Invesco (IVZ) Invested Capital (2009 - 2026)
Invesco (IVZ) reported Invested Capital of $14.9 billion for Q1 2026, down 8.04% on a YoY basis from $16.2 billion in Q1 2025, and up 6.03% quarter-over-quarter from $14.1 billion in Q4 2025.
Invesco (IVZ) Invested Capital (2009 - 2026) Analysis & Trends
Invesco has reported Invested Capital for 18 years, with the latest figure at $14.9 billion in Q1 2026.
- For the quarter ending Q1 2026, Invested Capital fell 8.04% year-over-year to $14.9 billion; the trailing twelve-month figure through Mar 2026 stood at $14.9 billion (down 8.04% YoY), and the FY2025 full-year result was $14.1 billion, down 12.23% from the prior year.
- Invested Capital for Q1 2026 stood at $14.9 billion, up from $14.1 billion in the prior quarter.
- The five-year high for Invested Capital was $18.1 billion in Q1 2022, with the low at $14.1 billion in Q4 2025.
- Historically, Invested Capital has averaged $16.5 billion across 5 years, with a median of $16.4 billion in 2024.
- Annual changes were most pronounced in 2022 — Invested Capital rose 5.61% — and 2025, when it retreated 12.23%.
- Invesco's Invested Capital stood at $17.3 billion in 2022, then declined by 3.87% to $16.7 billion in 2023, then dropped by 3.87% to $16.0 billion in 2024, then dropped by 12.23% to $14.1 billion in 2025, then grew by 6.03% to $14.9 billion in 2026.
- The last three Invested Capital figures came in at $14.9 billion (Q1 2026), $14.1 billion (Q4 2025), and $16.3 billion (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 163.18 Bn | 153.56 Bn | - | 69.22 Bn |
| 2 | Blackstone | 96.85 Bn | 95.80 Bn | - | 8.37 Bn |
| 3 | Kkr | 86.45 Bn | 133.96 Bn | - | 30.50 Bn |
| 4 | Apollo Global Management | 82.30 Bn | 101.04 Bn | 5.04 Bn | 53.75 Bn |
| 5 | State Street | 46.95 Bn | 21.27 Bn | - | - |
| 6 | Ameriprise Financial | 43.65 Bn | 43.52 Bn | 4.57 Bn | 8.75 Bn |
| 7 | Northern Trust | 31.92 Bn | 31.92 Bn | - | 12.99 Bn |
| 8 | Raymond James Financial | 30.62 Bn | 19.37 Bn | - | 12.57 Bn |
| 9 | Ares Management | 29.04 Bn | 32.41 Bn | - | 12.75 Bn |
| 10 | Invesco | 12.69 Bn | 12.21 Bn | 1.71 Bn | 14.90 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 14.90 Bn |
| Dec 31, 2025 | 14.06 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 |
| Jun 30, 2021 | 17.51 Bn |