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Invesco Ltd. Announces February 28, 2026 Assets Under Management

MWN-AI** Summary

Invesco Ltd. (NYSE: IVZ), a prominent global asset management firm, reported its preliminary assets under management (AUM) for February 28, 2026, totaling $2,257.7 billion, marking a 1.2% increase from the previous month. The firm experienced net long-term inflows of $4.7 billion and notably, a strong influx into money market funds, which saw net inflows of $13.5 billion. The increase in AUM was further supported by favorable market returns, which contributed an additional $9 billion. Conversely, foreign exchange fluctuations led to a decrease in AUM of $1.1 billion.

For the quarter ending February 28, 2026, the preliminary average total AUM was reported at $2,225.9 billion, while the average active AUM stood at $1,142.8 billion. Invesco's diverse offerings are reflected in its AUM distribution, with significant portions allocated to exchange-traded funds (ETFs) and various strategies across equities and fixed income.

The financial results highlight Invesco's robust market position, serving clients in over 120 countries, and managing a diverse array of investment capabilities. With assets exceeding $2.2 trillion as of December 31, 2025, the firm emphasizes its commitment to providing comprehensive solutions for both institutional and retail investors, enabling them to navigate market challenges effectively.

Invesco remains well-positioned for future growth as it seeks to leverage its global scale, collaborative approach, and broad investment solutions. The overall financial health and rising AUM suggest confidence in the firm's strategy moving forward, reinforcing its reputation as a key player in the asset management industry.

MWN-AI** Analysis

Invesco Ltd. (NYSE: IVZ) recently reported an increase in its assets under management (AUM), reaching $2.2577 trillion as of February 28, 2026, marking a 1.2% growth from the previous month. This rise signals a positive outlook for the firm, driven by net long-term inflows of $4.7 billion and substantial money market inflows of $13.5 billion. Such results indicate strong investor confidence and a resilient demand for Invesco’s investment solutions.

The favorable market returns boosted AUM by $9 billion, underscoring the impact of performance in financial markets on asset management firms. However, it's noteworthy that foreign exchange fluctuations led to a slight decrease of $1.1 billion, a reminder of the operational challenges firms face in a complex global environment.

In terms of product performance, ETFs and index strategies showed solid contributions, with $672.1 billion in AUM. Invesco’s ability to attract significant inflows into these passively managed products amidst market volatility could suggest a strategy shift among investors seeking lower-cost options with exposure to diverse sectors.

Given the preliminary figures revealing an average total AUM of $2.2259 trillion for Q1 2026, the firm is positioned to leverage this growth trend. Investors should consider the ongoing shift toward multi-asset and private market strategies, as evidenced by their growing contributions relative to core equity and fixed income funds.

For potential investors, Invesco's diversified investment capabilities and a robust foundation of AUM growth present opportunities for long-term investment. However, prudent consideration of market volatility and currency risks is advised. Overall, Invesco remains a compelling choice in the asset management space as it continues to adapt to market dynamics and investor needs.

**MWN-AI Summary and Analysis is based on asking OpenAI to summarize and analyze this news release.

Source: PR Newswire

PR Newswire

ATLANTA, March 10, 2026 /PRNewswire/ -- 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.

Category: AUM

Investor Relations Contacts:

Greg Ketron

404-724-4299 


Jennifer Church

404-439-3428

Media Relations Contact:

Andrea Raphael

212-323-4202

 

SOURCE Invesco Ltd.

FAQ**

What factors contributed to the 1.2% increase in assets under management for Invesco Ltd (IVZ) from January to February 2026, and how do net inflows and market returns play a role in this growth?

The 1.2% increase in Invesco Ltd's assets under management from January to February 2026 was driven by strong net inflows and positive market returns, reflecting investor confidence and favorable market conditions contributing to the firm's overall growth.

How did currency fluctuations negatively impact Invesco Ltd (IVZ) assets under management by $1.1 billion during February 2026, and what strategies does the firm have in place to mitigate foreign exchange risks?

In February 2026, currency fluctuations negatively impacted Invesco Ltd's assets under management by $1.1 billion primarily due to adverse exchange rate movements affecting international investments, and the firm employs hedging strategies and diversification to mitigate foreign exchange risks.

What trends can be identified in the asset allocation among Invesco Ltd (IVZ)'s various investment strategies, particularly regarding the growth in money market net inflows of $13.5 billion?

The significant net inflows of $13.5 billion into money market funds indicate a shift towards more conservative investment strategies by Invesco Ltd (IVZ), reflecting investor preferences for liquidity and safety amid market volatility and uncertainty.

With a preliminary average total AUM of $2,225.9 billion for the quarter through February 28, 2026, how does Invesco Ltd (IVZ) plan to sustain this momentum in attracting new investors and enhancing its asset management offerings?

Invesco Ltd (IVZ) aims to sustain momentum by enhancing its asset management offerings through innovative investment strategies, leveraging technology for improved client engagement, and expanding its range of sustainable investment products to attract new investors.

**MWN-AI FAQ is based on asking OpenAI questions about Invesco Ltd (NYSE: IVZ).

Invesco Ltd

NASDAQ: IVZ

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