Invesco (IVZ) Invested Capital (2009 - 2026)
Invesco posted quarterly Invested Capital of $14.9 billion for Q1 2026, down 8.04% year-on-year from $16.2 billion in Q1 2025, and up 6.03% on a QoQ basis from $14.1 billion in Q4 2025.
Invesco (IVZ) has 18 years of Invested Capital data on file, last reported 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.
- Across five years, Invested Capital topped out at $18.1 billion in Q1 2022 and bottomed at $14.1 billion in Q4 2025.
- The 5-year median for Invested Capital is $16.4 billion (2024), against an average of $16.5 billion.
- The widest annual swing landed in 2022, when Invested Capital rose 5.61%; it then retreated 12.23% in 2025.
- A 5-year view of Invested Capital shows it stood at $17.3 billion in 2022, then fell by 3.87% to $16.7 billion in 2023, then declined by 3.87% to $16.0 billion in 2024, then declined by 12.23% to $14.1 billion in 2025, then increased 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 | 158.51 Bn | 148.89 Bn | - | 69.22 Bn |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - | 8.37 Bn |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - | 30.50 Bn |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - | 8.59 Bn |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn | 53.75 Bn |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - | - |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn | 8.75 Bn |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - | 12.99 Bn |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - | 12.75 Bn |
| 10 | Invesco | 12.44 Bn | 11.96 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 |
| Mar 31, 2021 | 17.11 Bn |
| Dec 31, 2020 | 16.89 Bn |
| Sep 30, 2020 | 16.52 Bn |
| Jun 30, 2020 | 16.37 Bn |
| Mar 31, 2020 | 16.53 Bn |
| Dec 31, 2019 | 16.40 Bn |
| Sep 30, 2019 | 16.26 Bn |
| Jun 30, 2019 | 16.42 Bn |
| Mar 31, 2019 | 11.53 Bn |
| Dec 31, 2018 | 11.35 Bn |
| Sep 30, 2018 | 12.13 Bn |
| Jun 30, 2018 | 12.09 Bn |
| Mar 31, 2018 | 11.27 Bn |
| Dec 31, 2017 | 11.03 Bn |
| Sep 30, 2017 | 10.62 Bn |
| Jun 30, 2017 | 2.08 Bn |
| Mar 31, 2017 | 2.11 Bn |
| Dec 31, 2016 | 9.71 Bn |
| Sep 30, 2016 | 9.90 Bn |
| Jun 30, 2016 | 2.08 Bn |
| Mar 31, 2016 | 2.15 Bn |
| Dec 31, 2015 | 10.77 Bn |
| Sep 30, 2015 | 10.55 Bn |
| Jun 30, 2015 | 10.68 Bn |
| Mar 31, 2015 | 10.47 Bn |
| Dec 31, 2014 | 10.70 Bn |
| Sep 30, 2014 | 10.73 Bn |
| Jun 30, 2014 | 10.91 Bn |
| Mar 31, 2014 | 10.49 Bn |
| Dec 31, 2013 | 10.57 Bn |
| Sep 30, 2013 | 10.51 Bn |
| Jun 30, 2013 | 10.20 Bn |
| Mar 31, 2013 | 10.35 Bn |
| Dec 31, 2012 | 10.24 Bn |
| Sep 30, 2012 | 10.48 Bn |
| Jun 30, 2012 | 10.46 Bn |
| Mar 31, 2012 | 10.46 Bn |
| Dec 31, 2011 | 10.45 Bn |
| Sep 30, 2011 | 10.36 Bn |
| Jun 30, 2011 | 9.41 Bn |
| Mar 31, 2011 | 8.33 Bn |
| Dec 31, 2010 | 10.68 Bn |
| Sep 30, 2010 | 8.85 Bn |
| Jun 30, 2010 | 10.22 Bn |
| Mar 31, 2010 | 8.00 Bn |
| Dec 31, 2009 | 6.86 Bn |
| Sep 30, 2009 | 7.72 Bn |
| Jun 30, 2009 | 7.50 Bn |
| Mar 31, 2009 | 6.36 Bn |