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.
An increase signals growth in the business scale and potential for higher future fee revenue, while a decrease suggests outflows or negative market impact.
This metric represents the average value of assets under management (AUM) held by the investment management segment over...
Equivalent to 'Average AUM' reported by all major investment management firms and asset managers.
stt_segment_investment_management_average_assets_in_billions| Q2 '21 | 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 | Q1 '25 | Q2 '25 | Q3 '25 | Q1 '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% |