Invesco Ltd. Reports Preliminary August 2026 AUM of $2.56 Trillion (+4.7%)
Invesco Ltd.
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Filing Summary
Invesco Ltd. (NYSE: IVZ) - Form 8-K (Item 7.01) • Event: Preliminary Assets Under Management (AUM) Update for August 31, 2026 • Total AUM: $2,562.1 billion (+4.7% MoM from $2,447.1 billion at July 31, 2026) • Net Long-Term Inflows: $27.6 billion • Money Market Net Inflows: $35.8 billion • Market Performance & FX: Favorable market returns increased AUM by $49.0 billion; FX contributed +$2.7 billion • Quarter-to-Date Averages: Average total AUM through August 31 was $2,492.2 billion; average active AUM was $1,236.6 billion.
Comprehensive Analysis
Summary of Filing
On September 10, 2026, Invesco Ltd. filed a Form 8-K under Item 7.01 (Regulation FD Disclosure) reporting preliminary Assets Under Management (AUM) metrics for the month ended August 31, 2026.
Key Metrics & Highlights
- Total AUM: $2,562.1 billion as of August 31, 2026, representing a 4.7% increase compared to $2,447.1 billion as of July 31, 2026.
- Net Flows:
- Net long-term inflows: $27.6 billion
- Money market net inflows: $35.8 billion
- Market Impact & FX:
- Market gains positively impacted AUM by $49.0 billion.
- Foreign exchange (FX) movements added $2.7 billion.
- AUM Breakdown by Category (as of August 31, 2026):
- ETFs & Index Strategies: $783.4 billion
- QQQ: $489.0 billion
- Fundamental Fixed Income: $314.9 billion
- Fundamental Equities: $317.7 billion
- Private Markets: $136.6 billion
- China JV: $166.7 billion
- Multi-Asset / Other: $84.5 billion
- Global Liquidity: $269.3 billion
- Averaged Metrics (Quarter-through-August 31, 2026):
- Preliminary average total AUM: $2,492.2 billion
- Preliminary average active AUM: $1,236.6 billion
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Important Disclaimer
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