IVZ

Invesco Reports 4.8% AUM Growth

Invesco Ltd. (NYSE: IVZ) has reported a 4.8% increase in its assets under management (AUM) compared to the previous month-end, reaching $1,856.5 billion as of November 30, 2024. The firm experienced net long-term inflows of $11.0 billion during the month, with non-management fee earning net inflows at $9.2 billion and money market net inflows at $14.9 billion.

The breakdown of total AUM by various strategies reveals the following figures for November 30, 2024: Total AUM: $1,856.5 billion ETFs & index strategies: $491.5 billion Fundamental fixed income: $285.1 billion Fundamental equities: $278.1 billion Private markets: $131.4 billion APAC managed: $117.2 billion Multi-asset / other: $60.1 billion Global liquidity: $176.5 billion * QQQ: $316.6 billion

Comparing these numbers to the previous month-end, it's evident that there has been significant growth across most of the AUM categories. For instance, the total AUM increased by $84.5 billion from October 31, 2024, to November 30, 2024. The largest increases were seen in the QQQ category, which grew by $24.7 billion, and in global liquidity, which saw a $14.3 billion increase.

Additionally, the firm's preliminary average total AUM for the quarter through November 30 was $1,805.4 billion, with the preliminary average active AUM for the same period amounting to $1,021.0 billion.

As a result of these announcements, the company's shares have moved 0.9% on the market, and are now trading at a price of $18.52. For more information, read the company's full 8-K submission here.

The above analysis is intended for educational purposes only and was performed on the basis of publicly available data. It is not to be construed as a recommendation to buy or sell any security. Any buy, sell, or other recommendations mentioned in the article are direct quotations of consensus recommendations from the analysts covering the stock, and do not represent the opinions of Market Inference or its writers. Past performance, accounting data, and inferences about market position and corporate valuation are not reliable indicators of future price movements. Market Inference does not provide financial advice. Investors should conduct their own review and analysis of any company of interest before making an investment decision.

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