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AI English summary of an SEC filing — figures as filed

Invesco logoInvesco IVZ

Invesco said preliminary assets under management as of February 2026 were $2,257.7 billion, an increase of 1.2% versus the previous month-end. The company noted that the February figures are preliminary and subject to adjustment.

8-KRegulation FD DisclosureFiled Period of report Summary published (UTC)

Key points

AI summary
  1. Invesco said preliminary assets under management as of February 2026 were $2,257.7 billion, an increase of 1.2% versus the previous month-end. The company noted that the February figures are preliminary and subject to adjustment.

  2. Invesco said net long-term inflows for the month ended February were $4.7 billion, and money market net inflows were $13.5 billion.

  3. The company said AUM was positively impacted by favorable market returns, which increased AUM by $9 billion, while FX decreased AUM by $1.1 billion in the period ended February.

  4. Invesco said preliminary average total AUM for the quarter through February 28 was $2,225.9 billion, and preliminary average active AUM was $1,142.8 billion.

Summary

AI-written

Analysis scope · Filing body and confirmed press-release exhibitWe analyzed the filing body and confirmed exhibits. This is not a review of other exhibits, investor presentations or the full earnings call.

Assets Under Management as of February 2026: $2,257.7 billion

Invesco said preliminary assets under management as of February 2026 were $2,257.7 billion, an increase of 1.2% versus the previous month-end. The company noted that the February figures are preliminary and subject to adjustment.

Source · Based on the filing body and exhibits

Net Long-Term Inflows for February: $4.7 billion; Money Market: $13.5 billion

Invesco said net long-term inflows for the month ended February were $4.7 billion, and money market net inflows were $13.5 billion.

Source · Based on the filing body and exhibits

Market Returns Increased AUM by $9 billion; FX Decreased AUM by $1.1 billion

The company said AUM was positively impacted by favorable market returns, which increased AUM by $9 billion, while FX decreased AUM by $1.1 billion in the period ended February.

Source · Based on the filing body and exhibits

Quarterly Average Assets Under Management: $2,225.9 billion

Invesco said preliminary average total AUM for the quarter through February 28 was $2,225.9 billion, and preliminary average active AUM was $1,142.8 billion.

Source · Based on the filing body and exhibits

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

The filing as submitted to SEC EDGAR. You can check the figures and statements of this summary against it.

Source: SEC EDGAR (U.S. Securities and Exchange Commission). Item captions are the SEC's. The summary is for reference only and is not investment advice.