Invesco Ltd. Announces January 31, 2025 Assets Under Management

Rhea-AI Summary

Invesco (NYSE: IVZ) reported preliminary assets under management (AUM) of $1,902.8 billion as of January 31, 2025, marking a 3.1% increase from the previous month. The growth was driven by multiple factors including:

- Net long-term inflows of $5.1 billion
- Non-management fee earning net inflows of $2.3 billion
- Money market net inflows of $11.3 billion
- Favorable market returns adding $37 billion
- FX movements contributing $1.2 billion

The preliminary average total AUM for the quarter through January stood at $1,873.9 billion, with average active AUM at $1,035.9 billion. Key segments included ETFs & Index Strategies ($507.3B), QQQ ($328.3B), and Fundamental Fixed Income ($283.0B).

Positive

• AUM increased by 3.1% to $1,902.8 billion
• Strong net long-term inflows of $5.1 billion
• Significant money market net inflows of $11.3 billion
• Positive market returns contribution of $37 billion
• Favorable FX impact adding $1.2 billion to AUM

Negative

• None.

Insights

Asset Management Analyst

The January AUM report reveals a robust start to 2025 for Invesco, with several noteworthy developments that signal shifting market dynamics. The $1,902.8 billion in total AUM represents more than just a 3.1% monthly increase - it reflects significant strength across multiple business segments.

The $11.3 billion in money market net inflows is particularly telling, indicating continued investor preference for liquid, lower-risk investments despite the broader market rally. This trend benefits Invesco's fee generation stability while providing dry powder for future reallocation opportunities.

The ETFs & Index Strategies segment, growing to $507.3 billion, demonstrates Invesco's strong positioning in the passive investment space. The QQQ franchise's expansion to $328.3 billion is especially significant, as it represents high-margin, sticky assets that enhance the firm's competitive moat in the technology-focused ETF space.

The $5.1 billion in net long-term inflows is impressive given the challenging active management environment, suggesting Invesco's investment strategies are resonating with institutional and retail clients. The growth in private markets AUM to $131.1 billion is strategically important, as these assets typically generate higher fees and have longer lock-up periods.

The geographical diversification, particularly the stable APAC managed assets at $118.6 billion, provides resilience against regional market volatility while offering exposure to high-growth markets. The positive FX impact of $1.2 billion indicates beneficial currency movements, though this remains a variable factor in global operations.

ATLANTA, Feb. 11, 2025 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) today reported preliminary month-end assets under management (AUM) of $1,902.8 billion, an increase of 3.1% versus previous month-end. The firm delivered net long-term inflows of $5.1 billion in the month. Non-management fee earning net inflows were $2.3 billion and money market net inflows were $11.3 billion. AUM was positively impacted by favorable market returns which increased AUM by $37 billion. FX increased AUM by $1.2 billion. Preliminary average total AUM for the quarter through January 31 were $1,873.9 billion, and preliminary average active AUM for the quarter through January 31 were $1,035.9 billion.

Total Assets Under Management
(in billions)	Total	ETFs & Index Strategies	Fundamental Fixed Income	Fundamental Equities	Private Markets	APAC Managed	Multi-Asset/Other	Global Liquidity	QQQ
January 31, 20251	$1,902.8	$507.3	$283.0	$274.4	$131.1	$118.6	$59.9	$200.2	$328.3
December 31, 2024	$1,846.0	$484.0	$281.1	$266.5	$128.5	$118.8	$58.8	$189.4	$318.9
November 30, 2024	$1,856.5	$491.5	$285.1	$278.1	$131.4	$117.2	$60.1	$176.5	$316.6
October 31, 2024	$1,772.0	$457.7	$284.2	$270.1	$129.2	$116.4	$60.2	$162.3	$291.9

1 Preliminary – subject to adjustment.

About Invesco Ltd.
Invesco Ltd. (NYSE: IVZ) is a global independent investment management firm dedicated to delivering an investment experience that helps people get more out of life. With offices in more than 20 countries, our distinctive investment teams deliver a comprehensive range of active, passive and alternative investment capabilities. For more information, visit www.invesco.com/corporate.

Category: AUM

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                                              Jennifer Church      404-439-3428
Media Relations Contact:      Andrea Raphael     212-323-4202

 

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SOURCE Invesco Ltd.

FAQ

What was Invesco's (IVZ) total AUM as of January 31, 2025?

Invesco's total AUM as of January 31, 2025, was $1,902.8 billion.

How much did Invesco (IVZ) increase its AUM in January 2025?

Invesco increased its AUM by 3.1% in January 2025 compared to the previous month.

What were Invesco's (IVZ) net long-term inflows in January 2025?

Invesco reported net long-term inflows of $5.1 billion in January 2025.

How much did market returns contribute to Invesco's (IVZ) AUM in January 2025?

Favorable market returns increased Invesco's AUM by $37 billion in January 2025.

What was the size of Invesco's (IVZ) ETFs & Index Strategies segment in January 2025?

Invesco's ETFs & Index Strategies segment reached $507.3 billion in January 2025.

How much were Invesco's (IVZ) money market net inflows in January 2025?

Invesco reported money market net inflows of $11.3 billion in January 2025.