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
$358B
AUM Growth
+$17.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,103
New
Increased
Reduced
Closed

Top Buys

1 +$666M
2 +$652M
3 +$469M
4
AMZN icon
Amazon
AMZN
+$383M
5
CRM icon
Salesforce
CRM
+$373M

Top Sells

1 +$783M
2 +$398M
3 +$397M
4
NBIS
Nebius Group N.V.
NBIS
+$376M
5
ONC
BeOne Medicines Ltd
ONC
+$290M

Sector Composition

1 Technology 20.68%
2 Healthcare 12.92%
3 Financials 11.76%
4 Industrials 11.07%
5 Consumer Discretionary 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$6.65M ﹤0.01%
82,898
-2,184
2027
$6.62M ﹤0.01%
157,852
+120,417
2028
$6.56M ﹤0.01%
92,094
-2,173
2029
$6.54M ﹤0.01%
2,670,510
+1,045,970
2030
$6.53M ﹤0.01%
272,278
+213,153
2031
$6.48M ﹤0.01%
531,152
-39,207
2032
$6.45M ﹤0.01%
67,792
+14,413
2033
$6.43M ﹤0.01%
48,915
+14,288
2034
$6.43M ﹤0.01%
301,377
-49,290
2035
$6.43M ﹤0.01%
85,338
-8,557
2036
$6.41M ﹤0.01%
49,335
+1,761
2037
$6.4M ﹤0.01%
583,207
-82,211
2038
$6.39M ﹤0.01%
277,936
+246,384
2039
$6.38M ﹤0.01%
190,707
-28,645
2040
$6.37M ﹤0.01%
2,360,000
-21,294
2041
$6.37M ﹤0.01%
792,536
+400,990
2042
$6.37M ﹤0.01%
152,136
+6,176
2043
$6.36M ﹤0.01%
131,185
+11,315
2044
$6.34M ﹤0.01%
80,017
+993
2045
$6.34M ﹤0.01%
286,067
-8,361
2046
$6.29M ﹤0.01%
250,900
2047
$6.27M ﹤0.01%
187,478
+42,483
2048
$6.27M ﹤0.01%
404,688
-152,769
2049
$6.27M ﹤0.01%
338,362
+40,957
2050
$6.26M ﹤0.01%
85,136
-24,173