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
$258B
AUM Growth
-$404M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,237
New
Increased
Reduced
Closed

Top Buys

1 +$738M
2 +$317M
3 +$291M
4
CFG icon
Citizens Financial Group
CFG
+$236M
5
NTAP icon
NetApp
NTAP
+$194M

Top Sells

1 +$352M
2 +$300M
3 +$219M
4
HSP
HOSPIRA INC
HSP
+$214M
5
AVGO icon
Broadcom
AVGO
+$196M

Sector Composition

1 Technology 16.03%
2 Healthcare 13.56%
3 Financials 12.55%
4 Real Estate 9.62%
5 Communication Services 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$3.65M ﹤0.01%
43,032
-1,455
2027
$3.65M ﹤0.01%
185,758
+6,484
2028
$3.65M ﹤0.01%
127,868
+5,264
2029
$3.64M ﹤0.01%
44,352
+3,445
2030
$3.64M ﹤0.01%
261,983
+6,226
2031
$3.64M ﹤0.01%
220,925
+26,766
2032
$3.63M ﹤0.01%
154,144
+44,513
2033
$3.62M ﹤0.01%
124,853
-11,335
2034
$3.62M ﹤0.01%
89,089
+13,985
2035
$3.62M ﹤0.01%
210,192
+28,922
2036
$3.62M ﹤0.01%
140,149
+19,100
2037
$3.62M ﹤0.01%
231,340
+10,543
2038
$3.62M ﹤0.01%
+2,237
2039
$3.61M ﹤0.01%
15,016
-3,659
2040
$3.61M ﹤0.01%
171,575
+51,076
2041
$3.61M ﹤0.01%
232,942
+9,043
2042
$3.61M ﹤0.01%
63,899
+7,773
2043
$3.6M ﹤0.01%
49,644
-6,607
2044
$3.6M ﹤0.01%
225,715
-1,910,317
2045
$3.57M ﹤0.01%
147,853
+82,257
2046
$3.57M ﹤0.01%
258,729
+21,523
2047
$3.57M ﹤0.01%
62,197
-2,075
2048
$3.57M ﹤0.01%
79,681
-3,544
2049
$3.57M ﹤0.01%
113,881
-1,886
2050
$3.56M ﹤0.01%
672,295
+25,990