Invesco IVZ
NYSE IVZ
$30.52 +0.29 (+0.96%)
At close: Sep 18, 2026 · 4:00 PM EDT

Invesco (IVZ) Invested Capital (2009 - 2026)

Invesco's (IVZ) quarterly Invested Capital came in at $14.7 billion in Q2 2026, down 9.69% on a YoY basis from $16.3 billion in Q2 2025, and down 1.16% quarter-over-quarter from $14.9 billion in Q1 2026.

Analysis

Invesco (IVZ) Invested Capital (2009 - 2026) Analysis & Trends

Invesco (IVZ) has reported Invested Capital for 18 consecutive years, with $14.7 billion the latest figure, recorded in Q2 2026.

  • For the quarter ending Q2 2026, Invested Capital fell 9.69% year-over-year to $14.7 billion; the trailing twelve-month figure through Jun 2026 stood at $14.7 billion (down 9.69% YoY), and the FY2025 full-year result was $14.8 billion, down 7.87% from the prior year.
  • Invested Capital declined to $14.7 billion in Q2 2026 per IVZ's latest filing, from $14.9 billion in the prior quarter.
  • Across five years, Invested Capital topped out at $18.1 billion in Q1 2022 and bottomed at $14.7 billion in Q2 2026.
  • Historically, Invested Capital has averaged $16.5 billion across 5 years, with a median of $16.4 billion in 2024.
  • The sharpest annual moves came in 2022 and 2026: Invested Capital gained 5.61% in 2022, then dropped 9.69% in 2026.
  • Over 5 years, Invested Capital stood at $17.3 billion in 2022, then retreated by 3.87% to $16.7 billion in 2023, then fell by 3.87% to $16.0 billion in 2024, then fell by 7.87% to $14.8 billion in 2025, then dropped by 0.16% to $14.7 billion in 2026.
  • According to Business Quant data, Invested Capital over the past three periods registered $14.7 billion, $14.9 billion, and $14.8 billion for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Invested Cap. (Qtr)
1 BlackRock 165.77 Bn 152.13 Bn - 78.46 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 16.53 Bn
6 iShares Silver Trust 23.22 Bn -4.99 Bn - -
7 Invesco 13.47 Bn 13.19 Bn 1.79 Bn 14.73 Bn
8 Voya Financial 9.20 Bn 8.58 Bn 1.34 Bn 9.98 Bn
9 Affiliated Managers 9.20 Bn 9.69 Bn - 11.32 Bn
10 Victory Capital Holdings 6.56 Bn 6.49 Bn - 3.34 Bn
Historic Data

Historic Data

Download Data
DateValue
Jun 30, 2026 14.73 Bn
Mar 31, 2026 14.90 Bn
Dec 31, 2025 14.75 Bn
Sep 30, 2025 16.27 Bn
Jun 30, 2025 16.31 Bn
Mar 31, 2025 16.21 Bn
Dec 31, 2024 16.01 Bn
Sep 30, 2024 16.22 Bn
Jun 30, 2024 16.09 Bn
Mar 31, 2024 16.44 Bn
Dec 31, 2023 16.66 Bn
Sep 30, 2023 17.33 Bn
Jun 30, 2023 17.36 Bn
Mar 31, 2023 17.42 Bn
Dec 31, 2022 17.33 Bn
Sep 30, 2022 17.00 Bn
Jun 30, 2022 17.47 Bn
Mar 31, 2022 18.07 Bn
Dec 31, 2021 18.25 Bn
Sep 30, 2021 17.82 Bn