March 2026 AUM at Invesco (NYSE: IVZ) falls to $2.16T on markets
Filing Impact
Filing Sentiment
Form Type
8-K
Rhea-AI Filing Summary
Invesco Ltd. reported preliminary assets under management of $2,159.5 billion as of March 31, 2026, a 4.4% decrease from the prior month-end. The firm recorded net long-term inflows of $0.3 billion and money market net outflows of $1.8 billion for the month.
AUM declined mainly due to unfavorable market returns, which reduced assets by $91 billion, and FX movements, which cut a further $7.0 billion, partly offset by $0.9 billion of reinvested distributions. Preliminary average total AUM for the quarter through March 31 was $2,218.9 billion, and preliminary average active AUM was $1,146.2 billion.
Positive
- None.
Negative
- None.
8-K Event Classification
Item 9.01 — Financial Statements and Exhibits
1 item
Item 9.01
Financial Statements and Exhibits
Exhibits
Financial statements, pro forma financial information, and exhibit attachments filed with this report.
Key Figures
Total AUM: $2,159.5 billion
AUM change vs prior month: 4.4% decrease
Net long-term inflows: $0.3 billion
+5 more
8 metrics
Total AUM
$2,159.5 billion
Preliminary month-end assets under management as of March 31, 2026
AUM change vs prior month
4.4% decrease
Change in total AUM versus previous month-end
Net long-term inflows
$0.3 billion
Net long-term flows in March 2026
Money market net outflows
$1.8 billion
Money market net flows in March 2026
Market return impact on AUM
-$91 billion
Reduction in AUM from unfavorable market returns in March 2026
FX impact on AUM
-$7.0 billion
Reduction in AUM from FX movements in March 2026
Reinvested distributions
$0.9 billion
Increase in AUM from reinvested distributions in March 2026
Average total AUM for quarter
$2,218.9 billion
Preliminary average total AUM for quarter through March 31, 2026
Key Terms
assets under management, net long-term inflows, money market net outflows, FX movements, +1 more
5 terms
assets under management financial
"announced today preliminary month-end assets under management (AUM) of $2,159.5 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.
net long-term inflows financial
"The firm delivered net long-term inflows of $0.3 billion in the month."
money market net outflows financial
"Money market net outflows were $1.8 billion."
FX movements financial
"FX movements in the month reduced AUM by $7.0 billion"
ETFs & Index Strategies financial
"Total Assets Under Management (in billions) ... ETFs & Index Strategies"
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.
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 8-K
CURRENT REPORT
Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934
Date of Report (Date of earliest event reported): April 10, 2026
(Exact name of registrant as specified in its charter)
| (State or Other Jurisdiction of Incorporation) | (Commission File Number) | (I.R.S. Employer Identification No.) | |||||||||||||||||||||
| (Address of principal executive offices) | (Zip Code) | ||||||||||||||||||||||
(404 ) 892-0896
(Registrant’s telephone number, including area code)
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(Former name or former address, if changed since last report)
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):
| Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425) | |||||
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Securities registered pursuant to Section 12(b) of the Act:
| Title of each class | Trading Symbol(s) | Name of each exchange on which registered | ||||||
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).
Emerging growth company ☐
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐
Item 7.01 | Regulation FD Disclosure. | ||||
On April 10, 2026, Invesco Ltd. issued a press release announcing its preliminary assets under management for the month ended March 31, 2026. A copy of that press release is attached hereto as Exhibit 99.1 and is incorporated herein by reference.
| Item 9.01 | Financial Statements and Exhibits. | ||||
| (d) | Exhibits. | ||||||||||||||||
| Exhibit No. | Description | |||||||
| 99.1 | Press Release, dated April 10, 2026, issued by Invesco Ltd. | |||||||
| 104 | Cover Page Interactive Data File (embedded within the Inline XBRL document). | |||||||
SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
| Invesco Ltd. | |||||
| By: | /s/ L. Allison Dukes | ||||
| L. Allison Dukes | |||||
| Senior Managing Director and Chief Financial Officer | |||||
Date: April 10, 2026
Exhibit 99.1
 | Press Release For immediate release | |||||||||||||
Invesco Ltd. Announces March 31, 2026 Assets Under Management | ||||||||||||||
| Investor Relations Contacts: Media Relations Contact: | Greg Ketron | 404-724-4299 Jennifer Church | 404-439-3428 Andrea Raphael | 212-323-4202 | |||||||||||||
Atlanta, April 10, 2026 --- Invesco Ltd. (NYSE: IVZ)1, a leading global asset management firm announced today preliminary month-end assets under management (AUM) of $2,159.5 billion, a decrease of 4.4% versus previous month-end. The firm delivered net long-term inflows of $0.3 billion in the month. Money market net outflows were $1.8 billion. AUM was negatively impacted by unfavorable market returns which decreased AUM by $91 billion. FX movements in the month reduced AUM by $7.0 billion which was partially offset by reinvested distributions of $0.9 billion. Preliminary average total AUM for the quarter through March 31 was $2,218.9 billion, and preliminary average active AUM for the quarter through March 31 was $1,146.2 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 | |||||||||||||||||||||||||||||||||||||||||||||||
March 31, 20261 | $ | 2,159.5 | $ | 638.3 | $ | 372.5 | $ | 312.5 | $ | 287.7 | $ | 131.3 | $ | 141.9 | $ | 74.1 | $ | 201.2 | ||||||||||||||||||||||||||||||||||||||
| February 28, 2026 | $ | 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 | ||||||||||||||||||||||||||||||||||||||
1 | All March 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.
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