Invesco (NYSE: IVZ) posts $2,257.7B AUM and net inflows in February

Rhea-AI Filing Summary

Invesco Ltd. reported preliminary assets under management of $2,257.7 billion as of February 28, 2026, up 1.2% from the prior month-end. The firm saw net long-term inflows of $4.7 billion and money market net inflows of $13.5 billion, indicating positive client demand across strategies.

AUM was helped by $9 billion of favorable market returns, partially offset by a $1.1 billion negative foreign-exchange impact. 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, underscoring the firm’s large and diversified global asset base.

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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): March 10, 2026

Invesco Ltd.

(Exact name of registrant as specified in its charter)

Bermuda

001-13908

98-0557567

(State or Other Jurisdiction of Incorporation)

(Commission File Number)

(I.R.S. Employer Identification No.)

1331 Spring Street NW,

Suite 2500,

Atlanta,

GA

30309

(Address of principal executive offices)

(Zip Code)

(404) 892-0896

(Registrant’s telephone number, including area code)

N/A

(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)

 

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

 

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

 

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

SEC 873 (02-25)    Potential persons who are to respond to the collection of information contained in this Form are not required to respond unless the Form displays a currently valid OMB control number.

Securities registered pursuant to Section 12(b) of the Act:

Title of each class			Trading Symbol(s)			Name of each exchange on which registered
Common stock, $.20 par value			IVZ			New York Stock Exchange

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 March 10, 2026, Invesco Ltd. issued a press release announcing its preliminary assets under management for the month ended February 28, 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 March 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: March 10, 2026

Exhibit 99.1

Press Release For immediate release

Invesco Ltd. Announces February 28, 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, March 10, 2026 --- 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.

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FAQ

What were Invesco (IVZ) total assets under management at February 28, 2026?

Invesco reported preliminary AUM of $2,257.7 billion as of February 28, 2026. This represented a 1.2% increase versus the previous month-end, reflecting a combination of net inflows and favorable market performance across its global investment strategies.

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

Invesco generated $4.7 billion of net long-term inflows in February 2026. These inflows reflect client additions to longer-horizon investment products and come alongside additional money market net inflows of $13.5 billion reported for the same month.

How did markets and FX impact Invesco (IVZ) AUM in February 2026?

Market returns increased Invesco’s AUM by $9 billion in February 2026, while foreign-exchange movements reduced AUM by $1.1 billion. Together with client flows, these factors drove the month’s overall 1.2% rise in total assets under management.

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

Average total AUM for the quarter-to-date was $2,225.9 billion, with average active AUM of $1,142.8 billion. These figures reflect the scale of Invesco’s business across active and passive strategies during the quarter through February 28, 2026.

How did Invesco (IVZ) segment AUM change between January 31 and February 28, 2026?

Total AUM rose from $2,231.7 billion to $2,257.7 billion month over month. Within this, ETFs & Index Strategies increased from $659.0 billion to $672.1 billion, while Global Liquidity assets grew from $189.8 billion to $202.5 billion over the same period.

How large is Invesco (IVZ) compared with its December 31, 2025 asset base?

Invesco reported $2,169.9 billion of AUM at December 31, 2025, compared with $2,257.7 billion at February 28, 2026. This shows growth over the two-month period from market gains, net long-term inflows, and money market inflows.

Filing Exhibits & Attachments

4 documents

Press Releases

• EX-99.1 EX-99.1 41.2 KB

Other Documents

• EX-101 XBRL TAXONOMY EXTENSION SCHEMA DOCUMENT 1.8 KB
• EX-101 XBRL TAXONOMY EXTENSION LABEL LINKBASE DOCUMENT 22.3 KB
• EX-101 XBRL TAXONOMY EXTENSION PRESENTATION LINKBASE DOCUMENT 12.8 KB