F&G Annuities & Life (FG) Invested Capital (2021 - 2026)
F&G Annuities & Life's (FG) quarterly Invested Capital came in at $6.9 billion in Q2 2026, up 2.08% year-over-year from $6.8 billion in Q2 2025, and down 0.77% quarter-over-quarter from $7.0 billion in Q1 2026.
Analysis
F&G Annuities & Life (FG) Invested Capital (2021 - 2026) Analysis & Trends
F&G Annuities & Life has disclosed Invested Capital across 6 years of filings, most recently posting $6.9 billion for Q2 2026.
- In Q2 2026, Invested Capital rose 2.08% year-over-year to $6.9 billion; the TTM figure through Jun 2026 stood at $6.9 billion (up 2.08% YoY), while the FY2025 annual figure was $7.2 billion, up 14.52% from the prior year.
- Invested Capital came in at $6.9 billion for Q2 2026 at F&G Annuities & Life, down from $7.0 billion in the prior quarter.
- In the past five years, Invested Capital ranged from a high of $7.2 billion in Q3 2025 to a low of $3.5 billion in Q4 2022.
- Average Invested Capital over 5 years is $5.7 billion, with a median of $6.2 billion recorded in 2024.
- Year-over-year, Invested Capital plunged 41.46% in 2022 and jumped 65.26% in 2024.
- Over 5 years, Invested Capital stood at $3.5 billion in 2022, then soared by 38.02% to $4.9 billion in 2023, then advanced by 28.62% to $6.2 billion in 2024, then climbed by 14.52% to $7.2 billion in 2025, then slipped by 3.09% to $6.9 billion in 2026.
- Per Business Quant data, the three most recent Invested Capital figures were $6.9 billion in Q2 2026, $7.0 billion in Q1 2026, and $7.2 billion in Q4 2025.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Metlife | 62.16 Bn | 34.84 Bn | 7.82 Bn | 33.81 Bn |
| 2 | Manulife Financial | 24.69 Bn | 25.90 Bn | - | 51.93 Bn |
| 3 | Equitable Holdings | 14.62 Bn | -4.31 Bn | 1.22 Bn | 4.70 Bn |
| 4 | Jackson Financial | 9.71 Bn | 3.72 Bn | - | 13.33 Bn |
| 5 | Corebridge Financial | 9.48 Bn | -296.14 Bn | 2.79 Bn | - |
| 6 | Primerica | 9.02 Bn | 8.38 Bn | 717.74 Mn | 3.68 Bn |
| 7 | Sun Life Financial | 8.56 Bn | 3.96 Bn | - | 27.72 Bn |
| 8 | Brookfield Wealth Solutions | 8.52 Bn | -4.26 Bn | 1.92 Bn | 19.01 Bn |
| 9 | Lincoln National | 8.41 Bn | -3.27 Bn | 2.62 Bn | 18.61 Bn |
| 10 | F&G Annuities & Life | 3.07 Bn | 417.40 Mn | 1.38 Bn | 6.93 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 6.93 Bn |
| Mar 31, 2026 | 6.99 Bn |
| Dec 31, 2025 | 7.15 Bn |
| Sep 30, 2025 | 7.18 Bn |
| Jun 30, 2025 | 6.79 Bn |
| Mar 31, 2025 | 6.72 Bn |
| Dec 31, 2024 | 6.25 Bn |
| Sep 30, 2024 | 6.51 Bn |
| Jun 30, 2024 | 5.83 Bn |
| Mar 31, 2024 | 5.43 Bn |
| Dec 31, 2023 | 4.86 Bn |
| Sep 30, 2023 | 3.94 Bn |
| Jun 30, 2023 | 4.09 Bn |
| Mar 31, 2023 | 4.06 Bn |
| Dec 31, 2022 | 3.52 Bn |
| Dec 31, 2021 | 6.01 Bn |