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
2026
$7.02M ﹤0.01%
422,077
+26,546
2027
$7.02M ﹤0.01%
518,243
+20,577
2028
$7.01M ﹤0.01%
172,065
+7,216
2029
$7M ﹤0.01%
65,304
+18,537
2030
$6.99M ﹤0.01%
225,612
-20,178
2031
$6.97M ﹤0.01%
128,554
-359,298
2032
$6.96M ﹤0.01%
2,484,662
+897,222
2033
$6.93M ﹤0.01%
81,988
+9,835
2034
$6.88M ﹤0.01%
78,998
-6,788
2035
$6.87M ﹤0.01%
75,638
-3,271
2036
$6.85M ﹤0.01%
129,832
-2,449
2037
$6.84M ﹤0.01%
783,964
+766,600
2038
$6.83M ﹤0.01%
1,358,445
-661,348
2039
$6.82M ﹤0.01%
34,607
-1,651
2040
$6.81M ﹤0.01%
159,630
+21,160
2041
$6.81M ﹤0.01%
837,535
-246,464
2042
$6.78M ﹤0.01%
317,975
+142,954
2043
$6.78M ﹤0.01%
+1,479,514
2044
$6.77M ﹤0.01%
68,507
-1,932
2045
$6.77M ﹤0.01%
410,967
-27,789
2046
$6.77M ﹤0.01%
102,296
+5,908
2047
$6.76M ﹤0.01%
367,199
-1,062
2048
$6.74M ﹤0.01%
266,363
+14,888
2049
$6.74M ﹤0.01%
148,747
-218,573
2050
$6.74M ﹤0.01%
77,832
-18,958