Invesco (IVZ) Long-Term Investments (2009 - 2026)
Invesco (IVZ) posted Long-Term Investments of $1.3 billion for Q1 2026, down 4.36% on a QoQ basis from $1.4 billion in Q4 2025, and up 170.79% year-over-year from $487.8 million in Q1 2025.
Invesco (IVZ) Long-Term Investments (2009 - 2026) Analysis & Trends
Invesco's Long-Term Investments history runs 18 years deep, the most recent figure standing at $1.3 billion for Q1 2026.
- Quarterly Long-Term Investments rose 170.79% year-over-year to $1.3 billion in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $1.3 billion (up 170.79% YoY) and the FY2025 annual result came in at $1.4 billion, up 260.51% from the prior year.
- Long-Term Investments was $1.3 billion for Q1 2026 at Invesco, down from $1.4 billion in the prior quarter.
- Across five years, Long-Term Investments topped out at $1.4 billion in Q4 2025 and bottomed at $255.3 million in Q1 2022.
- A 5-year average of $721.4 million and a median of $495.2 million in 2025 frame the typical range for Long-Term Investments.
- Annual changes were most pronounced in 2022 — Long-Term Investments sank 70.23% — and 2025, when it soared 260.51%.
- Invesco's Long-Term Investments stood at $368.6 million in 2022, then surged by 124.04% to $825.8 million in 2023, then sank by 53.61% to $383.1 million in 2024, then surged by 260.51% to $1.4 billion in 2025, then fell by 4.36% to $1.3 billion in 2026.
- Business Quant data shows IVZ's Long-Term Investments at $1.3 billion in Q1 2026, $1.4 billion in Q4 2025, and $1.2 billion in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Brookfield | 1,236.60 Bn | 1,311.20 Bn | 18.56 Bn | 82.87 Bn |
| 2 | BlackRock | 161.01 Bn | 148.08 Bn | - | 14.57 Bn |
| 3 | Blackstone | 97.77 Bn | 96.72 Bn | - | 32.75 Bn |
| 4 | Apollo Global Management | 70.80 Bn | 90.38 Bn | -409.00 Mn | 2.28 Bn |
| 5 | State Street | 51.30 Bn | 51.30 Bn | - | 3.88 Bn |
| 6 | Ameriprise Financial | 48.54 Bn | 39.27 Bn | 4.57 Bn | 58.97 Bn |
| 7 | Northern Trust | 32.93 Bn | 32.93 Bn | - | - |
| 8 | Raymond James Financial | 32.59 Bn | 17.67 Bn | - | 399.00 Mn |
| 9 | Price T Rowe | 24.70 Bn | 21.13 Bn | - | 3.17 Bn |
| 10 | Invesco | 13.45 Bn | 12.97 Bn | 1.71 Bn | 1.32 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 1.32 Bn |
| Dec 31, 2025 | 1.38 Bn |
| Sep 30, 2025 | 1.16 Bn |
| Jun 30, 2025 | 495.20 Mn |
| Mar 31, 2025 | 487.80 Mn |
| Dec 31, 2024 | 383.10 Mn |
| Sep 30, 2024 | 1.13 Bn |
| Jun 30, 2024 | 328.40 Mn |
| Mar 31, 2024 | 1.11 Bn |
| Dec 31, 2023 | 825.80 Mn |
| Sep 30, 2023 | 932.60 Mn |
| Jun 30, 2023 | 490.80 Mn |
| Mar 31, 2023 | 351.30 Mn |
| Dec 31, 2022 | 368.60 Mn |
| Sep 30, 2022 | 906.70 Mn |
| Jun 30, 2022 | 328.30 Mn |
| Mar 31, 2022 | 255.30 Mn |
| Dec 31, 2021 | 239.50 Mn |
| Sep 30, 2021 | 906.40 Mn |
| Jun 30, 2021 | 965.20 Mn |