Invesco LTD.
Invesco Ltd. is a globally recognized, independent investment management firm headquartered in Atlanta, Georgia, United States, with a presence in more than 20 countries. Founded in 1935, it is one of the world’s largest asset managers, offering clients a wide array of active, passive, and alternative investment products. As of March 31, 2024, Invesco managed $1.8 trillion in assets and serves institutions, financial professionals, and individual investors worldwide. The firm employs thousands of professionals, emphasizing a diverse and collaborative approach to investment management.
Investment Strategy
Invesco employs a multi-faceted investment philosophy, leveraging independent investment teams to deliver a broad spectrum of capabilities, including active, passive, and alternative strategies. The firm focuses on providing customized investment solutions that are designed to help clients achieve their financial goals. With expertise across global equities, fixed income, multi-asset, and alternatives, Invesco balances fundamental and quantitative approaches. Its strategy emphasizes risk management, innovation, and client-centric service, thereby enabling tailored portfolios for institutional, retail, and high-net-worth investors worldwide.
Top Holdings
Equity Positions (3,614)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 3.71% | $21.84B | 138,227,396 | $29.60 | $157.99 | +$7.46B |
M MSFT | MICROSOFT CORP | 3.68% | $21.62B | 43,472,174 | $176.96 | $497.41 | +$6.56B |
A AAPL | APPLE INC | 2.47% | $14.55B | 70,901,121 | $122.70 | $205.17 | -$307.3M |
A AMZN | AMAZON COM INC | 2.27% | $13.37B | 60,928,942 | $91.93 | $219.39 | +$1.96B |
M META | META PLATFORMS INC | 2.14% | $12.56B | 17,011,525 | $168.81 | $738.09 | +$2.37B |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
A AXON | AXON ENTERPRISE INC | Bought | Call | $21.1M | 255 | $827.94 | $662.14 | +115 | +$13.7M |