Invesco, LLC
Invesco Ltd. is a prominent global independent investment management firm headquartered in Atlanta, Georgia, with an on-the-ground presence in more than 20 countries. Founded in 1935, Invesco provides a broad array of actively and passively managed investment products and solutions—including mutual funds, ETFs, and alternatives—to a diverse client base including institutional and retail investors, corporations, and public entities. As of September 30, 2025, the firm manages over $2.1 trillion in assets and employs thousands worldwide, with a strategic focus on innovation, digital capabilities, and global expansion to serve clients' evolving needs.
Investment Strategy
Invesco employs a diversified multi-asset approach, offering active and passive investment management across equities, fixed income, alternatives, and money markets. The firm is strategically focused on expanding its offerings in ETFs—particularly actively managed fixed income and equity products—while leveraging technology such as AI-driven analytics to improve decision-making. Its 2025 investment outlook emphasizes 'cautious optimism,' tactically favoring bank loans, investment-grade credit, commodities, and inflation-linked bonds while maintaining select equity exposure. Invesco aims to modernize its ETF lineup, expand into private markets, and maintain a balance between innovation and risk management to generate sustainable long-term returns for institutional, retail, and high-net-worth clients globally.
Top Holdings
Equity Positions (132)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) | 
|---|---|---|---|---|---|---|---|
| OORCL | ORACLE CORP | 9.77% | $28.9M | 102,681 | $120.77 | $281.24 | +$6.3M | 
| GGOOG | ALPHABET INC | 9.11% | $27.0M | 110,655 | $122.25 | $243.55 | +$7.5M | 
| AAMZN | AMAZON COM INC | 5.75% | $17.0M | 77,475 | $139.13 | $219.57 | +$308.6K | 
| AAAPL | APPLE INC | 4.72% | $14.0M | 54,847 | $194.67 | $254.63 | +$2.8M | 
| MMSFT | MICROSOFT CORP | 3.12% | $9.2M | 17,830 | $357.16 | $517.95 | +$544.8K |