Invesco (NYSE: IVZ) lifts May 2026 AUM to $2,453.9B with $18.9B inflows
Filing Impact
Filing Sentiment
Form Type
8-K
Rhea-AI Filing Summary
Invesco Ltd. reported preliminary assets under management of $2,453.9 billion as of May 31, 2026, a 4.9% increase versus the prior month-end. The firm generated net long-term inflows of $18.9 billion and money market net inflows of $0.4 billion in the month.
Market performance increased AUM by $96 billion, while foreign exchange movements reduced AUM by $1.1 billion. Preliminary average total AUM for the quarter through May 31 was $2,331.3 billion, and preliminary average active AUM over the same period was $1,175.6 billion, reflecting broad exposure across ETFs and index strategies, fixed income, equities, private markets, and liquidity products.
Positive
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Negative
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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: $2,453.9 billion
AUM month-over-month change: 4.9%
Net long-term inflows: $18.9 billion
+5 more
8 metrics
Total AUM
$2,453.9 billion
Preliminary month-end AUM as of May 31, 2026
AUM month-over-month change
4.9%
Increase versus previous month-end AUM
Net long-term inflows
$18.9 billion
Net long-term flows in May 2026
Money market net inflows
$0.4 billion
Money market flows in May 2026
Market impact on AUM
$96 billion
Favorable market returns effect on May 2026 AUM
FX impact on AUM
$1.1 billion
Reduction in May 2026 AUM from FX
Average total AUM
$2,331.3 billion
Quarter through May 31, 2026
Average active AUM
$1,175.6 billion
Quarter through May 31, 2026
Key Terms
assets under management (AUM), net long-term inflows, Money market net inflows, ETFs & Index Strategies, +2 more
6 terms
assets under management (AUM) financial
"announced today preliminary month-end assets under management (AUM) of $2,453.9 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 bank counting all the money it manages for people and organizations—more AUM generally means the company is trusted with larger amounts and can charge higher fees.
net long-term inflows financial
"The firm delivered net long-term inflows of $18.9 billion in the month."
Net long-term inflows are the amount of money added to long-term investment vehicles (like retirement funds, bond or equity funds) minus the money withdrawn over a set period. It shows whether more capital is being committed for the long haul or pulled out. Investors watch this as a signal of confidence and potential demand — like the water level rising or falling in a bathtub, higher net inflows can support price gains and fund growth while outflows can signal waning interest or liquidity pressure.
Money market net inflows financial
"Money market net inflows were $0.4 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.
Global Liquidity financial
"Multi- Asset / Other | Global Liquidity May 31, 2026"
China JV financial
"Private Markets | | China JV | | Multi- Asset / Other"
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): June 9, 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)
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)) | |||||
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 June 9, 2026, Invesco Ltd. issued a press release announcing its preliminary assets under management for the month ended May 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 June 9, 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: June 9, 2026
Exhibit 99.1
 | Press Release For immediate release | |||||||||||||
Invesco Ltd. Announces May 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, June 9, 2026 --- Invesco Ltd. (NYSE: IVZ)1, a leading global asset management firm announced today preliminary month-end assets under management (AUM) of $2,453.9 billion, an increase of 4.9% versus previous month-end. The firm delivered net long-term inflows of $18.9 billion in the month. Money market net inflows were $0.4 billion. AUM was positively impacted by favorable market returns which increased AUM by $96 billion. FX decreased AUM by $1.1 billion. Preliminary average total AUM for the quarter through May 31 was $2,331.3 billion, and preliminary average active AUM for the quarter through May 31 was $1,175.6 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 | |||||||||||||||||||||||||||||||||||||||||||||||
May 31, 20261 | $ | 2,453.9 | $ | 745.8 | $ | 494.0 | $ | 316.5 | $ | 319.5 | $ | 135.5 | $ | 158.7 | $ | 79.6 | $ | 204.3 | ||||||||||||||||||||||||||||||||||||||
| April 30, 2026 | $ | 2,339.4 | $ | 701.4 | $ | 440.3 | $ | 315.8 | $ | 312.2 | $ | 134.1 | $ | 154.3 | $ | 77.7 | $ | 203.6 | ||||||||||||||||||||||||||||||||||||||
| March 31, 2026 | $ | 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 | ||||||||||||||||||||||||||||||||||||||
1 | All May 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 Mar. 31, 2026, 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 May 31, 2026?
Invesco reported preliminary assets under management of $2,453.9 billion as of May 31, 2026. This represented a 4.9% increase compared with the previous month-end, reflecting both market gains and positive client flows.
How much net long-term inflow did Invesco (IVZ) see in May 2026?
Invesco reported $18.9 billion in net long-term inflows for May 2026. These inflows indicate investors added more capital to longer-term strategies than they withdrew during the month, supporting overall AUM growth.
What drove Invesco (IVZ) AUM changes in May 2026?
In May 2026, Invesco AUM was lifted by $96 billion of favorable market returns and $18.9 billion of net long-term inflows. These positives were partially offset by $1.1 billion of AUM reduction from foreign exchange movements.
What were Invesco (IVZ) average total and active AUM for the quarter through May 31, 2026?
For the quarter through May 31, 2026, Invesco reported preliminary average total AUM of $2,331.3 billion. Over the same period, average active AUM was $1,175.6 billion, highlighting the scale of its actively managed strategies.
How large is Invesco (IVZ) compared to earlier in 2026?
Invesco noted it had US$2.2 trillion in AUM as of March 31, 2026, and $2,453.9 billion as of May 31, 2026. This indicates its AUM base expanded over the period through a mix of flows and market movements.
Which Invesco (IVZ) product categories held significant AUM at May 31, 2026?
At May 31, 2026, Invesco reported $745.8 billion in ETFs and index strategies and $204.3 billion in global liquidity AUM. Other notable categories included fundamental fixed income, fundamental equities, private markets, China JV, and multi-asset/other strategies.