Invesco Plc (IVZ) - Total Assets
Based on the latest financial reports, Invesco Plc (IVZ) holds total assets worth $26.83 Billion USD as of March 2026. Total assets represent everything the company owns and controls, combining both current assets—like cash and cash equivalents, accounts receivable, and inventories—and non-current assets such as property, plant, equipment (PP&E), intangible assets, and long-term investments. Check cash flow reinvestment rate of Invesco Plc to assess the company's total reinvestment commitment from operating cash flow.
Invesco Plc - Total Assets Trend (1997–2025)
This chart illustrates how Invesco Plc's total assets have evolved over time, based on quarterly financial data. Explore IVZ strategic capital deployment ratio to see how much of total assets are deployed in long-term investments.
Invesco Plc - Asset Composition Analysis
Current Asset Composition (December 2025)
Invesco Plc's total assets of $26.83 Billion consist of 10.6% current assets and 89.4% non-current assets.
| Asset Category | Amount (USD) | % of Total Assets |
|---|---|---|
| Cash & Equivalents | $1.04 Billion | 7.3% |
| Accounts Receivable | $884.70 Million | 3.3% |
| Inventory | $0.00 | 0.0% |
| Property, Plant & Equipment | $676.10 Million | 2.5% |
| Intangible Assets | $12.40 Billion | 45.8% |
| Goodwill | $12.40 Billion | 45.8% |
Asset Composition Trend (1997–2025)
This chart illustrates how Invesco Plc's asset composition has evolved over time. Understanding changes in asset allocation can provide insights into the company's strategic shifts, capital allocation priorities, and business focus evolution. For live market cap, price, and company overview, see Invesco Plc market cap and net worth.
Key Asset Composition Facts
- Current vs. Non-Current Assets: Invesco Plc's current assets represent 10.6% of total assets in 2025, a decrease from 68.3% in 1997.
- Cash Position: Cash and equivalents constituted 7.3% of total assets in 2025, down from 16.8% in 1997.
- Tangible vs. Intangible: Intangible assets (including goodwill) make up 90.0% of total assets, an increase from 0.0% in 1997.
- Asset Diversification: The largest asset category is goodwill at 45.8% of total assets.
Invesco Plc Competitors by Total Assets
Key competitors of Invesco Plc based on total assets are shown below.
| Company | Country | Total Assets |
|---|---|---|
|
Metrics Master Income Trust
AU:MXT
|
Australia | AU$2.46 Billion |
|
Jpmorgan Global Core Real Assets Ltd
LSE:JARA
|
UK | GBX70.85 Million |
|
Northern Trust Corporation
NASDAQ:NTRS
|
USA | $174.57 Billion |
|
Principal Financial Group Inc
NASDAQ:PFG
|
USA | $332.70 Billion |
|
Industrivarden AB ser. C
ST:INDU-C
|
Sweden | Skr211.38 Billion |
|
Sprott Physical Gold and Silver Trust
TO:CEF
|
Canada | CA$9.34 Billion |
|
Anxin Trust Co Ltd
SHG:600816
|
China | CN¥26.40 Billion |
|
Norte Grande
SN:NORTEGRAN
|
Chile | CL$2.96 Billion |
Invesco Plc - Liquidity and Working Capital Analysis
Liquidity ratios measure a company's ability to pay off its short-term debts as they come due, using the company's current or quick assets. Working capital represents the operational liquidity available.
Key Liquidity Metrics
| Metric | Current | 1 Year Ago | 5 Years Ago |
|---|---|---|---|
| Current Ratio | 0.53 | 2.12 | 0.73 |
| Quick Ratio | 0.53 | 2.12 | 0.76 |
| Cash Ratio | 0.00 | 0.58 | 0.22 |
| Working Capital | $-703.90 Million | $1.59 Billion | $-1.58 Billion |
Invesco Plc - Advanced Valuation Insights
This section examines the relationship between Invesco Plc's asset base and its market valuation, helping to identify whether the company's assets are efficiently translated into market value.
Key Valuation Metrics
| Current Price-to-Book Ratio | 1.22 |
| Latest Market Cap to Assets Ratio | 0.45 |
| Asset Growth Rate (YoY) | 0.3% |
| Total Assets | $27.09 Billion |
| Market Capitalization | $12.23 Billion USD |
Valuation Analysis
Below Book Valuation: The market values Invesco Plc's assets below their book value (0.45x), which may indicate investor concerns about asset quality or future growth.
Positive Asset Growth: Invesco Plc's assets grew by 0.3% over the past year, showing continued investment in the company's operational capacity.
Annual Total Assets for Invesco Plc (1997–2025)
The table below shows the annual total assets of Invesco Plc from 1997 to 2025.
| Year | Total Assets | Change |
|---|---|---|
| 2025-12-31 | $27.09 Billion | +0.32% |
| 2024-12-31 | $27.01 Billion | -6.65% |
| 2023-12-31 | $28.93 Billion | -2.77% |
| 2022-12-31 | $29.76 Billion | -8.96% |
| 2021-12-31 | $32.69 Billion | -10.46% |
| 2020-12-31 | $36.50 Billion | -7.40% |
| 2019-12-31 | $39.42 Billion | +27.25% |
| 2018-12-31 | $30.98 Billion | -2.18% |
| 2017-12-31 | $31.67 Billion | +23.06% |
| 2016-12-31 | $25.73 Billion | +2.64% |
| 2015-12-31 | $25.07 Billion | +22.53% |
| 2014-12-31 | $20.46 Billion | +6.19% |
| 2013-12-31 | $19.27 Billion | +10.16% |
| 2012-12-31 | $17.49 Billion | -9.59% |
| 2011-12-31 | $19.35 Billion | -5.37% |
| 2010-12-31 | $20.44 Billion | +87.40% |
| 2009-12-31 | $10.91 Billion | +11.81% |
| 2008-12-31 | $9.76 Billion | -24.51% |
| 2007-12-31 | $12.93 Billion | +39.10% |
| 2006-12-31 | $9.29 Billion | +22.62% |
| 2005-12-31 | $7.58 Billion | +2.13% |
| 2004-12-31 | $7.42 Billion | +1.22% |
| 2003-12-31 | $7.33 Billion | +9.94% |
| 2002-12-31 | $6.67 Billion | +3.31% |
| 2001-12-31 | $6.45 Billion | +11.14% |
| 2000-12-31 | $5.81 Billion | +96.74% |
| 1999-12-31 | $2.95 Billion | +10.42% |
| 1998-12-31 | $2.67 Billion | +284.51% |
| 1997-12-31 | $695.20 Million | -- |
About Invesco Plc
Invesco Ltd. is a publicly owned investment manager. The firm provides its services to retail clients, institutional clients, high-net worth clients, public entities, corporations, unions, non-profit organizations, endowments, foundations, pension funds, financial institutions, and sovereign wealth funds. It manages separate client-focused equity and fixed income portfolios. The firm also launche… Read more