Invesco exited August 2026 with a record $2.6 trillion in managed assets, up 24.2% year to date on $204.3 billion of market gains and $103.1 billion worth of net inflows for the firm's long-term assets under management.
With $2.562 trillion in AUM at the end of August 2026, 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) | 12.12 | 10.24 | 11.60 |
Price/Book Value | 1.35 | 2.05 | 1.41 |
Price/Sales | 2.00 | 3.03 | 1.80 |
Price/Cash Flow | 7.53 | 15.62 | 18.31 |
|
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