Invesco closed July with $2.447 trillion in managed assets, down 0.9% since the end of the second quarter on weaker equity markets, offset slightly by $8.6 billion worth of net inflows for the firm's long-term assets under management.
With $2.447 trillion in AUM at the end of July, Invesco is in the second-largest tier of US-based asset managers, which includes firms like Pimco, Capital Group, J.P. Morgan Asset Management, and Franklin Resources.
Invesco's overall investment performance is still not quite in the top quartile, with just 69% of AUM outperforming peers on a three- and five-year basis at the end of June 2026.
|
Metric
|
IVZ
|
TROW
|
BEN
|
|---|---|---|---|
Price/Earnings (Normalized) | 13.17 | 10.62 | 12.40 |
Price/Book Value | 1.47 | 2.13 | 1.50 |
Price/Sales | 2.18 | 3.15 | 1.93 |
Price/Cash Flow | 8.18 | 16.20 | 19.57 |
|
Metric
|
IVZ
|
TROW
|
BEN
|
|---|---|---|---|
Quick Ratio | 6.82 | 9.63 | 2.84 |
Current Ratio | 6.82 | 9.63 | 2.84 |
Interest Coverage | −2.05 | — | 18.11 |
|
Metric
|
IVZ
|
TROW
|
BEN
|
|---|---|---|---|
Return on Assets (Normalized) | 4.12% | 15.57% | 4.49% |
Return on Equity (Normalized) | 11.11% | 21.09% | 12.50% |
Return on Invested Capital (Normalized) | 5.80% | 17.37% | 5.01% |
|
1-Day Chart
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Name
|
Price
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Morningstar Rating for Stocks
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Capital Allocation
|
Economic Moat
|
Market Cap
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United States