UBS Group
IVZ icon

UBS Group’s Invesco IVZ Stock Holding History

UBS Group’s Portfolio IVZ Stock Details IVZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-14,600
Closed -$221K – 10549
2025
Q1 		$221K Buy
+14,600
New +$249K ﹤0.01% 6483
2024
Q3 		– Sell
-175,000
Closed -$2.62M – 9787
2024
Q2 		$2.62M Sell
175,000
-348,000
-67% -$5.35M ﹤0.01% 3482
2024
Q1 		$8.68M Buy
523,000
+323,000
+162% +$5.21M ﹤0.01% 2400
2023
Q4 		$3.57M Buy
+200,000
New +$2.89M ﹤0.01% 3141
2022
Q4 		– Sell
-12,500
Closed -$171K – 10928
2022
Q3 		$171K Buy
+12,500
New +$211K ﹤0.01% 5226
2021
Q1 		– Sell
-425,000
Closed -$7.41M – 9236
2020
Q4 		$7.41M Hold
425,000
– – ﹤0.01% 2100
2020
Q3 		$4.85M Sell
425,000
-150,000
-26% -$1.59M ﹤0.01% 2231
2020
Q2 		$6.19M Buy
575,000
+300,000
+109% +$2.69M ﹤0.01% 1881
2020
Q1 		$2.5M Buy
275,000
+250,000
+1,000% +$3.8M ﹤0.01% 2552
2019
Q4 		$450K Hold
25,000
– – ﹤0.01% 4929
2019
Q3 		$424K Hold
25,000
– – ﹤0.01% 4701
2019
Q2 		$512K Hold
25,000
– – ﹤0.01% 4282
2019
Q1 		$483K Buy
+25,000
New +$467K ﹤0.01% 4087
2018
Q4 		– Sell
-11,000
Closed -$252K – 8160
2018
Q3 		$252K Buy
11,000
+100
+0.9% +$2.5K ﹤0.01% 4888
2018
Q2 		$290K Buy
10,900
+2,300
+27% +$66.2K ﹤0.01% 4708
2018
Q1 		$275K Buy
8,600
+7,200
+514% +$248K ﹤0.01% 4572
2017
Q4 		$51K Sell
1,400
-2,900
-67% -$105K ﹤0.01% 5821
2017
Q3 		$151K Buy
4,300
+2,300
+115% +$78.6K ﹤0.01% 5043
2017
Q2 		$70K Buy
2,000
+1,300
+186% +$42.4K ﹤0.01% 5415
2017
Q1 		$21K Buy
700
+100
+17% +$3.13K ﹤0.01% 6103
2016
Q4 		$18K Hold
600
– – ﹤0.01% 6578
2016
Q3 		$19K Sell
600
-200
-25% -$5.88K ﹤0.01% 6331
2016
Q2 		$20K Buy
+800
New +$23.7K ﹤0.01% 6309
2015
Q1 		– Sell
-200
Closed -$8K – 9056
2014
Q4 		$8K Buy
+200
New +$7.88K ﹤0.01% 8583

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

UBS Group's IVZ Position: Q1 2026 in Review

UBS Group increased its Invesco (IVZ) stake by 1.4% in Q1 2026, buying an estimated $1.01M and bringing the position to 2,880,261 shares worth $70M. The position accounts for 0.01% of the portfolio, ranked #1316.

UBS Group first reported a position in IVZ in Q4 2014 and has held it in 46 quarters since. The position peaked at $726M in Q4 2017. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • UBS Group held 2,880,261 shares of Invesco worth $70M as of Q1 2026.
  • UBS Group bought 38,431 Invesco shares in Q1 2026, an estimated $1.01M.
  • Invesco made up 0.01% of UBS Group's portfolio in Q1 2026, its #1316 holding.
  • UBS Group first reported a position in Invesco in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Invesco position peaked at $726M in Q4 2017.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.