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IVZ
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Invesco Reports Preliminary December AUM of $2.17 Trillion, Driven by $7.7 Billion in Net Long-Term Inflows

Analysis by Wiseek.aiReviewed by Editorial Team
Sentiment info
Positive
Importance info
7
Price
$28.789
Mkt Cap
$12.801B
52W Low
$11.6
52W High
$29.05
Market data snapshot near publication time

summarizeSummary

Invesco Ltd. announced preliminary December 2025 AUM of $2.17 trillion, a 0.7% increase from the prior month, driven by $7.7 billion in net long-term inflows.


check_boxKey Events

  • Preliminary AUM Increase

    Invesco reported preliminary month-end Assets Under Management (AUM) of $2,169.9 billion for December 31, 2025, representing a 0.7% increase from the previous month-end.

  • Strong Net Long-Term Inflows

    The firm delivered net long-term inflows of $7.7 billion during December, indicating positive client asset gathering.

  • Market and FX Impact

    AUM was negatively impacted by $23 billion from unfavorable market returns, but this was largely offset by a $25.4 billion increase from favorable foreign exchange movements and reinvested distributions.


auto_awesomeAnalysis

Invesco's preliminary Assets Under Management (AUM) for December 2025 show a positive trend, with a modest increase to $2.17 trillion. The firm reported significant net long-term inflows of $7.7 billion, indicating continued client interest in its investment products. While market returns had a negative impact, this was more than offset by favorable foreign exchange movements and reinvested distributions. This AUM growth, coupled with the stock trading near its 52-week high, suggests a positive market perception of the company's operational performance and asset gathering capabilities.

At the time of this filing, IVZ was trading at $28.79 on NYSE in the Finance sector, with a market capitalization of approximately $12.8B. The 52-week trading range was $11.60 to $29.05. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.

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