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
DateValue
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