Business Segments · Average assets (in billions)

Investment Management — Average assets (in billions)

State Street Investment Management — Average assets (in billions) increased by 8.3% to $3.90B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 14.7%, from $3.40B to $3.90B. Over 2 years (FY 2021 to FY 2023), Investment Management — Average assets (in billions) shows relatively stable performance with a 0.0% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.

Analysis

StatementSegment
CategoryGrowth
SignalHigher is better
VolatilityModerate
First reportedQ1 2013
Last reportedQ1 2026

How to read this metric

An increase signals growth in the business scale and potential for higher future fee revenue, while a decrease suggests outflows or negative market impact.

Detailed definition

This metric represents the average value of assets under management (AUM) held by the investment management segment over...

Peer comparison

Equivalent to 'Average AUM' reported by all major investment management firms and asset managers.

Metric ID: stt_segment_investment_management_average_assets_in_billions

Historical Data

18 periods
 Q2 '21Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q1 '25Q2 '25Q3 '25Q1 '26
Value$800.00M$800.00M$800.00M$800.00M$800.00M$800.00M$800.00M$800.00M$800.00M$800.00M$800.00M$3.10B$3.00B$3.20B$3.40B$3.40B$3.60B$3.90B
QoQ Change+0.0%+0.0%+0.0%+0.0%+0.0%+0.0%+0.0%+0.0%+0.0%+0.0%+287.5%-3.2%+6.7%+6.3%+0.0%+5.9%+8.3%
YoY Change+0.0%+0.0%+0.0%+0.0%+0.0%+0.0%+0.0%+287.5%+275.0%+300.0%+9.7%+13.3%+12.5%+14.7%
Range$800.00M$3.90B
CAGR+45.2%
Avg YoY Growth+65.2%
Median YoY Growth+4.8%
Current Streak5 quarters growth

Frequently Asked Questions

What is State Street's investment management — average assets (in billions)?
State Street (STT) reported investment management — average assets (in billions) of $3.90B in Q1 2026.
How has State Street's investment management — average assets (in billions) changed year-over-year?
State Street's investment management — average assets (in billions) increased by 14.7% year-over-year, from $3.40B to $3.90B.
What is the long-term trend for State Street's investment management — average assets (in billions)?
Over 2 years (2021 to 2023), State Street's investment management — average assets (in billions) has grown at a 0.0% compound annual growth rate (CAGR), from $3.20B to $3.20B.
What does investment management — average assets (in billions) mean?
The average total value of assets managed by the investment management segment during the period.