Growth Metrics

Invesco (IVZ) Cash & Current Investments (2009 - 2026)

Invesco posted quarterly Cash & Current Investments of $806.9 million for Q1 2026, down 1.8% year-on-year from $821.7 million in Q1 2025, and down 22.23% on a QoQ basis from $1.0 billion in Q4 2025.

Invesco (IVZ) has 18 years of Cash & Current Investments data on file, last reported at $806.9 million in Q1 2026.

  • For the quarter ending Q1 2026, Cash & Current Investments fell 1.8% year-over-year to $806.9 million; the trailing twelve-month figure through Mar 2026 stood at $806.9 million (down 1.8% YoY), and the FY2025 full-year result was $1.0 billion, up 5.17% from the prior year.
  • Cash & Current Investments for Q1 2026 stood at $806.9 million, down from $1.0 billion in the prior quarter.
  • Across five years, Cash & Current Investments topped out at $1.5 billion in Q4 2023 and bottomed at $806.9 million in Q1 2026.
  • The 5-year median for Cash & Current Investments is $986.5 million (2024), against an average of $1.0 billion.
  • The widest annual swing landed in 2022, when Cash & Current Investments plunged 72.43%; it then gained 21.29% in 2023.
  • A 5-year view of Cash & Current Investments shows it stood at $1.2 billion in 2022, then climbed by 18.99% to $1.5 billion in 2023, then tumbled by 32.85% to $986.5 million in 2024, then climbed by 5.17% to $1.0 billion in 2025, then dropped by 22.23% to $806.9 million in 2026.
  • The last three Cash & Current Investments figures came in at $806.9 million (Q1 2026), $1.0 billion (Q4 2025), and $973.1 million (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Cash & Current Investments (Qtr)
1 BlackRock 158.51 Bn 148.89 Bn - 9.84 Bn
2 Blackstone 92.68 Bn 91.63 Bn - 2.45 Bn
3 Kkr 84.94 Bn 132.45 Bn - -
4 Brookfield Asset Management 77.34 Bn 77.68 Bn - 1.05 Bn
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn 851.00 Mn
6 State Street 44.42 Bn 18.75 Bn - 8.49 Bn
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn 128.00 Mn
8 Northern Trust 31.21 Bn 31.21 Bn - -
9 Ares Management 28.85 Bn 32.22 Bn - 869.31 Mn
10 Invesco 12.44 Bn 11.96 Bn 1.71 Bn 806.90 Mn

Historic Data

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DateValue
Mar 31, 2026 806.90 Mn
Dec 31, 2025 1.04 Bn
Sep 30, 2025 973.10 Mn
Jun 30, 2025 922.70 Mn
Mar 31, 2025 821.70 Mn
Dec 31, 2024 986.50 Mn
Sep 30, 2024 1.04 Bn
Jun 30, 2024 878.50 Mn
Mar 31, 2024 895.70 Mn
Dec 31, 2023 1.47 Bn
Sep 30, 2023 1.24 Bn
Jun 30, 2023 1.01 Bn
Mar 31, 2023 889.00 Mn
Dec 31, 2022 1.23 Bn
Sep 30, 2022 1.02 Bn
Jun 30, 2022 936.80 Mn
Mar 31, 2022 1.31 Bn
Dec 31, 2021 1.90 Bn
Sep 30, 2021 3.71 Bn
Jun 30, 2021 1.33 Bn
Mar 31, 2021 1.16 Bn
Dec 31, 2020 1.41 Bn
Sep 30, 2020 1.07 Bn
Jun 30, 2020 987.10 Mn
Mar 31, 2020 940.50 Mn
Dec 31, 2019 1.05 Bn
Sep 30, 2019 1.05 Bn
Jun 30, 2019 1.20 Bn
Mar 31, 2019 1.02 Bn
Dec 31, 2018 1.15 Bn
Sep 30, 2018 1.63 Bn
Jun 30, 2018 1.48 Bn
Mar 31, 2018 1.86 Bn
Dec 31, 2017 2.01 Bn
Sep 30, 2017 1.72 Bn
Jun 30, 2017 1.65 Bn
Mar 31, 2017 1.40 Bn
Dec 31, 2016 1.33 Bn
Sep 30, 2016 1.58 Bn
Jun 30, 2016 1.45 Bn
Mar 31, 2016 1.45 Bn
Dec 31, 2015 1.85 Bn
Sep 30, 2015 1.59 Bn
Jun 30, 2015 1.47 Bn
Mar 31, 2015 1.22 Bn
Dec 31, 2014 1.51 Bn
Sep 30, 2014 1.35 Bn
Jun 30, 2014 1.20 Bn
Mar 31, 2014 978.70 Mn
Dec 31, 2013 1.33 Bn
Sep 30, 2013 1.17 Bn
Jun 30, 2013 1.27 Bn
Mar 31, 2013 1.24 Bn
Dec 31, 2012 1.20 Bn
Sep 30, 2012 1.24 Bn
Jun 30, 2012 1.06 Bn
Mar 31, 2012 930.00 Mn
Dec 31, 2011 1.01 Bn
Sep 30, 2011 1.05 Bn
Jun 30, 2011 622.00 Mn
Mar 31, 2011 816.10 Mn
Dec 31, 2010 1.05 Bn
Sep 30, 2010 664.10 Mn
Jun 30, 2010 869.60 Mn
Mar 31, 2010 751.00 Mn
Dec 31, 2009 944.40 Mn
Sep 30, 2009 1.10 Bn
Jun 30, 2009 965.00 Mn
Mar 31, 2009 333.10 Mn