Invesco Ltd. (NYSE: IVZ) has reported robust growth in its assets under management (AUM), reaching a preliminary month-end total of \(1,942.7 billion as of May 31, 2025. This represents a substantial 5.6% increase from the prior month-end, accentuated by net long-term inflows of \)6.1 billion for May alone. Notably, money market net inflows surged by \(19.4 billion, complemented by \)6.3 billion in non-management fee earning net inflows contributing to the AUM expansion.
The positive momentum in AUM was also buoyed by favorable market returns, which augmented the firm’s assets by approximately \(70 billion. Foreign exchange movements contributed an additional \)0.9 billion. The firm’s average total AUM for the quarter through May was approximately \(1.86 trillion, with average active AUM standing at \)1.04 trillion.
Examining the asset breakdown on May 31, 2025, the firm’s ETFs & Index Strategies assets stood at \(522.8 billion, fundamental fixed income assets at \)298.0 billion, fundamental equities at \(275.1 billion, and private markets at \)129.1 billion. Other major categories include China JV & India assets at \(115.0 billion, multi-asset/other at \)62.0 billion, global liquidity at \(207.1 billion, and the flagship QQQ product holding \)333.6 billion.
This monthly AUM growth aligns with Invesco’s recent quarterly trends. For context, in Q1 2024, Invesco reported total revenues of approximately $6.07 billion. Over recent earnings calls throughout 2024, management highlighted consistent net long-term inflows, strong ETF and index fund performance, and a diverse product mix driving incremental revenue and margin improvements.
Key highlights from recent quarters include sustained organic growth rates in net long-term inflows averaging 5-8%, record levels of long-term AUM exceeding $1.3 trillion, and solid outperformance in fixed income and equity funds with a significant portion of AUM in top quartile peer rankings. Management emphasized strategic focus on diversified capabilities, cost efficiencies, and balance sheet strength including a net cash position as of Q3 2024, supporting share repurchase programs.
These trends are significant for investors and industry watchers as they underscore Invesco’s capacity to grow assets in a competitive and evolving landscape marked by shifts toward passive investment products and money market funds amid economic uncertainties and changing market cycles.
Looking forward, Invesco is well-positioned to leverage market recoveries and investor sentiment shifts, with strategic emphasis on ETFs, alternatives (private markets), and expanding geographic exposure such as Greater China. Market observers should monitor ongoing inflows, net revenue yields, and operational efficiencies as key metrics indicative of future earnings and value creation.
For further detail, the full text of Invesco’s May 2025 AUM disclosure is available here: Source Document.
Tags: IVZ, InvescoLtd, Q2_2025, AssetManagementGrowth, ETFInflows, FinancialPerformance