Invesco (IVZ) Long-Term Investments (2009 - 2026)
Invesco (IVZ) reported Long-Term Investments of $1.3 billion for Q1 2026, up 170.79% on a YoY basis from $487.8 million in Q1 2025, and down 4.36% quarter-over-quarter from $1.4 billion in Q4 2025.
Invesco (IVZ) Long-Term Investments (2009 - 2026) Analysis & Trends
Invesco has reported Long-Term Investments for 18 years, with the latest figure 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.
- The five-year high for Long-Term Investments was $1.4 billion in Q4 2025, with the low at $255.3 million in Q1 2022.
- Historically, Long-Term Investments has averaged $721.4 million across 5 years, with a median of $495.2 million in 2025.
- Annual changes were most pronounced in 2022 — Long-Term Investments slumped 70.23% — and 2025, when it soared 260.51%.
- Invesco's Long-Term Investments 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 | 163.18 Bn | 153.56 Bn | - | 14.57 Bn |
| 2 | Blackstone | 96.85 Bn | 95.80 Bn | - | 32.75 Bn |
| 3 | Kkr | 86.45 Bn | 133.96 Bn | - | 77.47 Bn |
| 4 | Apollo Global Management | 82.30 Bn | 101.04 Bn | 5.04 Bn | 3.10 Bn |
| 5 | State Street | 46.95 Bn | 21.27 Bn | - | 586.00 Mn |
| 6 | Ameriprise Financial | 43.65 Bn | 43.52 Bn | 4.57 Bn | 2.51 Bn |
| 7 | Northern Trust | 31.92 Bn | 31.92 Bn | - | - |
| 8 | Raymond James Financial | 30.62 Bn | 19.37 Bn | - | 399.00 Mn |
| 9 | Ares Management | 29.04 Bn | 32.41 Bn | - | -1.48 Bn |
| 10 | Invesco | 12.69 Bn | 12.21 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 |