Net Assets for Invesco (IVZ)
According to Invesco's latest reported financial statements, the company's latest reported net assets is $12.26B USD. Net assets — also called stockholders' equity — equal total assets minus total liabilities. They represent the residual claim of shareholders on the company's assets and roughly track book value over time.
Headline figure above is from the reporting period ending (reported ). Chart and table below cover the full reported history back to .
IVZ
Currently viewingNet AssetsSwitch metric
Latest period
$12.26B
YoY change
-16.0%
5Y CAGR
-3.2%
Peak year (2021)
$15.50B
Latest annual
$12.23B
Net Assets history chart for Invesco (IVZ) from 1997 to 2025
Net Assets history table for Invesco (IVZ) from 1997 to 2025
| Fiscal year | Period ended | Reported | Net Assets | YoY |
|---|---|---|---|---|
| 2025 | $12.23B | -16.0% | ||
| 2024 | $14.56B | -0.3% | ||
| 2023 | $14.60B | -4.0% | ||
| 2022 | $15.21B | -1.8% | ||
| 2021 | $15.50B | +7.9% | ||
| 2020 | $14.36B | +3.6% | ||
| 2019 | $13.86B | +61.6% | ||
| 2018 | $8.58B | -1.3% | ||
| 2017 | $8.70B | +15.9% | ||
| 2016 | $7.50B | -4.8% | ||
| 2015 | $7.89B | -5.3% | ||
| 2014 | $8.33B | -0.8% | ||
| 2013 | $8.39B | +0.9% | ||
| 2012 | $8.32B | +2.4% | ||
| 2011 | $8.12B | -1.8% | ||
| 2010 | $8.26B | +19.6% | ||
| 2009 | $6.91B | +21.5% | ||
| 2008 | $5.69B | -13.7% | ||
| 2007 | $6.59B | +6.9% | ||
| 2006 | $6.16B | +70.6% | ||
| 2005 | $3.61B | +1.2% | ||
| 2004 | $3.57B | -10.3% | ||
| 2003 | $3.98B | +8.2% | ||
| 2002 | $3.68B | +10.8% | ||
| 2001 | $3.32B | +5.7% | ||
| 2000 | $3.14B | +345.7% | ||
| 1999 | $705.56M | +28.5% | ||
| 1998 | $549.20M | -1647.0% | ||
| 1997 | -$35.50M | — |
Net Assets values are taken from Invesco's reported balance sheets (10-Q quarterly and 10-K annual filings with the U.S. Securities and Exchange Commission). Each row shows the period end date and the date the filing was reported; YoY compares each figure to the same period one year earlier. Amounts are in USD as filed.
Analysis
In 2025, Invesco (IVZ) net assets totalled $12.23B – declined 16.0% year-over-year.
Looking at the 2020–2025 (5 years) stretch, Invesco net assets compounded at -3.2% per year, with a net decline across the window.
Invesco net assets peaked at $15.50B in 2021; the latest annual figure is $12.23B in 2025 (21.1% below peak).
2021 marks the peak net assets at $15.50B, with the historical low of -$35.50M recorded in 1997.
Invesco (IVZ) sits 8th of 8 Financial Services peers we track on this metric, against a peer median of $153.04B.
Invesco Net Assets by Year
Invesco Net Assets 2025: $12.23B
Invesco net assets in 2025 was $12.23B, declined 16.0% below 2024.
Invesco Net Assets 2024: $14.56B
Invesco net assets in 2024 was $14.56B, edged down 0.3% below 2023.
Invesco Net Assets 2023: $14.60B
Invesco net assets in 2023 was $14.60B, edged down 4.0% below 2022.
Invesco Net Assets 2022: $15.21B
Invesco net assets in 2022 was $15.21B, edged down 1.8% below 2021.
Invesco Net Assets 2021: $15.50B
Invesco net assets in 2021 was $15.50B.
See more financial history for Invesco (IVZ).
Sector peers — Net Assets
Companies in the same sector as Invesco, ranked by their latest net assets.
| Company | Net Assets | Sector |
|---|---|---|
| Berkshire Hathaway Inc. (BRK-B) | $717.42B | Financial Services |
| JPMorgan Chase & Co. (JPM) | $362.44B | Financial Services |
| Bank of America Corporation (BAC) | $303.24B | Financial Services |
| Wells Fargo & Company (WFC) | $181.12B | Financial Services |
| The Goldman Sachs Group, Inc. (GS) | $124.97B | Financial Services |
| Morgan Stanley (MS) | $111.63B | Financial Services |
| Visa Inc. (V) | $37.91B | Financial Services |
| Mastercard Incorporated (MA) | $7.74B | Financial Services |
Frequently asked questions
What is Invesco's net assets?
- Latest reported net assets for Invesco (IVZ) is $12.26B (period ending March 31, 2026).
How has Invesco net assets changed year-over-year?
- Invesco (IVZ) net assets changed -16.0% year-over-year on the latest annual filing.
What is the long-term growth rate of Invesco net assets?
- Invesco (IVZ) net assets compound annual growth rate is -3.2% over the most recent 5 years available.
When did Invesco net assets hit its highest annual value?
- Invesco net assets reached its highest annual value of $15.50B in 2021.
What was Invesco net assets in 2024?
- Invesco (IVZ) net assets in 2024 was $14.56B.
What was Invesco net assets in 2025?
- Invesco (IVZ) net assets in 2025 was $12.23B.
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