State Street (STT) Long-Term Investments (2009 - 2026)

State Street (STT) posted Long-Term Investments of $3.9 billion for Q1 2026, up 3.36% on a QoQ basis from $3.8 billion in Q4 2025, and up 198.38% year-over-year from $1.3 billion in Q1 2025.

State Street (STT) Long-Term Investments (2009 - 2026) Analysis & Trends

State Street's Long-Term Investments history runs 18 years deep, the most recent figure standing at $3.9 billion for Q1 2026.

  • Quarterly Long-Term Investments rose 198.38% year-over-year to $3.9 billion in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $3.9 billion (up 198.38% YoY) and the FY2025 annual result came in at $3.8 billion, up 260.87% from the prior year.
  • Long-Term Investments was $3.9 billion for Q1 2026 at State Street, up from $3.8 billion in the prior quarter.
  • Across five years, Long-Term Investments topped out at $3.9 billion in Q1 2026 and bottomed at $4.0 million in Q1 2023.
  • A 5-year average of $1.6 billion and a median of $1.2 billion in 2023 frame the typical range for Long-Term Investments.
  • Annual changes were most pronounced in 2022 — Long-Term Investments plunged 95.28% — and 2024, when it jumped 74625.0%.
  • State Street's Long-Term Investments stood at $3.2 billion in 2022, then sank by 64.56% to $1.2 billion in 2023, then slipped by 9.57% to $1.0 billion in 2024, then soared by 260.87% to $3.8 billion in 2025, then grew by 3.36% to $3.9 billion in 2026.
  • Business Quant data shows STT's Long-Term Investments at $3.9 billion in Q1 2026, $3.8 billion in Q4 2025, and $3.3 billion in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Long-Term Investments (Qtr)
1 Brookfield 1,236.60 Bn 1,311.20 Bn 18.56 Bn 82.87 Bn
2 BlackRock 161.01 Bn 148.08 Bn - 14.57 Bn
3 Blackstone 97.77 Bn 96.72 Bn - 32.75 Bn
4 Apollo Global Management 70.80 Bn 90.38 Bn -409.00 Mn 2.28 Bn
5 State Street 51.30 Bn 51.30 Bn - 3.88 Bn
6 Ameriprise Financial 48.54 Bn 39.27 Bn 4.57 Bn 58.97 Bn
7 Northern Trust 32.93 Bn 32.93 Bn - -
8 Raymond James Financial 32.59 Bn 17.67 Bn - 399.00 Mn
9 Price T Rowe 24.70 Bn 21.13 Bn - 3.17 Bn
10 Principal Financial 23.31 Bn -27.00 Bn -463.00 Mn 2.34 Bn

Historic Data

Download Data
DateValue
Mar 31, 2026 3.88 Bn
Dec 31, 2025 3.75 Bn
Sep 30, 2025 3.34 Bn
Jun 30, 2025 3.34 Bn
Mar 31, 2025 1.30 Bn
Dec 31, 2024 1.04 Bn
Sep 30, 2024 200.00 Mn
Jun 30, 2024 1.32 Bn
Mar 31, 2024 2.99 Bn
Dec 31, 2023 1.15 Bn
Sep 30, 2023 968.00 Mn
Jun 30, 2023 7.00 Mn
Mar 31, 2023 4.00 Mn
Dec 31, 2022 3.25 Bn
Sep 30, 2022 174.00 Mn
Jun 30, 2022 15.00 Mn
Mar 31, 2022 6.00 Mn
Dec 31, 2021 544.00 Mn
Sep 30, 2021 532.00 Mn
Jun 30, 2021 2.00 Mn