ivz-20260112

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): January 12, 2026

Invesco Ltd.

(Exact name of registrant as specified in its charter)

Bermuda

001-13908

98-0557567

(State or Other Jurisdiction of Incorporation or Organization)

(Commission File Number)

(I.R.S. Employer Identification No.)

1331 Spring Street,

Suite 2500,

Atlanta,

30309

(Address of Principal Executive Offices)

(Zip Code)

(404) 892-0896

(Registrant’s telephone number, including area code)

N/A

(Former name, former address and former fiscal year, if changed since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):


☐			Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)


☐			Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)


☐			Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))


☐			Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:


Title of each class	Trading Symbol(s)	Name of each exchange on which registered
Common stock, $.20 par value	IVZ	New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐


Item 7.01			Regulation FD Disclosure.

On January 12, 2026, Invesco Ltd. issued a press release announcing its preliminary assets under management for the month ended December 31, 2025. A copy of that press release is attached hereto as Exhibit 99.1 and is incorporated herein by reference.


Item 9.01			Financial Statements and Exhibits.

(d)

Exhibits.



Exhibit No.						Description
99.1						Press Release, dated January 12, 2026, issued by Invesco Ltd.
104						Cover Page Interactive Data File (embedded within the Inline XBRL document).

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.



Invesco Ltd.

By:			/s/ L. Allison Dukes
			L. Allison Dukes
			Senior Managing Director and Chief Financial Officer

Date: January 12, 2026

Exhibit 99.1

Press Release

For immediate release

Invesco Ltd. Announces December 31, 2025

Assets Under Management

Investor Relations Contacts:

Media Relations Contact:

Greg Ketron | 404-724-4299
Jennifer Church | 404-439-3428
Andrea Raphael | 212-323-4202

Atlanta, January 12, 2026 --- Invesco Ltd. (NYSE: IVZ)1, a leading global asset management firm announced today preliminary month-end assets under management (AUM) of $2,169.9 billion, an increase of 0.7% versus previous month-end. The firm delivered net long-term inflows of $7.7 billion in the month. Non-management fee earning net inflows were $6.1 billion and money market net outflows were $0.7 billion. Non-management fee earning flows reflect the Invesco QQQ fund flows prior to its restructuring from a unit investment trust ETF to an open-end fund ETF on December 20; following the restructuring, the fund’s flows are included in long-term flows. AUM was negatively impacted by unfavorable market returns which decreased AUM by $23 billion. FX and reinvested distributions increased AUM by $25.4 billion. Preliminary average total AUM for the quarter through December 31 was $2,161.8 billion, and preliminary average active AUM for the quarter through December 31 was $1,116.1 billion.


Total Assets Under Management
(in billions)	Total		ETFs & Index Strategies		Fundamental Fixed Income		Fundamental Equities		Private Markets		China JV		Multi- Asset / Other2		Global Liquidity		QQQ

December 31, 20251	$	2,169.9	$	630.2	$	311.5	$	298.4	$	130.7	$	132.5	$	69.7	$	189.7	$	407.2
November 30, 2025	$	2,154.3	$	628.0	$	309.7	$	299.2	$	129.7	$	125.7	$	68.7	$	190.3	$	403.0
October 31, 2025	$	2,166.6	$	621.4	$	309.4	$	301.5	$	129.9	$	125.2	$	68.1	$	200.3	$	410.8
September 30, 2025	$	2,124.8	$	605.7	$	308.8	$	299.6	$	130.9	$	121.8	$	82.1	$	190.1	$	385.8


1			All December numbers preliminary - subject to adjustment.
2			Approximately $15 billion in India-based assets under management were reclassified to Multi-Asset/Other in each month presented prior to the October 31, 2025 sale of Invesco’s majority interest at which time the India-based assets under management were removed; the China JV investment capability as presented herein and going forward represents only those assets under management in Invesco’s China JV.

About Invesco Ltd.

Invesco Ltd. is one of the world’s leading asset management firms serving clients in more than 120 countries. With $2.1 trillion in assets under management as of Sept. 30, 2025, we deliver a comprehensive range of investment capabilities across public, private, active and passive. Our collaborative mindset, breadth of solutions and global scale mean we're well positioned to help retail and institutional investors rethink challenges and find new possibilities for success. For more information, visit www.invesco.com.

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