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
DateValue
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