State Street (STT) Long-Term Investments (2009 - 2026)
State Street's Long-Term Investments came in at $4.1 billion for Q2 2026, up 22.6% from $3.34 billion a year earlier and up 5.6% from the prior quarter.
Powered by 
Analysis
State Street (STT) Long-Term Investments (2009 - 2026) Analysis & Trends
At the end of FY2025, State Street's Long-Term Investments was $3.75 billion, up 13.1% from FY2024.
- Long-Term Investments carries a five-year compound annual growth rate of 3.9% (FY2020 to FY2025).
- Going back by year, Long-Term Investments was $3.32 billion in FY2024 (+11.3%), $2.98 billion in FY2023 (-8.1%), $3.25 billion in FY2022 (+2.6%) and $3.16 billion in FY2021 (+2.2%).
- The Q2 2026 figure represents the highest quarterly Long-Term Investments in data going back to Q4 2009.
- Year-over-year, Long-Term Investments has increased for nine consecutive quarters, with growth averaging 12.7% over the last eight quarters.
- The fastest year-over-year change in Long-Term Investments over five years came in Q2 2026 (growth of 22.6%), and the weakest in Q3 2023 (a decline of 12.6%).
- Business Quant data shows STT's Long-Term Investments at $3.88 billion (Q1 2026), $3.75 billion (Q4 2025) and $3.34 billion (Q3 2025) in the three quarters before Q2 2026.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Robinhood Markets | 101.35 Bn | 82.45 Bn | - | - |
| 2 | Bank of New York Mellon | 98.65 Bn | 38.02 Bn | - | - |
| 3 | Cme | 94.54 Bn | 94.54 Bn | - | - |
| 4 | Intercontinental Exchange | 84.23 Bn | 78.04 Bn | - | 136.00 Mn |
| 5 | Nasdaq | 50.77 Bn | 48.20 Bn | 1.50 Bn | - |
| 6 | State Street | 48.31 Bn | 48.31 Bn | - | 4.10 Bn |
| 7 | Interactive Brokers | 39.79 Bn | 33.24 Bn | - | - |
| 8 | Northern Trust | 31.37 Bn | 31.37 Bn | - | - |
| 9 | Cboe Global Markets | 28.34 Bn | 20.00 Bn | 731.60 Mn | 40.60 Mn |
| 10 | LPL Financial Holdings | 24.92 Bn | 20.24 Bn | - | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 4.10 Bn |
| 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 | 3.42 Bn |
| Dec 31, 2024 | 3.32 Bn |
| Sep 30, 2024 | 3.16 Bn |
| Jun 30, 2024 | 3.04 Bn |
| Mar 31, 2024 | 2.99 Bn |
| Dec 31, 2023 | 2.98 Bn |
| Sep 30, 2023 | 2.84 Bn |
| Jun 30, 2023 | 2.91 Bn |
| Mar 31, 2023 | 3.03 Bn |
| Dec 31, 2022 | 3.25 Bn |
| Sep 30, 2022 | 3.25 Bn |
| Jun 30, 2022 | 3.26 Bn |
| Mar 31, 2022 | 3.24 Bn |
| Dec 31, 2021 | 3.16 Bn |
| Sep 30, 2021 | 3.14 Bn |
API Access
State Street Long-Term Investments API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=long-term-investments&ticker=STT&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "long-term-investments", "ticker": "STT", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=long-term-investments&ticker=STT&period=max&api_key=YOUR_API_KEY");
const data = await res.json();