Brookfield Wealth Solutions (BNT) Cash & Current Investments (2020 - 2026)
Brookfield Wealth Solutions' (BNT) quarterly Cash & Current Investments came in at $12.8 billion in Q2 2026, down 38.02% year-over-year from $20.6 billion in Q2 2025, and down 25.73% quarter-over-quarter from $17.2 billion in Q1 2026.
Analysis
Brookfield Wealth Solutions (BNT) Cash & Current Investments (2020 - 2026) Analysis & Trends
Brookfield Wealth Solutions has disclosed Cash & Current Investments across 7 years of filings, most recently posting $12.8 billion for Q2 2026.
- In Q2 2026, Cash & Current Investments fell 38.02% year-over-year to $12.8 billion; the TTM figure through Jun 2026 stood at $12.8 billion (down 38.02% YoY), while the FY2025 annual figure was $13.1 billion, down 18.76% from the prior year.
- Cash & Current Investments came in at $12.8 billion for Q2 2026 at Brookfield Wealth Solutions, down from $17.2 billion in the prior quarter.
- In the past five years, Cash & Current Investments ranged from a high of $20.6 billion in Q2 2025 to a low of $2.1 billion in Q2 2022.
- Average Cash & Current Investments over 5 years is $10.8 billion, with a median of $11.3 billion recorded in 2023.
- Year-over-year, Cash & Current Investments soared 498.89% in 2022 and tumbled 38.02% in 2026.
- Over 5 years, Cash & Current Investments stood at $4.5 billion in 2022, then surged by 75.3% to $8.0 billion in 2023, then surged by 101.94% to $16.1 billion in 2024, then dropped by 18.76% to $13.1 billion in 2025, then decreased by 2.27% to $12.8 billion in 2026.
- Per Business Quant data, the three most recent Cash & Current Investments figures were $12.8 billion in Q2 2026, $17.2 billion in Q1 2026, and $13.1 billion in Q4 2025.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Cash & Current Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Manulife Financial | 75.56 Bn | 76.77 Bn | - | - |
| 2 | Metlife | 61.89 Bn | 34.88 Bn | 7.82 Bn | 27.32 Bn |
| 3 | Sun Life Financial | 45.01 Bn | 40.41 Bn | - | 1.17 Bn |
| 4 | Globe Life | 16.00 Bn | 15.24 Bn | 801.48 Mn | 198.33 Mn |
| 5 | Equitable Holdings | 14.74 Bn | -2.55 Bn | 1.22 Bn | 18.93 Bn |
| 6 | Brookfield Wealth Solutions | 12.45 Bn | 11.71 Mn | 1.92 Bn | 12.78 Bn |
| 7 | Corebridge Financial | 9.60 Bn | -296.03 Bn | 2.79 Bn | 305.63 Bn |
| 8 | Jackson Financial | 9.04 Bn | 3.56 Bn | - | 5.99 Bn |
| 9 | Primerica | 8.98 Bn | 8.35 Bn | 717.74 Mn | 633.00 Mn |
| 10 | Lincoln National | 8.08 Bn | -3.60 Bn | 2.62 Bn | 11.68 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 12.78 Bn |
| Mar 31, 2026 | 17.21 Bn |
| Dec 31, 2025 | 13.08 Bn |
| Sep 30, 2025 | 20.41 Bn |
| Jun 30, 2025 | 20.62 Bn |
| Mar 31, 2025 | 11.73 Bn |
| Dec 31, 2024 | 16.10 Bn |
| Sep 30, 2024 | 19.00 Bn |
| Jun 30, 2024 | 17.25 Bn |
| Mar 31, 2024 | 7.08 Bn |
| Dec 31, 2023 | 7.97 Bn |
| Sep 30, 2023 | 3.39 Bn |
| Jun 30, 2023 | 10.88 Bn |
| Mar 31, 2023 | 4.99 Bn |
| Dec 31, 2022 | 4.55 Bn |
| Sep 30, 2022 | 3.23 Bn |
| Jun 30, 2022 | 2.11 Bn |
| Mar 31, 2022 | 2.41 Bn |
| Dec 31, 2021 | 3.77 Bn |
| Sep 30, 2021 | 539.00 Mn |