Invesco (IVZ) Equity Average (2009 - 2026)
Invesco posted quarterly Equity Average of $12.6 billion for Q1 2026, down 17.12% year-on-year from $15.2 billion in Q1 2025, and down 6.34% on a QoQ basis from $13.4 billion in Q4 2025.
Invesco (IVZ) has 18 years of Equity Average data on file, last reported at $12.6 billion in Q1 2026.
- For the quarter ending Q1 2026, Equity Average fell 17.12% year-over-year to $12.6 billion; the trailing twelve-month figure through Mar 2026 stood at $12.6 billion (down 17.12% YoY), and the FY2025 full-year result was $13.7 billion, down 9.7% from the prior year.
- Equity Average for Q1 2026 stood at $12.6 billion, down from $13.4 billion in the prior quarter.
- Across five years, Equity Average topped out at $16.1 billion in Q1 2022 and bottomed at $12.6 billion in Q1 2026.
- The 5-year median for Equity Average is $15.3 billion (2024), against an average of $15.2 billion.
- The widest annual swing landed in 2022, when Equity Average gained 7.76%; it then decreased 17.12% in 2026.
- A 5-year view of Equity Average shows it stood at $15.7 billion in 2022, then fell by 1.11% to $15.5 billion in 2023, then retreated by 1.8% to $15.2 billion in 2024, then decreased by 11.75% to $13.4 billion in 2025, then retreated by 6.34% to $12.6 billion in 2026.
- The last three Equity Average figures came in at $12.6 billion (Q1 2026), $13.4 billion (Q4 2025), and $14.5 billion (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Equity Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 158.51 Bn | 148.89 Bn | - | 56.51 Bn |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - | 14.44 Bn |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - | 54.71 Bn |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - | 8.75 Bn |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn | 41.02 Bn |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - | - |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn | 6.38 Bn |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - | 12.97 Bn |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - | 6.32 Bn |
| 10 | Invesco | 12.44 Bn | 11.96 Bn | 1.71 Bn | 12.58 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 12.58 Bn |
| Dec 31, 2025 | 13.44 Bn |
| Sep 30, 2025 | 14.53 Bn |
| Jun 30, 2025 | 14.83 Bn |
| Mar 31, 2025 | 15.18 Bn |
| Dec 31, 2024 | 15.23 Bn |
| Sep 30, 2024 | 15.26 Bn |
| Jun 30, 2024 | 15.19 Bn |
| Mar 31, 2024 | 15.18 Bn |
| Dec 31, 2023 | 15.50 Bn |
| Sep 30, 2023 | 15.85 Bn |
| Jun 30, 2023 | 15.90 Bn |
| Mar 31, 2023 | 15.89 Bn |
| Dec 31, 2022 | 15.68 Bn |
| Sep 30, 2022 | 15.65 Bn |
| Jun 30, 2022 | 15.89 Bn |
| Mar 31, 2022 | 16.08 Bn |
| Dec 31, 2021 | 15.95 Bn |
| Sep 30, 2021 | 15.58 Bn |
| Jun 30, 2021 | 15.23 Bn |
| Mar 31, 2021 | 14.92 Bn |
| Dec 31, 2020 | 14.58 Bn |
| Sep 30, 2020 | 14.16 Bn |
| Jun 30, 2020 | 13.96 Bn |
| Mar 31, 2020 | 14.13 Bn |
| Dec 31, 2019 | 14.14 Bn |
| Sep 30, 2019 | 14.13 Bn |
| Jun 30, 2019 | 11.65 Bn |
| Mar 31, 2019 | 8.97 Bn |
| Dec 31, 2018 | 9.13 Bn |
| Sep 30, 2018 | 9.23 Bn |
| Jun 30, 2018 | 9.16 Bn |
| Mar 31, 2018 | 9.07 Bn |
| Dec 31, 2017 | 8.75 Bn |
| Sep 30, 2017 | 4.28 Bn |
| Jun 30, 2017 | 11.35 Mn |
| Mar 31, 2017 | 3.81 Bn |
| Dec 31, 2016 | 7.72 Bn |
| Sep 30, 2016 | 3.92 Bn |
| Jun 30, 2016 | 44.35 Mn |
| Mar 31, 2016 | 4.39 Bn |
| Dec 31, 2015 | 8.78 Bn |
| Sep 30, 2015 | 8.97 Bn |
| Jun 30, 2015 | 8.98 Bn |
| Mar 31, 2015 | 9.00 Bn |
| Dec 31, 2014 | 9.13 Bn |
| Sep 30, 2014 | 9.23 Bn |
| Jun 30, 2014 | 9.11 Bn |
| Mar 31, 2014 | 8.94 Bn |
| Dec 31, 2013 | 9.05 Bn |
| Sep 30, 2013 | 8.94 Bn |
| Jun 30, 2013 | 8.80 Bn |
| Mar 31, 2013 | 8.94 Bn |
| Dec 31, 2012 | 9.12 Bn |
| Sep 30, 2012 | 9.16 Bn |
| Jun 30, 2012 | 9.13 Bn |
| Mar 31, 2012 | 9.14 Bn |
| Dec 31, 2011 | 9.05 Bn |
| Sep 30, 2011 | 9.08 Bn |
| Jun 30, 2011 | 8.77 Bn |
| Mar 31, 2011 | 8.85 Bn |
| Dec 31, 2010 | 9.10 Bn |
| Sep 30, 2010 | 8.83 Bn |
| Jun 30, 2010 | 8.41 Bn |
| Mar 31, 2010 | 7.81 Bn |
| Dec 31, 2009 | 7.52 Bn |
| Sep 30, 2009 | 7.31 Bn |
| Jun 30, 2009 | 6.78 Bn |
| Mar 31, 2009 | 6.48 Bn |