Amtd Idea (AMTD) Invested Capital (2018 - 2025)
Amtd Idea recorded quarterly Invested Capital of $1.8 billion in Q4 2025, up 132.5% quarter-over-quarter from $794.9 million in Q2 2025, and up 4.82% year-over-year from $1.8 billion in Q4 2024.
Amtd Idea's Invested Capital history runs 8 years deep, the most recent figure standing at $1.8 billion for Q4 2025.
- In Q4 2025, Invested Capital rose 4.82% year-over-year to $1.8 billion; the TTM figure through Dec 2025 stood at $1.8 billion (up 4.82% YoY), while the FY2025 annual figure 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 $794.9 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 $76.8 million in Q2 2024.
- A 5-year average of $941.0 million and a median of $794.9 million in 2025 frame the typical range for Invested Capital.
- Across the five-year window, Invested Capital plunged 49.52% in 2021 and jumped 934.91% in 2025, its largest moves.
- Amtd Idea's Invested Capital stood at $513.8 million in 2021, then surged by 44.28% to $741.3 million in 2022, then jumped by 83.37% to $1.4 billion in 2023, then rose by 29.7% to $1.8 billion in 2024, then grew by 4.82% to $1.8 billion in 2025.
- According to Business Quant data, Invested Capital over the past three periods registered $1.8 billion, $794.9 million, and $324.2 million for Q4 2025, Q2 2025, and Q2 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 | Amtd Idea | 1,030.00 | -59.40 Mn | - | 1.85 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Dec 31, 2025 | 1.85 Bn |
| Jun 30, 2025 | 794.85 Mn |
| Apr 30, 2025 | 324.19 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 Mn |
| Jun 30, 2019 | 528.26 Mn |
| Dec 31, 2018 | 338.70 Mn |