Invesco Ltd.
Institutional investor · Portfolio as of Q1 2025
Top Holdings3,766 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 40.1M | $15.1B | 2.9% | $255.60 | +47.41% | 18 qtrssince 2020-Q4 | Increased 56 |
APPLE INC | 66.9M | $14.9B | 2.8% | $159.36 | +38.54% | 18 qtrssince 2020-Q4 | Increased 55 |
NVIDIA CORP | 132.7M | $14.4B | 2.7% | $114.51 | -4.24% | 18 qtrssince 2020-Q4 | Increased 56 |
AMAZON.COM INC | 59.9M | $11.4B | 2.2% | $130.59 | +47.58% | 18 qtrssince 2020-Q4 | Increased 57 |
META PLATFORMS INC-CLASS A | 17.7M | $10.2B | 1.9% | $259.07 | +122.12% | 18 qtrssince 2020-Q4 | Increased 51 |
ALPHABET INC-CL A | 43.6M | $6.7B | 1.3% | $100.88 | +52.56% | 18 qtrssince 2020-Q4 | Increased 51 |
BROADCOM INC | 35.5M | $5.9B | 1.1% | $161.10 | +4.35% | 18 qtrssince 2020-Q4 | Decreased 0 |
NETFLIX INC | 4.7M | $4.4B | 0.8% | $54.39 | +71.69% | 18 qtrssince 2020-Q4 | Increased 49 |
TESLA INC | 14.8M | $3.8B | 0.7% | $260.67 | +1.10% | 18 qtrssince 2020-Q4 | Increased 53 |
VISA INC-CLASS A SHARES | 10.7M | $3.8B | 0.7% | $219.05 | +58.18% | 18 qtrssince 2020-Q4 | Increased 47 |
COSTCO WHOLESALE CORP | 3.9M | $3.7B | 0.7% | $593.07 | +58.12% | 18 qtrssince 2020-Q4 | Increased 47 |
JPMORGAN CHASE & CO | 13.8M | $3.4B | 0.6% | $121.83 | +95.33% | 18 qtrssince 2020-Q4 | Increased 47 |
ALPHABET INC-CL C | 20.4M | $3.2B | 0.6% | $110.78 | +40.49% | 18 qtrssince 2020-Q4 | Increased 46 |
UNITEDHEALTH GROUP INC | 6M | $3.1B | 0.6% | $411.80 | +22.82% | 18 qtrssince 2020-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 18.5M | $3.1B | 0.6% | $141.37 | +13.26% | 18 qtrssince 2020-Q4 | Decreased 0 |
CISCO SYSTEMS INC | 47.1M | $2.9B | 0.6% | $45.74 | +30.51% | 18 qtrssince 2020-Q4 | Increased 50 |
MASTERCARD INC - A | 5.2M | $2.9B | 0.5% | $379.60 | +41.60% | 18 qtrssince 2020-Q4 | Increased 49 |
ELI LILLY & CO | 3.2M | $2.7B | 0.5% | $282.46 | +189.34% | 18 qtrssince 2020-Q4 | Decreased 0 |
CHEVRON CORP | 15.9M | $2.7B | 0.5% | $92.16 | +72.45% | 18 qtrssince 2020-Q4 | Increased 48 |
WELLS FARGO & CO | 36.8M | $2.6B | 0.5% | $32.88 | +111.26% | 18 qtrssince 2020-Q4 | Increased 50 |
Invesco Ltd. manages $527.9B across 3766 positions as of Q1 2025. Top holdings: MSFT (2.9%), AAPL (2.8%), NVDA (2.7%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 126 new positions, 115 exits, 1801 increased. Top move: AMZN (INCREASED, conviction 57). Portfolio: $527.9B across 3766 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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