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
$541B
AUM Growth
+$22.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,869
New
Increased
Reduced
Closed

Top Buys

1 +$1.23B
2 +$777M
3 +$622M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$569M
5
AMZN icon
Amazon
AMZN
+$566M

Top Sells

1 +$1.95B
2 +$738M
3 +$328M
4
VST icon
Vistra
VST
+$313M
5
WFC icon
Wells Fargo
WFC
+$265M

Sector Composition

1 Technology 25.45%
2 Financials 12.86%
3 Industrials 11.53%
4 Consumer Discretionary 10.57%
5 Healthcare 9.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$7.5M ﹤0.01%
819,711
-684,102
2002
$7.49M ﹤0.01%
95,991
-6,008
2003
$7.47M ﹤0.01%
675,048
+554,091
2004
$7.45M ﹤0.01%
229,814
-81,712
2005
$7.43M ﹤0.01%
+428,247
2006
$7.41M ﹤0.01%
357,826
+65,298
2007
$7.4M ﹤0.01%
245,541
+2,348
2008
$7.39M ﹤0.01%
562,776
+104,219
2009
$7.38M ﹤0.01%
204,890
-112,695
2010
$7.35M ﹤0.01%
2,077,602
-385,925
2011
$7.34M ﹤0.01%
786,904
-129,545
2012
$7.33M ﹤0.01%
709,946
-1,324,242
2013
$7.31M ﹤0.01%
373,839
-55,556
2014
$7.31M ﹤0.01%
152,942
+7,172
2015
$7.3M ﹤0.01%
39,648
-6,173
2016
$7.24M ﹤0.01%
716,637
-590,283
2017
$7.2M ﹤0.01%
126,012
-33,459
2018
$7.2M ﹤0.01%
150,819
+814
2019
$7.19M ﹤0.01%
3,802,147
+342,114
2020
$7.18M ﹤0.01%
506,601
+36,258
2021
$7.12M ﹤0.01%
399,050
+324,555
2022
$7.11M ﹤0.01%
90,171
-93,656
2023
$7.04M ﹤0.01%
158,369
+148,340
2024
$7.03M ﹤0.01%
1,447,296
-1,160,210
2025
$7.02M ﹤0.01%
593,257
+1,161