Growth Metrics

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

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DateValue
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