Invesco IVZ
NYSE IVZ
$30.52 +0.29 (+0.96%)
At close: Sep 18, 2026 · 4:00 PM EDT

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

Historic Data

Download Data
DateValue
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