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| Date | Value |
|---|---|
| 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 |