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

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

Historic Data

Download Data
DateValue
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