Form 8-K

8-K — Invesco Ltd.

Accession: 0000914208-26-000097

Filed: 2026-04-10

Period: 2026-04-10

CIK: 0000914208

SIC: 6282 (INVESTMENT ADVICE)

Item: Regulation FD Disclosure

Item: Financial Statements and Exhibits

Documents

8-K — ivz-20260410.htm (Primary)

EX-99.1 (ivzaumexhibit991-0326.htm)

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8-K

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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): April 10, 2026

Invesco Ltd.

(Exact name of registrant as specified in its charter)

Bermuda 001-13908 98-0557567

(State or Other Jurisdiction of Incorporation) (Commission File Number) (I.R.S. Employer Identification No.)

1331 Spring Street NW, Suite 2500, Atlanta, GA 30309

(Address of principal executive offices) (Zip Code)

(404) 892-0896

(Registrant’s telephone number, including area code)

N/A

(Former name or former address, 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))

SEC 873 (02-25) Potential persons who are to respond to the collection of information contained in this Form are not required to respond unless the Form displays a currently valid OMB control number.

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 April 10, 2026, Invesco Ltd. issued a press release announcing its preliminary assets under management for the month ended March 31, 2026. 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 April 10, 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: April 10, 2026

EX-99.1

Filename: ivzaumexhibit991-0326.htm · Sequence: 2

Document

Exhibit 99.1

Press Release

For immediate release

Invesco Ltd. Announces March 31, 2026

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, April 10, 2026 --- Invesco Ltd. (NYSE: IVZ)1, a leading global asset management firm announced today preliminary month-end assets under management (AUM) of $2,159.5 billion, a decrease of 4.4% versus previous month-end. The firm delivered net long-term inflows of $0.3 billion in the month. Money market net outflows were $1.8 billion. AUM was negatively impacted by unfavorable market returns which decreased AUM by $91 billion. FX movements in the month reduced AUM by $7.0 billion which was partially offset by reinvested distributions of $0.9 billion. Preliminary average total AUM for the quarter through March 31 was $2,218.9 billion, and preliminary average active AUM for the quarter through March 31 was $1,146.2 billion.

Total Assets Under Management

(in billions) Total ETFs & Index Strategies QQQ Fundamental Fixed Income Fundamental Equities Private Markets China JV Multi-

Asset / Other Global Liquidity

March 31, 20261

$ 2,159.5 $ 638.3 $ 372.5 $ 312.5 $ 287.7 $ 131.3 $ 141.9 $ 74.1 $ 201.2

February 28, 2026 $ 2,257.7 $ 672.1 $ 395.0 $ 316.0 $ 312.6 $ 131.8 $ 149.1 $ 78.6 $ 202.5

January 31, 2026 $ 2,231.7 $ 659.0 $ 411.8 $ 314.2 $ 307.1 $ 132.3 $ 141.9 $ 75.6 $ 189.8

December 31, 2025 $ 2,169.9 $ 630.2 $ 407.2 $ 311.5 $ 298.4 $ 130.7 $ 132.5 $ 69.7 $ 189.7

All March numbers preliminary - subject to adjustment.

About Invesco Ltd.

Invesco Ltd. is one of the world’s leading asset management firms serving clients in more than 120 countries. With US$2.2 trillion in assets under management as of Dec. 31, 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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