Invesco’s IVZ preliminary assets under management (AUM) for July 2025 were $2.02 trillion, up 1.2% from the previous month. The rise reflected the positive impact of market (AUM up by $22 billion) and long-term net inflows of $5.8 billion, partially offset by unfavorable FX market (AUM down by $8.5 billion). Invesco’s preliminary average total AUM in the quarter through July 31 was $2.03 trillion, and the preliminary average active AUM came in at $1.1 trillion. At the end of July, Invesco’s AUM under ETFs & Index Strategies was $559 billion, up 2.2% from the previous month. Also, Global Liquidity AUM was $200.5 billion, up 2.1% sequentially. Further, China JV & India AUM rose 2.9% from June 2025 to $123.7 billion. AUM under Multi-Asset/Other was $64.5 billion, increasing marginally from the previous month’s end. QQQ’s AUM was $360.6 billion, which grew 2.2%. On the other hand, in July, the Fundamental Fixed Income AUM of $298.5 billion declined 1% from the previous month. Fundamental Equities AUM was $287 billion, down marginally from June 2025-end, while Private Markets AUM decreased marginally to $130.7 billion. IVZ has been recording a consistent rise in its AUM balance. Over the last five years (ending 2024), the company’s AUM saw a compound annual growth rate (CAGR) of 8.5%, with the uptrend continuing in the first six months of fiscal 2025. In April 2025, the company collaborated with MassMutual’s subsidiary, Barings, to boost private credit offerings. Moreover, the 2019 acquisition of OppenheimerFunds resulted in a substantial rise in the company's AUM. Invesco has also been capitalizing on the growing demand for passive products, which constituted 45.7% of total AUM as of June 30, 2025. Invesco’s efforts to diversify its business into asset classes that are seeing growing client demand are expected to propel AUM growth. Invesco’s peers like Franklin Resources, Inc. BEN and T. Rowe Price TROW have also been witnessing steady AUM growth. Franklin reported its preliminary AUM of $1.62 trillion for July 2025, reflecting a marginal rise from the prior month on the back of the positive impact of markets and stable preliminary long-term net inflows (inclusive of $3 billion of long-term net outflows at Western Asset Management). Franklin has been recording a consistent rise in its AUM balance. Over the last five fiscal years (ending fiscal 2024), the company’s AUM saw a CAGR of 3.1%, with the uptrend continuing in the first nine months of fiscal 2025. Strategic acquisitions have been supporting AUM growth. T. Rowe Price’s diversified AUM across various asset classes, client bases and geographies offers support. The company’s AUM balance witnessed a CAGR of 2.3% over the past four years (2020-2024), with the uptrend continuing in the first half of this year. A strong brand, consistent investment track record, and decent business volumes are expected to keep supporting T. Rowe Price’s AUM growth in the upcoming period. IVZ’s Price Performance, Valuation & Estimate Analysis: Shares of Invesco have rallied 17% so far in 2025 against the industry’s marginal decline. From a valuation standpoint, IVZ trades at a forward price-to-earnings (P/E) ratio of 9.89, well below the industry average. The Zacks Consensus Estimate for Invesco’s 2025 earnings indicates a year-over-year rise of 4.7%, whereas the same for 2026 suggests growth of 25.5%. Over the past 30 days, earnings estimates for both years have been revised upward. Invesco currently carries a Zacks Rank #3 (Hold).

IVZ's July AUM Rises on Solid Market & Inflows: Will the Upside Last?

Invesco's IVZ reported a 1.2% increase in preliminary assets under management (AUM) for July 2025, reaching $2.02 trillion, driven by positive market conditions and long-term net inflows of $5.8 billion, partially offset by unfavorable foreign exchange movements that reduced AUM by $8.5 billion. The company's average total AUM for the quarter through July 31 was $2.03 trillion, with active AUM at $1.1 trillion. AUM in ETFs & Index Strategies rose 2.2% to $559 billion, Global Liquidity AUM increased 2.1% to $200.5 billion, and China JV & India AUM grew 2.9% to $123.7 billion. QQQ’s AUM reached $360.6 billion, up 2.2%. However, Fundamental Fixed Income AUM declined 1% to $298.5 billion, while Fundamental Equities and Private Markets AUMs decreased marginally. Over the past five years, IVZ's AUM grew at a CAGR of 8.5%. The company's 2019 acquisition of OppenheimerFunds significantly boosted its AUM. Invesco has capitalized on rising demand for passive products, which accounted for 45.7% of total AUM as of June 30, 2025. Peer companies Franklin Resources, Inc. (BEN) and T. Rowe Price (TROW) also reported steady AUM growth, with Franklin reporting a July AUM of $1.62 trillion and T. Rowe Price maintaining a CAGR of 2.3% over the past four years. Invesco's shares have rallied 17% in 2025, trading at a forward P/E of 9.89, below the industry average, with Zacks estimating 4.7% year-over-year earnings growth in 2025 and 25.5% in 2026.