Non-Current Assets
Equity securities
Analysis
StatementBalance Sheet Statement
SectionNon-Current Assets
CategoryCapital Allocation
SignalHigher is better
VolatilityVolatile
First reportedQ4 2024
Last reportedQ1 2026
How to read this metric
An increase reflects positive market performance of the underlying investments or additional capital deployment into equities.
Detailed definition
This represents the fair market value of the company's investment portfolio consisting of equity securities in other ent...
Peer comparison
Standard for companies with large corporate venture arms or significant treasury investment portfolios.
Metric ID:
ins_equity_securitiesBusiness Segments
| Segment | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 |
|---|---|---|---|---|---|---|---|---|
| Retirement Services | $1.97B | $1.78B | $1.55B | $1.52B | $1.30B | $1.42B | $1.31B | $1.09B |
| Asset Management | $492.00M | $461.00M | $504.00M | — | $803.00M | $896.00M | $934.00M | — |
| Total | — | — | — | — | — | — | — | — |
Equity securities at Other Companies
Frequently Asked Questions
- What does equity securities mean?
- The current market value of the company's stock investments in other businesses.