Invesco updates preliminary AUM for December 2025 in new filing

Invesco Ltd. filed a current report to note that it has released preliminary figures for its assets under management for the month ended December 31, 2025.

Rhea-AI Filing Summary

Invesco Ltd. filed a current report to note that it has released preliminary figures for its assets under management for the month ended December 31, 2025. The company disclosed that these preliminary AUM results were provided in a press release issued on January 12, 2026.

The press release is included as Exhibit 99.1 to the report and is incorporated by reference, while an Inline XBRL cover page data file is included as Exhibit 104. No additional financial details or strategic actions are described in this report beyond the availability of the AUM update.

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, or exhibit attachments filed with this report.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What did Invesco Ltd. (IVZ) report in this 8-K filing?

Invesco Ltd. reported that it issued a press release with its preliminary assets under management for the month ended December 31, 2025. The press release is attached as Exhibit 99.1 and incorporated by reference.

What period does Invesco Ltd. (IVZ) provide preliminary AUM data for?

The preliminary assets under management information disclosed by Invesco Ltd. relates to the month ended December 31, 2025.

Where can investors find the detailed AUM figures mentioned by Invesco Ltd. (IVZ)?

The detailed preliminary AUM figures are contained in the press release dated January 12, 2026, which is attached to the report as Exhibit 99.1.

What exhibits are included with this Invesco Ltd. (IVZ) 8-K?

The report includes Exhibit 99.1, a press release dated January 12, 2026, and Exhibit 104, the cover page interactive data file embedded within the Inline XBRL document.

Who signed this Invesco Ltd. (IVZ) current report?

The report was signed on behalf of Invesco Ltd. by L. Allison Dukes, who serves as Senior Managing Director and Chief Financial Officer.

On what date did Invesco Ltd. (IVZ) issue the AUM press release mentioned in the 8-K?

Invesco Ltd. issued the press release announcing its preliminary assets under management on January 12, 2026.

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

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Accepted by SEC EDGAR 01/12/2026 - 04:20 PM Learn about SEC filing dates

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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): January 12, 2026

Invesco Ltd.

(Exact name of registrant as specified in its charter)

Bermuda

001-13908

98-0557567

(State or Other Jurisdiction of Incorporation or Organization)

(Commission File Number)

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

1331 Spring Street,

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, former address and former fiscal year, 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))

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 January 12, 2026, Invesco Ltd. issued a press release announcing its preliminary assets under management for the month ended December 31, 2025. 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 January 12, 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: January 12, 2026