Invesco (IVZ) Assets Average (2009 - 2026)
Invesco (IVZ) reported Assets Average of $27.0 billion for Q1 2026, down 2.22% on a YoY basis from $27.6 billion in Q1 2025, and down 2.89% quarter-over-quarter from $27.8 billion in Q4 2025.
Invesco (IVZ) Assets Average (2009 - 2026) Analysis & Trends
Invesco has reported Assets Average for 18 years, with the latest figure 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.
- The five-year high for Assets Average was $32.3 billion in Q1 2022, with the low at $27.0 billion in Q1 2026.
- Historically, Assets Average has averaged $28.8 billion across 5 years, with a median of $28.5 billion in 2024.
- Annual changes were most pronounced in 2022 — Assets Average dropped 10.0% — and 2025, when it increased 4.14%.
- Invesco's Assets Average 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.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 163.18 Bn | 153.56 Bn | - | 170.12 Bn |
| 2 | Blackstone | 96.85 Bn | 95.80 Bn | - | 48.02 Bn |
| 3 | Kkr | 86.45 Bn | 133.96 Bn | - | 411.11 Bn |
| 4 | Apollo Global Management | 82.30 Bn | 101.04 Bn | 5.04 Bn | 464.24 Bn |
| 5 | State Street | 46.95 Bn | 21.27 Bn | - | 379.11 Bn |
| 6 | Ameriprise Financial | 43.65 Bn | 43.52 Bn | 4.57 Bn | 187.68 Bn |
| 7 | Northern Trust | 31.92 Bn | 31.92 Bn | - | 175.85 Bn |
| 8 | Raymond James Financial | 30.62 Bn | 19.37 Bn | - | 90.35 Bn |
| 9 | Ares Management | 29.04 Bn | 32.41 Bn | - | 28.51 Bn |
| 10 | Invesco | 12.69 Bn | 12.21 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 |