State Street (STT) Long-Term Investments (2009 - 2026)
State Street's (STT) quarterly Long-Term Investments came in at $4.1 billion in Q2 2026, up 22.59% YoY from $3.3 billion in Q2 2025, and up 5.62% on a QoQ basis from $3.9 billion in Q1 2026.
State Street (STT) Long-Term Investments (2009 - 2026) Analysis & Trends
State Street (STT) has 18 years of Long-Term Investments data on file, last reported at $4.1 billion in Q2 2026.
- Quarterly Long-Term Investments rose 22.59% year-over-year to $4.1 billion in Q2 2026, while the trailing twelve-month figure through Jun 2026 was $4.1 billion (up 22.59% YoY) and the FY2025 annual result came in at $3.8 billion, up 13.14% from the prior year.
- Long-Term Investments rose to $4.1 billion in Q2 2026, from $3.9 billion in the prior quarter.
- In the past five years, Long-Term Investments ranged from a high of $4.1 billion in Q2 2026 to a low of $4.0 million in Q1 2023.
- A 5-year average of $2.6 billion and a median of $3.2 billion in 2022 frame the typical range for Long-Term Investments.
- Annual changes were most pronounced in 2022 — Long-Term Investments sank 95.28% — and 2024, when it jumped 74625.0%.
- Tracing STT's Long-Term Investments over 5 years: stood at $3.2 billion in 2022, then slipped by 8.14% to $3.0 billion in 2023, then increased by 11.27% to $3.3 billion in 2024, then grew by 13.14% to $3.8 billion in 2025, then climbed by 9.17% to $4.1 billion in 2026.
- The last three Long-Term Investments figures came in at $4.1 billion (Q2 2026), $3.9 billion (Q1 2026), and $3.8 billion (Q4 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 179.54 Bn | 165.67 Bn | - | 15.14 Bn |
| 2 | Blackstone | 114.83 Bn | 112.32 Bn | - | 34.59 Bn |
| 3 | Kkr | 97.26 Bn | -179.81 Bn | - | 837.70 Mn |
| 4 | Brookfield | 93.07 Bn | 45.66 Bn | - | 87.68 Bn |
| 5 | Brookfield Asset Management | 83.46 Bn | 81.96 Bn | - | 10.36 Bn |
| 6 | Apollo Global Management | 78.41 Bn | 53.04 Bn | 10.54 Bn | 333.84 Bn |
| 7 | State Street | 51.66 Bn | 51.66 Bn | - | 4.10 Bn |
| 8 | Ameriprise Financial | 51.12 Bn | 40.07 Bn | 4.72 Bn | 59.65 Bn |
| 9 | Raymond James Financial | 33.99 Bn | 20.74 Bn | - | 383.00 Mn |
| 10 | Northern Trust | 33.87 Bn | 33.87 Bn | - | - |
Historic Data
Download 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 | 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 |