KPIs & Operating Metrics(New)

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

State Street posted quarterly Long-Term Investments of $586.0 million for Q1 2026, down 82.89% year-on-year from $3.4 billion in Q1 2025, and down 84.39% on a QoQ basis from $3.8 billion in Q4 2025.

State Street (STT) has 18 years of Long-Term Investments data on file, last reported at $586.0 million in Q1 2026.

  • For the quarter ending Q1 2026, Long-Term Investments fell 82.89% year-over-year to $586.0 million; the trailing twelve-month figure through Mar 2026 stood at $586.0 million (down 82.89% YoY), and the FY2025 full-year result was $3.8 billion, up 13.14% from the prior year.
  • Long-Term Investments for Q1 2026 stood at $586.0 million, down from $3.8 billion in the prior quarter.
  • Across five years, Long-Term Investments topped out at $3.8 billion in Q4 2025 and bottomed at $4.0 million in Q1 2023.
  • The 5-year median for Long-Term Investments is $456.0 million (2025), against an average of $1.3 billion.
  • The widest annual swing landed in 2022, when Long-Term Investments tumbled 95.28%; it then soared 4700.0% in 2024.
  • A 5-year view of Long-Term Investments shows it stood at $179.0 million in 2022, then soared by 1565.36% to $3.0 billion in 2023, then rose by 11.27% to $3.3 billion in 2024, then increased by 13.14% to $3.8 billion in 2025, then plunged by 84.39% to $586.0 million in 2026.
  • The last three Long-Term Investments figures came in at $586.0 million (Q1 2026), $3.8 billion (Q4 2025), and $479.0 million (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Long-Term Investments (Qtr)
1 BlackRock 158.51 Bn 148.89 Bn - 14.57 Bn
2 Blackstone 92.68 Bn 91.63 Bn - 32.75 Bn
3 Kkr 84.94 Bn 132.45 Bn - 77.47 Bn
4 Brookfield Asset Management 77.34 Bn 77.68 Bn - 2.39 Bn
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn 3.10 Bn
6 State Street 44.42 Bn 18.75 Bn - 586.00 Mn
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn 2.51 Bn
8 Northern Trust 31.21 Bn 31.21 Bn - -
9 Ares Management 28.85 Bn 32.22 Bn - -1.48 Bn
10 Raymond James Financial 28.62 Bn 17.38 Bn - 399.00 Mn

Historic Data

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DateValue
Mar 31, 2026 586.00 Mn
Dec 31, 2025 3.75 Bn
Sep 30, 2025 479.00 Mn
Jun 30, 2025 456.00 Mn
Mar 31, 2025 3.42 Bn
Dec 31, 2024 3.32 Bn
Sep 30, 2024 3.16 Bn
Jun 30, 2024 196.00 Mn
Mar 31, 2024 192.00 Mn
Dec 31, 2023 2.98 Bn
Sep 30, 2023 2.84 Bn
Jun 30, 2023 7.00 Mn
Mar 31, 2023 4.00 Mn
Dec 31, 2022 179.00 Mn
Sep 30, 2022 174.00 Mn
Jun 30, 2022 15.00 Mn
Mar 31, 2022 6.00 Mn
Dec 31, 2021 109.00 Mn
Sep 30, 2021 3.14 Bn
Jun 30, 2021 2.00 Mn
Mar 31, 2021 127.00 Mn
Dec 31, 2020 3.10 Bn
Sep 30, 2020 3.51 Bn
Jun 30, 2020 2.79 Bn
Mar 31, 2020 2.72 Bn
Dec 31, 2019 2.90 Bn
Sep 30, 2019 3.06 Bn
Jun 30, 2019 2.12 Bn
Mar 31, 2019 1.34 Bn
Dec 31, 2018 2.88 Bn
Jun 30, 2018 1.50 Bn
Mar 31, 2018 1.32 Bn
Dec 31, 2017 2.26 Bn
Jun 30, 2017 1.35 Bn
Mar 31, 2017 1.27 Bn
Dec 31, 2016 2.36 Bn
Jun 30, 2016 2.40 Bn
Mar 31, 2016 2.84 Bn
Dec 31, 2015 2.03 Bn
Jun 30, 2015 4.04 Bn
Mar 31, 2015 5.36 Bn
Dec 31, 2014 1.80 Bn
Jun 30, 2014 5.76 Bn
Mar 31, 2014 6.07 Bn
Dec 31, 2013 1.64 Bn
Sep 30, 2013 1.47 Bn
Jun 30, 2013 6.89 Bn
Mar 31, 2013 6.57 Bn
Dec 31, 2012 1.41 Bn
Sep 30, 2012 1.20 Bn
Jun 30, 2012 6.93 Bn
Mar 31, 2012 6.82 Bn
Dec 31, 2011 1.06 Bn
Sep 30, 2011 1.00 Bn
Jun 30, 2011 7.40 Bn
Mar 31, 2011 6.86 Bn
Dec 31, 2010 927.00 Mn
Sep 30, 2010 929.00 Mn
Jun 30, 2010 920.00 Mn
Dec 31, 2009 886.00 Mn