#United States #Atlanta #Investment Management #Invesco Ltd #AUM

Invesco Ltd. Reports September 2025 Assets Under Management

Invesco Ltd. (NYSE: IVZ) has recently disclosed its preliminary figures for assets under management (AUM) as of September 30, 2025. The firm saw a significant increase of 3.0% from the previous month, bringing its total AUM to an impressive $2,124.8 billion. This growth can be attributed to a range of factors, including positive market performance and net long-term inflows.

Key Highlights

• - Total AUM: $2,124.8 billion, reflecting a rise of $61.2 billion since August 2025.
• - Net Long-term Inflows: The firm achieved net long-term inflows totaling $11.9 billion during September.
• - Market Returns: Favorable market dynamics contributed an increase of $49 billion to AUM.
• - Net Outflows: Despite the positive growth, the firm experienced money market net outflows of $2.0 billion.
• - FX Impact: Foreign exchange movements slightly reduced AUM by $0.3 billion, mitigated by reinvested distributions amounting to $1.0 billion.

Breakdown of AUM

Invesco's total AUM comprises various investment categories. Here’s a closer look:

• - ETFs: $605.7 billion
• - Index Strategies: $308.8 billion
• - Fundamental Fixed Income: $299.6 billion
• - Fundamental Equities: $130.9 billion
• - Private Markets: $136.8 billion
• - China JV: $67.1 billion
• - Multi-Asset/Other: $190.1 billion
• - Global Liquidity: $385.8 billion

These figures indicate a balanced distribution of assets across various investment strategies, which enhances Invesco's overall resilience and adaptability in the market.

Quarterly Performance

For the quarter ending September 30, 2025, the preliminary average total AUM was calculated at $2,060.4 billion, with the average active AUM at a notable $1,102.5 billion. These metrics suggest not only consistent inflows but also a healthy retention of clients, evident from the sustained average values throughout the quarter.

Insights into the Market Dynamics

Invesco's ability to increase its AUM amid challenging market conditions demonstrates its robust investment strategies and client confidence. The firm's focus on offering a mixture of active, passive, and alternative investment solutions caters to a broad spectrum of investor preferences.

The increase in market returns significantly bolstered the total AUM and reflects the positive sentiment around economic recovery and investor optimism. Simultaneously, the net long-term inflows reinforce the trust that clients have in Invesco's management capabilities.

Conclusion

Invesco Ltd.'s latest report illustrates the company's strong positioning in the investment management sector as it adapts to market conditions and navigates economic fluctuations. The increase in assets under management is a clear indicator of both the firm's operational success and the increasing demand for diverse investment solutions.

For more detailed information, visit Invesco's corporate website.