, 2020 1.02 Bn
Sep 30, 2020 29.97 Mn
Dec 31, 2019 872.57 Mn
Sep 30, 2019 760.83 Bn
Dec 31, 2018 338.70 Mn
Dec 31, 2017 279.70 Bn