What is KKR & Co.'s asset management — net unrealized gains (losses)?

KKR & Co. (KKR) reported asset management — net unrealized gains (losses) of $1.56B in Q4 2023.

How has KKR & Co.'s asset management — net unrealized gains (losses) changed year-over-year?

KKR & Co.'s asset management — net unrealized gains (losses) increased by 443.7% year-over-year, from -$455.07M to $1.56B.

What is the long-term trend for KKR & Co.'s asset management — net unrealized gains (losses)?

Over 2 years (2021 to 2023), KKR & Co.'s asset management — net unrealized gains (losses) has grown at a -15.6% compound annual growth rate (CAGR), from $5.34B to $3.80B.

What does asset management — net unrealized gains (losses) mean?

The change in value of investments currently held by the segment.

Discontinued — last reported Q4 '23

Business Segments · Net Unrealized Gains (Losses)

Asset Management — Net Unrealized Gains (Losses)

KKR & Co. Asset Management — Net Unrealized Gains (Losses) increased by 1.7% to $1.56B in Q4 2023 compared to the prior quarter. Year-over-year, this metric grew by 443.7%, from -$455.07M to $1.56B. Over 2 years (FY 2021 to FY 2023), Asset Management — Net Unrealized Gains (Losses) shows a downward trend with a -15.6% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.

Analysis

StatementSegment

CategoryGrowth

SignalHigher is better

VolatilityVolatile

First reportedQ1 2019

Last reportedQ4 2023Feb 29, 2024

Rolls up toUnrealized Gain (Loss) on Equity Securities

How to read this metric

Positive unrealized gains suggest portfolio appreciation, while negative values suggest market headwinds or valuation write-downs.

Detailed definition

The change in the fair value of investment assets still held by the segment, representing paper gains or losses. This me...

Peer comparison

Commonly reported as 'Net Unrealized Gains/Losses' in fair-value accounting for asset managers.

Metric ID: kkr_segment_asset_management_net_unrealized_gains_losses

Historical Data

11 periods

	Q2 '21	Q3 '21	Q4 '21	Q1 '22	Q2 '22	Q3 '22	Q4 '22	Q1 '23	Q2 '23	Q3 '23	Q4 '23
Value	-$975.38M	-$598.30M	$4.80B	$634.63M	-$2.44B	-$708.17M	-$455.07M	-$258.79M	$959.39M	$1.54B	$1.56B
QoQ Change	—	+38.7%	+902.4%	-86.8%	-483.8%	+70.9%	+35.7%	+43.1%	+470.7%	+60.2%	+1.7%
YoY Change	—	—	—	—	-149.7%	-18.4%	-109.5%	-140.8%	+139.4%	+317.1%	+443.7%

Range-$2.44B – $4.80B

CAGR+20.8%

Avg YoY Growth+68.8%

Median YoY Growth-18.4%

Current Streak6 quarters growth

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Frequently Asked Questions

What is KKR & Co.'s asset management — net unrealized gains (losses)?: KKR & Co. (KKR) reported asset management — net unrealized gains (losses) of $1.56B in Q4 2023.
How has KKR & Co.'s asset management — net unrealized gains (losses) changed year-over-year?: KKR & Co.'s asset management — net unrealized gains (losses) increased by 443.7% year-over-year, from -$455.07M to $1.56B.
What is the long-term trend for KKR & Co.'s asset management — net unrealized gains (losses)?: Over 2 years (2021 to 2023), KKR & Co.'s asset management — net unrealized gains (losses) has grown at a -15.6% compound annual growth rate (CAGR), from $5.34B to $3.80B.
What does asset management — net unrealized gains (losses) mean?: The change in value of investments currently held by the segment.