Invesco (IVZ) Long-Term Investments (2009 - 2026)
Invesco's (IVZ) quarterly Long-Term Investments came in at $1.3 billion in Q1 2026, up 170.79% YoY from $487.8 million in Q1 2025, and down 4.36% on a QoQ basis from $1.4 billion in Q4 2025.
Invesco (IVZ) Long-Term Investments (2009 - 2026) Analysis & Trends
Invesco (IVZ) has 18 years of Long-Term Investments data on file, last reported at $1.3 billion in 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 declined to $1.3 billion in Q1 2026, from $1.4 billion in the prior quarter.
- In the past five years, Long-Term Investments ranged from a high of $1.4 billion in Q4 2025 to a low of $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 slumped 70.23% — and 2025, when it soared 260.51%.
- Tracing IVZ's Long-Term Investments over 5 years: stood at $368.6 million in 2022, then soared by 124.04% to $825.8 million in 2023, then tumbled by 53.61% to $383.1 million in 2024, then soared by 260.51% to $1.4 billion in 2025, then dropped by 4.36% to $1.3 billion in 2026.
- The last three Long-Term Investments figures came in at $1.3 billion (Q1 2026), $1.4 billion (Q4 2025), and $1.2 billion (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 179.54 Bn | 165.67 Bn | - | 15.14 Bn |
| 2 | Blackstone | 114.83 Bn | 112.32 Bn | - | 34.59 Bn |
| 3 | Kkr | 97.26 Bn | -179.81 Bn | - | 837.70 Mn |
| 4 | Brookfield | 93.07 Bn | 45.66 Bn | - | 87.68 Bn |
| 5 | Brookfield Asset Management | 83.46 Bn | 81.96 Bn | - | 10.36 Bn |
| 6 | Apollo Global Management | 78.41 Bn | 53.04 Bn | 10.54 Bn | 333.84 Bn |
| 7 | State Street | 51.66 Bn | 51.66 Bn | - | 4.10 Bn |
| 8 | Ameriprise Financial | 51.12 Bn | 40.07 Bn | 4.72 Bn | 59.65 Bn |
| 9 | Raymond James Financial | 33.99 Bn | 20.74 Bn | - | 383.00 Mn |
| 10 | Invesco | 14.44 Bn | 13.53 Bn | 1.79 Bn | 10.57 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 1.45 Bn |
| 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 |