Invesco Reports 4.9% Increase in AUM to $2.45 Trillion
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jun 09 2026
0mins
Source: PRnewswire
- AUM Growth: Invesco's assets under management (AUM) reached $2,453.9 billion at the end of May 2026, reflecting a robust 4.9% increase from the previous month, indicating strong performance in the asset management sector.
- Long-Term Inflows: The firm reported net long-term inflows of $18.9 billion for the month, demonstrating increased investor confidence and further solidifying its market position.
- Market Returns Impact: Favorable market returns contributed an increase of $96 billion to AUM, although foreign exchange fluctuations reduced AUM by $1.1 billion, yet the overall performance remains strong.
- Quarterly Average AUM: The preliminary average total AUM for the quarter ending May 31 was $2,331.3 billion, with active AUM at $1,175.6 billion, reflecting effective execution of the company's diversified investment strategies.
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Analyst Views on IVZ
Wall Street analysts forecast IVZ stock price to fall
11 Analyst Rating
4 Buy
7 Hold
0 Sell
Moderate Buy
Current: 28.790
Low
25.00
Averages
28.68
High
33.50
Current: 28.790
Low
25.00
Averages
28.68
High
33.50
About IVZ
Invesco Ltd. is an independent investment management firm. It serves the retail and institutional markets within the investment management industry in the Americas, Europe, Middle East, and Africa and Asia-Pacific in 120 countries. It offers a range of investment strategies across asset classes, investment styles, and geographies. Its asset classes include equity, fixed income, balanced, alternatives and money market. Its retail assets under management include exchange-traded funds, separately managed accounts, individual savings accounts, investment companies with variable capital, investment trusts, open-end mutual funds, unit investment trusts, and variable insurance funds. Its institutional assets include institutional separate accounts, private funds, open-end mutual funds, and collective trust funds. Its client base includes public and private entities, unions, non-profit organizations, endowments, foundations, financial institutions, and sovereign wealth funds.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Long-Term Inflows: The firm reported net long-term inflows of $18.9 billion for the month, demonstrating increased investor confidence and further solidifying its market position.
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- Market Returns Impact: Favorable market returns contributed an increase of $96 billion to AUM, although foreign exchange fluctuations reduced AUM by $1.1 billion, showcasing the company's resilience in a volatile market environment.
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- Nasdaq Rule Changes: Nasdaq and FTSE Russell have amended index inclusion rules, allowing SpaceX to enter the Nasdaq 100 more quickly post-IPO, which will enhance its stock liquidity and market visibility.
- Price Discovery Process: Although SpaceX has been public for several days, a genuine price discovery process has yet to commence, and the upcoming expiration of lock-up periods in the coming weeks may increase market supply, potentially impacting stock price stability.
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- Flexible Investment Strategy: The newly launched Treasury ETFs provide investors with flexibility during periods of market uncertainty, helping them optimize their portfolios by locking in yields and managing reinvestment risks in a changing interest rate environment.
- Ongoing Innovation: Invesco plans to expand the maturity range of its investment-grade corporate and high-yield corporate BulletShares ETFs, further enriching its product lineup and demonstrating the company's ongoing commitment to innovation in the fixed income market.
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- Long-Term Inflows: The firm reported net long-term inflows of $18.9 billion for the month, demonstrating increased investor confidence and further solidifying its market position.
- Market Returns Impact: Favorable market returns contributed an increase of $96 billion to AUM, although foreign exchange fluctuations reduced AUM by $1.1 billion, yet the overall performance remains strong.
- Quarterly Average AUM: The preliminary average total AUM for the quarter ending May 31 was $2,331.3 billion, with active AUM at $1,175.6 billion, reflecting effective execution of the company's diversified investment strategies.
See More
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- Strong Net Inflows: The firm reported net long-term inflows of $18.9 billion in May, demonstrating sustained demand for its investment products and further solidifying its market position amidst competitive pressures.
- Market Returns Impact: Favorable market returns contributed an increase of $96 billion to AUM, although foreign exchange fluctuations reduced AUM by $1.1 billion, showcasing the company's resilience in a volatile market environment.
- Quarterly Averages: The preliminary average total AUM for the quarter ending May 31 was $2.3313 trillion, with active AUM at $1.1756 trillion, highlighting the firm's stable growth and ongoing ability to attract investors in the asset management sector.
See More
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