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| Date | Value |
|---|---|
| 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 |