Equity Securities Without Readily Determinable Fair Value - Cumulative Upward Adjustments
Citigroup Equity Securities Without Readily Determinable Fair Value - Cumulative Upward Adjustments decreased by 20.9% to $840.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 19.2%, from $1.04B to $840.00M. Over 5 years (FY 2020 to FY 2025), Equity Securities Without Readily Determinable Fair Value - Cumulative Upward Adjustments shows an upward trend with a 16.9% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
Analysis
How to read this metric
An increase indicates that the company's private investment portfolio is appreciating in value based on market signals.
Detailed definition
This reflects the cumulative positive adjustments to the carrying value of equity investments that lack a readily determ...
Peer comparison
Specific to companies with venture capital or strategic investment arms.
equity_securities_no_fv_upward_adjHistorical Data
| 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 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $783.00M | $861.00M | $699.00M | $776.00M | $824.00M | $831.00M | $867.00M | $897.00M | $900.00M | $913.00M | $951.00M | $999.00M | $1.00B | $1.03B | $1.03B | $1.04B | $1.08B | $1.08B | $1.06B | $840.00M |
| QoQ Change | — | +10.0% | -18.8% | +11.0% | +6.2% | +0.8% | +4.3% | +3.5% | +0.3% | +1.4% | +4.2% | +5.0% | +0.3% | +2.5% | +0.6% | +0.6% | +3.6% | +0.7% | -2.0% | -20.9% |
| YoY Change | — | — | — | — | +5.2% | -3.5% | +24.0% | +15.6% | +9.2% | +9.9% | +9.7% | +11.4% | +11.3% | +12.5% | +8.6% | +4.0% | +7.4% | +5.6% | +2.8% | -19.2% |
Equity Securities Without Readily Determinable Fair Value - Cumulative Upward Adjustments at Other Companies
Frequently Asked Questions
- What is Citigroup's equity securities without readily determinable fair value - cumulative upward adjustments?
- Citigroup (C) reported equity securities without readily determinable fair value - cumulative upward adjustments of $840.00M in Q1 2026.
- How has Citigroup's equity securities without readily determinable fair value - cumulative upward adjustments changed year-over-year?
- Citigroup's equity securities without readily determinable fair value - cumulative upward adjustments decreased by 19.2% year-over-year, from $1.04B to $840.00M.
- What is the long-term trend for Citigroup's equity securities without readily determinable fair value - cumulative upward adjustments?
- Over 5 years (2020 to 2025), Citigroup's equity securities without readily determinable fair value - cumulative upward adjustments has grown at a 16.9% compound annual growth rate (CAGR), from $486.00M to $1.06B.
- What does equity securities without readily determinable fair value - cumulative upward adjustments mean?
- The total amount of value increases recognized on private equity investments.