Invesco Plc (IVZ) — Strategic Asset Allocation Index
Invesco Plc (IVZ) has a Strategic Asset Allocation Index of 18.8% as of March 2026. Strategic assets (PP&E of $- plus long-term investments of $2.50 Billion) total $2.50 Billion, measured against net assets of $13.26 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Invesco Plc (IVZ) net asset quality to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Invesco Plc Strategic Asset Allocation Index (2000–2025)
This chart shows how Invesco Plc's Strategic Asset Allocation Index has evolved across 26 annual periods from 2000 to 2025. As of March 2026, the index stands at 18.8%, representing strategic assets of $2.50 Billion against net assets of $13.26 Billion USD. For live market cap and overall valuation, see Invesco Plc market capitalisation.
Annual Strategic Asset Allocation Index for Invesco Plc (2000–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Invesco Plc from 2000 to 2025, covering 26 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. See net assets of Invesco Plc for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 25.8% | $3.36 Billion | $676.10 Million | $2.68 Billion | $13.00 Billion | ▼ -32.3 pp |
| 2024 | 58.1% | $9.11 Billion | $814.30 Million | $8.29 Billion | $15.67 Billion | ▼ -5.6 pp |
| 2023 | 63.7% | $10.14 Billion | $918.80 Million | $9.22 Billion | $15.92 Billion | ▲ +0.5 pp |
| 2022 | 63.3% | $10.65 Billion | $921.90 Million | $9.73 Billion | $16.84 Billion | ▼ -2.8 pp |
| 2021 | 66.1% | $11.02 Billion | $518.10 Million | $10.50 Billion | $16.68 Billion | ▲ +56.8 pp |
| 2020 | 9.3% | $1.39 Billion | $563.80 Million | $826.80 Million | $15.02 Billion | ▼ -0.4 pp |
| 2019 | 9.6% | $1.41 Billion | $583.50 Million | $829.50 Million | $14.70 Billion | ▼ -2.5 pp |
| 2018 | 12.1% | $1.08 Billion | $468.70 Million | $613.50 Million | $8.94 Billion | ▼ -0.9 pp |
| 2017 | 13.0% | $1.17 Billion | $490.70 Million | $674.60 Million | $8.96 Billion | ▼ -3.5 pp |
| 2016 | 16.6% | $1.26 Billion | $464.70 Million | $795.30 Million | $7.61 Billion | ▼ -0.1 pp |
| 2015 | 16.6% | $1.45 Billion | $426.90 Million | $1.02 Billion | $8.70 Billion | ▲ +2.5 pp |
| 2014 | 14.1% | $1.29 Billion | $402.60 Million | $885.40 Million | $9.12 Billion | ▲ +0.9 pp |
| 2013 | 13.3% | $1.19 Billion | $350.80 Million | $839.70 Million | $8.98 Billion | ▲ +6.7 pp |
| 2012 | 6.6% | $596.40 Million | $349.60 Million | $246.80 Million | $9.05 Billion | ▲ +1.0 pp |
| 2011 | 5.6% | $513.60 Million | $312.80 Million | $200.80 Million | $9.14 Billion | ▲ +1.0 pp |
| 2010 | 4.7% | $436.80 Million | $272.40 Million | $164.40 Million | $9.36 Billion | ▼ -0.3 pp |
| 2009 | 5.0% | $378.10 Million | $220.70 Million | $157.40 Million | $7.62 Billion | ▲ +1.8 pp |
| 2008 | 3.1% | $205.30 Million | $205.30 Million | $- | $6.60 Billion | ▲ +0.8 pp |
| 2007 | 2.3% | $180.00 Million | $180.00 Million | $- | $7.71 Billion | ▼ -1.5 pp |
| 2006 | 3.9% | $165.80 Million | $165.80 Million | $- | $4.28 Billion | ▼ -1.1 pp |
| 2005 | 5.0% | $180.04 Million | $180.04 Million | $- | $3.62 Billion | ▼ -3.0 pp |
| 2004 | 8.0% | $284.34 Million | $284.34 Million | $- | $3.54 Billion | ▲ +0.4 pp |
| 2003 | 7.6% | $304.38 Million | $304.38 Million | $- | $3.98 Billion | ▼ -1.0 pp |
| 2002 | 8.6% | $317.17 Million | $317.17 Million | $- | $3.68 Billion | ▼ -0.5 pp |
| 2001 | 9.2% | $304.49 Million | $304.49 Million | $- | $3.32 Billion | ▼ -0.5 pp |
| 2000 | 9.7% | $304.10 Million | $304.10 Million | $- | $3.14 Billion | — |