Invesco (IVZ) Assets Average (2009 - 2026)
Invesco (IVZ) posted Assets Average of $27.0 billion for Q1 2026, down 2.89% on a QoQ basis from $27.8 billion in Q4 2025, and down 2.22% year-over-year from $27.6 billion in Q1 2025.
Invesco (IVZ) Assets Average (2009 - 2026) Analysis & Trends
Invesco's Assets Average history runs 18 years deep, the most recent figure standing at $27.0 billion for Q1 2026.
- Quarterly Assets Average fell 2.22% year-over-year to $27.0 billion in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $27.0 billion (down 2.22% YoY) and the FY2025 annual result came in at $27.1 billion, down 3.29% from the prior year.
- Assets Average was $27.0 billion for Q1 2026 at Invesco, down from $27.8 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.
- A 5-year average of $28.8 billion and a median of $28.5 billion in 2024 frame the typical range for Assets Average.
- Annual changes were most pronounced in 2022 — Assets Average retreated 10.0% — and 2025, when it advanced 4.14%.
- Invesco's 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 2.89% to $27.0 billion in 2026.
- Business Quant data shows IVZ's Assets Average at $27.0 billion in Q1 2026, $27.8 billion in Q4 2025, and $28.5 billion in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | Brookfield | 1,236.60 Bn | 1,311.20 Bn | 18.56 Bn | - |
| 2 | BlackRock | 161.01 Bn | 148.08 Bn | - | 170.12 Bn |
| 3 | Blackstone | 97.77 Bn | 96.72 Bn | - | 48.02 Bn |
| 4 | Apollo Global Management | 70.80 Bn | 90.38 Bn | -409.00 Mn | 464.24 Bn |
| 5 | State Street | 51.30 Bn | 51.30 Bn | - | 379.11 Bn |
| 6 | Ameriprise Financial | 48.54 Bn | 39.27 Bn | 4.57 Bn | 187.68 Bn |
| 7 | Northern Trust | 32.93 Bn | 32.93 Bn | - | 175.85 Bn |
| 8 | Raymond James Financial | 32.59 Bn | 17.67 Bn | - | 90.35 Bn |
| 9 | Price T Rowe | 24.70 Bn | 21.13 Bn | - | 14.37 Bn |
| 10 | Invesco | 13.45 Bn | 12.97 Bn | 1.71 Bn | 26.96 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| 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 |
| Jun 30, 2021 | 34.06 Bn |