Prudential (PUK) Invested Capital (2009 - 2025)

Prudential (PUK) posted quarterly Invested Capital of $11.7 billion for Q4 2025, up 4.22% year-on-year from $11.3 billion in Q4 2024, and up 4.22% on a QoQ basis from $11.3 billion in Q4 2024.

Prudential (PUK) Invested Capital (2009 - 2025) Analysis & Trends

Prudential (PUK) has reported Invested Capital for 11 consecutive years, with $11.7 billion the latest figure, recorded in Q4 2025.

  • Quarterly Invested Capital rose 4.22% year-over-year to $11.7 billion in Q4 2025, while the trailing twelve-month figure through Dec 2025 was $23.0 billion (up 51.38% YoY) and the FY2025 annual result came in at $11.7 billion, up 4.22% from the prior year.
  • Invested Capital improved to $11.7 billion in Q4 2025 per PUK's latest filing, from $11.3 billion in the prior quarter.
  • Over the last five years, Invested Capital for PUK reached as high as $11.7 billion in Q4 2025 and fell as low as $3.9 billion in Q4 2023.
  • A 5-year average of $6.9 billion and a median of $6.1 billion in 2021 frame the typical range for Invested Capital.
  • Annual changes were most pronounced in 2022 — Invested Capital slumped 33.39% — and 2024, when it surged 186.52%.
  • Year by year, Invested Capital stood at $6.1 billion in 2021, then slumped by 30.46% to $4.3 billion in 2022, then slipped by 7.7% to $3.9 billion in 2023, then jumped by 186.52% to $11.3 billion in 2024, then rose by 4.22% to $11.7 billion in 2025.
  • According to Business Quant data, Invested Capital over the past three periods registered $11.7 billion, $11.3 billion, and $3.9 billion for Q4 2025, Q4 2024, and Q4 2023 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Invested Cap. (Qtr)
1 Prudential 75.74 Bn 67.41 Bn - 11.74 Bn
2 Manulife Financial 73.69 Bn 73.69 Bn - -
3 Aflac 64.95 Bn 59.30 Bn 2.51 Bn 7.91 Bn
4 Metlife 62.10 Bn 45.95 Bn 256.00 Mn 14.45 Bn
5 Unum 14.20 Bn 4.24 Bn 1.40 Bn -
6 Primerica 10.02 Bn 9.35 Bn 770.81 Mn -
7 Jackson Financial 8.48 Bn 2.94 Bn - 54.00 Mn
8 Lincoln National 7.91 Bn -986.27 Mn 3.25 Bn 400.00 Mn
9 F&G Annuities & Life 3.93 Bn 1.61 Bn 1.15 Bn -
10 Genworth Financial 3.85 Bn 1.73 Bn 553.00 Mn -

Historic Data

Download Data
DateValue
Dec 31, 2025 11.74 Bn
Dec 31, 2024 11.27 Bn
Dec 31, 2023 3.93 Bn
Dec 31, 2022 4.26 Bn
Jun 30, 2022 4.27 Bn
Dec 31, 2021 6.13 Bn
Jun 30, 2021 6.40 Bn
Dec 31, 2020 6.63 Bn
Jun 30, 2020 6.50 Bn
Dec 31, 2019 5.59 Bn
Jun 30, 2019 9.57 Bn
Dec 31, 2018 9.86 Bn
Jun 30, 2018 8.67 Bn
Dec 31, 2017 8.34 Bn
Jun 30, 2017 8.45 Bn
Dec 31, 2016 8.45 Bn
Sep 30, 2009 8.20 Mn
Jun 30, 2009 10.84 Mn
Mar 31, 2009 7.18 Mn