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
$374B
AUM Growth
+$31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,993
New
Increased
Reduced
Closed

Top Buys

1 +$582M
2 +$511M
3 +$495M
4
NTES icon
NetEase
NTES
+$420M
5
JD icon
JD.com
JD
+$417M

Top Sells

1 +$529M
2 +$504M
3 +$394M
4
QCOM icon
Qualcomm
QCOM
+$380M
5
CRM icon
Salesforce
CRM
+$366M

Sector Composition

1 Technology 18.92%
2 Consumer Discretionary 13.55%
3 Financials 12.76%
4 Healthcare 12.15%
5 Industrials 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$8.53M ﹤0.01%
289,478
+50,240
2002
$8.51M ﹤0.01%
29,187
-5,271
2003
$8.47M ﹤0.01%
435,596
+61,356
2004
$8.42M ﹤0.01%
+268,577
2005
$8.42M ﹤0.01%
310,168
+91,212
2006
$8.42M ﹤0.01%
475,714
+95,009
2007
$8.4M ﹤0.01%
203,009
+35,235
2008
$8.4M ﹤0.01%
68,982
+22,467
2009
$8.39M ﹤0.01%
21,177
-1,030
2010
$8.38M ﹤0.01%
127,119
-5,366
2011
$8.36M ﹤0.01%
297,877
-6,881
2012
$8.36M ﹤0.01%
682,128
-6,093
2013
$8.36M ﹤0.01%
184,715
+153,843
2014
$8.35M ﹤0.01%
310,149
+23,515
2015
$8.33M ﹤0.01%
214,615
+885
2016
$8.28M ﹤0.01%
387,219
-9,510
2017
$8.25M ﹤0.01%
175,537
-428,916
2018
$8.22M ﹤0.01%
61,648
+9,199
2019
$8.22M ﹤0.01%
236,447
+65,156
2020
$8.21M ﹤0.01%
376,597
+70,699
2021
$8.19M ﹤0.01%
262,086
+33,165
2022
$8.18M ﹤0.01%
406,434
+64,646
2023
$8.18M ﹤0.01%
246,418
-283,582
2024
$8.15M ﹤0.01%
66,373
+4,457
2025
$8.13M ﹤0.01%
139,025
+18,789