U S Global Investors (GROW) Invested Capital (2011 - 2026)
U S Global Investors (GROW) recorded quarterly Invested Capital of $46.1 million in Q1 2026, up 4.23% quarter-over-quarter from $44.3 million in Q4 2025, and little changed year-on-year from $46.1 million in Q1 2025.
U S Global Investors (GROW) Invested Capital (2011 - 2026) Analysis & Trends
U S Global Investors has disclosed Invested Capital across 16 years of filings, most recently posting $46.1 million for Q1 2026.
- For the quarter ending Q1 2026, Invested Capital changed 0.02% year-over-year to $46.1 million; the trailing twelve-month figure through Mar 2026 stood at $46.1 million (changed 0.02% YoY), and the FY2025 full-year result was $45.2 million, down 7.81% from the prior year.
- Invested Capital was $46.1 million for Q1 2026 at U S Global Investors, up from $44.3 million in the prior quarter.
- Over five years, Invested Capital peaked at $57.2 million in Q1 2022 and troughed at $131000.0 in Q3 2025.
- The 5-year median for Invested Capital is $49.7 million (2024), against an average of $44.1 million.
- The sharpest annual moves came in 2022 and 2024: Invested Capital gained 3.75% in 2022, then tumbled 99.06% in 2024.
- Year by year, Invested Capital stood at $52.0 million in 2022, then retreated by 2.38% to $50.8 million in 2023, then retreated by 6.81% to $47.3 million in 2024, then slipped by 6.46% to $44.3 million in 2025, then increased by 4.23% to $46.1 million in 2026.
- Per Business Quant data, the three most recent Invested Capital figures were $46.1 million in Q1 2026, $44.3 million in Q4 2025, and $131000.0 in Q3 2025.
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 | U S Global Investors | 38.31 Mn | 36.31 Mn | - | 46.13 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 46.13 Mn |
| Dec 31, 2025 | 44.26 Mn |
| Sep 30, 2025 | 131,000.00 |
| Jun 30, 2025 | 45.22 Mn |
| Mar 31, 2025 | 46.12 Mn |
| Dec 31, 2024 | 47.31 Mn |
| Sep 30, 2024 | 475,000.00 |
| Jun 30, 2024 | 49.05 Mn |
| Mar 31, 2024 | 49.72 Mn |
| Dec 31, 2023 | 50.77 Mn |
| Sep 30, 2023 | 50.59 Mn |
| Jun 30, 2023 | 52.09 Mn |
| Mar 31, 2023 | 52.52 Mn |
| Dec 31, 2022 | 52.01 Mn |
| Sep 30, 2022 | 52.98 Mn |
| Jun 30, 2022 | 53.70 Mn |
| Mar 31, 2022 | 57.19 Mn |
| Dec 31, 2021 | 59.03 Mn |
| Sep 30, 2021 | 56.06 Mn |
| Jun 30, 2021 | 54.32 Mn |