ReportGem ReportGem 中文

REAL-TIME GLOBAL RESEARCH

July‘26 AuM Flash: IVZ

Published: 2026-08-11Institution: Morgan StanleyCompany / ticker: IVZ.NPages: 13Original language: English

Research evidence excerpt

Not for redistribution without written consent of Morgan Stanley

M

Update

August 11, 2026 01:09 PM GMT

Asset Managers | North America

Morgan Stanley & Co. LLC

Michael J. Cyprys, CFA, CPA

Equity Analyst

July'26 AuM Flash: IVZ

Joseph Tumillo, CFA

Research Associate

IVZ reported July'26 AuM this morning before the open. We see

$8.6b of LT inflows, reflecting (annualized) IVZ LT inflows of

+4.6% vs MSe +7.7%.

Invesco (IVZ): Highlights from month-end AuM disclosure:

• July 2026 LT AuM of $2.21t, that's down -1.8% m/m and up +51.3% y/y.

Brokers, Asset Managers & Exchanges

North America

Industry View

In-Line

Check out our other recent reports here:

Asset Managers: July'26 AUM Flash: BEN (5 Aug

2026)

Recall that LT AUM starting in December 2025 includes QQQ AUM, if we

BlackRock Inc.: Compelling Entry Point into

compare on a like-for-like basis vs last yr, LT AUM is up +21.4% y/y. Total

Durable Growth (16 Jul 2026)

AUM $2.45t declined -0.9% m/m and was -3.9% lower than MSe and -2.2%

Asset Managers: June '26 AUM Flash: TROW,

lower than Cons's 3Q26 estimate.

VRTS, VCTR (13 Jul 2026)

• +$8.6b of firmwide LT net inflows in April (+4.6% annualized) (ex non-fee

Asset Managers: June '26 AUM Flash: IVZ, WT

paying flows and global liquidity) vs MSe of +$14.5b LT inflows (+7.7% ann.)

(10 Jul 2026)

and worse vs. Cons monthly run-rate of +$9.1b net inflows (4.85% ann).

Asset Managers: June '26 AUM Flash: BEN (7 Jul

2026)

Asset Managers: 2Q26 Preview: Market Uplift

Drives Upward Revisions (26 Jun 2026)

Morgan Stanley does and seeks to do business with

companies covered in Morgan Stanley Research. As a result,

investors should be aware that the firm may have a conflict of

interest that could affect the objectivity of Morgan Stanley

Research. Investors should consider Morgan Stanley

Research as only a single factor in making their investment

decision.

The English excerpt is extracted automatically from the cited source page and may contain layout or recognition errors. It is never batch translated.

Open report viewer