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
$251B
AUM Growth
+$14.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,824
New
Increased
Reduced
Closed

Top Buys

1 +$3.09B
2 +$553M
3 +$385M
4
VNO icon
Vornado Realty Trust
VNO
+$353M
5
QCOM icon
Qualcomm
QCOM
+$293M

Top Sells

1 +$2.83B
2 +$371M
3 +$361M
4
ESS icon
Essex Property Trust
ESS
+$295M
5
GEN icon
Gen Digital
GEN
+$268M

Sector Composition

1 Technology 15.29%
2 Healthcare 13.27%
3 Financials 13.13%
4 Communication Services 9.42%
5 Real Estate 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$3.55M ﹤0.01%
689,117
+42,448
2027
$3.54M ﹤0.01%
69,652
+11,836
2028
$3.54M ﹤0.01%
+192,353
2029
$3.54M ﹤0.01%
187,644
-1,098
2030
$3.54M ﹤0.01%
251,219
-538
2031
$3.54M ﹤0.01%
59,356
-7,012
2032
$3.53M ﹤0.01%
65,999
+4,292
2033
$3.51M ﹤0.01%
346,424
-11,862
2034
$3.51M ﹤0.01%
255,158
+227,600
2035
$3.5M ﹤0.01%
142,141
-88,404
2036
$3.5M ﹤0.01%
73,885
-28,701
2037
$3.49M ﹤0.01%
195,197
+69,864
2038
$3.49M ﹤0.01%
45,164
-1,559
2039
$3.49M ﹤0.01%
454,066
-61,680
2040
$3.48M ﹤0.01%
61,785
-259,701
2041
$3.48M ﹤0.01%
301,126
-290,448
2042
$3.47M ﹤0.01%
181,382
+3,792
2043
$3.47M ﹤0.01%
258,692
+14,896
2044
$3.46M ﹤0.01%
325,605
-69,321
2045
$3.46M ﹤0.01%
448,358
-30,151
2046
$3.46M ﹤0.01%
775,103
-28,848
2047
$3.44M ﹤0.01%
53,073
-16,880
2048
$3.44M ﹤0.01%
1,044,264
-581,675
2049
$3.43M ﹤0.01%
550
+461
2050
$3.43M ﹤0.01%
2,195,570
+1,604,440