Invesco (IVZ) Short-term Investments (2009 - 2021)
Invesco's (IVZ) quarterly Short-term Investments came in at $2.2 billion in Q3 2021, down 71.68% on a YoY basis from $7.9 billion in Q3 2020, and down 34.64% quarter-over-quarter from $3.4 billion in Q2 2021.
Analysis
Invesco (IVZ) Short-term Investments (2009 - 2021) Analysis & Trends
Invesco (IVZ) has reported Short-term Investments for 10 consecutive years, with $2.2 billion the latest figure, recorded in Q3 2021.
- For the quarter ending Q3 2021, Short-term Investments fell 71.68% year-over-year to $2.2 billion; the trailing twelve-month figure through Sep 2021 stood at $2.2 billion (down 71.68% YoY), and the FY2020 full-year result was $7.6 billion, down 30.03% from the prior year.
- Short-term Investments retreated to $2.2 billion in Q3 2021 per IVZ's latest filing, from $3.4 billion in the prior quarter.
- Across five years, Short-term Investments topped out at $12.4 billion in Q4 2017 and bottomed at $2.2 billion in Q3 2021.
- Historically, Short-term Investments has averaged $9.1 billion across 5 years, with a median of $10.4 billion in 2019.
- The sharpest annual moves came in 2019 and 2021: Short-term Investments retreated 4.82% in 2019, then sank 71.68% in 2021.
- Over 5 years, Short-term Investments stood at $12.4 billion in 2017, then declined by 8.52% to $11.4 billion in 2018, then declined by 4.82% to $10.8 billion in 2019, then plunged by 30.03% to $7.6 billion in 2020, then slumped by 70.56% to $2.2 billion in 2021.
- According to Business Quant data, Short-term Investments over the past three periods registered $2.2 billion, $3.4 billion, and $5.6 billion for Q3 2021, Q2 2021, and Q1 2021 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | BlackRock | 165.77 Bn | 152.13 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 |
| 6 | iShares Silver Trust | 23.22 Bn | -4.99 Bn | - |
| 7 | Invesco | 13.47 Bn | 13.19 Bn | 1.79 Bn |
| 8 | Voya Financial | 9.20 Bn | 8.58 Bn | 1.34 Bn |
| 9 | Affiliated Managers | 9.20 Bn | 9.69 Bn | - |
| 10 | Victory Capital Holdings | 6.56 Bn | 6.49 Bn | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2021 | 2.23 Bn |
| Jun 30, 2021 | 3.42 Bn |
| Mar 31, 2021 | 5.63 Bn |
| Dec 31, 2020 | 7.58 Bn |
| Sep 30, 2020 | 7.88 Bn |
| Jun 30, 2020 | 8.02 Bn |
| Mar 31, 2020 | 9.14 Bn |
| Dec 31, 2019 | 10.84 Bn |
| Sep 30, 2019 | 10.44 Bn |
| Jun 30, 2019 | 11.47 Bn |
| Mar 31, 2019 | 12.10 Bn |
| Dec 31, 2018 | 11.38 Bn |
| Sep 30, 2018 | 12.27 Bn |
| Jun 30, 2018 | 12.20 Bn |
| Dec 31, 2017 | 12.44 Bn |
| Jun 30, 2013 | 350.10 Mn |
| Mar 31, 2013 | 359.90 Mn |
| Dec 31, 2012 | 363.90 Mn |
| Sep 30, 2012 | 364.20 Mn |
| Jun 30, 2012 | 344.50 Mn |