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
Download Data
Historic Data
| Date | Value |
|---|---|
| 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 |