The company said preliminary month-end assets under management were $2,159.5 billion on March 31, 2026, down 4.4% from the prior month-end.

8-KRegulation FD DisclosureFiled Apr 10, 2026Period of report Apr 10, 2026Summary published (UTC) Oct 2, 2026

Key points

AI summary

The company said preliminary month-end assets under management were $2,159.5 billion on March 31, 2026, down 4.4% from the prior month-end.
The company said it had net long-term inflows of $0.3 billion in March, while money market net outflows were $1.8 billion.
The company said AUM in March was reduced by unfavorable market returns of $91 billion and by FX movements of $7.0 billion, partially offset by reinvested distributions of $0.9 billion.
The company said preliminary average total AUM for the quarter through March 31 was $2,218.9 billion, and preliminary average active AUM was $1,146.2 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.

Preliminary March 2026 Month-End AUM Totals $2,159.5 billion

The company said preliminary month-end assets under management were $2,159.5 billion on March 31, 2026, down 4.4% from the prior month-end.

Source · Based on the filing body and exhibits

Invesco March long-term inflows $0.3 billion, money market outflows $1.8 billion

The company said it had net long-term inflows of $0.3 billion in March, while money market net outflows were $1.8 billion.

Source · Based on the filing body and exhibits

Market returns $91 billion, FX $7.0 billion cut AUM

The company said AUM in March was reduced by unfavorable market returns of $91 billion and by FX movements of $7.0 billion, partially offset by reinvested distributions of $0.9 billion.

Source · Based on the filing body and exhibits

Quarterly average total AUM $2,218.9 billion, average active AUM $1,146.2 billion

The company said preliminary average total AUM for the quarter through March 31 was $2,218.9 billion, and preliminary average active AUM was $1,146.2 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

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