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
Download Data
Historic 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 |