Compiled 2026-09-26Data through 2024-12-312 min read
Dated source-based research · No live market data

Observation

Across 15 eligible financials companies, the equal-weight median equity as a share of assets was 11.15% for the prior selected annual periods.

Data context

The eligible sample covers 15 of 15 selected companies. The prior selected annual periods span 2024-12-31 to 2024-12-31. Companies have different fiscal year ends. This is a cross-sectional research sample, not a calendar-year index or a representation of the full sector.

Company evidence

BRK-B 56.28% (period 2024-12-31); JPM 8.61% (period 2024-12-31); BAC 9.01% (period 2024-12-31); HSBC 6.13% (period 2024-12-31); GS 7.28% (period 2024-12-31); C 8.87% (period 2024-12-31); AXP 11.15% (period 2024-12-31); SCHW 10.08% (period 2024-12-31); BLK 34.26% (period 2024-12-31); IBKR 2.85% (period 2024-12-31); BX 18.89% (period 2024-12-31); CB 25.97% (period 2024-12-31); PGR 24.20% (period 2024-12-31); COF 12.40% (period 2024-12-31); CME 19.27% (period 2024-12-31).

Distribution

The sample range is 2.85% (IBKR) to 56.28% (BRK-B). The median is computed across company ratios with equal weight; it is not a ratio of aggregate totals. Extreme values can reflect a small denominator or unusual accounting items.

Interpretation

Banks, insurers, exchanges and asset managers earn income through different balance-sheet and fee models. Conventional industrial cash-flow ratios may not be economically comparable. The numerator is shareholdersEquity; the denominator is total assets. Only positive denominators and disclosed numerators qualify. No missing value is replaced with zero.

What to watch

Net interest income, credit provisions, fee income, underwriting results and capital adequacy.

Research limitations

Credit losses, deposit pricing, reserve assumptions, market liquidity and regulatory capital. The sample uses a September 18, 2026 source snapshot. It does not establish current market conditions, causal drivers or future returns. Sector labels are editorial and the financial-sector cash-flow measures need particular caution.

Company-level observations · percent
CompanyValuePeriod end
BRK-B56.28%2024-12-31
JPM8.61%2024-12-31
BAC9.01%2024-12-31
HSBC6.13%2024-12-31
GS7.28%2024-12-31
C8.87%2024-12-31
AXP11.15%2024-12-31
SCHW10.08%2024-12-31
BLK34.26%2024-12-31
IBKR2.85%2024-12-31
BX18.89%2024-12-31
CB25.97%2024-12-31
PGR24.20%2024-12-31
COF12.40%2024-12-31
CME19.27%2024-12-31

Sources & dates