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$ 10.8BInvestments
VS
Market
95
Sector
73
Industry
81
History
100
$ 24.13Close
$ 12.14 - $ 24.13 52-Week Range
Ticker Information

Ticker

IVZ

Company Name

INVESCO LTD

Sector

Financial Services

Industry

Asset Management

Exchange

NYSE

INVESCO LTD - Investments Chart Analysis (TTM)

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IVZ - Investments Historical data
DateInvestments
6/30/2025$ 10.8B
3/31/2025$ 10.7B
12/31/2024$ 9.61B
9/30/2024$ 8.83B
6/30/2024$ 8.77B
3/31/2024$ 9.87B
12/31/2023$ 9.69B
9/30/2023$ 9.55B
6/30/2023$ 9.6B
3/31/2023$ 9.53B
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Key Performance Insights, Last 5 Years

  • INVESCO LTD's latest trailing twelve months (TTM) Investments stands at $ 8.49B.
  • Over the past 5 years, INVESCO LTD's average Investments has been $ 9.53B.
  • The median Investments for INVESCO LTD during this period was $ 9.57B
  • INVESCO LTD reached its highest Investments over the past 5 years at $ 10.8B.
  • The lowest Investments recorded by INVESCO LTD in the same timeframe $ 8.49B

INVESCO LTD's Investments vs. competitors

We picked the following companies as peers based on multiple factors, including sector, industry, market capitalization and revenue

Investments Benchmarks
CompanyInvestments
BEN : FRANKLIN RESOURCES INC $ 14.04BAXS : AXIS CAPITAL HOLDINGS LTD $ 15.07BSEIC : SEI INVESTMENTS CO $ 322.15MJHG : JANUS HENDERSON GROUP PLC $ 1.44BGL : GLOBE LIFE INC $ 19.93BHLNE : HAMILTON LANE INC $ 862.53MJEF : JEFFERIES FINANCIAL GROUP INC $ 34.49BTHG : HANOVER INSURANCE GROUP INC $ 9.94BFAF : FIRST AMERICAN FINANCIAL CORP $ 8.82BSF : STIFEL FINANCIAL CORP $ 32.38B

Definition of Investments

[Balance Sheet] A component of [Assets] representing the total amount of marketable and non-marketable securities, loans receivable and other invested assets.

IVZ - Investments, Last 5 years

$ 8.49B

Minimum

Sep 30, 2020

$ 10.8B

Maximum

Jun 30, 2025

$ 9.53B

Average

$ 9.57B

Median

Investments Benchmark Analysis

The chart above depicts the distribution of Investments for companies in the Total Stock Market. The average Investments of the companies is $ 4.74M with a standard deviation of $ 11.26M.
The following table provides additional summary stats:
Investments in the Market:
filtered constituents2.64K
min$ 0
max$ 55.09M
average$ 4.74M
median$ 0
std$ 11.26M