Invesco Ltd. (IVZ)
Sector: Financial Services
Industry: Investment Advice
Country: United States
Exchange: NYSE
Market cap: $13.48B
Invesco provides investment-management services to retail (70% of managed assets) and institutional (30%) clients. At the end of September 2025, the firm had $2.125 trillion in assets under management spread among its equity (60% of AUM), balanced (3%), fixed-income (21%), alternative investment (6%), and money market (10%) operations. Passive products account for 47% of Invesco's total AUM. Invesco's US retail business is one of the 10 largest nonproprietary fund complexes in the country. The firm also has a meaningful presence outside of North America, with 31% of its AUM sourced from Europe, Africa, and the Middle East (16%) and Asia (15%).
Latest financial period: June 30, 2026
Filed with the SEC: August 4, 2026
Estimated earnings date: October 27, 2026
Profit #1291 of 1484 companies
| | Jun 26 | Mar 26 | Dec 25 | Sep 25 |
|---|
| ROIC | -0.3% | -0.9% | -1.2% | 3.1% |
Growth #332 of 1484 companies
Payout #968 of 1484 companies
Safety #765 of 1484 companies
Price #601 of 1484 companies
