Invesco (IVZ) Common Equity (2009 - 2026)
Invesco's (IVZ) quarterly Common Equity came in at $13.1 billion in Q2 2026, down 9.15% on a YoY basis from $14.4 billion in Q2 2025, and up 1.31% quarter-over-quarter from $12.9 billion in Q1 2026.
Analysis
Invesco (IVZ) Common Equity (2009 - 2026) Analysis & Trends
Invesco (IVZ) has reported Common Equity for 18 consecutive years, with $13.1 billion the latest figure, recorded in Q2 2026.
- For the quarter ending Q2 2026, Common Equity fell 9.15% year-over-year to $13.1 billion; the trailing twelve-month figure through Jun 2026 stood at $13.1 billion (down 9.15% YoY), and the FY2025 full-year result was $12.9 billion, down 14.51% from the prior year.
- Common Equity advanced to $13.1 billion in Q2 2026 per IVZ's latest filing, from $12.9 billion in the prior quarter.
- Across five years, Common Equity topped out at $16.0 billion in Q1 2022 and bottomed at $12.9 billion in Q4 2025.
- Historically, Common Equity has averaged $15.0 billion across 5 years, with a median of $15.2 billion in 2024.
- The sharpest annual moves came in 2022 and 2026: Common Equity advanced 6.37% in 2022, then declined 15.12% in 2026.
- Over 5 years, Common Equity stood at $15.8 billion in 2022, then decreased by 4.25% to $15.2 billion in 2023, then retreated by 0.3% to $15.1 billion in 2024, then slipped by 14.51% to $12.9 billion in 2025, then climbed by 1.37% to $13.1 billion in 2026.
- According to Business Quant data, Common Equity over the past three periods registered $13.1 billion, $12.9 billion, and $12.9 billion for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Common Equity (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 166.57 Bn | 152.70 Bn | - | 57.84 Bn |
| 2 | Spdr Gold Trust | 144.93 Bn | -413.07 Bn | - | 130.05 Bn |
| 3 | Ishares Gold Trust | 30.32 Bn | -29.79 Bn | - | 60.09 Bn |
| 4 | World Gold Trust | 29.31 Bn | -73.76 Bn | - | 27.26 Bn |
| 5 | Principal Financial | 24.71 Bn | -28.25 Bn | 1.91 Bn | 12.18 Bn |
| 6 | iShares Silver Trust | 21.67 Bn | -6.54 Bn | - | 28.19 Bn |
| 7 | Franklin Resources | 17.58 Bn | 13.86 Bn | - | 12.92 Bn |
| 8 | Invesco | 14.60 Bn | 13.69 Bn | 1.79 Bn | 13.11 Bn |
| 9 | Affiliated Managers | 9.47 Bn | 9.06 Bn | - | 8.31 Bn |
| 10 | Voya Financial | 9.36 Bn | 7.00 Bn | 1.34 Bn | 6.41 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 13.11 Bn |
| Mar 31, 2026 | 12.94 Bn |
| Dec 31, 2025 | 12.93 Bn |
| Sep 30, 2025 | 14.64 Bn |
| Jun 30, 2025 | 14.43 Bn |
| Mar 31, 2025 | 15.24 Bn |
| Dec 31, 2024 | 15.12 Bn |
| Sep 30, 2024 | 15.33 Bn |
| Jun 30, 2024 | 15.20 Bn |
| Mar 31, 2024 | 15.19 Bn |
| Dec 31, 2023 | 15.17 Bn |
| Sep 30, 2023 | 15.84 Bn |
| Jun 30, 2023 | 15.87 Bn |
| Mar 31, 2023 | 15.93 Bn |
| Dec 31, 2022 | 15.84 Bn |
| Sep 30, 2022 | 15.51 Bn |
| Jun 30, 2022 | 15.79 Bn |
| Mar 31, 2022 | 15.99 Bn |
| Dec 31, 2021 | 16.17 Bn |
| Sep 30, 2021 | 15.73 Bn |