Invesco (IVZ) Long-Term Investments (2009 - 2026)

Invesco (IVZ) posted Long-Term Investments of $1.3 billion for Q1 2026, down 4.36% on a QoQ basis from $1.4 billion in Q4 2025, and up 170.79% year-over-year from $487.8 million in Q1 2025.

Invesco (IVZ) Long-Term Investments (2009 - 2026) Analysis & Trends

Invesco's Long-Term Investments history runs 18 years deep, the most recent figure standing at $1.3 billion for 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 was $1.3 billion for Q1 2026 at Invesco, 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.
  • 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 sank 70.23% — and 2025, when it soared 260.51%.
  • Invesco's Long-Term Investments stood at $368.6 million in 2022, then surged by 124.04% to $825.8 million in 2023, then sank by 53.61% to $383.1 million in 2024, then surged by 260.51% to $1.4 billion in 2025, then fell by 4.36% to $1.3 billion in 2026.
  • Business Quant data shows IVZ's Long-Term Investments at $1.3 billion in Q1 2026, $1.4 billion in Q4 2025, and $1.2 billion in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Long-Term Investments (Qtr)
1 Brookfield 1,236.60 Bn 1,311.20 Bn 18.56 Bn 82.87 Bn
2 BlackRock 161.01 Bn 148.08 Bn - 14.57 Bn
3 Blackstone 97.77 Bn 96.72 Bn - 32.75 Bn
4 Apollo Global Management 70.80 Bn 90.38 Bn -409.00 Mn 2.28 Bn
5 State Street 51.30 Bn 51.30 Bn - 3.88 Bn
6 Ameriprise Financial 48.54 Bn 39.27 Bn 4.57 Bn 58.97 Bn
7 Northern Trust 32.93 Bn 32.93 Bn - -
8 Raymond James Financial 32.59 Bn 17.67 Bn - 399.00 Mn
9 Price T Rowe 24.70 Bn 21.13 Bn - 3.17 Bn
10 Invesco 13.45 Bn 12.97 Bn 1.71 Bn 1.32 Bn

Historic Data

Download Data
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