Invesco (IVZ) Assets (2009 - 2026)
Invesco's (IVZ) quarterly Assets came in at $26.8 billion in Q1 2026, down 4.65% YoY from $28.1 billion in Q1 2025, and down 0.96% on a QoQ basis from $27.1 billion in Q4 2025.
Invesco (IVZ) Assets (2009 - 2026) Analysis & Trends
Invesco (IVZ) has 18 years of Assets data on file, last reported at $26.8 billion in Q1 2026.
- Quarterly Assets fell 4.65% year-over-year to $26.8 billion in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $26.8 billion (down 4.65% YoY) and the FY2025 annual result came in at $27.1 billion, changed 0.32% from the prior year.
- Assets fell to $26.8 billion in Q1 2026, from $27.1 billion in the prior quarter.
- In the past five years, Assets ranged from a high of $31.9 billion in Q1 2022 to a low of $26.8 billion in Q1 2026.
- A 5-year average of $28.7 billion and a median of $28.5 billion in 2025 frame the typical range for Assets.
- Annual changes were most pronounced in 2022 — Assets slipped 10.79% — and 2025, when it rose 4.89%.
- Tracing IVZ's Assets over 5 years: stood at $29.8 billion in 2022, then declined by 2.77% to $28.9 billion in 2023, then fell by 6.65% to $27.0 billion in 2024, then gained by 0.32% to $27.1 billion in 2025, then slipped by 0.96% to $26.8 billion in 2026.
- The last three Assets figures came in at $26.8 billion (Q1 2026), $27.1 billion (Q4 2025), and $28.4 billion (Q3 2025), per Business Quant data.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 179.10 Bn | 165.23 Bn | - | 175.88 Bn |
| 2 | Blackstone | 114.62 Bn | 112.11 Bn | - | 49.89 Bn |
| 3 | Kkr | 97.08 Bn | -180.00 Bn | - | - |
| 4 | Brookfield | 93.26 Bn | 45.85 Bn | - | 525.52 Bn |
| 5 | Brookfield Asset Management | 83.60 Bn | 82.10 Bn | - | 20.08 Bn |
| 6 | Apollo Global Management | 78.51 Bn | 53.14 Bn | 10.54 Bn | 494.05 Bn |
| 7 | State Street | 51.36 Bn | 51.36 Bn | - | 418.38 Bn |
| 8 | Ameriprise Financial | 51.06 Bn | 40.01 Bn | 4.72 Bn | 197.87 Bn |
| 9 | Raymond James Financial | 33.91 Bn | 20.66 Bn | - | 94.24 Bn |
| 10 | Invesco | 14.37 Bn | 13.45 Bn | 1.79 Bn | 27.47 Bn |
Historic Data
Download 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 |