Invesco (IVZ) Gains from Investment Securities (2009 - 2026)
Invesco's (IVZ) quarterly Gains from Investment Securities came in at $4.1 million in Q2 2026, up 193.18% on a YoY basis from $1.4 million in Q2 2025, and down 6.82% quarter-over-quarter from $4.4 million in Q1 2026.
Analysis
Invesco (IVZ) Gains from Investment Securities (2009 - 2026) Analysis & Trends
Invesco (IVZ) has reported Gains from Investment Securities for 18 consecutive years, with $4.1 million the latest figure, recorded in Q2 2026.
- For the quarter ending Q2 2026, Gains from Investment Securities rose 193.18% year-over-year to $4.1 million; the trailing twelve-month figure through Jun 2026 stood at $53.8 million (down 2.89% YoY), and the FY2025 full-year result was $46.8 million, down 43.0% from the prior year.
- Gains from Investment Securities retreated to $4.1 million in Q2 2026 per IVZ's latest filing, from $4.4 million in the prior quarter.
- Across five years, Gains from Investment Securities topped out at $67.5 million in Q2 2022 and bottomed at -$6.0 million in Q3 2022.
- Historically, Gains from Investment Securities has averaged $15.6 million across 5 years, with a median of $5.1 million in 2025.
- The sharpest annual moves came in 2022 and 2023: Gains from Investment Securities sank 766.67% in 2022, then jumped 1121.67% in 2023.
- Over 5 years, Gains from Investment Securities stood at $9.9 million in 2022, then tumbled by 83.84% to $1.6 million in 2023, then plunged by 162.5% to -$1.0 million in 2024, then jumped by 710.0% to $6.1 million in 2025, then tumbled by 32.79% to $4.1 million in 2026.
- According to Business Quant data, Gains from Investment Securities over the past three periods registered $4.1 million, $4.4 million, and $6.1 million for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | BlackRock | 165.77 Bn | 152.13 Bn | - |
| 2 | Spdr Gold Trust | 141.23 Bn | -416.77 Bn | - |
| 3 | World Gold Trust | 29.62 Bn | -73.45 Bn | - |
| 4 | Ishares Gold Trust | 27.46 Bn | -32.65 Bn | - |
| 5 | Principal Financial | 25.26 Bn | -27.00 Bn | 1.91 Bn |
| 6 | iShares Silver Trust | 23.22 Bn | -4.99 Bn | - |
| 7 | Invesco | 13.47 Bn | 13.19 Bn | 1.79 Bn |
| 8 | Voya Financial | 9.20 Bn | 8.58 Bn | 1.34 Bn |
| 9 | Affiliated Managers | 9.20 Bn | 9.69 Bn | - |
| 10 | Victory Capital Holdings | 6.56 Bn | 6.49 Bn | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 4.10 Mn |
| Mar 31, 2026 | 4.40 Mn |
| Dec 31, 2025 | 6.10 Mn |
| Sep 30, 2025 | 39.20 Mn |
| Jun 30, 2025 | -4.40 Mn |
| Mar 31, 2025 | 5.90 Mn |
| Dec 31, 2024 | -1.00 Mn |
| Sep 30, 2024 | 54.90 Mn |
| Jun 30, 2024 | 12.30 Mn |
| Mar 31, 2024 | 15.90 Mn |
| Dec 31, 2023 | 1.60 Mn |
| Sep 30, 2023 | 61.30 Mn |
| Jun 30, 2023 | 3.80 Mn |
| Mar 31, 2023 | 2.70 Mn |
| Dec 31, 2022 | 9.90 Mn |
| Sep 30, 2022 | -6.00 Mn |
| Jun 30, 2022 | 67.50 Mn |
| Mar 31, 2022 | 2.80 Mn |
| Dec 31, 2021 | 4.30 Mn |
| Sep 30, 2021 | 900,000.00 |