IVZ · 10-Q · 2026Q2 · Full report

AUM Growth and Flows

Invesco Ltd. · 2026-08-04 · Importance 73 · Surprise 66 · No source text

Ending AUM increased 23.4% year over year to $2,470.3 billion at June 30, 2026, while average AUM rose 24.8% in the second quarter to $2,368.8 billion. Second-quarter net long-term inflows reached a record $45.1 billion, led by ETFs and Index, QQQ, China JV, and Private Markets, and money market funds added $16.9 billion of net inflows. Market gains contributed $256.8 billion to second-quarter AUM growth, while the Canadian fund-business disposition reduced AUM by $11.0 billion. Ending retail AUM was $1,766.3 billion and institutional AUM was $704.0 billion, with retail generating $47.3 billion of second-quarter net long-term inflows while institutional experienced $2.2 billion of net long-term outflows.

Key facts

• Average AUM for the second quarter of 2026: $2.4 trillion, an increase of $471.4 billion or 24.8% compared to the same quarter in the prior year. source
• Ending AUM (June 30, 2026): $2.5 trillion reflecting year-over-year growth of 23.4%. source
• Ending AUM (billions) June 30, 2026: $2,470.3 billion (versus $2,001.4 billion at June 30, 2025). source
• Average AUM (billions) three months ended June 30, 2026: $2,368.8 (versus $1,897.4). source
• Net long-term inflows for the quarter: $45.1 billion (record net long-term inflows). source
• Net flows into money market funds for the quarter: $16.9 billion. source
• Total net flows for three months ended June 30, 2026: $62.7 billion (Beginning assets April 1 $2,159.5B; Ending assets June 30 $2,470.3B). source
• Market gains and losses for three months ended June 30, 2026: $256.8 billion (impact on AUM in AUM table). source

Impact estimates