Capital Southwest (CSWC) Assets (2011 - 2026)
Capital Southwest (CSWC) recorded quarterly Assets of $2.2 billion in Q1 2026, up 2.91% quarter-over-quarter from $2.1 billion in Q4 2025, and up 15.65% on a YoY basis from $1.9 billion in Q1 2025.
Capital Southwest (CSWC) Assets (2011 - 2026) Analysis & Trends
Capital Southwest's Assets history runs 8 years deep, the most recent figure standing at $2.2 billion for Q1 2026.
- In Q1 2026, Assets rose 15.65% year-over-year to $2.2 billion; the TTM figure through Mar 2026 stood at $2.2 billion (up 15.65% YoY), while the FY2026 annual figure was $2.2 billion, up 15.65% from the prior year.
- Assets was $2.2 billion for Q1 2026 at Capital Southwest, up from $2.1 billion in the prior quarter.
- In the past five years, Assets ranged from a high of $2.2 billion in Q1 2026 to a low of $974.0 million in Q1 2022.
- Historically, Assets has averaged $1.6 billion across 5 years, with a median of $1.6 billion in 2024.
- The sharpest annual moves came in 2023 and 2024: Assets climbed 29.13% in 2023, then gained 13.24% in 2024.
- A 5-year view of Assets shows it stood at $1.2 billion in 2022, then increased by 18.91% to $1.4 billion in 2023, then climbed by 25.15% to $1.8 billion in 2024, then grew by 18.27% to $2.1 billion in 2025, then rose by 2.91% to $2.2 billion in 2026.
- The last three Assets figures came in at $2.2 billion (Q1 2026), $2.1 billion (Q4 2025), and $2.0 billion (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 163.18 Bn | 153.56 Bn | - | 170.24 Bn |
| 2 | Blackstone | 96.85 Bn | 95.80 Bn | - | 48.33 Bn |
| 3 | Kkr | 86.45 Bn | 133.96 Bn | - | 412.08 Bn |
| 4 | Apollo Global Management | 82.30 Bn | 101.04 Bn | 5.04 Bn | 467.53 Bn |
| 5 | State Street | 46.95 Bn | 21.27 Bn | - | 392.17 Bn |
| 6 | Ameriprise Financial | 43.65 Bn | 43.52 Bn | 4.57 Bn | 184.45 Bn |
| 7 | Northern Trust | 31.92 Bn | 31.92 Bn | - | 174.57 Bn |
| 8 | Raymond James Financial | 30.62 Bn | 19.37 Bn | - | 91.94 Bn |
| 9 | Ares Management | 29.04 Bn | 32.41 Bn | - | 28.39 Bn |
| 10 | Capital Southwest | 1.30 Bn | 1.27 Bn | - | 2.18 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 2.18 Bn |
| Dec 31, 2025 | 2.12 Bn |
| Sep 30, 2025 | 2.02 Bn |
| Jun 30, 2025 | 1.88 Bn |
| Mar 31, 2025 | 1.88 Bn |
| Dec 31, 2024 | 1.79 Bn |
| Sep 30, 2024 | 1.60 Bn |
| Jun 30, 2024 | 1.54 Bn |
| Mar 31, 2024 | 1.56 Bn |
| Dec 31, 2023 | 1.43 Bn |
| Sep 30, 2023 | 1.42 Bn |
| Jun 30, 2023 | 1.34 Bn |
| Mar 31, 2023 | 1.26 Bn |
| Dec 31, 2022 | 1.20 Bn |
| Sep 30, 2022 | 1.11 Bn |
| Mar 31, 2022 | 973.96 Mn |
| Mar 31, 2013 | 659.78 Mn |
| Dec 31, 2012 | 635.21 Mn |
| Sep 30, 2012 | 606.56 Mn |
| Jun 30, 2012 | 562.14 Mn |