Invesco Ltd. Announces February 28, 2026 Assets Under Management

Rhea-AI Summary

Invesco (NYSE: IVZ) reported preliminary AUM of $2,257.7 billion as of February 28, 2026, up 1.2% month-over-month. The firm recorded $4.7 billion net long-term inflows and $13.5 billion money market inflows; market returns added $9.0 billion while FX reduced AUM by $1.1 billion. Preliminary quarter-to-date average total AUM was $2,225.9 billion and average active AUM was $1,142.8 billion. All February numbers are preliminary and subject to adjustment.

News Market Reaction – IVZ

-0.08%

-0.08% Session close to close

In the Mar 11 session, IVZ declined 0.08%, reflecting a mild negative market reaction.

Data tracked by StockTitan Argus on the day of publication.

Market Context

This announcement highlighted steady franchise momentum, with preliminary AUM of $2,257.7B, a 1.2% r...

Analysis

This announcement highlighted steady franchise momentum, with preliminary AUM of $2,257.7B, a 1.2% rise versus the prior month, supported by $4.7B in net long‑term inflows and $13.5B in money market inflows. Favorable markets added $9B to AUM, partly offset by a $1.1B FX headwind. Recent history shows constructive reactions to AUM and product news, while earnings quality events can be more volatile, making future flow trends and fee metrics key watch points.

Key Figures

Total AUM: $2,257.7B AUM change vs prior month: 1.2% Net long-term inflows: $4.7B +5 more

8 metrics

Total AUM $2,257.7B Preliminary month-end AUM as of Feb 28, 2026

AUM change vs prior month 1.2% Increase versus previous month-end

Net long-term inflows $4.7B February 2026

Money market net inflows $13.5B February 2026

Market impact on AUM $9.0B AUM increase from favorable market returns in February

FX impact on AUM -$1.1B AUM decrease from FX in February

Avg total AUM QTD $2,225.9B Preliminary average AUM for quarter through Feb 28, 2026

Avg active AUM QTD $1,142.8B Preliminary average active AUM for quarter through Feb 28, 2026

Historical Context

5 past events · Latest: Feb 26 (Positive)

Pattern 5 events

Date	Event	Sentiment	24h Move	Catalyst
Feb 26	Product launch	Positive	+1.2%	Launch of Core Plus Real Estate collective investment trust for DC plans.
Feb 25	ETF lineup expansion	Positive	+2.5%	Launch of four fixed income ETFs supported by $500B platform.
Feb 10	AUM update	Positive	+1.5%	January AUM growth with net long‑term inflows and positive markets.
Feb 04	Real estate credit	Positive	+1.2%	H2 2025 real estate loans and commitments showing higher activity.
Jan 27	Earnings results	Negative	-5.1%	Q4 loss driven by $1.8B intangible impairment despite higher AUM.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Pattern Detected

Recent IVZ news, especially AUM updates, product launches, and real estate activity, has generally coincided with positive single‑day price reactions, while the latest earnings release with a large impairment aligned with a negative move.

Recent Company History

Over the last few months, Invesco has reported multiple constructive updates. AUM announcements on Jan 31 and product launches in late February drew positive one‑day moves between 1.16% and 2.53%. Real estate credit growth and new private markets access products also coincided with gains. By contrast, the Q4 2025 earnings release on Jan 27 with a $1.8 billion non‑cash impairment saw a -5.13% reaction, showing sensitivity to earnings quality. Today’s AUM update fits the pattern of constructive flow data.

Key Terms

assets under management, aum, etfs & index strategies, money market, +1 more

5 terms

assets under management financial

"announced today preliminary month-end assets under management (AUM) of $2,257.7 billion"

Assets under management (AUM) is the total value of all the investments that a financial company or fund is responsible for overseeing on behalf of its clients. It’s like a big bucket that shows how much money the firm is managing for people or organizations. A higher AUM often indicates a larger, more trusted company, and it can influence how much money they earn and the services they can offer.

aum financial

"month-end assets under management (AUM) of $2,257.7 billion, an increase"

Assets under management (AUM) is the total market value of investments that a financial firm or fund manages on behalf of clients. Investors watch AUM like the size of a shop: larger AUM can mean more fee revenue, greater market influence and perceived stability, while rapid changes in AUM signal growing popularity or redemptions that may affect future earnings and investment strategy.

etfs & index strategies financial

"(in billions) | Total | ETFs & Index Strategies | QQQ | Fundamental Fixed"

ETFs are investment funds that act like a ready-made shopping basket of stocks or bonds you can buy and sell on the market, while index strategies are the rules or recipes those baskets follow to mirror or target a market benchmark. They matter to investors because they offer an easy, typically lower-cost way to get broad exposure, reduce risk by spreading bets, and measure performance against the market — like buying a prepackaged meal instead of shopping ingredient-by-ingredient.

money market financial

"The firm delivered net long-term inflows of $4.7 billion in the month. Money market"

A money market is the part of the financial system where very short-term, low-risk loans and investments are made, such as government bills, bank certificates, and commercial paper. It matters to investors because it’s where cash is kept when safety and quick access matter—like a parking spot for money that earns a small return and can be moved fast—so changes in interest rates or market stress directly affect returns and liquidity.

fx financial

"AUM was positively impacted by favorable market returns which increased AUM by $9 billion. FX decreased"

fx stands for foreign exchange, the system of buying, selling and converting one currency into another. For investors, fx matters because changes in exchange rates can raise or lower a company’s reported sales, costs and profits when business crosses borders—like how the same amount of money can buy more or less abroad—so movements in fx can affect earnings, valuation and investment returns.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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ATLANTA, March 10, 2026 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ)¹, a leading global asset management firm announced today preliminary month-end assets under management (AUM) of $2,257.7 billion, an increase of 1.2% versus previous month-end. The firm delivered net long-term inflows of $4.7 billion in the month. Money market net inflows were $13.5 billion. AUM was positively impacted by favorable market returns which increased AUM by $9 billion. FX decreased AUM by $1.1 billion. Preliminary average total AUM for the quarter through February 28 was $2,225.9 billion, and preliminary average active AUM for the quarter through February 28 was $1,142.8 billion.

Total Assets Under Management
(in billions)	Total	ETFs & Index Strategies	QQQ	Fundamental Fixed Income	Fundamental Equities	Private Markets	China JV	Multi- Asset/Other	Global Liquidity
February 28, 20261	$2,257.7	$672.1	$395.0	$316.0	$312.6	$131.8	$149.1	$78.6	$202.5
January 31, 2026	$2,231.7	$659.0	$411.8	$314.2	$307.1	$132.3	$141.9	$75.6	$189.8
December 31, 2025	$2,169.9	$630.2	$407.2	$311.5	$298.4	$130.7	$132.5	$69.7	$189.7
November 30, 2025	$2,154.3	$628.0	$403.0	$309.7	$299.2	$129.7	$125.7	$68.7	$190.3

¹ All February numbers preliminary – subject to adjustment.

About Invesco Ltd.
Invesco Ltd. is one of the world's leading asset management firms serving clients in more than 120 countries. With US$2.2 trillion in assets under management as of Dec. 31, 2025, we deliver a comprehensive range of investment capabilities across public, private, active, and passive. Our collaborative mindset, breadth of solutions and global scale mean we're well positioned to help retail and institutional investors rethink challenges and find new possibilities for success. For more information, visit www.invesco.com.

Category: AUM

Investor Relations Contacts:	Greg Ketron	404-724-4299
	Jennifer Church	404-439-3428
Media Relations Contact:	Andrea Raphael	212-323-4202

 

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SOURCE Invesco Ltd.

FAQ

What were Invesco's total assets under management (AUM) on February 28, 2026 (IVZ)?

Invesco reported preliminary total AUM of $2,257.7 billion on February 28, 2026. According to the company, this represents a 1.2% increase versus the prior month driven by net inflows and favorable market returns.

How much net long-term inflow did Invesco (IVZ) record in February 2026?

Invesco recorded $4.7 billion of net long-term inflows in February 2026. According to the company, these inflows contributed to month-over-month AUM growth alongside money market inflows and positive market performance.

What impact did money market flows and markets have on Invesco's AUM in February 2026 (IVZ)?

Money market net inflows were $13.5 billion and market returns increased AUM by $9.0 billion in February 2026. According to the company, those factors were primary drivers of the month-over-month AUM increase.

How did foreign exchange affect Invesco's February 2026 AUM report (IVZ)?

Foreign exchange effects decreased Invesco's AUM by $1.1 billion for February 2026. According to the company, FX headwinds partially offset gains from inflows and favorable market returns in the month.

What were Invesco's preliminary average total and active AUM for the quarter through February 28, 2026 (IVZ)?

Preliminary average total AUM for the quarter through February 28 was $2,225.9 billion, with preliminary average active AUM of $1,142.8 billion. According to the company, these are quarter-to-date preliminary averages and may be adjusted.