Invesco reports $2 trillion in assets under management, up 3%

ATLANTA - Investment manager Invesco Ltd. (NYSE:IVZ) reported preliminary assets under management (AUM) of $2,001.4 billion as of June 30, marking a 3.0% increase from the previous month, according to a company press release. According to InvestingPro data, the company’s stock has shown strong momentum recently, with shares trading near their 52-week high of $19.55, though current analysis suggests the stock may be approaching overbought territory.

The firm recorded net long-term inflows of $8.3 billion for the month, while experiencing non-management fee earning net outflows of $1.5 billion and money market net outflows of $10.6 billion.

Positive market returns contributed significantly to the AUM increase, adding $58 billion. Foreign exchange movements and reinvested distributions further boosted AUM by $4.8 billion.

Invesco’s ETFs and Index Strategies segment grew to $546.9 billion from $522.8 billion in May, while Fundamental Equities increased to $288.3 billion from $275.1 billion. The QQQ segment reached $352.7 billion, up from $333.6 billion the previous month.

Preliminary average total AUM for the quarter through June 30 stood at $1,897.4 billion, with preliminary average active AUM at $1,053.9 billion for the same period.

The company noted that all June figures remain subject to adjustment.

Invesco, headquartered in Atlanta, operates in more than 20 countries offering various investment capabilities across active, passive, and alternative strategies. The company is scheduled to report its next earnings on July 22, with four analysts recently revising their earnings estimates upward. A comprehensive analysis of Invesco’s performance and outlook is available in the InvestingPro Research Report.

In other recent news, Invesco Ltd. reported its Q1 2025 earnings, surpassing expectations with an earnings per share (EPS) of $0.44, compared to the forecast of $0.40. The company’s revenue for the quarter reached $1.53 billion, exceeding projections by $420 million. This strong performance was accompanied by an 11% year-over-year increase in total assets under management, now standing at $1.84 trillion. Meanwhile, Venu Holding Corporation announced the appointment of Thomas M. Finke to its Board of Directors, aiming to leverage his financial expertise for the company’s growth. Finke also serves as a non-executive director at Invesco Ltd. Invesco’s recent strategic decisions include utilizing platforms from State Street and Blackrock for its investment platform needs, aiming for a unified global operating model. Additionally, Invesco held its Annual General Meeting, where shareholders approved executive pay and appointed PricewaterhouseCoopers LLP as the independent auditor for the fiscal year ending December 31, 2025. These developments reflect both companies’ ongoing strategic initiatives and financial performance.

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