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
2026-03-31 $-0.67B $13.83B -4.83%
2025-12-31 $-0.73B $14.33B -5.07%
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 $10.462B $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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T Rowe Price (TROW) United States $19.909B 9.41
Carlyle Group (CG) United States $17.080B 11.70
TPG (TPG) United States $14.710B 15.89
Franklin Resources (BEN) United States $12.972B 10.69
Blue Owl Capital (OWL) United States $12.794B 9.80
Schroders (SHNWF) United Kingdom $11.722B 0.00
SEI Investments (SEIC) United States $9.411B 13.67
Janus Henderson Group (JHG) United Kingdom $7.953B 10.78
Affiliated Managers (AMG) United States $7.615B 10.90
Grupo Aval Acciones Y Valores S.A (AVAL) Colombia $5.259B 11.07
ONEX (ONEXF) Canada $5.227B 8.59
Hamilton Lane (HLNE) United States $5.147B 16.45
Victory Capital Holdings (VCTR) United States $4.342B 10.86
Federated Hermes (FHI) United States $4.199B 11.08
Sprott (SII) Canada $3.713B 55.38
AllianceBernstein Holding (AB) United States $3.510B 11.25
Cohen & Steers Inc (CNS) United States $3.246B 20.37
Artisan Partners Asset Management (APAM) United States $2.967B 9.35
DigitalBridge (DBRG) United States $2.846B 47.12
Fairfax India Holdings (FFXDF) Canada $2.258B 5.51
Ashmore Group (AJMPF) United Kingdom $2.053B 0.00
GCM Grosvenor (GCMG) United States $1.968B 14.51
Capital Southwest (CSWC) United States $1.374B 9.76
Prospect Capital (PSEC) United States $1.275B 3.64
Virtus Investment Partners (VRTS) United States $0.918B 5.46
PennantPark Floating Rate Capital (PFLT) United States $0.835B 7.80
Associated Capital (ACGP) United States $0.828B 15.57
Patria Investments (PAX) Cayman Islands $0.819B 9.69
Strive (ASST) United States $0.735B 0.00
Noah Holdings (NOAH) China $0.676B 8.28
Cannae Holdings (CNNE) United States $0.577B 0.00
Gamco Investors (GAMI) United States $0.511B 7.47
Eagle Point Credit (ECC) United States $0.505B 3.75
Barings Corporate Investors (MCI) $0.362B 0.00
Value Line (VALU) United States $0.329B 15.00
Sound Point Meridian Capital (SPMC) United States $0.204B 4.59
Barings Participation Investors (MPV) $0.188B 0.00
Silvercrest Asset Management Group (SAMG) United States $0.154B 14.67
Westwood Holdings Group Inc (WHG) United States $0.151B 14.12
ArrowMark Financial (BANX) United States $0.139B 0.00
Monroe Capital (MRCC) United States $0.106B 9.04
OFS Credit (OCCI) $0.086B 2.23
AMTD IDEA Group (AMTD) France $0.081B 0.00
Hennessy Advisors (HNNA) United States $0.078B 8.68
Great Elm Capital (GECC) United States $0.071B 3.58
Mount Logan Capital (MLCI) United States $0.042B 0.00
Royalty Management Holding (RMCO) United States $0.039B 0.00
FG Nexus Inc (FGNX) United States $0.036B 0.00
U.S Global Investors (GROW) United States $0.033B 0.00
Binah Capital (BCG) United States $0.029B 16.00
Medley Management (MDLY) United States $0.000B 0.00
Jupai Holdings (JP) China $0.000B 0.00