Private debt held-for-investment, at amortized cost, net of valuation allowance – $3 and $4
Bank of New York Mellon Private debt held-for-investment, at amortized cost, net of valuation allowance – $3 and $4 increased by 7.3% to $80.37B in Q4 2025 compared to the prior quarter. Year-over-year, this metric grew by 12.8%, from $71.28B to $80.37B. Over 2 years (FY 2023 to FY 2025), Private debt held-for-investment, at amortized cost, net of valuation allowance – $3 and $4 shows an upward trend with a 9.9% CAGR.
Analysis
How to read this metric
An increase indicates a shift toward higher-yielding, less liquid private credit assets, which may increase credit risk exposure.
Detailed definition
This represents long-term private debt instruments held for investment purposes, recorded at amortized cost net of any v...
Peer comparison
Increasingly common among large insurers seeking yield in private markets.
non_current_assets_financing_receivable_excluding_accrue_11d9ccHistorical Data
| Q4 '23 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | |
|---|---|---|---|---|---|---|
| Value | $66.58B | $71.28B | $71.11B | $72.82B | $74.92B | $80.37B |
| QoQ Change | — | +7.1% | -0.2% | +2.4% | +2.9% | +7.3% |
| YoY Change | — | +7.1% | — | — | — | +12.8% |
Private debt held-for-investment, at amortized cost, net of valuation allowance – $3 and $4 at Other Companies
Frequently Asked Questions
- What is Bank of New York Mellon's private debt held-for-investment, at amortized cost, net of valuation allowance – $3 and $4?
- Bank of New York Mellon (BK) reported private debt held-for-investment, at amortized cost, net of valuation allowance – $3 and $4 of $80.37B in Q4 2025.
- How has Bank of New York Mellon's private debt held-for-investment, at amortized cost, net of valuation allowance – $3 and $4 changed year-over-year?
- Bank of New York Mellon's private debt held-for-investment, at amortized cost, net of valuation allowance – $3 and $4 increased by 12.8% year-over-year, from $71.28B to $80.37B.
- What is the long-term trend for Bank of New York Mellon's private debt held-for-investment, at amortized cost, net of valuation allowance – $3 and $4?
- Over 2 years (2023 to 2025), Bank of New York Mellon's private debt held-for-investment, at amortized cost, net of valuation allowance – $3 and $4 has grown at a 9.9% compound annual growth rate (CAGR), from $66.58B to $80.37B.
- What does private debt held-for-investment, at amortized cost, net of valuation allowance – $3 and $4 mean?
- Long-term private loans held by the company as an investment.