Growth Metrics

Invesco (IVZ) Assets Average (2009 - 2026)

Invesco posted quarterly Assets Average of $27.0 billion for Q1 2026, down 2.22% year-on-year from $27.6 billion in Q1 2025, and down 2.89% on a QoQ basis from $27.8 billion in Q4 2025.

Invesco (IVZ) has 18 years of Assets Average data on file, last reported at $27.0 billion in Q1 2026.

  • For the quarter ending Q1 2026, Assets Average fell 2.22% year-over-year to $27.0 billion; the trailing twelve-month figure through Mar 2026 stood at $27.0 billion (down 2.22% YoY), and the FY2025 full-year result was $27.1 billion, down 3.29% from the prior year.
  • Assets Average for Q1 2026 stood at $27.0 billion, 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.
  • The 5-year median for Assets Average is $28.5 billion (2024), against an average of $28.8 billion.
  • The widest annual swing landed in 2022, when Assets Average dropped 10.0%; it then increased 4.14% in 2025.
  • A 5-year view of Assets Average shows it stood at $29.5 billion in 2022, then declined by 1.12% to $29.2 billion in 2023, then dropped by 6.6% to $27.3 billion in 2024, then increased by 1.87% to $27.8 billion in 2025, then decreased 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.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Assets Avg. (Qtr)
1 BlackRock 158.51 Bn 148.89 Bn - 170.12 Bn
2 Blackstone 92.68 Bn 91.63 Bn - 48.02 Bn
3 Kkr 84.94 Bn 132.45 Bn - 411.11 Bn
4 Brookfield Asset Management 77.34 Bn 77.68 Bn - 17.49 Bn
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn 464.24 Bn
6 State Street 44.42 Bn 18.75 Bn - 379.11 Bn
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn 187.68 Bn
8 Northern Trust 31.21 Bn 31.21 Bn - 175.85 Bn
9 Ares Management 28.85 Bn 32.22 Bn - 28.51 Bn
10 Invesco 12.44 Bn 11.96 Bn 1.71 Bn 26.96 Bn

Historic Data

Download Data 🔒
DateValue
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
Mar 31, 2021 35.69 Bn
Jun 30, 2020 82.10 Mn
Mar 31, 2020 19.72 Bn
Dec 31, 2019 19.92 Bn
Sep 30, 2019 529.05 Mn
Jun 30, 2019 323.90 Mn
Mar 31, 2019 15.49 Bn
Dec 31, 2018 15.90 Bn
Sep 30, 2018 707.95 Mn
Jun 30, 2018 489.60 Mn
Mar 31, 2018 16.03 Bn
Dec 31, 2017 15.97 Bn
Sep 30, 2017 210.45 Mn
Jun 30, 2017 106.75 Mn
Mar 31, 2017 12.89 Bn
Dec 31, 2016 12.98 Bn
Sep 30, 2016 348.75 Mn
Jun 30, 2016 245.45 Mn
Mar 31, 2016 12.55 Bn
Dec 31, 2015 12.57 Bn
Sep 30, 2015 418.80 Mn
Jun 30, 2015 777.70 Mn
Mar 31, 2015 10.61 Bn
Dec 31, 2014 20.27 Bn
Sep 30, 2014 19.99 Bn
Jun 30, 2014 20.12 Bn
Mar 31, 2014 19.81 Bn
Dec 31, 2013 19.02 Bn
Sep 30, 2013 18.45 Bn
Jun 30, 2013 18.34 Bn
Mar 31, 2013 18.01 Bn
Dec 31, 2012 17.68 Bn
Sep 30, 2012 18.24 Bn
Jun 30, 2012 9.63 Bn
Mar 31, 2012 9.99 Bn
Dec 31, 2011 19.54 Bn
Sep 30, 2011 20.33 Bn
Jun 30, 2011 21.03 Bn
Mar 31, 2011 20.79 Bn
Dec 31, 2010 13.46 Bn
Sep 30, 2010 6.46 Bn
Jun 30, 2010 6.05 Bn
Mar 31, 2010 8.29 Bn
Dec 31, 2009 5.48 Bn
Sep 30, 2009 53.30 Mn