Invesco (IVZ) Cash & Current Investments (2009 - 2026)
Invesco (IVZ) posted Cash & Current Investments of $806.9 million for Q1 2026, down 22.23% on a QoQ basis from $1.0 billion in Q4 2025, and down 1.8% year-over-year from $821.7 million in Q1 2025.
Invesco (IVZ) Cash & Current Investments (2009 - 2026) Analysis & Trends
Invesco's Cash & Current Investments history runs 18 years deep, the most recent figure standing at $806.9 million for Q1 2026.
- Quarterly Cash & Current Investments fell 1.8% year-over-year to $806.9 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $806.9 million (down 1.8% YoY) and the FY2025 annual result came in at $1.0 billion, up 5.17% from the prior year.
- Cash & Current Investments was $806.9 million for Q1 2026 at Invesco, 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.
- A 5-year average of $1.0 billion and a median of $986.5 million in 2024 frame the typical range for Cash & Current Investments.
- Annual changes were most pronounced in 2022 — Cash & Current Investments plunged 80.03% — and 2023, when it grew 21.29%.
- Invesco's Cash & Current Investments stood at $1.2 billion in 2022, then grew by 18.99% to $1.5 billion in 2023, then slumped by 32.85% to $986.5 million in 2024, then grew by 5.17% to $1.0 billion in 2025, then declined by 22.23% to $806.9 million in 2026.
- Business Quant data shows IVZ's Cash & Current Investments at $806.9 million in Q1 2026, $1.0 billion in Q4 2025, and $973.1 million in Q3 2025.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Cash & Current Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Brookfield | 1,261.80 Bn | 1,217.21 Bn | 18.56 Bn | 44.59 Bn |
| 2 | BlackRock | 165.12 Bn | 151.98 Bn | - | 13.15 Bn |
| 3 | Blackstone | 103.58 Bn | 101.13 Bn | - | 2.45 Bn |
| 4 | Brookfield Asset Management | 76.31 Bn | 75.26 Bn | - | 1.05 Bn |
| 5 | Apollo Global Management | 73.95 Bn | 73.95 Bn | -409.00 Mn | - |
| 6 | State Street | 51.18 Bn | 51.18 Bn | - | - |
| 7 | Ameriprise Financial | 50.08 Bn | 40.82 Bn | 4.57 Bn | 9.27 Bn |
| 8 | Raymond James Financial | 34.03 Bn | 19.06 Bn | - | 14.96 Bn |
| 9 | Northern Trust | 33.84 Bn | 33.84 Bn | - | - |
| 10 | Invesco | 13.53 Bn | 12.73 Bn | 1.71 Bn | 806.90 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| 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 | 4.69 Bn |