Invesco IVZ
NYSE IVZ
$31.93 -0.16 (-0.48%)
As of: Sep 10, 2026 · 3:59 PM EDT

Invesco (IVZ) Assets Average (2009 - 2026)

Invesco's (IVZ) quarterly Assets Average came in at $27.2 billion in Q2 2026, down 4.12% on a YoY basis from $28.3 billion in Q2 2025, and up 0.7% quarter-over-quarter from $27.0 billion in Q1 2026.

Analysis

Invesco (IVZ) Assets Average (2009 - 2026) Analysis & Trends

Invesco (IVZ) has reported Assets Average for 18 consecutive years, with $27.2 billion the latest figure, recorded in Q2 2026.

  • For the quarter ending Q2 2026, Assets Average fell 4.12% year-over-year to $27.2 billion; the trailing twelve-month figure through Jun 2026 stood at $27.2 billion (down 4.12% YoY), and the FY2025 full-year result was $27.1 billion, down 3.29% from the prior year.
  • Assets Average improved to $27.2 billion in Q2 2026 per IVZ's latest filing, from $27.0 billion in the prior quarter.
  • Across five years, Assets Average topped out at $32.3 billion in Q1 2022 and bottomed at $27.0 billion in Q1 2026.
  • Historically, Assets Average has averaged $28.7 billion across 5 years, with a median of $28.5 billion in 2024.
  • The sharpest annual moves came in 2022 and 2025: Assets Average declined 10.0% in 2022, then rose 4.14% in 2025.
  • Over 5 years, Assets Average stood at $29.5 billion in 2022, then fell by 1.12% to $29.2 billion in 2023, then declined by 6.6% to $27.3 billion in 2024, then rose by 1.87% to $27.8 billion in 2025, then slipped by 2.21% to $27.2 billion in 2026.
  • According to Business Quant data, Assets Average over the past three periods registered $27.2 billion, $27.0 billion, and $27.8 billion for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Assets Avg. (Qtr)
1 BlackRock 164.98 Bn 151.11 Bn - 173.06 Bn
2 Spdr Gold Trust 143.46 Bn -414.54 Bn - 42.15 Bn
3 Ishares Gold Trust 30.01 Bn -30.09 Bn - -
4 World Gold Trust 29.01 Bn -74.06 Bn - 28.46 Bn
5 Principal Financial 24.83 Bn -28.13 Bn 1.91 Bn 342.73 Bn
6 iShares Silver Trust 21.45 Bn -6.76 Bn - -
7 Franklin Resources 17.39 Bn 13.67 Bn - 35.18 Bn
8 Invesco 14.41 Bn 13.50 Bn 1.79 Bn 27.15 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 178.19 Bn
Historic Data

Historic Data

Download Data
DateValue
Jun 30, 2026 27.15 Bn
Mar 31, 2026 26.96 Bn
Dec 31, 2025 27.77 Bn
Sep 30, 2025 28.47 Bn
Jun 30, 2025 28.32 Bn
Mar 31, 2025 27.58 Bn
Dec 31, 2024 27.26 Bn
Sep 30, 2024 27.34 Bn
Jun 30, 2024 27.62 Bn
Mar 31, 2024 28.51 Bn
Dec 31, 2023 29.18 Bn
Sep 30, 2023 29.44 Bn
Jun 30, 2023 29.60 Bn
Mar 31, 2023 29.75 Bn
Dec 31, 2022 29.51 Bn
Sep 30, 2022 29.73 Bn
Jun 30, 2022 31.02 Bn
Mar 31, 2022 32.27 Bn
Dec 31, 2021 32.75 Bn
Sep 30, 2021 33.03 Bn