Brookfield (BKPA) Invested Capital (2009 - 2026)

Brookfield (BKPA) recorded quarterly Invested Capital of -$183.0 million in Q1 2026, down 101.28% quarter-over-quarter from $14.3 billion in Q4 2025, and down 2.23% on a YoY basis from -$187.2 million in Q1 2025.

Brookfield (BKPA) Invested Capital (2009 - 2026) Analysis & Trends

Brookfield's Invested Capital history runs 18 years deep, the most recent figure standing at -$183.0 million for Q1 2026.

  • In Q1 2026, Invested Capital fell 2.23% year-over-year to -$183.0 million; the TTM figure through Mar 2026 stood at $28.5 billion (up 105.84% YoY), while the FY2025 annual figure was $14.3 billion, changed 0.48% from the prior year.
  • Invested Capital was -$183.0 million for Q1 2026 at Brookfield, down from $14.3 billion in the prior quarter.
  • In the past five years, Invested Capital ranged from a high of $15.0 billion in Q2 2025 to a low of -$555.0 million in Q3 2025.
  • Historically, Invested Capital has averaged $5.9 billion across 5 years, with a median of $354.0 million in 2024.
  • The sharpest annual moves came in 2023 and 2024: Invested Capital plunged 104.02% in 2023, then soared 10235.29% in 2024.
  • A 5-year view of Invested Capital shows it stood at $11.4 billion in 2022, then climbed by 6.76% to $12.2 billion in 2023, then climbed by 17.04% to $14.2 billion in 2024, then increased by 0.48% to $14.3 billion in 2025, then plunged by 101.28% to -$183.0 million in 2026.
  • The last three Invested Capital figures came in at -$183.0 million (Q1 2026), $14.3 billion (Q4 2025), and -$555.0 million (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Invested Cap. (Qtr)
1 BlackRock 160.20 Bn 150.57 Bn - 69.22 Bn
2 Blackstone 96.40 Bn 95.35 Bn - 8.37 Bn
3 Kkr 85.87 Bn 133.39 Bn - 30.50 Bn
4 Apollo Global Management 79.90 Bn 98.63 Bn 5.04 Bn 53.75 Bn
5 State Street 46.62 Bn 20.95 Bn - -
6 Ameriprise Financial 42.78 Bn 42.65 Bn 4.57 Bn 8.75 Bn
7 Northern Trust 32.35 Bn 32.35 Bn - 12.99 Bn
8 Ares Management 30.25 Bn 33.62 Bn - 12.75 Bn
9 Raymond James Financial 30.24 Bn 18.99 Bn - 12.57 Bn
10 Brookfield - - 4.44 Bn -183.00 Mn

Historic Data

Download Data
DateValue
Mar 31, 2026 -183.00 Mn
Dec 31, 2025 14.30 Bn
Sep 30, 2025 -555.00 Mn
Jun 30, 2025 14.97 Bn
Mar 31, 2025 -179.00 Mn
Dec 31, 2024 14.23 Bn
Sep 30, 2024 -544.00 Mn
Jun 30, 2024 354.00 Mn
Mar 31, 2024 13.78 Bn
Dec 31, 2023 12.16 Bn
Sep 30, 2023 -454.00 Mn
Jun 30, 2023 -290.00 Mn
Mar 31, 2023 -136.00 Mn
Dec 31, 2022 11.39 Bn
Sep 30, 2022 11.30 Bn
Jun 30, 2022 -241.00 Mn
Mar 31, 2022 11.15 Bn
Dec 31, 2021 10.88 Bn
Sep 30, 2021 10.31 Bn
Jun 30, 2021 197.98 Bn