U S Global Investors (GROW) Assets Average (2011 - 2026)
U S Global Investors (GROW) recorded quarterly Assets Average of $48.1 million in Q1 2026, little changed quarter-over-quarter from $48.1 million in Q4 2025, and down 2.76% year-on-year from $49.4 million in Q1 2025.
U S Global Investors (GROW) Assets Average (2011 - 2026) Analysis & Trends
U S Global Investors has disclosed Assets Average across 16 years of filings, most recently posting $48.1 million for Q1 2026.
- For the quarter ending Q1 2026, Assets Average fell 2.76% year-over-year to $48.1 million; the trailing twelve-month figure through Mar 2026 stood at $48.1 million (down 2.76% YoY), and the FY2025 full-year result was $50.0 million, down 7.07% from the prior year.
- Assets Average was $48.1 million for Q1 2026 at U S Global Investors, roughly flat from $48.1 million in the prior quarter.
- Over five years, Assets Average peaked at $63.4 million in Q1 2022 and troughed at $48.1 million in Q1 2026.
- The 5-year median for Assets Average is $53.2 million (2024), against an average of $53.4 million.
- The sharpest annual moves came in 2022 and 2023: Assets Average rose 16.21% in 2022, then retreated 12.64% in 2023.
- Year by year, Assets Average stood at $56.0 million in 2022, then declined by 3.76% to $53.9 million in 2023, then decreased by 6.06% to $50.6 million in 2024, then fell by 4.98% to $48.1 million in 2025, then decreased by 0.01% to $48.1 million in 2026.
- Per Business Quant data, the three most recent Assets Average figures were $48.1 million in Q1 2026, $48.1 million in Q4 2025, and $48.5 million in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 163.18 Bn | 153.56 Bn | - | 170.12 Bn |
| 2 | Blackstone | 96.85 Bn | 95.80 Bn | - | 48.02 Bn |
| 3 | Kkr | 86.45 Bn | 133.96 Bn | - | 411.11 Bn |
| 4 | Apollo Global Management | 82.30 Bn | 101.04 Bn | 5.04 Bn | 464.24 Bn |
| 5 | State Street | 46.95 Bn | 21.27 Bn | - | 379.11 Bn |
| 6 | Ameriprise Financial | 43.65 Bn | 43.52 Bn | 4.57 Bn | 187.68 Bn |
| 7 | Northern Trust | 31.92 Bn | 31.92 Bn | - | 175.85 Bn |
| 8 | Raymond James Financial | 30.62 Bn | 19.37 Bn | - | 90.35 Bn |
| 9 | Ares Management | 29.04 Bn | 32.41 Bn | - | 28.51 Bn |
| 10 | U S Global Investors | 38.31 Mn | 36.31 Mn | - | 48.07 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 48.07 Mn |
| Dec 31, 2025 | 48.08 Mn |
| Sep 30, 2025 | 48.50 Mn |
| Jun 30, 2025 | 48.41 Mn |
| Mar 31, 2025 | 49.43 Mn |
| Dec 31, 2024 | 50.60 Mn |
| Sep 30, 2024 | 51.52 Mn |
| Jun 30, 2024 | 52.37 Mn |
| Mar 31, 2024 | 53.20 Mn |
| Dec 31, 2023 | 53.86 Mn |
| Sep 30, 2023 | 54.88 Mn |
| Jun 30, 2023 | 55.71 Mn |
| Mar 31, 2023 | 55.35 Mn |
| Dec 31, 2022 | 55.97 Mn |
| Sep 30, 2022 | 57.67 Mn |
| Jun 30, 2022 | 60.44 Mn |
| Mar 31, 2022 | 63.35 Mn |
| Dec 31, 2021 | 63.05 Mn |
| Sep 30, 2021 | 62.10 Mn |
| Jun 30, 2021 | 64.55 Mn |