State Street (STT) Investment Gain (Loss) (2009 - 2026)
State Street's (STT) quarterly Investment Gain (Loss) came in at $1.0 million in Q1 2026, down 66.67% on a QoQ basis from $3.0 million in Q4 2025.
State Street (STT) Investment Gain (Loss) (2009 - 2026) Analysis & Trends
State Street (STT) has 17 years of Investment Gain (Loss) data on file, last reported at $1.0 million in Q1 2026.
- Quarterly Investment Gain (Loss) changed N/A year-over-year to $1.0 million in Q1 2026, while the trailing twelve-month figure through Jun 2026 was $5.0 million (up 106.33% YoY) and the FY2025 annual result came in at $4.0 million, up 105.06% from the prior year.
- Investment Gain (Loss) retreated to $1.0 million in Q1 2026, from $3.0 million in the prior quarter.
- In the past five years, Investment Gain (Loss) ranged from a high of $3.0 million in Q4 2025 to a low of -$294.0 million in Q3 2023.
- A 5-year average of -$46.2 million and a median of $0.0 in 2022 frame the typical range for Investment Gain (Loss).
- Annual changes were most pronounced in 2024 — Investment Gain (Loss) surged 72.79% — and 2025, when it surged 200.0%.
- Tracing STT's Investment Gain (Loss) over 5 years: stood at -$1.0 million in 2022, then slumped by 29300.0% to -$294.0 million in 2023, then surged by 100.34% to $1.0 million in 2024, then surged by 200.0% to $3.0 million in 2025, then slumped by 66.67% to $1.0 million in 2026.
- The last three Investment Gain (Loss) figures came in at $1.0 million (Q1 2026), $3.0 million (Q4 2025), and $1.0 million (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Investment Gain (Loss) (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 179.54 Bn | 165.67 Bn | - | - |
| 2 | Blackstone | 114.83 Bn | 112.32 Bn | - | - |
| 3 | Kkr | 97.26 Bn | -179.81 Bn | - | - |
| 4 | Brookfield | 93.07 Bn | 45.66 Bn | - | - |
| 5 | Brookfield Asset Management | 83.46 Bn | 81.96 Bn | - | - |
| 6 | Apollo Global Management | 78.41 Bn | 53.04 Bn | 10.54 Bn | - |
| 7 | State Street | 51.66 Bn | 51.66 Bn | - | - |
| 8 | Ameriprise Financial | 51.12 Bn | 40.07 Bn | 4.72 Bn | - |
| 9 | Raymond James Financial | 33.99 Bn | 20.74 Bn | - | - |
| 10 | Northern Trust | 33.87 Bn | 33.87 Bn | - | -73.90 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 1.00 Mn |
| Dec 31, 2025 | 3.00 Mn |
| Sep 30, 2025 | 1.00 Mn |
| Dec 31, 2024 | 1.00 Mn |
| Sep 30, 2024 | -80.00 Mn |
| Sep 30, 2023 | -294.00 Mn |
| Jun 30, 2022 | -1.00 Mn |
| Mar 31, 2022 | -1.00 Mn |
| Dec 31, 2021 | 58.00 Mn |
| Sep 30, 2021 | -1.00 Mn |
| Dec 31, 2020 | 2.00 Mn |
| Mar 31, 2020 | 2.00 Mn |
| Dec 31, 2019 | 1.00 Mn |
| Dec 31, 2018 | 1.00 Mn |
| Jun 30, 2018 | 9.00 Mn |
| Mar 31, 2018 | -1.00 Mn |
| Dec 31, 2017 | 113.00 Mn |
| Sep 30, 2017 | 1.00 Mn |
| Sep 30, 2015 | 15.00 Mn |
| Jun 30, 2015 | 41.00 Mn |