Invesco
Invesco Ltd. (NYSE: IVZ) is an independent investment management firm providing comprehensive active, passive, and alternative investment capabilities to clients worldwide. The company operates through a global platform serving retail and institutional investors across more than 120 countries with approximately 7,500… From the company’s description.
Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.
What Invesco does
In the company’s own words
Invesco Ltd. (NYSE: IVZ) is an independent investment management firm providing comprehensive active, passive, and alternative investment capabilities to clients worldwide. The company operates through a global platform serving retail and institutional investors across more than 120 countries with approximately 7,500 employees and an on-the-ground presence in over 20 countries. As of December 31, 2025, Invesco manages approximately $2.2 trillion in assets for investors around the world.
The company's business is organized around two primary distribution channels: retail and institutional. Retail assets under management totaled $1,515.7 billion, distributed through third-party financial intermediaries including wirehouses, direct wealth platforms, regional broker-dealers, insurance companies, banks, and financial planners. Institutional assets under management reached $654.2 billion, serving major public and private entities, pension funds, endowments, foundations, financial institutions, insurers, and sovereign wealth funds. Invesco's investment capabilities span multiple asset classes including equities, fixed income, balanced funds, alternatives, and money market products.
The company's diversified business model reflects strength across multiple dimensions. By client domicile, the Americas represent the largest segment at $1,492.4 billion in AUM, followed by EMEA at $356.5 billion and APAC at $321.0 billion. By investment capability, ETFs and Index products comprise the largest segment at $630.2 billion, followed by Fundamental Fixed Income at $311.5 billion and Fundamental Equities at $298.4 billion. The company also maintains significant positions in private markets, global liquidity products, and operates Invesco Great Wall Fund Management Company Limited, a joint venture in China managing approximately $132.5 billion in assets.
Invesco derives substantially all revenues from investment management contracts where fees typically vary based on asset type and management approach. The company competes on investment performance, product range, brand recognition, service quality, and competitive pricing. The firm's strategic priorities focus on delivering investment excellence, growing high-demand offerings particularly in private markets, creating an inclusive workplace culture, and leveraging innovation including artificial intelligence across business operations. More information is available at www.invesco.com/corporate.
Company details
- Sector
- Financials
- Industry (SIC)
- Banks & Brokers
- Headquarters
- ATLANTA, GA
- Fiscal year end
- December
- CIK
- 914208
- SIC
- 6282
Financial performance, year by year
Fiscal 2013–2025 · USDThe full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.
Who owns Invesco — and what changed
Funds as of 2026Q2 · superinvestors as of 2026-06-30
Superinvestors in Invesco · what they did last quarter
Share of each manager’s reported 13F portfolio. Change is in shares held, since the previous quarter.
Largest fund holders · Invesco’s weight in each
Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.
Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.
Fund ownership is a subset of institutional 13F ownership — the two describe overlapping populations and must not be added together.
Could not be determined for this company: bond issues.
Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.
Recent filings
All filings →Each filing opens into its own statements and disclosures here.
Put this business in context.
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