Discontinued — last reported Q4 '25
Total investment securities
Raymond James Financial Total investment securities remained flat by 0.0% to $103.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 1.9%, from $105.00M to $103.00M. Over 5 years (FY 2020 to FY 2025), Total investment securities shows an upward trend with a 6.0% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
Analysis
How to read this metric
An increase suggests capital growth or reinvestment of premiums, while a decrease may indicate asset liquidation to cover claims or market value depreciation.
Detailed definition
This represents the aggregate fair value of an insurance company's portfolio of debt and equity securities held for inve...
Peer comparison
Peers typically maintain a high ratio of investment securities to total assets to ensure liquidity for claims.
fin_total_investment_securitiesHistorical Data
| Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $72.00M | $72.00M | $72.00M | $94.00M | $88.00M | $86.00M | $123.00M | $85.00M | $114.00M | $114.00M | $115.00M | $114.00M | $114.00M | $114.00M | $105.00M | $106.00M | $103.00M | $103.00M | $103.00M |
| QoQ Change | — | +0.0% | +0.0% | +30.6% | -6.4% | -2.3% | +43.0% | -30.9% | +34.1% | +0.0% | +0.9% | -0.9% | +0.0% | +0.0% | -7.9% | +1.0% | -2.8% | +0.0% | +0.0% |
| YoY Change | — | — | — | — | +22.2% | +19.4% | +70.8% | -9.6% | +29.5% | +32.6% | -6.5% | +34.1% | +0.0% | +0.0% | -8.7% | -7.0% | -9.6% | -9.6% | -1.9% |
Total investment securities at Other Companies
Frequently Asked Questions
- What is Raymond James Financial's total investment securities?
- Raymond James Financial (RJF) reported total investment securities of $103.00M in Q1 2026.
- How has Raymond James Financial's total investment securities changed year-over-year?
- Raymond James Financial's total investment securities decreased by 1.9% year-over-year, from $105.00M to $103.00M.
- What is the long-term trend for Raymond James Financial's total investment securities?
- Over 5 years (2020 to 2025), Raymond James Financial's total investment securities has grown at a 6.0% compound annual growth rate (CAGR), from $77.00M to $103.00M.
- What does total investment securities mean?
- The total value of all debt and equity securities held by the company for investment.