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Operating

Increase (Decrease) In Trading Securities, Consolidated Investment Portfolios

T Rowe Price Group Increase (Decrease) In Trading Securities, Consolidated Investment Portfolios increased by 3.6% to $168.9M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 3.6%, from $163M to $168.9M. Over 2 years (FY 2022 to FY 2024), Increase (Decrease) In Trading Securities, Consolidated Investment Portfolios shows an upward trend with a 194.1% CAGR.

Analysis

StatementCash Flow Statement
SectionOperating
CategoryRisk
SignalContext dependent
VolatilityVolatile
First reportedQ1 2022
Last reportedQ1 2026Apr 30, 2026

How to read this metric

Changes are largely driven by market movements in the underlying assets of consolidated funds rather than the firm's own operational performance.

Detailed definition

This reflects the net change in the value of trading securities held within consolidated investment portfolios. It accou...

Peer comparison

Specific to firms that manage and consolidate large investment vehicles, often seen in asset management and private equity.

Metric ID: operating_increase_decrease_in_trading_securities_consol_9b545a

Historical Data

14 periods
 Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q1 '26
Value-$21.98M-$21.98M-$21.98M-$21.98M$267.58M$267.58M$267.58M$267.58M$190.1M$190.1M$190.1M$190.1M$163M$168.9M
QoQ Change+0.0%+0.0%+0.0%>999%+0.0%+0.0%+0.0%-29.0%+0.0%+0.0%+0.0%-14.3%+3.6%
YoY Change>999%>999%>999%>999%-29.0%-29.0%-29.0%-29.0%-14.3%+3.6%
Range-$21.98M$267.58M
CAGR+87.3%
Avg YoY Growth+514.4%
Median YoY Growth-5.3%

Frequently Asked Questions

What is T Rowe Price Group's increase (decrease) in trading securities, consolidated investment portfolios?
T Rowe Price Group (TROW) reported increase (decrease) in trading securities, consolidated investment portfolios of $168.9M in Q1 2026.
How has T Rowe Price Group's increase (decrease) in trading securities, consolidated investment portfolios changed year-over-year?
T Rowe Price Group's increase (decrease) in trading securities, consolidated investment portfolios increased by 3.6% year-over-year, from $163M to $168.9M.
What is the long-term trend for T Rowe Price Group's increase (decrease) in trading securities, consolidated investment portfolios?
Over 2 years (2022 to 2024), T Rowe Price Group's increase (decrease) in trading securities, consolidated investment portfolios has grown at a 194.1% compound annual growth rate (CAGR), from -$87.9M to $760.4M.
What does increase (decrease) in trading securities, consolidated investment portfolios mean?
The net change in the value of investment securities held in funds the company is required to consolidate.