Invesco (IVZ) Liabilities and Shareholders Equity (2009 - 2026)

Invesco (IVZ) posted Liabilities and Shareholders Equity of $26.8 billion for Q1 2026, down 0.96% on a QoQ basis from $27.1 billion in Q4 2025, and down 4.65% year-over-year from $28.1 billion in Q1 2025.

Invesco (IVZ) Liabilities and Shareholders Equity (2009 - 2026) Analysis & Trends

Invesco's Liabilities and Shareholders Equity history runs 18 years deep, the most recent figure standing at $26.8 billion for Q1 2026.

  • Quarterly Liabilities and Shareholders Equity fell 4.65% year-over-year to $26.8 billion in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $110.9 billion (up 0.95% YoY) and the FY2025 annual result came in at $27.1 billion, changed 0.32% from the prior year.
  • Liabilities and Shareholders Equity was $26.8 billion for Q1 2026 at Invesco, down from $27.1 billion in the prior quarter.
  • Across five years, Liabilities and Shareholders Equity topped out at $31.9 billion in Q1 2022 and bottomed at $26.8 billion in Q1 2026.
  • A 5-year average of $28.7 billion and a median of $28.5 billion in 2025 frame the typical range for Liabilities and Shareholders Equity.
  • Annual changes were most pronounced in 2022 — Liabilities and Shareholders Equity fell 10.79% — and 2025, when it climbed 4.89%.
  • Invesco's Liabilities and Shareholders Equity stood at $29.8 billion in 2022, then retreated by 2.77% to $28.9 billion in 2023, then decreased by 6.65% to $27.0 billion in 2024, then climbed by 0.32% to $27.1 billion in 2025, then declined by 0.96% to $26.8 billion in 2026.
  • Business Quant data shows IVZ's Liabilities and Shareholders Equity at $26.8 billion in Q1 2026, $27.1 billion in Q4 2025, and $28.4 billion in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Liabilities and Shareholders Equity (Qtr)
1 Brookfield 1,236.60 Bn 1,311.20 Bn 18.56 Bn -
2 BlackRock 161.01 Bn 148.08 Bn - 170.24 Bn
3 Blackstone 97.77 Bn 96.72 Bn - 48.33 Bn
4 Apollo Global Management 70.80 Bn 90.38 Bn -409.00 Mn 467.53 Bn
5 State Street 51.30 Bn 51.30 Bn - 392.17 Bn
6 Ameriprise Financial 48.54 Bn 39.27 Bn 4.57 Bn 184.45 Bn
7 Northern Trust 32.93 Bn 32.93 Bn - 174.57 Bn
8 Raymond James Financial 32.59 Bn 17.67 Bn - 91.94 Bn
9 Price T Rowe 24.70 Bn 21.13 Bn - 14.39 Bn
10 Invesco 13.45 Bn 12.97 Bn 1.71 Bn 26.83 Bn

Historic Data

Download Data
DateValue
Mar 31, 2026 26.83 Bn
Dec 31, 2025 27.09 Bn
Sep 30, 2025 28.44 Bn
Jun 30, 2025 28.50 Bn
Mar 31, 2025 28.14 Bn
Dec 31, 2024 27.01 Bn
Sep 30, 2024 27.50 Bn
Jun 30, 2024 27.17 Bn
Mar 31, 2024 28.08 Bn
Dec 31, 2023 28.93 Bn
Sep 30, 2023 29.43 Bn
Jun 30, 2023 29.46 Bn
Mar 31, 2023 29.73 Bn
Dec 31, 2022 29.76 Bn
Sep 30, 2022 29.27 Bn
Jun 30, 2022 30.19 Bn
Mar 31, 2022 31.85 Bn
Dec 31, 2021 32.69 Bn
Sep 30, 2021 32.81 Bn
Jun 30, 2021 33.25 Bn