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
DateValue
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