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Current Assets

AFS and Trading Securities - Unrealized Loss Position (<12 Months) Fair Value

KKR & Co. AFS and Trading Securities - Unrealized Loss Position (<12 Months) Fair Value increased by 89.2% to $26.17B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 57.8%, from $16.58B to $26.17B. Over 4 years (FY 2021 to FY 2025), AFS and Trading Securities - Unrealized Loss Position (<12 Months) Fair Value shows a downward trend with a -25.5% CAGR. This increase may warrant attention — for this metric, lower values are generally preferred.

Analysis

StatementBalance Sheet Statement
SectionCurrent Assets
CategoryRisk
SignalLower is better
VolatilityVolatile
First reportedQ1 2021
Last reportedQ1 2026May 8, 2026

How to read this metric

High levels of short-term unrealized losses may indicate market turbulence or temporary pricing pressure on the portfolio.

Detailed definition

This metric captures the fair value of available-for-sale and trading securities that are currently in an unrealized los...

Peer comparison

Commonly monitored by risk management teams to assess short-term market exposure.

Metric ID: afs_debt_securities_unrealized_loss_less_12m_fv

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$36.84B$43.44B$44.78B$48.1B$47.98B$41.04B$30.11B$16.25B$13.07B$12.81B$7.07B$9.37B$14.46B$6.23B$19.82B$16.58B$15.08B$10.6B$13.83B$26.17B
QoQ Change+17.9%+3.1%+7.4%-0.2%-14.5%-26.6%-46.0%-19.5%-2.0%-44.8%+32.5%+54.4%-56.9%+218.1%-16.3%-9.1%-29.7%+30.5%+89.2%
YoY Change+30.2%-5.5%-32.7%-66.2%-72.8%-68.8%-76.5%-42.3%+10.6%-51.4%+180.2%+77.0%+4.3%+70.1%-30.2%+57.8%
Range$6.23B$48.1B
CAGR-6.9%
Avg YoY Growth-1.0%
Median YoY Growth-17.9%
Current Streak2 quarters growth

Frequently Asked Questions

What is KKR & Co.'s afs and trading securities - unrealized loss position (<12 months) fair value?
KKR & Co. (KKR) reported afs and trading securities - unrealized loss position (<12 months) fair value of $26.17B in Q1 2026.
How has KKR & Co.'s afs and trading securities - unrealized loss position (<12 months) fair value changed year-over-year?
KKR & Co.'s afs and trading securities - unrealized loss position (<12 months) fair value increased by 57.8% year-over-year, from $16.58B to $26.17B.
What is the long-term trend for KKR & Co.'s afs and trading securities - unrealized loss position (<12 months) fair value?
Over 4 years (2021 to 2025), KKR & Co.'s afs and trading securities - unrealized loss position (<12 months) fair value has grown at a -25.5% compound annual growth rate (CAGR), from $44.78B to $13.83B.
What does afs and trading securities - unrealized loss position (<12 months) fair value mean?
The market value of investments that have been losing value for less than a year.