IVZ
Invesco Plc
30.90$
+0.8%
vs. previous close
Closing price · As of: Sep 25, 2026
Statements
Balance Sheet
All figures as a percentage of total assets in the same period.
Tick rows to compare them in a chart (up to 4)
| Line item | 1997 | 1998 | 1999 | 2000 | 2001 | 2002 | 2003 | 2004 | 2005 | 2006 | 2007 | 2008 | 2009 | 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | |
| 68.3% | 42.1% | 43.8% | 29.7% | 29.7% | 27.8% | 31.6% | 31.7% | 35.9% | 39.9% | 32.5% | 24.4% | 28.6% | 20.9% | 19.8% | 22.3% | 26.2% | 26.8% | 39.8% | 45.6% | 52.5% | 45.9% | 7.7% | 7.9% | 6.9% | 4.8% | 10.0% | 9.7% | 10.6% | |
| 16.8% | 7.4% | 10.4% | 8.8% | 7.9% | 8.6% | 7.8% | 7.4% | 10.0% | 8.5% | 7.4% | 6.0% | 7.0% | 6.7% | 5.7% | 6.4% | 9.9% | 9.4% | 8.8% | 8.0% | 8.0% | 5.8% | 4.3% | 4.7% | 6.6% | 4.8% | 6.7% | 5.5% | 7.3% | |
| 16.8% | 7.4% | 10.4% | 8.8% | 9.8% | 10.3% | 9.6% | 20.3% | 9.9% | 11.0% | 8.7% | 7.3% | 8.7% | 8.2% | 7.2% | 8.5% | 10.5% | 10.9% | 10.1% | 8.0% | 8.0% | 5.8% | 4.3% | 4.7% | 6.6% | 4.8% | 6.7% | 5.5% | 7.3% | |
| 45.2% | 29.8% | 30.1% | 17.7% | 13.5% | 12.3% | 17.6% | 9.8% | 8.6% | 10.8% | 8.2% | 5.6% | 6.2% | 5.4% | 5.0% | 6.2% | 7.7% | 7.0% | 5.1% | 5.1% | 4.9% | 2.9% | 2.6% | 2.8% | 0.3% | 3.4% | 2.4% | 4.1% | 3.3% | |
| 2.6% | – | – | – | 2.6% | 2.4% | 2.5% | 3.6% | 16.2% | 0.5% | 0.8% | 0.1% | 1.1% | 0.5% | 0.4% | 0.3% | 0.6% | 0.6% | 0.5% | 0.5% | 0.4% | 0.4% | – | 0.0% | 9.3% | 0.0% | 6.7% | – | – | |
| – | – | – | 5.2% | 4.7% | 4.8% | 4.2% | 3.8% | 2.4% | 1.8% | 1.4% | 2.1% | 2.0% | 1.3% | 1.6% | 2.0% | 1.8% | 2.0% | 1.7% | 1.8% | 1.5% | 1.5% | 1.5% | 1.5% | 1.6% | 3.1% | 3.2% | 3.0% | 2.5% | |
| – | – | – | 61.2% | 60.7% | 61.4% | 58.7% | 0.4% | 55.6% | 53.9% | 53.0% | 61.2% | 59.3% | 34.1% | 35.7% | 40.3% | 35.6% | 32.2% | 24.6% | 23.8% | 20.8% | 23.1% | 21.6% | 24.4% | 49.3% | 28.8% | 30.0% | 30.8% | 45.8% | |
| – | 44.2% | 36.4% | 61.2% | 60.8% | 61.4% | 58.7% | 59.5% | 1.3% | 2.1% | 1.2% | 1.5% | 1.3% | 6.5% | 6.8% | 7.4% | 6.6% | 6.1% | 5.4% | 5.4% | 4.9% | 7.0% | 18.7% | 20.0% | 22.1% | 24.0% | 20.2% | 21.3% | 45.8% | |
| 105.1% | 79.5% | 76.1% | 45.9% | 48.5% | 44.8% | 45.7% | 52.2% | 52.3% | 54.0% | 40.3% | 32.4% | 30.1% | 54.2% | 52.8% | 48.3% | 53.4% | 55.4% | 65.3% | 70.4% | 71.7% | 71.2% | 62.7% | 58.9% | 49.0% | 43.4% | 45.0% | 42.0% | 52.0% | |
| 50.8% | 33.8% | 38.7% | 19.7% | 26.0% | 27.5% | 26.0% | 31.4% | 33.3% | 38.6% | 28.2% | 21.6% | 21.1% | 16.0% | 15.4% | 16.8% | 19.4% | 18.8% | 32.5% | 39.6% | 46.4% | 42.6% | 31.5% | 24.1% | 6.1% | 2.2% | 7.9% | 3.1% | 0.2% | |
| 6.8% | – | – | 0.4% | 2.8% | 5.4% | – | 0.0% | 0.1% | 3.2% | – | 3.0% | 15.1% | 8.8% | 1.1% | 0.9% | 0.2% | 28.7% | 23.9% | 0.3% | 0.2% | 0.2% | 0.2% | 0.2% | 0.2% | 0.2% | 0.2% | 0.2% | 0.2% | |
| 20.0% | 33.8% | 1.8% | 1.3% | 0.9% | 0.5% | 1.3% | 29.9% | 6.8% | 1.8% | 1.8% | 11.6% | 15.1% | 1.5% | 1.4% | 1.6% | 1.7% | 3.7% | 3.4% | 1.1% | 1.0% | 0.9% | 1.1% | 1.0% | 1.0% | 0.2% | 0.1% | 0.1% | 0.1% | |
| – | – | – | 24.7% | 19.0% | 14.4% | 17.8% | 17.6% | 16.0% | 10.5% | 9.9% | 8.8% | 6.8% | 6.4% | 5.5% | 6.8% | 8.2% | 7.8% | 8.3% | 8.2% | 6.6% | 7.8% | 5.3% | 5.7% | 28.8% | 27.1% | 29.8% | 26.3% | 39.8% | |
| -5.1% | 20.5% | 23.9% | 54.1% | 51.5% | 55.2% | 54.3% | 48.1% | 47.7% | 66.3% | 51.0% | 58.3% | 69.9% | 40.4% | 47.2% | 47.5% | 43.6% | 44.6% | 34.7% | 29.6% | 28.3% | 28.8% | 35.2% | 39.3% | 51.0% | 56.6% | 50.5% | 53.9% | 45.1% | |
| -131.0% | 16.0% | 20.8% | 15.3% | 15.5% | 14.7% | 12.1% | 7.7% | 8.4% | 7.5% | 9.3% | 15.1% | 15.0% | 11.7% | 14.2% | 16.8% | 18.0% | 19.3% | 17.7% | 18.8% | 17.3% | 19.0% | 15.0% | 16.7% | 21.9% | 25.3% | 23.6% | 25.9% | 21.7% | |
| 81.7% | 24.3% | 22.6% | 11.8% | 12.6% | 12.7% | 11.0% | 10.8% | 10.6% | 8.7% | 3.1% | 4.1% | 3.9% | 2.3% | 2.4% | 2.6% | 2.3% | 2.1% | 1.7% | 1.6% | 1.3% | 1.3% | 1.1% | 1.3% | 1.4% | 1.5% | 1.6% | 1.7% | 1.7% |
Data as of: September 25, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.