The significant AUM decline driven by market and FX losses outweighs modest inflows, suggesting investor concerns about performance and capital preservation. Monitor April AUM data for confirmation of trend.
Price Chart
Executive Summary
Invesco Ltd. reported preliminary March 31, 2026 AUM of $2,159.5 billion, a 4.4% monthly decline driven by unfavorable market returns ($91B) and FX movements ($7B), partially offset by $0.3B in net long-term inflows. Money market outflows were $1.8B.
Key Facts
- Preliminary AUM as of March 31, 2026: $2,159.5 billion
- Monthly AUM decrease: 4.4% from $2,257.7 billion
- Net long-term inflows: $0.3 billion
- Money market net outflows: $1.8 billion
- AUM impact: -$91B from market returns, -$7B from FX movements, +$0.9B from reinvested distributions
Financial Impact
Assets under management decreased by $98.2 billion month-over-month, driven primarily by $91 billion in market depreciation and $7 billion in FX losses.
Risk Factors
- Continued market depreciation could further erode AUM
- FX volatility may continue to negatively impact reported AUM
- Weak inflows indicate potential challenges in attracting new capital
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000914208-26-000097 |
| Document: ivz-20260410.htm | 0000914208-26-000097 |
| Document: 0000914208-26-000097-index-headers.html | 0000914208-26-000097 |
| Document: 0000914208-26-000097-index.html | 0000914208-26-000097 |
| Document: 0000914208-26-000097.txt | 0000914208-26-000097 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 14, 2026 18d ago | Insider Cluster | $31.51 $31.38 | ▼ −0.41% | ▼ −0.52% | $30.66 (−2.70%) |
Sep 10, 2026 22d ago | Insider Cluster | $31.93 $30.22 | ▼ −5.36% | ▼ −4.86% | $30.66 (−3.98%) |
Aug 31, 2026 4w ago | 8-K | $31.99 $32.09 | ▲ +0.31% | ▲ +0.23% | $30.66 (−4.16%) |
Aug 11, 2026 7w ago | 8-K | $31.36 $32.37 | ▲ +3.22% | ▲ +3.62% | $30.66 (−2.23%) |
Jul 28, 2026 9w ago | 8-K | $29.43 $30.91 | ▲ +5.03% | ▲ +2.76% | $30.66 (+4.18%) |
Jul 10, 2026 12w ago | 8-K | $28.98 $30.30 | ▲ +4.55% | ▲ +5.12% | $30.66 (+5.80%) |
Jun 9, 2026 16w ago | 8-K | $27.46 $29.20 | ▲ +6.34% | ▲ +2.90% | $30.66 (+11.65%) |
May 11, 2026 20w ago | 8-K | $28.38 $27.39 | ▼ −3.48% | ▼ −3.56% | $30.66 (+8.04%) |
Apr 28, 2026 22w ago | 8-K | $25.88 $26.80 | ▲ +3.56% | ▲ +1.86% | $30.66 (+18.48%) |
Apr 10, 2026 25w ago | 8-K | $23.57 $24.81 | ▼ −5.27% | ▼ −0.77% | $30.66 (−30.09%) |
US Market Status
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