Northern Trust (NTRS) Invested Capital (2009 - 2026)
Northern Trust recorded quarterly Invested Capital of $13.0 billion in Q1 2026, little changed quarter-over-quarter from $13.0 billion in Q4 2025, and up 0.84% year-over-year from $12.9 billion in Q1 2025.
Northern Trust's Invested Capital history runs 18 years deep, the most recent figure standing at $13.0 billion for Q1 2026.
- In Q1 2026, Invested Capital rose 0.84% year-over-year to $13.0 billion; the TTM figure through Mar 2026 stood at $13.0 billion (up 0.84% YoY), while the FY2025 annual figure was $13.0 billion, up 1.33% from the prior year.
- Invested Capital came in at $13.0 billion for Q1 2026 at Northern Trust, roughly flat from $13.0 billion in the prior quarter.
- In the past five years, Invested Capital ranged from a high of $13.0 billion in Q1 2026 to a low of $11.0 billion in Q3 2022.
- A 5-year average of $12.2 billion and a median of $12.1 billion in 2024 frame the typical range for Invested Capital.
- Across the five-year window, Invested Capital slipped 7.3% in 2022 and advanced 8.77% in 2024, its largest moves.
- Northern Trust's Invested Capital stood at $11.3 billion in 2022, then gained by 5.67% to $11.9 billion in 2023, then rose by 7.48% to $12.8 billion in 2024, then rose by 1.33% to $13.0 billion in 2025, then rose by 0.23% to $13.0 billion in 2026.
- According to Business Quant data, Invested Capital over the past three periods registered $13.0 billion, $13.0 billion, and $13.0 billion for Q1 2026, Q4 2025, and Q3 2025 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 158.51 Bn | 148.89 Bn | - | 69.22 Bn |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - | 8.37 Bn |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - | 30.50 Bn |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - | 8.59 Bn |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn | 53.75 Bn |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - | - |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn | 8.75 Bn |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - | 12.99 Bn |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - | 12.75 Bn |
| 10 | Raymond James Financial | 28.62 Bn | 17.38 Bn | - | 12.57 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 12.99 Bn |
| Dec 31, 2025 | 12.96 Bn |
| Sep 30, 2025 | 12.96 Bn |
| Jun 30, 2025 | 12.87 Bn |
| Mar 31, 2025 | 12.88 Bn |
| Dec 31, 2024 | 12.79 Bn |
| Sep 30, 2024 | 12.75 Bn |
| Jun 30, 2024 | 12.66 Bn |
| Mar 31, 2024 | 12.10 Bn |
| Dec 31, 2023 | 11.90 Bn |
| Sep 30, 2023 | 11.85 Bn |
| Jun 30, 2023 | 11.64 Bn |
| Mar 31, 2023 | 11.59 Bn |
| Dec 31, 2022 | 11.26 Bn |
| Sep 30, 2022 | 11.03 Bn |
| Jun 30, 2022 | 11.07 Bn |
| Mar 31, 2022 | 11.41 Bn |
| Dec 31, 2021 | 12.02 Bn |
| Sep 30, 2021 | 11.90 Bn |
| Jun 30, 2021 | 11.82 Bn |
| Mar 31, 2021 | 11.46 Bn |
| Dec 31, 2020 | 11.69 Bn |
| Sep 30, 2020 | 11.58 Bn |
| Jun 30, 2020 | 11.38 Bn |
| Mar 31, 2020 | 10.88 Bn |
| Dec 31, 2019 | 11.08 Bn |
| Sep 30, 2019 | 10.81 Bn |
| Jun 30, 2019 | 10.81 Bn |
| Mar 31, 2019 | 10.62 Bn |
| Dec 31, 2018 | 10.51 Bn |
| Sep 30, 2018 | 10.36 Bn |
| Jun 30, 2018 | 10.36 Bn |
| Mar 31, 2018 | 10.23 Bn |
| Dec 31, 2017 | 10.22 Bn |
| Sep 30, 2017 | 10.17 Bn |
| Jun 30, 2017 | 10.07 Bn |
| Mar 31, 2017 | 9.98 Bn |
| Dec 31, 2016 | 9.77 Bn |
| Sep 30, 2016 | 408.60 Mn |
| Jun 30, 2016 | 8.95 Bn |
| Mar 31, 2016 | 8.83 Bn |
| Dec 31, 2015 | 8.24 Bn |
| Sep 30, 2015 | 8.78 Bn |
| Jun 30, 2015 | 8.75 Bn |
| Mar 31, 2015 | 8.61 Bn |
| Dec 31, 2014 | -319.70 Mn |
| Sep 30, 2014 | 8.54 Bn |
| Dec 31, 2013 | 2.90 Mn |
| Dec 31, 2012 | 408.60 Mn |
| Dec 31, 2011 | -345.60 Mn |
| Dec 31, 2010 | 2.73 Bn |
| Dec 31, 2009 | 2.84 Bn |