AstraZeneca PLC (AZN) operating KPIs
AZNNYSEPharmaceutical PreparationsFiscal year ends December 31
Financials through Q2 FY2026, quarter ended Jun 30, 2026Score 12/30
$163.95−1.46 (-0.88%)
Close on Oct 19, 2026Market cap $255.76BP/E 25.1Yield 1.91%
AstraZeneca uS 401(k) Plan — Total investments ($) ($)
Form 11-K Statements of Net Assets & Fair Value Hierarchy Note
Latest, FY2025
9,568,123,965
Period ended Dec 31, 2025
Change on a year earlier
+11.4%
8,589,541,093 in FY2024
History
7 years
Since FY2019
Sources
6
Documents cited below
Annual history
Hover a value to see the sentence it was read from; calculated values show their formula
| Period | Ended | US 401(k) Plan — Total investments ($) ($) | Year on year | Source |
|---|---|---|---|---|
| FY2025 | Dec 31, 2025 | 9,568,123,965 | +11.4% | Form 11-K FY2025 (AstraZeneca US 401(k) Plan) ↗ |
| FY2024 | Dec 31, 2024 | 8,589,541,093 | +13.8% | Form 11-K FY2025 (AstraZeneca US 401(k) Plan) ↗ |
| FY2023 | Dec 31, 2023 | 7,546,396,780 | +24.8% | Form 11-K FY2024 (AstraZeneca US 401(k) Plan) ↗ |
| FY2022 | Dec 31, 2022 | 6,045,954,534 | -15.4% | Form 11-K FY2023 (AstraZeneca US 401(k) Plan) ↗ |
| FY2021 | Dec 31, 2021 | 7,145,101,141 | +12.4% | Form 11-K FY2022 (AstraZeneca US 401(k) Plan) ↗ |
| FY2020 | Dec 31, 2020 | 6,356,824,673 | +13.3% | Form 11-K FY2021 (AstraZeneca US 401(k) Plan) ↗ |
| FY2019 | Dec 31, 2019 | 5,613,073,129 | – | Form 11-K FY2020 (AstraZeneca US 401(k) Plan) ↗ |
Breakdown
What makes up us 401(k) plan — total investments ($)
- Investments at fair value ($)9,337,281,072 · FY2025
- Fully benefit-responsive GIC contracts at contract value ($)230,842,893 · FY2025
- Commingled target-date & index funds ($)6,944,172,080 · FY2025
- Collective investment trusts ($)2,147,126,132 · FY2025
- Mutual funds ($)53,542,108 · FY2025
- Money market funds ($)12,491,023 · FY2025
- AstraZeneca PLC Common Stock / ADRs held by US 401(k) Plan ($)179,582,037 · FY2025
Cite this data
StockData. (2026). AstraZeneca US 401(k) Plan — Total investments ($) ($), annual FY2019–FY2025 [Data set]. Compiled from AstraZeneca SEC filings and investor materials. https://stockdatahq.com/stocks/azn/kpis/plan11k_total_investments
See every metric in the AstraZeneca KPI table. Data updated Oct 28, 2026.