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
DateValue
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