Invesco AUM rises 4.7% to $2.56T in August
Invesco Ltd. reports August 31, 2026 AUM of $2.56 trillion, up 4.7% from the prior month on strong net inflows and positive markets.
Rhea-AI Filing Summary
Invesco Ltd. (IVZ) reported preliminary month-end assets under management (AUM) of $2,562.1 billion as of August 31, 2026, an increase of 4.7% versus the previous month-end. AUM was supported by net long-term inflows of $27.6 billion and money market net inflows of $35.8 billion.
Market returns increased AUM by $49 billion, while FX added $2.7 billion. Preliminary average total AUM for the quarter through August 31 was $2,492.2 billion, including preliminary average active AUM of $1,236.6 billion. Segment AUM totals include ETFs & Index Strategies, QQQ, fixed income, equities, private markets, China JV, multi-asset/other, and global liquidity.
Positive
- Preliminary AUM rose to $2,562.1 billion, up 4.7% from the prior month-end, driven by $27.6 billion in net long-term inflows, $35.8 billion in money market net inflows, and a $49 billion lift from favorable market returns.
Negative
- None.
8-K Event Classification
2 items: 7.01, 9.01
2 items
Item 7.01
Regulation FD Disclosure
Disclosure
Material non-public information disclosed under Regulation Fair Disclosure, often investor presentations or guidance.
Item 9.01
Financial Statements and Exhibits
Exhibits
Financial statements, pro forma financial information, or exhibit attachments filed with this report.
Key Figures
Total AUM: $2,562.1 billion
AUM Month-over-Month Change: 4.7%
Net long-term inflows: $27.6 billion
+5 more
8 metrics
Total AUM
$2,562.1 billion
Preliminary assets under management as of August 31, 2026
AUM Month-over-Month Change
4.7%
Increase in AUM versus previous month-end
Net long-term inflows
$27.6 billion
Net long-term inflows in August 2026
Money market net inflows
$35.8 billion
Money market net inflows in August 2026
Market return impact on AUM
$49 billion
Increase in AUM from favorable market returns in August 2026
FX impact on AUM
$2.7 billion
Increase in AUM from foreign exchange in August 2026
Preliminary average total AUM
$2,492.2 billion
Quarter through August 31, 2026
Preliminary average active AUM
$1,236.6 billion
Quarter through August 31, 2026
Key Terms
assets under management, net long-term inflows, Money market net inflows, ETFs & Index Strategies, +1 more
5 terms
assets under management financial
"announced today preliminary month-end assets under management (AUM) of $2,562.1 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 $27.6 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 $35.8 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.
China JV financial
"Total Assets Under Management (in billions) ... China JV"
FAQ
What were Invesco Ltd. (IVZ) total assets under management as of August 31, 2026?
Invesco reported preliminary assets under management of $2,562.1 billion as of August 31, 2026, a 4.7% increase versus the previous month-end, reflecting net inflows, positive market returns, and favorable foreign exchange movements.
How much in net long-term inflows did Invesco Ltd. (IVZ) generate in August 2026?
Invesco generated net long-term inflows of $27.6 billion in August 2026. These inflows contributed to the overall 4.7% month-over-month increase in total assets under management to $2,562.1 billion.
What were Invesco Ltd. (IVZ) money market net inflows for August 2026?
Invesco reported money market net inflows of $35.8 billion in August 2026. These money market flows were a significant component of the firm’s overall increase in assets under management during the month.
How did market performance and FX affect Invesco Ltd. (IVZ) AUM in August 2026?
Favorable market returns increased Invesco’s AUM by $49 billion in August 2026, while foreign exchange movements added another $2.7 billion, both contributing positively to the month-end AUM of $2,562.1 billion.
What were Invesco Ltd. (IVZ) average total and active AUM for the quarter through August 31, 2026?
For the quarter through August 31, 2026, Invesco reported preliminary average total AUM of $2,492.2 billion and preliminary average active AUM of $1,236.6 billion, reflecting the firm’s mix of active and passive investment capabilities.
How large was Invesco Ltd. (IVZ) as of the prior quarter-end mentioned in the release?
Invesco states it had $2.5 trillion in assets under management as of June 30, 2026. This provides context for the subsequent preliminary AUM levels, including $2,562.1 billion reported for August 31, 2026.
AI-generated analysis. How Rhea-AI works. Not financial advice.
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): September 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)
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 September 10, 2026, Invesco Ltd. issued a press release announcing its preliminary assets under management for the month ended August 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 September 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: September 10, 2026
Exhibit 99.1
 | Press Release For immediate release | |||||||||||||
Invesco Ltd. Announces August 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, September 10, 2026 --- Invesco Ltd. (NYSE: IVZ)1, a leading global asset management firm announced today preliminary month-end assets under management (AUM) of $2,562.1 billion, an increase of 4.7% versus previous month-end. The firm delivered net long-term inflows of $27.6 billion in the month. Money market net inflows were $35.8 billion. AUM was positively impacted by favorable market returns which increased AUM by $49 billion. FX increased AUM by $2.7 billion. Preliminary average total AUM for the quarter through August 31 was $2,492.2 billion, and preliminary average active AUM for the quarter through August 31 was $1,236.6 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 | |||||||||||||||||||||||||||||||||||||||||||||||
August 31, 20261 | $ | 2,562.1 | $ | 783.4 | $ | 489.0 | $ | 314.9 | $ | 317.7 | $ | 136.6 | $ | 166.7 | $ | 84.5 | $ | 269.3 | ||||||||||||||||||||||||||||||||||||||
| July 31, 2026 | $ | 2,447.1 | $ | 750.5 | $ | 452.8 | $ | 315.7 | $ | 312.5 | $ | 135.8 | $ | 163.4 | $ | 83.4 | $ | 233.0 | ||||||||||||||||||||||||||||||||||||||
| June 30, 2026 | $ | 2,470.3 | $ | 753.5 | $ | 490.1 | $ | 315.5 | $ | 318.1 | $ | 135.5 | $ | 163.2 | $ | 79.9 | $ | 214.5 | ||||||||||||||||||||||||||||||||||||||
| May 31, 2026 | $ | 2,453.9 | $ | 745.8 | $ | 494.0 | $ | 316.5 | $ | 319.5 | $ | 135.5 | $ | 158.7 | $ | 79.6 | $ | 204.3 | ||||||||||||||||||||||||||||||||||||||
1 | All August 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$2.5 trillion in assets under management as of June 30, 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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