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| 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 |
| 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 |