Invesco ROE 2012-2026 | IVZ

Current and historical return on equity (ROE) values for Invesco (IVZ) over the last 10 years. Return on equity can be defined as the amount of net income returned as a percentage of shareholders equity. Return on equity measures a corporation's profitability by revealing how much profit a company generates with the money shareholders have invested.
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Invesco ROE - Return on Equity Historical Data
Date TTM Net Income Shareholder's Equity Return on Equity
2026-06-30 $-0.31B $13.40B -2.31%
2026-03-31 $-0.67B $13.73B -4.86%
2025-12-31 $-0.73B $14.31B -5.08%
2025-09-30 $0.67B $14.86B 4.50%
2025-06-30 $0.42B $15.03B 2.81%
2025-03-31 $0.57B $15.22B 3.72%
2024-12-31 $0.54B $15.21B 3.54%
2024-09-30 $-0.41B $15.22B -2.71%
2024-06-30 $-0.34B $15.35B -2.20%
2024-03-31 $-0.34B $15.52B -2.17%
2023-12-31 $-0.33B $15.70B -2.13%
2023-09-30 $0.60B $15.87B 3.76%
2023-06-30 $0.64B $15.79B 4.07%
2023-03-31 $0.63B $15.77B 4.00%
2022-12-31 $0.68B $15.79B 4.33%
2022-09-30 $0.92B $15.87B 5.82%
2022-06-30 $1.08B $15.92B 6.76%
2022-03-31 $1.32B $15.83B 8.36%
2021-12-31 $1.39B $15.59B 8.94%
2021-09-30 $1.18B $15.25B 7.72%
2021-06-30 $1.04B $14.90B 6.97%
2021-03-31 $0.71B $14.54B 4.90%
2020-12-31 $0.53B $14.27B 3.69%
2020-09-30 $0.50B $14.15B 3.50%
2020-06-30 $0.47B $14.05B 3.35%
2020-03-31 $0.47B $14.13B 3.32%
2019-12-31 $0.57B $12.90B 4.38%
2019-09-30 $0.50B $11.55B 4.32%
2019-06-30 $0.60B $10.39B 5.79%
2019-03-31 $0.81B $9.10B 8.87%
2018-12-31 $0.88B $9.15B 9.66%
2018-09-30 $1.19B $9.15B 13.02%
2018-06-30 $1.19B $8.96B 13.27%
2018-03-31 $1.18B $8.72B 13.49%
2017-12-31 $1.13B $8.38B 13.46%
2017-09-30 $0.93B $8.04B 11.51%
2017-06-30 $0.89B $7.86B 11.35%
2017-03-31 $0.88B $7.75B 11.34%
2016-12-31 $0.83B $7.78B 10.67%
2016-09-30 $0.81B $8.05B 10.02%
2016-06-30 $0.82B $8.31B 9.82%
2016-03-31 $0.85B $8.65B 9.80%
2015-12-31 $0.94B $8.88B 10.63%
2015-09-30 $1.00B $8.98B 11.16%
2015-06-30 $1.01B $9.05B 11.14%
2015-03-31 $1.03B $9.11B 11.25%
2014-12-31 $0.96B $9.12B 10.52%
2014-09-30 $0.96B $9.09B 10.55%
2014-06-30 $0.94B $9.08B 10.33%
2014-03-31 $0.87B $8.94B 9.78%
2013-12-31 $0.91B $8.92B 10.18%
2013-09-30 $0.81B $8.94B 9.08%
2013-06-30 $0.76B $8.96B 8.43%
2013-03-31 $0.71B $9.05B 7.80%
2012-12-31 $0.68B $9.13B 7.43%
2012-09-30 $0.72B $9.15B 7.88%
2012-06-30 $0.72B $9.09B 7.89%
2012-03-31 $0.75B $9.11B 8.19%
2011-12-31 $0.73B $9.18B 7.95%
2011-09-30 $0.70B $9.24B 7.61%
2011-06-30 $0.69B $9.21B 7.51%
2011-03-31 $0.55B $9.11B 6.03%
2010-12-31 $0.47B $8.76B 5.32%
2010-09-30 $0.40B $8.32B 4.83%
2010-06-30 $0.35B $7.97B 4.42%
2010-03-31 $0.39B $7.56B 5.12%
2009-12-31 $0.32B $7.15B 4.52%
2009-09-30 $0.24B $6.90B 3.54%
2009-06-30 $0.27B $6.63B 4.09%
2009-03-31 $0.36B $6.50B 5.51%
2008-12-31 $0.48B $6.55B 7.35%
2008-09-30 $0.63B $6.55B 9.55%
2008-06-30 $0.66B $6.21B 10.64%
2008-03-31 $0.67B $5.71B 11.80%
2007-12-31 $0.67B $5.16B 13.06%
2007-09-30 $0.66B $5.05B 13.10%
2007-06-30 $0.60B $4.82B 12.38%
2007-03-31 $0.54B $4.61B 11.68%
2006-12-31 $0.49B $4.42B 11.11%
2006-09-30 $0.32B $3.78B 8.52%
2006-06-30 $0.30B $3.28B 9.03%
2006-03-31 $0.25B $2.82B 8.84%
2005-12-31 $0.21B $2.83B 7.52%
2005-09-30 $0.22B $2.82B 7.66%
2005-06-30 $-0.24B $2.77B -8.57%
2005-03-31 $-0.30B $2.80B -10.62%
2004-12-31 $-0.35B $2.92B -12.06%
2004-09-30 $-0.34B $2.94B -11.70%
2004-06-30 $0.06B $3.38B 1.74%
2004-03-31 $-0.01B $3.77B -0.16%
2003-12-31 $-0.03B $3.64B -0.80%
2003-09-30 $-0.10B $3.26B -3.03%
2003-06-30 $-0.11B $2.36B -4.50%
2003-03-31 $-0.03B $2.30B -1.26%
2002-12-31 $0.02B $2.20B 0.95%
2002-09-30 $0.13B $2.49B 5.03%
2002-06-30 $0.14B $3.30B 4.27%
2002-03-31 $0.19B $3.25B 5.72%
2001-12-31 $0.22B $3.22B 6.93%
2001-09-30 $0.37B $3.18B 11.75%
2001-03-31 $0.39B $2.23B 17.66%
2000-12-31 $0.51B $1.64B 31.29%
2000-06-30 $0.49B $0.75B 64.54%
2000-03-31 $0.43B $0.70B 62.20%
1999-12-31 $0.35B $0.88B 39.32%
1999-06-30 $0.25B $0.67B 37.13%
1999-03-31 $0.25B $0.52B 47.05%
1998-06-30 $0.24B $-0.01B -2765.71%
1998-03-31 $0.23B $-0.01B -2571.43%
1997-12-31 $0.19B $-0.01B -2182.86%
1997-06-30 $0.10B $0.04B 221.47%
Sector Industry Market Cap Revenue
Finance Finance - Investment Management $13.968B $6.377B
Invesco Ltd. operates as an independent investment manager and offers a wide range of investment products and services. With the support of a global operating platform, Invesco distributes a broad range of investment products and services. Invesco's asset classes include money market, fixed income, balanced income, equity and alternatives. Invesco sells its products through two principal distribution channels: Retail and Institutional.
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TPG (TPG) United States $18.439B 18.24
Franklin Resources Inc (BEN) United States $17.005B 11.95
Blue Owl Capital (OWL) United States $16.261B 11.99
Pershing Square (PS) United States $15.988B 0.00
Carlyle Group (CG) United States $14.902B 10.59
Schroders (SHNWF) United Kingdom $12.733B 0.00
SEI Investments (SEIC) United States $12.663B 18.25
Affiliated Managers (AMG) United States $9.050B 10.90
Janus Henderson Group (JHG) United Kingdom $8.004B 10.60
Victory Capital Holdings (VCTR) United States $6.709B 15.15
Grupo Aval Acciones Y Valores S.A (AVAL) Colombia $6.363B 12.18
ONEX (ONEXF) Canada $5.983B 11.75
Hamilton Lane (HLNE) United States $5.346B 14.77
Federated Hermes (FHI) United States $4.404B 10.97
Cohen & Steers Inc (CNS) United States $3.811B 22.73
Sprott (SII) Canada $3.385B 32.28
AllianceBernstein Holding (AB) United States $3.359B 10.40
Artisan Partners Asset Management (APAM) United States $3.039B 9.17
DigitalBridge (DBRG) United States $2.983B 49.72
GCM Grosvenor (GCMG) United States $2.563B 18.59
Strive (ASST) United States $2.480B 0.00
Fairfax India Holdings (FFXDF) Canada $2.387B 11.89
Ashmore Group (AJMPF) United Kingdom $1.942B 0.00
Capital Southwest (CSWC) United States $1.539B 10.23
Prospect Capital (PSEC) United States $1.155B 3.28
Virtus Investment Partners (VRTS) United States $0.950B 5.95
PennantPark Floating Rate Capital (PFLT) United States $0.706B 6.59
Patria Investments (PAX) Cayman Islands $0.697B 7.54
Associated Capital (ACGP) United States $0.683B 15.61
Cannae Holdings (CNNE) United States $0.679B 0.00
RoboStrategy (BOT) $0.633B 0.00
Gamco Investors (GAMI) United States $0.603B 8.86
Noah Holdings (NOAH) China $0.549B 6.18
Eagle Point Credit (ECC) United States $0.489B 3.63
Barings Corporate Investors (MCI) $0.393B 0.00
Value Line (VALU) United States $0.368B 18.58
Sound Point Meridian Capital (SPMC) United States $0.199B 6.22
Barings Participation Investors (MPV) $0.185B 0.00
Westwood Holdings Group Inc (WHG) United States $0.176B 16.55
ArrowMark Financial (BANX) United States $0.164B 0.00
Silvercrest Asset Management Group (SAMG) United States $0.114B 16.37
Monroe Capital (MRCC) United States $0.106B 9.04
Great Elm Capital (GECC) United States $0.086B 5.18
Hennessy Advisors (HNNA) United States $0.081B 9.88
OFS Credit (OCCI) $0.075B 2.25
AMTD IDEA Group (AMTD) France $0.073B 0.00
FG Nexus Inc (FGNX) United States $0.042B 0.00
Royalty Management Holding (RMCO) United States $0.039B 0.00
Mount Logan Capital (MLCI) United States $0.037B 0.00
U.S Global Investors (GROW) United States $0.036B 11.84
Binah Capital (BCG) United States $0.022B 7.00
Medley Management (MDLY) United States $0.000B 0.00
Jupai Holdings (JP) China $0.000B 0.00