Other
Equity method investments (Note 11)
State Street Equity method investments (Note 11) increased by 3.4% to $3.88B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 13.3%, from $3.42B to $3.88B. Over 5 years (FY 2020 to FY 2025), Equity method investments (Note 11) shows an upward trend with a 3.9% CAGR.
Analysis
StatementBalance Sheet Statement
SectionOther
CategoryCapital Allocation
SignalContext dependent
VolatilityModerate
First reportedQ4 2025
Last reportedQ1 2026
How to read this metric
Growth indicates strategic expansion into partnerships, while a decline may signal divestment or poor performance of the investee.
Detailed definition
This represents the company's investment in entities where it exercises significant influence but does not have full con...
Peer comparison
Common in the mining sector for joint ventures; peers often use this to share risk in large-scale projects.
Metric ID:
other_equity_method_investmentsHistorical 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 | $3.21B | $3.14B | $3.16B | $3.24B | $3.26B | $3.25B | $3.25B | $3.03B | $2.91B | $2.84B | $2.98B | $2.99B | $3.04B | $3.16B | $3.32B | $3.42B | $3.34B | $3.34B | $3.75B | $3.88B |
| QoQ Change | — | -2.3% | +0.7% | +2.3% | +0.6% | -0.2% | -0.2% | -6.8% | -4.0% | -2.2% | +5.0% | +0.3% | +1.8% | +3.9% | +4.9% | +3.2% | -2.4% | +0.0% | +12.3% | +3.4% |
| YoY Change | — | — | — | — | +1.3% | +3.5% | +2.6% | -6.5% | -10.8% | -12.6% | -8.1% | -1.2% | +4.8% | +11.4% | +11.3% | +14.6% | +9.8% | +5.7% | +13.1% | +13.3% |
Range$2.84B – $3.88B
CAGR+4.0%
Avg YoY Growth+3.3%
Median YoY Growth+4.1%
Current Streak3 quarters growth
Equity method investments (Note 11) at Other Companies
Frequently Asked Questions
- What is State Street's equity method investments (note 11)?
- State Street (STT) reported equity method investments (note 11) of $3.88B in Q1 2026.
- How has State Street's equity method investments (note 11) changed year-over-year?
- State Street's equity method investments (note 11) increased by 13.3% year-over-year, from $3.42B to $3.88B.
- What is the long-term trend for State Street's equity method investments (note 11)?
- Over 5 years (2020 to 2025), State Street's equity method investments (note 11) has grown at a 3.9% compound annual growth rate (CAGR), from $3.10B to $3.75B.
- What does equity method investments (note 11) mean?
- Investments in companies where the firm has significant influence but not control.