Other
Equity method investments (Note 11)
KKR & Co. Equity method investments (Note 11) decreased by 2.7% to $850.1M in Q1 2026 compared to the prior quarter. Over 4 years (FY 2021 to FY 2025), Equity method investments (Note 11) shows a downward trend with a -7.6% CAGR.
Analysis
StatementBalance Sheet Statement
SectionOther
CategoryCapital Allocation
SignalContext dependent
VolatilityModerate
First reportedQ4 2014
Last reportedQ1 2026May 8, 2026
How to read this metric
An increase suggests expanded strategic partnerships or growth in minority equity holdings, while a decrease may indicate divestment or impairment.
Detailed definition
Represents the carrying value of investments in entities where the company exercises significant influence but does not...
Peer comparison
Common across asset managers and holding companies; peers typically report this under 'Investments in Associates' or 'Equity Method Investments'.
Metric ID:
other_equity_method_investmentsHistorical Data
16 periods
| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q4 '24 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $1.2B | $1.2B | $1.2B | $1.2B | $1.2B | $1.2B | $1.1B | $1.1B | $1.1B | $1.1B | $143.3M | $834.4M | $878.8M | $852.6M | $873.6M | $850.1M |
| QoQ Change | — | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | -8.3% | +0.0% | +0.0% | +0.0% | -87.0% | +482.3% | +5.3% | -3.0% | +2.5% | -2.7% |
| YoY Change | — | — | — | — | +0.0% | +0.0% | -8.3% | -8.3% | -8.3% | -8.3% | -87.0% | +482.3% | — | — | +4.7% | — |
Range$143.3M – $1.2B
CAGR-8.8%
Avg YoY Growth+40.7%
Median YoY Growth-8.3%
Business Segments
| Segment | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 |
|---|---|---|---|---|---|---|---|---|
| Insurance | $1.5B | $1.6B | $1B | $1B | $1.1B | $1B | $1.1B | $1.1B |
| Asset Management and Strategic Holdings | — | — | — | — | — | — | $11.5B | — |
| Total | — | — | $834.4M | — | $878.8M | $852.6M | $873.6M | $850.1M |
Equity method investments (Note 11) at Other Companies
Frequently Asked Questions
- What is KKR & Co.'s equity method investments (note 11)?
- KKR & Co. (KKR) reported equity method investments (note 11) of $850.1M in Q1 2026.
- What is the long-term trend for KKR & Co.'s equity method investments (note 11)?
- Over 4 years (2021 to 2025), KKR & Co.'s equity method investments (note 11) has grown at a -7.6% compound annual growth rate (CAGR), from $1.2B to $873.6M.
- What does equity method investments (note 11) mean?
- The value of investments in companies where the firm has significant influence but not full control.