Non-Current Assets

Investments

T Rowe Price Group Investments decreased by 4.8% to $3.17B in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 2.3%, from $3.24B to $3.17B. Over 5 years (FY 2020 to FY 2025), Investments shows relatively stable performance with a 0.5% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.

Analysis

StatementBalance Sheet Statement
SectionNon-Current Assets
CategoryCapital Allocation
SignalHigher is better
VolatilityModerate
First reportedQ4 2020
Last reportedQ3 2025

How to read this metric

Growth indicates successful capital accumulation and reinvestment, while a decline may signal asset liquidation or poor investment performance.

Detailed definition

The aggregate value of long-term investment assets, including bonds, equities, real estate, and other financial instrume...

Peer comparison

Standard for insurance and financial services; peers with larger asset bases will show significantly higher investment totals.

Metric ID: non_current_assets_investments

Historical Data

20 periods
 Q2 '21Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Value$3.47B$3.33B$2.98B$2.88B$2.56B$2.48B$2.54B$2.61B$2.72B$2.50B$2.55B$2.59B$2.76B$2.97B$3.00B$3.24B$3.36B$3.42B$3.33B$3.17B
QoQ Change-4.1%-10.7%-3.2%-11.0%-3.3%+2.4%+2.6%+4.3%-7.9%+2.0%+1.3%+6.6%+7.5%+1.2%+8.0%+3.7%+1.7%-2.7%-4.8%
YoY Change-26.2%-25.5%-14.7%-9.5%+6.0%+0.9%+0.6%-0.7%+1.5%+18.5%+17.5%+25.2%+21.8%+15.2%+10.8%-2.3%
Range$2.48B$3.47B
CAGR-1.9%
Avg YoY Growth+2.4%
Median YoY Growth+1.2%
Current Streak2 quarters decline

Frequently Asked Questions

What is T Rowe Price Group's investments?
T Rowe Price Group (TROW) reported investments of $3.17B in Q1 2026.
How has T Rowe Price Group's investments changed year-over-year?
T Rowe Price Group's investments decreased by 2.3% year-over-year, from $3.24B to $3.17B.
What is the long-term trend for T Rowe Price Group's investments?
Over 5 years (2020 to 2025), T Rowe Price Group's investments has grown at a 0.5% compound annual growth rate (CAGR), from $3.25B to $3.33B.
What does investments mean?
The total value of all long-term investments held by the company.