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 | 75.05 Bn | 67.97 Bn | - | 11.74 Bn |
| 2 | Aflac | 63.80 Bn | 58.14 Bn | 2.51 Bn | 7.91 Bn |
| 3 | Metlife | 60.34 Bn | 44.39 Bn | 256.00 Mn | 14.45 Bn |
| 4 | Manulife Financial | 52.65 Bn | 53.78 Bn | - | - |
| 5 | Unum | 14.19 Bn | 4.23 Bn | 1.40 Bn | - |
| 6 | Primerica | 9.76 Bn | 9.08 Bn | 770.81 Mn | - |
| 7 | Jackson Financial | 8.17 Bn | 3.03 Bn | - | 54.00 Mn |
| 8 | Lincoln National | 7.81 Bn | -1.09 Bn | 3.25 Bn | 400.00 Mn |
| 9 | F&G Annuities & Life | 3.87 Bn | 1.67 Bn | 1.15 Bn | - |
| 10 | Genworth Financial | 3.84 Bn | 2.75 Bn | 553.00 Mn | - |
Historic Data
Download Data| Date | Value |
|---|---|
| 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 |