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Companies / Financials / Invesco
IVZ

Invesco

FinancialsBanks & BrokersS&P 500
Ticker IVZATLANTA, GAFiscal year ends DecemberBook value per share $27.51Diluted shares 453.3M

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.

Fiscal year 2025 · ends 12-31Changes are against fiscal 2024The amber dot is the latest twelve months, to 2026-06-30
Sales & profitability
$6.38BFY2025
+5.1% year over year
Last 12 mo $6.90B
-10.91%FY2025
−24.6 percentage points
Last 12 mo -7.10%
$-174.80MFY2025
−123.2% year over year
Last 12 mo $-81.50M
-2.30%FY2025
−6 percentage points
Last 12 mo -0.52%
Cash & financing
$1.53BFY2025
+28.2% year over year
Last 12 mo $2.01B
$1.44BFY2025
+28.6% year over year
Last 12 mo $1.92B
0.15FY2025
Was 0.06× a year earlier
Last 12 mo 0.13
455.0MFY2025
−0.6% year over year
Last 12 mo 453.3M

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 · USD
$-882.53M$1.24B$3.36B$5.49B$7.61B2013201420152016201720182019202020212022202320242025Last 12 moLast 12 monthsLast 12 months

The 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.

Ownership

Who owns Invesco — and what changed

Funds as of 2026Q2 · superinvestors as of 2026-06-30

188
funds hold it
1 of 35
superinvestors hold it
$1.94B
held by funds, at market
16.6%
of shares held by funds

Superinvestors in Invesco · what they did last quarter

Nelson PeltzDECREASED -45.3%
Trian Fund Management
1.0%of 13F portfolio

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

VANGUARD TOTAL STOCK MARKET INDEX FUND
VTI · VANGUARD INDEX FUNDS
0.02%of fund net assets
VANGUARD 500 INDEX FUND
VOO · VANGUARD INDEX FUNDS
0.02%of fund net assets
VANGUARD SMALL-CAP INDEX FUND
VB · VANGUARD INDEX FUNDS
0.13%of fund net assets
Invesco S&P 500 Equal Weight ETF
RSP · Invesco Exchange-Traded Fund Trust
—of fund net assets
VANGUARD SMALL-CAP VALUE INDEX FUND
VBR · VANGUARD INDEX FUNDS
0.24%of fund net assets

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.

Connected research

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