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
$238B
AUM Growth
-$84.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,786
New
Increased
Reduced
Closed

Top Buys

1 +$523M
2 +$284M
3 +$272M
4
MSFT icon
Microsoft
MSFT
+$267M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$250M

Top Sells

1 +$1.44B
2 +$293M
3 +$267M
4
AVGO icon
Broadcom
AVGO
+$250M
5
GILD icon
Gilead Sciences
GILD
+$231M

Sector Composition

1 Technology 16.59%
2 Financials 13.92%
3 Healthcare 13.12%
4 Consumer Discretionary 11.28%
5 Industrials 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$3.58M ﹤0.01%
177,027
+1,735
2002
$3.58M ﹤0.01%
85,877
+1,566
2003
$3.57M ﹤0.01%
61,846
+27,024
2004
$3.57M ﹤0.01%
162,845
+3,296
2005
$3.56M ﹤0.01%
618,232
-281,241
2006
$3.55M ﹤0.01%
173,394
+98,938
2007
$3.55M ﹤0.01%
452,309
+19,612
2008
$3.55M ﹤0.01%
484,142
2009
$3.55M ﹤0.01%
122,701
+30,413
2010
$3.54M ﹤0.01%
5,451,176
-494
2011
$3.53M ﹤0.01%
409,838
-291,763
2012
$3.52M ﹤0.01%
111,725
+106,957
2013
$3.52M ﹤0.01%
77,860
-1,327
2014
$3.5M ﹤0.01%
164,818
-12,420
2015
$3.49M ﹤0.01%
39,255
-2,104
2016
$3.48M ﹤0.01%
143,920
-9,414
2017
$3.48M ﹤0.01%
156,412
-1,229
2018
$3.47M ﹤0.01%
330,379
-182,599
2019
$3.47M ﹤0.01%
75,099
+25,254
2020
$3.47M ﹤0.01%
990,682
-163,196
2021
$3.45M ﹤0.01%
59,467
-315,761
2022
$3.45M ﹤0.01%
678,783
+139,119
2023
$3.44M ﹤0.01%
1,046,067
+505,049
2024
$3.41M ﹤0.01%
121,854
+1,480
2025
$3.41M ﹤0.01%
1,451,976
+119,178