Swiss Life Asset Management’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $14.8M | Buy |
+562,440
| New | +$14.9M | 0.06% | 232 |
|
|
2026
Q1 | – | Sell |
-584,622
| Closed | -$15.4M | – | 1563 |
|
|
2025
Q4 | $15.4M | Sell |
584,622
-583,755
| -50% | -$14.3M | 0.08% | 193 |
|
|
2025
Q3 | $26.8M | Sell |
1,168,377
-12,925
| -1% | -$268K | 0.14% | 115 |
|
|
2025
Q2 | $18.6M | Buy |
1,181,302
+3,781
| +0.3% | +$54.3K | 0.11% | 146 |
|
|
2025
Q1 | $17.9M | Sell |
1,177,521
-2,555
| -0.2% | -$43.6K | 0.13% | 135 |
|
|
2024
Q4 | $20.6M | Buy |
1,180,076
+959,627
| +435% | +$17.1M | 0.15% | 112 |
|
|
2024
Q3 | $3.87M | Sell |
220,449
-3,059
| -1% | -$50.2K | 0.04% | 286 |
|
|
2024
Q2 | $3.34M | Buy |
223,508
+6,078
| +3% | +$93.5K | 0.04% | 314 |
|
|
2024
Q1 | $3.61M | Buy |
+217,430
| New | +$3.51M | 0.05% | 273 |
|
|
2023
Q4 | – | Sell |
-136,082
| Closed | -$1.98M | – | 645 |
|
|
2023
Q3 | $1.98M | Buy |
136,082
+124,632
| +1,088% | +$2.01M | 0.03% | 473 |
|
|
2023
Q2 | $192K | Sell |
11,450
-25,773
| -69% | -$415K | ﹤0.01% | 606 |
|
|
2023
Q1 | $611K | Sell |
37,223
-116,596
| -76% | -$2.08M | 0.01% | 558 |
|
|
2022
Q4 | $2.78M | Buy |
153,819
+14,445
| +10% | +$247K | 0.05% | 384 |
|
|
2022
Q3 | $1.91M | Buy |
139,374
+6,145
| +5% | +$104K | 0.03% | 433 |
|
|
2022
Q2 | $2.16M | Buy |
133,229
+18,809
| +16% | +$356K | 0.03% | 424 |
|
|
2022
Q1 | $2.63M | Sell |
114,420
-701
| -0.6% | -$15.5K | 0.04% | 391 |
|
|
2021
Q4 | $2.65M | Sell |
115,121
-12,834
| -10% | -$312K | 0.03% | 405 |
|
|
2021
Q3 | $3.08M | Sell |
127,955
-67,343
| -34% | -$1.68M | 0.04% | 367 |
|
|
2021
Q2 | $3.93M | Sell |
195,298
-85,360
| -30% | -$2.33M | 0.04% | 362 |
|
|
2021
Q1 | $7.08M | Buy |
280,658
+154,748
| +123% | +$3.47M | 0.1% | 239 |
|
|
2020
Q4 | $2.19M | Sell |
125,910
-1,091,575
| -90% | -$16.8M | 0.03% | 412 |
|
|
2020
Q3 | $13.9M | Sell |
1,217,485
-131,859
| -10% | -$1.4M | 0.21% | 100 |
|
|
2020
Q2 | $14.5M | Buy |
1,349,344
+152,698
| +13% | +$1.37M | 0.23% | 94 |
|
|
2020
Q1 | $10.9M | Buy |
1,196,646
+1,087,515
| +997% | +$16.5M | 0.21% | 102 |
|
|
2019
Q4 | $1.97M | Sell |
109,131
-6,565
| -6% | -$112K | 0.04% | 352 |
|
|
2019
Q3 | $1.96M | Sell |
115,696
-43,399
| -27% | -$766K | 0.03% | 353 |
|
|
2019
Q2 | $3.25M | Buy |
159,095
+117,828
| +286% | +$2.45M | 0.04% | 233 |
|
|
2019
Q1 | $797K | Buy |
+41,267
| New | +$772K | 0.01% | 384 |
|
|
2018
Q4 | – | Sell |
-84,041
| Closed | -$1.92M | – | 330 |
|
|
2018
Q3 | $1.92M | Buy |
84,041
+56,637
| +207% | +$1.42M | 0.03% | 328 |
|
|
2018
Q2 | $728K | Sell |
27,404
-186,786
| -87% | -$5.37M | 0.01% | 400 |
|
|
2018
Q1 | $6.86M | Buy |
214,190
+187,292
| +696% | +$6.46M | 0.12% | 158 |
|
|
2017
Q4 | $984K | Buy |
+26,898
| New | +$973K | 0.02% | 348 |
|
Other funds holding IVZ
MMLI
N
Swiss Life Asset Management's IVZ Position: Q2 2026 in Review
Swiss Life Asset Management opened a new position in Invesco (IVZ) in Q2 2026: 562,440 shares worth $14.8M. The stake represents 0.06% of the portfolio and ranks #232 among its holdings. This is a return to the name: Swiss Life Asset Management previously reported a position in IVZ as recently as Q4 2025.
Swiss Life Asset Management first reported a position in IVZ in Q4 2017 and has held it in 32 quarters since. The position peaked at $26.8M in Q3 2025. 452 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.
- Swiss Life Asset Management held 562,440 shares of Invesco worth $14.8M as of Q2 2026.
- Invesco was a new Swiss Life Asset Management position in Q2 2026.
- Invesco made up 0.06% of Swiss Life Asset Management's portfolio in Q2 2026, its #232 holding.
- Swiss Life Asset Management first reported a position in Invesco in Q4 2017 and has held it in 32 quarters since.
- Swiss Life Asset Management's Invesco position peaked at $26.8M in Q3 2025.
- 452 funds tracked by Wall St. Rank held Invesco as of Q2 2026.
Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.