Invesco (IVZ) Long-Term Investments (2009 - 2026)
Invesco posted quarterly Long-Term Investments of $1.3 billion for Q1 2026, up 170.79% year-on-year from $487.8 million in Q1 2025, and down 4.36% on a QoQ basis from $1.4 billion in Q4 2025.
Invesco (IVZ) has 18 years of Long-Term Investments data on file, last reported at $1.3 billion in Q1 2026.
- For the quarter ending Q1 2026, Long-Term Investments rose 170.79% year-over-year to $1.3 billion; the trailing twelve-month figure through Mar 2026 stood at $1.3 billion (up 170.79% YoY), and the FY2025 full-year result was $1.4 billion, up 260.51% from the prior year.
- Long-Term Investments for Q1 2026 stood at $1.3 billion, 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.
- The 5-year median for Long-Term Investments is $495.2 million (2025), against an average of $721.4 million.
- The widest annual swing landed in 2022, when Long-Term Investments plunged 70.23%; it then soared 260.51% in 2025.
- A 5-year view of Long-Term Investments shows it stood at $368.6 million in 2022, then jumped by 124.04% to $825.8 million in 2023, then slumped by 53.61% to $383.1 million in 2024, then jumped by 260.51% to $1.4 billion in 2025, then declined 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 | 158.51 Bn | 148.89 Bn | - | 14.57 Bn |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - | 32.75 Bn |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - | 77.47 Bn |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - | 2.39 Bn |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn | 3.10 Bn |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - | 586.00 Mn |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn | 2.51 Bn |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - | - |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - | -1.48 Bn |
| 10 | Invesco | 12.44 Bn | 11.96 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 |
| Mar 31, 2021 | 857.60 Mn |
| Dec 31, 2020 | 826.80 Mn |
| Sep 30, 2020 | 769.80 Mn |
| Mar 31, 2020 | 89.40 Mn |
| Dec 31, 2019 | 78.60 Mn |
| Sep 30, 2019 | 847.00 Mn |
| Jun 30, 2019 | 14.50 Mn |
| Mar 31, 2019 | 12.20 Mn |
| Dec 31, 2018 | 11.80 Mn |
| Sep 30, 2018 | 643.80 Mn |
| Jun 30, 2018 | 52.00 Mn |
| Mar 31, 2018 | 6.20 Mn |
| Dec 31, 2017 | 76.20 Mn |
| Sep 30, 2017 | 690.90 Mn |
| Jun 30, 2017 | 59.90 Mn |
| Mar 31, 2017 | 54.80 Mn |
| Dec 31, 2016 | 40.70 Mn |
| Sep 30, 2016 | 877.70 Mn |
| Jun 30, 2016 | 23.90 Mn |
| Mar 31, 2016 | 11.80 Mn |
| Dec 31, 2015 | 1.02 Bn |
| Sep 30, 2015 | 938.90 Mn |
| Jun 30, 2015 | 6.30 Mn |
| Mar 31, 2015 | 6.30 Mn |
| Dec 31, 2014 | 885.40 Mn |
| Sep 30, 2014 | 886.50 Mn |
| Jun 30, 2014 | 24.10 Mn |
| Mar 31, 2014 | 19.50 Mn |
| Dec 31, 2013 | 839.70 Mn |
| Sep 30, 2013 | 705.00 Mn |
| Mar 31, 2013 | 535.10 Mn |
| Dec 31, 2012 | 610.70 Mn |
| Sep 30, 2012 | 223.50 Mn |
| Jun 30, 2012 | 6.30 Mn |
| Mar 31, 2012 | 2.80 Mn |
| Dec 31, 2011 | 200.80 Mn |
| Sep 30, 2011 | 186.90 Mn |
| Jun 30, 2011 | 909.80 Mn |
| Mar 31, 2011 | 400,000.00 |
| Dec 31, 2010 | 164.40 Mn |
| Jun 30, 2010 | 662.70 Mn |
| Mar 31, 2010 | 665.50 Mn |
| Dec 31, 2009 | 157.40 Mn |
| Sep 30, 2009 | 136.90 Mn |
| Jun 30, 2009 | 13.40 Mn |
| Mar 31, 2009 | 13.50 Mn |