Invesco (LTS:0UAN) Total Assets : $27,503 Mil (As of Sep. 2024)

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What is Invesco Total Assets?

Invesco's Total Assets for the quarter that ended in Sep. 2024 was $27,503 Mil.

During the past 12 months, Invesco's average Total Assets Growth Rate was -7.20% per year. During the past 3 years, the average Total Assets Growth Rate was -8.10% per year. During the past 5 years, the average Total Assets Growth Rate was -3.90% per year. During the past 10 years, the average Total Assets Growth Rate was 5.60% per year.

During the past 13 years, Invesco's highest 3-Year average Total Assets Growth Rate was 109.20%. The lowest was -9.10%. And the median was 10.45%.

Total Assets is connected with ROA %. Invesco's annualized ROA % for the quarter that ended in Sep. 2024 was 1.67%. Total Assets is also linked to Revenue through Asset Turnover. Invesco's Asset Turnover for the quarter that ended in Sep. 2024 was 0.06.

Invesco Total Assets Historical Data

The historical data trend for Invesco's Total Assets can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

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Invesco Total Assets Chart

Invesco Annual Data

Trend

Dec14

Dec15

Dec16

Dec17

Dec18

Dec19

Dec20

Dec21

Dec22

Dec23

Total Assets

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39,420.30

36,504.10

32,685.60

29,756.80

28,933.80

Invesco Quarterly Data
	Dec19	Mar20	Jun20	Sep20	Dec20	Mar21	Jun21	Sep21	Dec21	Mar22	Jun22	Sep22	Dec22	Mar23	Jun23	Sep23	Dec23	Mar24	Jun24	Sep24
Total Assets	Get a 7-Day Free Trial															29,431.50	28,933.80	28,077.20	27,167.60	27,502.60

Invesco Total Assets Calculation

Total Assets are all the assets a company owns.

From the capital sources of the assets, some of the assets are funded through shareholder's paid in capital and retained earnings of the business. Others are funded through borrowed money.

Invesco's Total Assets for the fiscal year that ended in Dec. 2023 is calculated as

Total Assets	=	Total Equity (A: Dec. 2023 )	+	Total Liabilities (A: Dec. 2023 )
	=	15916	+	13017.8
	=	28,934

Invesco's Total Assets for the quarter that ended in Sep. 2024 is calculated as

Total Assets	=	Total Equity (Q: Sep. 2024 )	+	Total Liabilities (Q: Sep. 2024 )
	=	15906.6	+	11596
	=	27,503

Invesco (LTS:0UAN) Total Assets Explanation

Total Assets is connected with ROA %.

Invesco's annualized ROA % for the quarter that ended in Sep. 2024 is

ROA %	=	Net Income (Q: Sep. 2024 )	/	( (Total Assets (Q: Jun. 2024 )	+	Total Assets (Q: Sep. 2024 ))	/ count )
	=	456.8	/	( (27167.6	+	27502.6)	/ 2 )
	=	456.8	/	27335.1
	=	1.67 %

Note: The Net Income data used here is four times the quarterly (Sep. 2024) data.

In the article Joining The Dark Side: Pirates, Spies and Short Sellers, James Montier reported that In their US sample covering the period 1968-2003, Cooper et al find that firms with low asset growth outperformed firms with high asset growth by an astounding 20% p.a. equally weighted. Even when controlling for market, size and style, low asset growth firms outperformed high asset growth firms by 13% p.a. Therefore a company with fast asset growth may underperform.

Total Assets is linked to total revenue through Asset Turnover.

Invesco's Asset Turnover for the quarter that ended in Sep. 2024 is

	Asset Turnover
=	Revenue (Q: Sep. 2024 )	/	( (Total Assets (Q: Jun. 2024 )	+	Total Assets (Q: Sep. 2024 ))	/ count )
=	1515.4	/	( (27167.6	+	27502.6)	/ 2 )
=	1515.4	/	27335.1
=	0.06

Therefore, if a company grows its Total Assets faster than its Revenue, the Asset Turnover will decline. This might be a warning sign for the business.

Invesco Total Assets Related Terms

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Invesco Business Description

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GURUFOCUS.COM » STOCK LIST » Financial Services » Asset Management » Invesco Ltd (LTS:0UAN) » Definitions » Total Assets

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IVZ:USA 3IW:Germany 3IW:Germany I1VZ34:Brazil

Address

1331 Spring Street, Suite 2500, Atlanta, GA, USA, 30309

Website

https://www.invesco.com

Invesco provides investment-management services to retail (68% of managed assets) and institutional (32%) clients. At the end of October 2024, the firm had $1.792 trillion in assets under management spread among its equity (58% of AUM), balanced (3%), fixed-income (22%), alternative investment (7%), and money market (10%) operations. Passive products account for 43% of Invesco's total AUM, including 65% of the company's equity operations and 15% of its fixed-income platform. Invesco's us retail business is one of the 10 largest nonproprietary fund complexes in the country. The firm also has a meaningful presence outside of North America, with 29% of its AUM sourced from Europe, Africa, and the Middle East (14%) and Asia (15%).

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