Invesco Ltd.
Institutional investor · Portfolio as of Q1 2023
Top Holdings3,859 positions
Microsoft Corp. | 34.8M | $10B | 2.8% | $224.63 | +24.87% | 10 qtrssince 2020-Q4 | Increased 57 |
Apple Inc. | 48.9M | $8.1B | 2.3% | $140.23 | +15.70% | 10 qtrssince 2020-Q4 | Increased 60 |
Alphabet Inc. | 44.4M | $4.6B | 1.3% | $94.27 | +9.00% | 10 qtrssince 2020-Q4 | Increased 53 |
Amazon.com, Inc. | 43M | $4.4B | 1.2% | $157.47 | -34.41% | 10 qtrssince 2020-Q4 | Increased 55 |
Meta Platforms Inc | 20.6M | $4.4B | 1.2% | $232.03 | -9.53% | 10 qtrssince 2020-Q4 | Increased 59 |
NVIDIA Corp. | 12.7M | $3.5B | 1.0% | $14.62 | +89.44% | 10 qtrssince 2020-Q4 | Increased 46 |
EXXON MOBIL CORP | 26.7M | $2.9B | 0.8% | $59.97 | +64.85% | 10 qtrssince 2020-Q4 | Increased 47 |
Visa Inc | 12.3M | $2.8B | 0.8% | $209.94 | +4.57% | 10 qtrssince 2020-Q4 | Increased 47 |
YUM CHINA HLDGS INC | 39.1M | $2.5B | 0.7% | $54.17 | +12.34% | 10 qtrssince 2020-Q4 | Decreased 0 |
Chevron Corp. | 13.5M | $2.2B | 0.6% | $76.71 | +86.45% | 10 qtrssince 2020-Q4 | Decreased 0 |
Johnson & Johnson | 13.9M | $2.2B | 0.6% | $137.86 | +1.73% | 10 qtrssince 2020-Q4 | Increased 50 |
UnitedHealth Group Inc. | 4.5M | $2.1B | 0.6% | $357.51 | +23.15% | 10 qtrssince 2020-Q4 | Decreased 0 |
Merck & Co., Inc | 18.9M | $2B | 0.6% | $67.33 | +42.28% | 10 qtrssince 2020-Q4 | Increased 48 |
Broadcom Inc | 2.9M | $1.9B | 0.5% | $42.89 | +43.26% | 10 qtrssince 2020-Q4 | Increased 50 |
Alphabet Inc. | 17.5M | $1.8B | 0.5% | $91.05 | +13.15% | 10 qtrssince 2020-Q4 | Increased 49 |
Analog Devices Inc. | 8.9M | $1.8B | 0.5% | $145.60 | +28.43% | 10 qtrssince 2020-Q4 | Decreased 0 |
Tesla Inc | 8.3M | $1.7B | 0.5% | $252.73 | -17.91% | 10 qtrssince 2020-Q4 | Increased 44 |
INTUIT | 3.8M | $1.7B | 0.5% | $387.24 | +12.05% | 10 qtrssince 2020-Q4 | Decreased 0 |
JPMorgan Chase & Co. | 13M | $1.7B | 0.5% | $113.08 | +6.30% | 10 qtrssince 2020-Q4 | Decreased 0 |
BK OF AMERICA CORP | 57.8M | $1.7B | 0.5% | $29.12 | -10.06% | 10 qtrssince 2020-Q4 | Increased 38 |
Invesco Ltd. manages $358.5B across 3859 positions as of Q1 2023. Top holdings: MSFT (2.8%), AAPL (2.3%), GOOGL (1.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 113 new positions, 263 exits, 1792 increased. Top move: AAPL (INCREASED, conviction 60). Portfolio: $358.5B across 3859 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR