Invesco Reports $2.538 Trillion in Preliminary AUM for September, Posts $1.1 Billion in Net Long‑Term Outflows

Invesco Ltd. (NYSE: IVZ) disclosed in a Form 8‑K filing on October 9, 2026, preliminary assets under management (AUM) for the month ended September 30, 2026, totaling $2.5378 trillion—reflecting a 0.9% decline from August figures. The firm also reported $1.1 billion in net long‑term outflows during the month, alongside a $5.7 billion net outflow from money‑market products. Unfavorable market returns reduced AUM by approximately $16.0 billion, with exchange‑rate movements trimming another $2.7 billion, partially offset by $0.9 billion in reinvested distributions.

The Form 8‑K, filed with the U.S. Securities and Exchange Commission on October 9, 2026, includes these figures in a press release attached as Exhibit 99.1, confirming the September AUM update and outflow details.

Why This Matters

The 0.9% month‑on‑month drop in AUM and net long‑term outflows highlight ongoing pressures on Invesco’s asset base during September. The combination of negative market performance and adverse currency impacts contributed heavily to the AUM decline, even before accounting for investor redemptions.

Context and Next Steps

Investors may look ahead to Invesco’s third‑quarter 2026 earnings report, scheduled for October 27, 2026, to see whether September’s outflows carry forward into broader quarterly results or reverse. The pending earnings release may shed light on retail and institutional flow trends, performance and fee income, and AUM developments across strategic product lines.

Given Invesco’s reliance on periodic inflows and market-driven valuation changes, ongoing AUM monitoring—especially through the end of Q3—is critical to understanding the firm’s operational momentum and investor sentiment.