Invesco (IVZ) Assets (2009 - 2026)
Invesco (IVZ) recorded Assets of $27.47 billion in Q2 2026, down 3.6% from $28.5 billion a year earlier but up 2.4% from the prior quarter.
Analysis
Invesco (IVZ) Assets (2009 - 2026) Analysis & Trends
At the end of FY2025, Invesco reported Assets of $27.09 billion, up 0.3% from FY2024.
- Annual Assets has a five-year compound annual growth rate of -5.8% (FY2020 to FY2025).
- Across earlier years, Assets came in at $27.01 billion in FY2024 (-6.7%), $28.93 billion in FY2023 (-2.8%), $29.76 billion in FY2022 (-9.0%) and $32.69 billion in FY2021 (-10.5%).
- Quarterly Assets has ranged from $26.83 billion in Q1 2026 to $32.81 billion in Q3 2021 over the past five years.
- On a year-over-year basis, Assets rose in four of the last eight quarters, with an average decline of 1.6%.
- Peak year-over-year performance for Assets in the last five years was growth of 4.9% in Q2 2025, against a decline of 10.8% in Q3 2022 at the low end.
- Per Business Quant, the preceding three quarters came in at $26.83 billion (Q1 2026), $27.09 billion (Q4 2025) and $28.44 billion (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 165.40 Bn | 111.76 Bn | - | 175.88 Bn |
| 2 | Spdr Gold Trust | 133.61 Bn | -424.39 Bn | - | 130.10 Bn |
| 3 | Blackstone | 84.03 Bn | 78.95 Bn | - | 49.89 Bn |
| 4 | Brookfield | 82.79 Bn | -82.59 Bn | 4.47 Bn | 15.39 Bn |
| 5 | Kkr | 80.75 Bn | 47.23 Bn | - | 414.46 Bn |
| 6 | Brookfield Asset Management | 71.44 Bn | 67.69 Bn | - | 20.08 Bn |
| 7 | Apollo Global Management | 66.43 Bn | 4.11 Bn | 10.56 Bn | 494.05 Bn |
| 8 | Wheaton Precious Metals | 61.87 Bn | 57.29 Bn | 687.86 Mn | 12.16 Bn |
| 9 | Franco Nevada | 46.42 Bn | 43.78 Bn | 451.00 Mn | 8.92 Bn |
| 10 | Invesco | 13.47 Bn | 10.37 Bn | - | 27.47 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 |
API Access
Invesco Assets API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=assets&ticker=IVZ&period=max&api_key=YOUR_API_KEY
import requests
url = "https://data.businessquant.com/historic"
params = {"slug": "assets", "ticker": "IVZ", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()
const res = await fetch("https://data.businessquant.com/historic?slug=assets&ticker=IVZ&period=max&api_key=YOUR_API_KEY");
const data = await res.json();