Invesco IVZ
NYSE IVZ
$32.02 +0.66 (+2.10%)
At close: Aug 21, 2026 · 4:00 PM EDT

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
DateValue
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