Invesco (IVZ) Long-Term Investments (2009 - 2026)
Invesco's (IVZ) quarterly Long-Term Investments came in at $10.6 billion in Q2 2026, up 9.31% on a YoY basis from $9.7 billion in Q2 2025, and up 4.41% quarter-over-quarter from $10.1 billion in Q1 2026.
Analysis
Invesco (IVZ) Long-Term Investments (2009 - 2026) Analysis & Trends
Invesco (IVZ) has reported Long-Term Investments for 18 consecutive years, with $10.6 billion the latest figure, recorded in Q2 2026.
- For the quarter ending Q2 2026, Long-Term Investments rose 9.31% year-over-year to $10.6 billion; the trailing twelve-month figure through Jun 2026 stood at $10.6 billion (up 9.31% YoY), and the FY2025 full-year result was $10.1 billion, up 21.2% from the prior year.
- Long-Term Investments advanced to $10.6 billion in Q2 2026 per IVZ's latest filing, from $10.1 billion in the prior quarter.
- Across five years, Long-Term Investments topped out at $10.6 billion in Q2 2026 and bottomed at $884.6 million in Q2 2022.
- Historically, Long-Term Investments has averaged $4.8 billion across 5 years, with a median of $1.1 billion in 2022.
- The sharpest annual moves came in 2024 and 2025: Long-Term Investments decreased 11.65% in 2024, then jumped 898.54% in 2025.
- Over 5 years, Long-Term Investments stood at $996.6 million in 2022, then soared by 851.07% to $9.5 billion in 2023, then decreased by 11.65% to $8.4 billion in 2024, then climbed by 21.2% to $10.1 billion in 2025, then advanced by 4.18% to $10.6 billion in 2026.
- According to Business Quant data, Long-Term Investments over the past three periods registered $10.6 billion, $10.1 billion, and $10.1 billion for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 165.77 Bn | 152.13 Bn | - | 15.14 Bn |
| 2 | Spdr Gold Trust | 141.23 Bn | -416.77 Bn | - | - |
| 3 | World Gold Trust | 29.62 Bn | -73.45 Bn | - | - |
| 4 | Ishares Gold Trust | 27.46 Bn | -32.65 Bn | - | - |
| 5 | Principal Financial | 25.26 Bn | -27.00 Bn | 1.91 Bn | 113.00 Bn |
| 6 | iShares Silver Trust | 23.22 Bn | -4.99 Bn | - | - |
| 7 | Invesco | 13.47 Bn | 13.19 Bn | 1.79 Bn | 10.57 Bn |
| 8 | Voya Financial | 9.20 Bn | 8.58 Bn | 1.34 Bn | 37.65 Bn |
| 9 | Affiliated Managers | 9.20 Bn | 9.69 Bn | - | 2.94 Bn |
| 10 | Victory Capital Holdings | 6.56 Bn | 6.49 Bn | - | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 10.57 Bn |
| Mar 31, 2026 | 10.13 Bn |
| Dec 31, 2025 | 10.15 Bn |
| Sep 30, 2025 | 9.56 Bn |
| Jun 30, 2025 | 9.67 Bn |
| Mar 31, 2025 | 9.62 Bn |
| Dec 31, 2024 | 8.37 Bn |
| Sep 30, 2024 | 1.13 Bn |
| Jun 30, 2024 | 980.00 Mn |
| Mar 31, 2024 | 963.50 Mn |
| Dec 31, 2023 | 9.48 Bn |
| Sep 30, 2023 | 932.60 Mn |
| Jun 30, 2023 | 992.10 Mn |
| Mar 31, 2023 | 980.70 Mn |
| Dec 31, 2022 | 996.60 Mn |
| Sep 30, 2022 | 906.70 Mn |
| Jun 30, 2022 | 884.60 Mn |
| Mar 31, 2022 | 966.80 Mn |
| Dec 31, 2021 | 926.30 Mn |
| Sep 30, 2021 | 906.40 Mn |