Non-Current Assets
Equity securities
Elevance Health Equity securities increased by 104.2% to $1.51B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 111.3%, from $715M to $1.51B. Over 5 years (FY 2020 to FY 2025), Equity securities shows a downward trend with a -13.8% CAGR.
Analysis
StatementBalance Sheet Statement
SectionNon-Current Assets
CategoryCapital Allocation
SignalContext dependent
VolatilityVolatile
First reportedQ4 2018
Last reportedQ1 2026Apr 22, 2026
How to read this metric
An increase reflects positive market performance or new investments, while a decrease signals market downturns or divestment activity.
Detailed definition
This represents the fair value of equity investments held by the company, typically as part of its long-term investment...
Peer comparison
Managed care organizations often maintain equity portfolios as part of their broader investment strategy to enhance returns on excess capital.
Metric ID:
ins_equity_securitiesHistorical Data
20 periods
| 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 | $1.75B | $2.12B | $1.88B | $1.66B | $1.57B | $1.5B | $953M | $392M | $272M | $165M | $229M | $511M | $594M | $1.11B | $1.19B | $715M | $934M | $1.22B | $740M | $1.51B |
| QoQ Change | — | +21.4% | -11.2% | -11.6% | -5.4% | -4.4% | -36.6% | -58.9% | -30.6% | -39.3% | +38.8% | +123.1% | +16.2% | +87.4% | +7.1% | -40.0% | +30.6% | +30.6% | -39.3% | +104.2% |
| YoY Change | — | — | — | — | -10.0% | -29.1% | -49.3% | -76.4% | -82.7% | -89.0% | -76.0% | +30.4% | +118.4% | +574.5% | +420.5% | +39.9% | +57.2% | +9.6% | -37.9% | +111.3% |
Range$165M – $2.12B
CAGR-3.0%
Avg YoY Growth+57.0%
Median YoY Growth-0.2%
Equity securities at Other Companies
Frequently Asked Questions
- What is Elevance Health's equity securities?
- Elevance Health (ELV) reported equity securities of $1.51B in Q1 2026.
- How has Elevance Health's equity securities changed year-over-year?
- Elevance Health's equity securities increased by 111.3% year-over-year, from $715M to $1.51B.
- What is the long-term trend for Elevance Health's equity securities?
- Over 5 years (2020 to 2025), Elevance Health's equity securities has grown at a -13.8% compound annual growth rate (CAGR), from $1.56B to $740M.
- What does equity securities mean?
- The total market value of stock investments held by the company.