Universal-Beteiligungs- und Servicegesellschaft
IVZ icon

Universal-Beteiligungs- und Servicegesellschaft’s Invesco IVZ Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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
2026
Q1 		$5.67M Buy
233,614
+54,321
+30% +$1.42M 0.01% 820
2025
Q4 		$4.71M Buy
179,293
+38,279
+27% +$935K 0.01% 904
2025
Q3 		$3.23M Sell
141,014
-154,688
-52% -$3.21M 0.01% 1072
2025
Q2 		$4.66M Buy
295,702
+16,314
+6% +$234K 0.01% 860
2025
Q1 		$4.24M Buy
279,388
+90,794
+48% +$1.55M 0.01% 867
2024
Q4 		$3.3M Buy
+188,594
New +$3.36M 0.01% 812

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

Universal-Beteiligungs- und Servicegesellschaft's IVZ Position: Q1 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft increased its Invesco (IVZ) stake by 30% in Q1 2026, buying an estimated $1.42M and bringing the position to 233,614 shares worth $5.67M. The position accounts for 0.01% of the portfolio, ranked #820.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in IVZ in Q4 2024 and has held it in 6 quarters since. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 233,614 shares of Invesco worth $5.67M as of Q1 2026.
  • Universal-Beteiligungs- und Servicegesellschaft bought 54,321 Invesco shares in Q1 2026, an estimated $1.42M.
  • Invesco made up 0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q1 2026, its #820 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Invesco in Q4 2024 and has held it in 6 quarters since.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q1 2026, filed 11 May 2026.