Invesco exited August 2026 with a record $2.6 trillion in managed assets, up 24.2% year to date on $204.3 billion of market gains and $103.1 billion worth of net inflows for the firm's long-term assets under management.
With $2.562 trillion in AUM at the end of August 2026, Invesco is in the second-largest tier of US-based asset managers, which includes firms like Pimco, Capital Group, J.P. Morgan Asset Management, and Franklin Resources.
Bears
Invesco's overall investment performance is still not quite in the top quartile, with just 69% of AUM outperforming peers on a three- and five-year basis at the end of June 2026.
Invesco provides investment management services to retail (72% of managed assets) and institutional (28%) clients. At the end of August 2026, the firm had $2.562 trillion in assets under management spread among its equity (62% of AUM), balanced (3%), fixed-income (19%), alternative investment (5%), and money market (11%) operations. Passive products account for close to half of Invesco's total AUM. Invesco's US retail business is one of the 10 largest nonproprietary fund complexes in the country. The firm also has a meaningful presence outside of North America, with 31% of its AUM sourced from Europe, Africa, and the Middle East (16%) and Asia (15%).