FG Nexus (FGNX) Invested Capital (2013 - 2026)

FG Nexus (FGNX) recorded quarterly Invested Capital of $92.6 million in Q1 2026, down 36.31% quarter-over-quarter from $145.4 million in Q4 2025, and up 43.84% on a YoY basis from $64.4 million in Q1 2025.

FG Nexus (FGNX) Invested Capital (2013 - 2026) Analysis & Trends

FG Nexus' Invested Capital history runs 14 years deep, the most recent figure standing at $92.6 million for Q1 2026.

  • In Q1 2026, Invested Capital rose 43.84% year-over-year to $92.6 million; the TTM figure through Mar 2026 stood at $92.6 million (up 43.84% YoY), while the FY2025 annual figure was $145.4 million, up 93.03% from the prior year.
  • Invested Capital was $92.6 million for Q1 2026 at FG Nexus, down from $145.4 million in the prior quarter.
  • In the past five years, Invested Capital ranged from a high of $232.9 million in Q3 2025 to a low of $27.7 million in Q2 2022.
  • Historically, Invested Capital has averaged $70.5 million across 5 years, with a median of $60.9 million in 2024.
  • The sharpest annual moves came in 2022 and 2025: Invested Capital declined 26.43% in 2022, then surged 178.74% in 2025.
  • A 5-year view of Invested Capital shows it stood at $46.7 million in 2022, then declined by 18.01% to $38.3 million in 2023, then jumped by 96.74% to $75.3 million in 2024, then jumped by 93.03% to $145.4 million in 2025, then plunged by 36.31% to $92.6 million in 2026.
  • The last three Invested Capital figures came in at $92.6 million (Q1 2026), $145.4 million (Q4 2025), and $232.9 million (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Invested Cap. (Qtr)
1 BlackRock 163.18 Bn 153.56 Bn - 69.22 Bn
2 Blackstone 96.85 Bn 95.80 Bn - 8.37 Bn
3 Kkr 86.45 Bn 133.96 Bn - 30.50 Bn
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn 53.75 Bn
5 State Street 46.95 Bn 21.27 Bn - -
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn 8.75 Bn
7 Northern Trust 31.92 Bn 31.92 Bn - 12.99 Bn
8 Raymond James Financial 30.62 Bn 19.37 Bn - 12.57 Bn
9 Ares Management 29.04 Bn 32.41 Bn - 12.75 Bn
10 FG Nexus - - - 92.61 Mn

Historic Data

Download Data
DateValue
Mar 31, 2026 92.61 Mn
Dec 31, 2025 145.41 Mn
Sep 30, 2025 232.94 Mn
Jun 30, 2025 70.37 Mn
Mar 31, 2025 64.39 Mn
Dec 31, 2024 75.33 Mn
Sep 30, 2024 83.57 Mn
Jun 30, 2024 60.87 Mn
Mar 31, 2024 71.97 Mn
Dec 31, 2023 38.29 Mn
Sep 30, 2023 38.28 Mn
Jun 30, 2023 40.31 Mn
Mar 31, 2023 42.74 Mn
Dec 31, 2022 46.70 Mn
Sep 30, 2022 37.69 Mn
Jun 30, 2022 27.71 Mn
Mar 31, 2022 29.80 Mn
Dec 31, 2021 34.01 Mn
Sep 30, 2021 32.39 Mn
Jun 30, 2021 37.67 Mn