Invesco (IVZ) Assets (2009 - 2026)
Invesco's (IVZ) quarterly Assets came in at $27.5 billion in Q2 2026, down 3.59% on a YoY basis from $28.5 billion in Q2 2025, and up 2.38% quarter-over-quarter from $26.8 billion in Q1 2026.
Analysis
Invesco (IVZ) Assets (2009 - 2026) Analysis & Trends
Invesco (IVZ) has reported Assets for 18 consecutive years, with $27.5 billion the latest figure, recorded in Q2 2026.
- For the quarter ending Q2 2026, Assets fell 3.59% year-over-year to $27.5 billion; the trailing twelve-month figure through Jun 2026 stood at $27.5 billion (down 3.59% YoY), and the FY2025 full-year result was $27.1 billion, changed 0.32% from the prior year.
- Assets rose to $27.5 billion in Q2 2026 per IVZ's latest filing, from $26.8 billion in the prior quarter.
- Across five years, Assets topped out at $31.9 billion in Q1 2022 and bottomed at $26.8 billion in Q1 2026.
- Historically, Assets has averaged $28.6 billion across 5 years, with a median of $28.5 billion in 2025.
- The sharpest annual moves came in 2022 and 2025: Assets dropped 10.79% in 2022, then gained 4.89% in 2025.
- Over 5 years, Assets stood at $29.8 billion in 2022, then retreated by 2.77% to $28.9 billion in 2023, then decreased by 6.65% to $27.0 billion in 2024, then climbed by 0.32% to $27.1 billion in 2025, then grew by 1.4% to $27.5 billion in 2026.
- According to Business Quant data, Assets over the past three periods registered $27.5 billion, $26.8 billion, and $27.1 billion for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 164.98 Bn | 151.11 Bn | - | 175.88 Bn |
| 2 | Spdr Gold Trust | 143.46 Bn | -414.54 Bn | - | 46.13 Bn |
| 3 | Ishares Gold Trust | 30.01 Bn | -30.09 Bn | - | - |
| 4 | World Gold Trust | 29.01 Bn | -74.06 Bn | - | 27.30 Bn |
| 5 | Principal Financial | 24.83 Bn | -28.13 Bn | 1.91 Bn | 352.75 Bn |
| 6 | iShares Silver Trust | 21.45 Bn | -6.76 Bn | - | - |
| 7 | Franklin Resources | 17.39 Bn | 13.67 Bn | - | 36.24 Bn |
| 8 | Invesco | 14.41 Bn | 13.50 Bn | 1.79 Bn | 27.47 Bn |
| 9 | Affiliated Managers | 9.35 Bn | 8.94 Bn | - | 9.40 Bn |
| 10 | Voya Financial | 9.32 Bn | 6.97 Bn | 1.34 Bn | 182.95 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 27.47 Bn |
| Mar 31, 2026 | 26.83 Bn |
| Dec 31, 2025 | 27.09 Bn |
| Sep 30, 2025 | 28.44 Bn |
| Jun 30, 2025 | 28.50 Bn |
| Mar 31, 2025 | 28.14 Bn |
| Dec 31, 2024 | 27.01 Bn |
| Sep 30, 2024 | 27.50 Bn |
| Jun 30, 2024 | 27.17 Bn |
| Mar 31, 2024 | 28.08 Bn |
| Dec 31, 2023 | 28.93 Bn |
| Sep 30, 2023 | 29.43 Bn |
| Jun 30, 2023 | 29.46 Bn |
| Mar 31, 2023 | 29.73 Bn |
| Dec 31, 2022 | 29.76 Bn |
| Sep 30, 2022 | 29.27 Bn |
| Jun 30, 2022 | 30.19 Bn |
| Mar 31, 2022 | 31.85 Bn |
| Dec 31, 2021 | 32.69 Bn |
| Sep 30, 2021 | 32.81 Bn |