Invesco (IVZ) Assets Average (2009 - 2026)
Invesco's (IVZ) quarterly Assets Average came in at $27.0 billion in Q1 2026, down 2.22% YoY from $27.6 billion in Q1 2025, and down 2.89% on a QoQ basis from $27.8 billion in Q4 2025.
Invesco (IVZ) Assets Average (2009 - 2026) Analysis & Trends
Invesco (IVZ) has 18 years of Assets Average data on file, last reported at $27.0 billion in 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 retreated to $27.0 billion in Q1 2026, from $27.8 billion in the prior quarter.
- In the past five years, Assets Average ranged from a high of $32.3 billion in Q1 2022 to a low of $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 dropped 10.0% — and 2025, when it increased 4.14%.
- Tracing IVZ's Assets Average over 5 years: stood at $29.5 billion in 2022, then dropped by 1.12% to $29.2 billion in 2023, then slipped by 6.6% to $27.3 billion in 2024, then grew by 1.87% to $27.8 billion in 2025, then retreated by 2.89% to $27.0 billion in 2026.
- The last three Assets Average figures came in at $27.0 billion (Q1 2026), $27.8 billion (Q4 2025), and $28.5 billion (Q3 2025), per Business Quant data.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 176.99 Bn | 163.12 Bn | - | 173.06 Bn |
| 2 | Blackstone | 113.16 Bn | 110.65 Bn | - | 49.11 Bn |
| 3 | Kkr | 96.05 Bn | -181.02 Bn | - | - |
| 4 | Brookfield | 92.54 Bn | 45.14 Bn | - | - |
| 5 | Brookfield Asset Management | 82.31 Bn | 80.81 Bn | - | 19.01 Bn |
| 6 | Apollo Global Management | 77.14 Bn | 51.77 Bn | 10.54 Bn | 480.79 Bn |
| 7 | State Street | 50.64 Bn | 50.64 Bn | - | 405.27 Bn |
| 8 | Ameriprise Financial | 50.31 Bn | 39.27 Bn | 4.72 Bn | 191.16 Bn |
| 9 | Northern Trust | 33.61 Bn | 33.61 Bn | - | 176.94 Bn |
| 10 | Invesco | 14.11 Bn | 13.19 Bn | 1.79 Bn | 27.15 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| 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 |