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
$518B
AUM Growth
+$45.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,945
New
Increased
Reduced
Closed

Top Buys

1 +$1.03B
2 +$1.01B
3 +$892M
4
AMZN icon
Amazon
AMZN
+$876M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$765M

Top Sells

1 +$459M
2 +$421M
3 +$362M
4
ASML icon
ASML
ASML
+$313M
5
MCHP icon
Microchip Technology
MCHP
+$298M

Sector Composition

1 Technology 24.74%
2 Financials 12.44%
3 Industrials 11.71%
4 Healthcare 10.66%
5 Consumer Discretionary 10.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$6.86M ﹤0.01%
596,367
-813,718
2002
$6.81M ﹤0.01%
515,676
+11,367
2003
$6.8M ﹤0.01%
36,258
+2,195
2004
$6.79M ﹤0.01%
96,388
+2,138
2005
$6.79M ﹤0.01%
282,463
-36,360
2006
$6.78M ﹤0.01%
1,207,108
+449,179
2007
$6.75M ﹤0.01%
288,936
+102,484
2008
$6.74M ﹤0.01%
523,552
+38,499
2009
$6.72M ﹤0.01%
110,945
-16,112
2010
$6.72M ﹤0.01%
148,117
-4,127
2011
$6.71M ﹤0.01%
90,308
-73,685
2012
$6.69M ﹤0.01%
523,222
+37,571
2013
$6.68M ﹤0.01%
124,070
+1,583
2014
$6.68M ﹤0.01%
147,246
+48,695
2015
$6.68M ﹤0.01%
399,351
-14,730
2016
$6.66M ﹤0.01%
315,588
-413,786
2017
$6.65M ﹤0.01%
521,514
-1,872,030
2018
$6.64M ﹤0.01%
1,178,169
+11,458
2019
$6.63M ﹤0.01%
150,005
+6,881
2020
$6.63M ﹤0.01%
85,575
-3,553
2021
$6.62M ﹤0.01%
1,598,516
-1,441,454
2022
$6.6M ﹤0.01%
324,763
+34,445
2023
$6.59M ﹤0.01%
77,874
+23,633
2024
$6.57M ﹤0.01%
755,473
+709,573
2025
$6.56M ﹤0.01%
555,286
+432,732