Invesco

Invesco Portfolio holdings

AUM $635B
1-Year Est. Return 27.43%
 

Invesco Ltd., founded in 1978 and headquartered in Atlanta, Georgia, is a global investment management firm managing hundreds of billions in assets across a diverse range of products, including mutual funds, exchange-traded funds (ETFs), and institutional portfolios. Known for its blend of active and passive investment strategies, Invesco serves individual investors, financial advisors, and institutions, with a strong presence in North America, Europe, and Asia, bolstered by acquisitions like OppenheimerFunds in 2019. The firm offers specialized solutions in equities, fixed income, real estate, and alternatives, leveraging its global research capabilities to cater to varying market needs. Invesco’s commitment to innovation and client-focused investing has solidified its reputation as a versatile player in the asset management industry.

This Quarter Est. Return
1 Year Est. Return
+27.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$298B
AUM Growth
+$6.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,782
New
Increased
Reduced
Closed

Top Buys

1 +$421M
2 +$323M
3 +$211M
4
AMZN icon
Amazon
AMZN
+$178M
5
WELL icon
Welltower
WELL
+$175M

Top Sells

1 +$467M
2 +$243M
3 +$236M
4
TGT icon
Target
TGT
+$224M
5
HAR
Harman International Industries
HAR
+$189M

Sector Composition

1 Technology 13.22%
2 Financials 12.94%
3 Healthcare 9.31%
4 Real Estate 8.09%
5 Communication Services 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$3.96M ﹤0.01%
63,319
+52
2002
$3.96M ﹤0.01%
281,200
-41,366
2003
$3.95M ﹤0.01%
272,115
-38,599
2004
$3.94M ﹤0.01%
117,945
-22,012
2005
$3.94M ﹤0.01%
170,604
+3,542
2006
$3.92M ﹤0.01%
+11,643
2007
$3.92M ﹤0.01%
273,568
-40,882
2008
$3.91M ﹤0.01%
147,467
-44,098
2009
$3.9M ﹤0.01%
94,281
-57,692
2010
$3.9M ﹤0.01%
320,814
-46,862
2011
$3.89M ﹤0.01%
352,204
-77,925
2012
$3.89M ﹤0.01%
293,249
-44,904
2013
$3.88M ﹤0.01%
169,976
+9,302
2014
$3.88M ﹤0.01%
151,301
-346,497
2015
$3.87M ﹤0.01%
424,232
-17,036
2016
$3.87M ﹤0.01%
257,390
+10,354
2017
$3.87M ﹤0.01%
92,622
+79,424
2018
$3.87M ﹤0.01%
327,596
+58,453
2019
$3.86M ﹤0.01%
114,587
+14,865
2020
$3.86M ﹤0.01%
110,937
-11,948
2021
$3.86M ﹤0.01%
153,594
+7,414
2022
$3.85M ﹤0.01%
+206,635
2023
$3.83M ﹤0.01%
85,951
-75,487
2024
$3.83M ﹤0.01%
80,858
-5,385
2025
$3.83M ﹤0.01%
89,204
-72,663