Bank Of Montreal (BMO) Invested Capital (2009 - 2025)
Bank Of Montreal (BMO) posted quarterly Invested Capital of $61.8 billion for Q1 2026, little changed YoY from $61.7 billion in Q1 2025, and down 2.91% sequentially from $63.6 billion in Q4 2025.
Bank Of Montreal (BMO) Invested Capital (2009 - 2025) Analysis & Trends
Bank Of Montreal has disclosed Invested Capital across 15 years of filings, most recently posting $61.8 billion for Q1 2026.
- In Q1 2026, Invested Capital changed 0.13% year-over-year to $61.8 billion; the TTM figure through Jan 2026 stood at $61.8 billion (changed 0.13% YoY), while the FY2025 annual figure was $63.0 billion, up 1.58% from the prior year.
- Invested Capital retreated to $61.8 billion in Q1 2026, from $63.6 billion in the prior quarter.
- Over the last five years, Invested Capital for BMO reached as high as $63.6 billion in Q4 2025 and fell as low as $53.5 billion in Q4 2022.
- The 5-year median for Invested Capital is $59.5 billion (2024), against an average of $58.9 billion.
- Annual changes were most pronounced in 2024 — Invested Capital increased 10.01% — and 2026, when it rose 0.13%.
- A 5-year view of Invested Capital shows it stood at $53.5 billion in 2022, then grew by 4.95% to $56.2 billion in 2023, then advanced by 10.01% to $61.8 billion in 2024, then climbed by 2.89% to $63.6 billion in 2025, then slipped by 2.91% to $61.8 billion in 2026.
- According to Business Quant data, Invested Capital over the past three periods registered $61.8 billion, $63.6 billion, and $63.1 billion for Q1 2026, Q4 2025, and Q3 2025 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Hsbc Holdings | 1,641.64 Bn | 1,642.09 Bn | - | - |
| 2 | Bank Of America | 423.61 Bn | -183.09 Bn | 29.24 Bn | 626.63 Bn |
| 3 | Wells Fargo & Company | 264.70 Bn | 189.62 Bn | - | 362.34 Bn |
| 4 | Citigroup | 256.70 Bn | -1,928.30 Bn | 19.85 Bn | 529.65 Bn |
| 5 | UBS Group AG | 156.73 Bn | 156.73 Bn | - | 104.11 Bn |
| 6 | Bank of New York Mellon | 100.92 Bn | 44.00 Bn | - | 229.44 Bn |
| 7 | Jpmorgan Chase | 93.06 Bn | 120.14 Bn | - | 812.80 Bn |
| 8 | Sumitomo Mitsui Financial | 92.45 Bn | 93.39 Bn | - | 1,846.53 Bn |
| 9 | Bank of N.T. Butterfield & Son | 2.40 Bn | -454.67 Mn | 152.73 Mn | - |
| 10 | Bank Of Montreal | - | - | - | - |
Historic Data
Download Data| Date | Value |
|---|---|
| Oct 31, 2025 | 63.60 Bn |
| Oct 31, 2024 | 61.82 Bn |
| Oct 31, 2023 | 56.19 Bn |
| Oct 31, 2022 | 53.54 Bn |
| Oct 31, 2018 | 40.31 Bn |
| Oct 31, 2017 | 35.50 Bn |
| Oct 31, 2016 | 32.31 Bn |
| Oct 31, 2015 | 33.68 Bn |
| Jan 31, 2015 | 36.77 Bn |
| Oct 31, 2014 | 36.50 Bn |
| Jan 31, 2014 | 34.37 Bn |
| Oct 31, 2013 | 34.65 Bn |
| Apr 30, 2013 | 34.38 Bn |
| Apr 30, 2012 | 34.32 Bn |
| Jan 31, 2012 | 33.66 Bn |
| Oct 31, 2011 | 35.23 Bn |
| Jul 31, 2011 | 27.94 Bn |
| Mar 31, 2011 | 6.22 Bn |
| Oct 31, 2010 | 26.96 Bn |
| Oct 31, 2009 | 25.09 Bn |