Business Segments · Pre-tax margin
Investment Management — Pre-tax margin
State Street Investment Management — Pre-tax margin decreased by 4.8% to 34.0% in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 21.4%, from 28.0% to 34.0%. This decline may warrant attention — for this metric, higher values are generally preferred.
Analysis
StatementSegment
CategoryProfitability
SignalHigher is better
VolatilityModerate
First reportedQ1 2013
Last reportedQ1 2026
How to read this metric
An increase indicates improved profitability and efficiency, while a decrease suggests margin compression due to competition or rising costs.
Detailed definition
This metric expresses the investment management segment's pre-tax income as a percentage of its total revenue. It provid...
Peer comparison
Commonly used by investors to compare the efficiency of asset management divisions across different financial institutions.
Metric ID:
stt_segment_investment_management_pre_tax_marginHistorical Data
15 periods
| Q2 '21 | Q3 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | 35% | 36% | 26% | 32% | 31% | 24% | 28% | 28% | 24% | 32% | 30% | 28% | 33.3% | 35.7% | 34% |
| QoQ Change | — | +2.9% | -27.8% | +23.1% | -3.1% | -22.6% | +16.7% | +0.0% | -14.3% | +33.3% | -6.3% | -6.7% | +18.9% | +7.2% | -4.8% |
| YoY Change | — | — | — | -8.6% | -13.9% | -7.7% | -12.5% | -9.7% | +0.0% | +14.3% | +7.1% | +16.7% | +4.1% | +19.0% | +21.4% |
Range24% – 36%
CAGR-0.8%
Avg YoY Growth+2.5%
Median YoY Growth+2.0%
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Frequently Asked Questions
- What is State Street's investment management — pre-tax margin?
- State Street (STT) reported investment management — pre-tax margin of 34.0% in Q1 2026.
- How has State Street's investment management — pre-tax margin changed year-over-year?
- State Street's investment management — pre-tax margin increased by 21.4% year-over-year, from 28.0% to 34.0%.
- What does investment management — pre-tax margin mean?
- The percentage of revenue that remains as profit for the investment management segment before taxes.