Invesco Ltd.
Institutional investor · Portfolio as of Q2 2023
Top Holdings3,858 positions
MICROSOFT CORP | 36.1M | $12.3B | 3.2% | $228.68 | +45.20% | 11 qtrssince 2020-Q4 | Increased 61 |
APPLE INC | 52.4M | $10.2B | 2.7% | $143.55 | +33.14% | 11 qtrssince 2020-Q4 | Increased 59 |
AMAZON COM INC | 45.6M | $5.9B | 1.6% | $155.93 | -16.40% | 11 qtrssince 2020-Q4 | Increased 53 |
ALPHABET INC | 48.5M | $5.8B | 1.5% | $96.29 | +23.14% | 11 qtrssince 2020-Q4 | Increased 55 |
NVIDIA CORPORATION | 13.2M | $5.6B | 1.5% | $15.69 | +168.79% | 11 qtrssince 2020-Q4 | Increased 52 |
META PLATFORMS INC | 18.7M | $5.4B | 1.4% | $232.03 | +22.51% | 11 qtrssince 2020-Q4 | Decreased 0 |
VISA INC | 12.5M | $3B | 0.8% | $210.35 | +10.15% | 11 qtrssince 2020-Q4 | Increased 46 |
EXXON MOBIL CORP | 25.2M | $2.7B | 0.7% | $59.97 | +62.05% | 11 qtrssince 2020-Q4 | Decreased 0 |
ALPHABET INC | 21M | $2.5B | 0.7% | $95.82 | +25.06% | 11 qtrssince 2020-Q4 | Increased 53 |
MERCK & CO INC | 21.4M | $2.5B | 0.6% | $71.60 | +46.07% | 11 qtrssince 2020-Q4 | Increased 51 |
BROADCOM INC | 2.7M | $2.3B | 0.6% | $42.89 | +94.73% | 11 qtrssince 2020-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 13.7M | $2.3B | 0.6% | $137.86 | +9.45% | 11 qtrssince 2020-Q4 | Decreased 0 |
CHEVRON CORP NEW | 13.7M | $2.2B | 0.6% | $77.60 | +79.07% | 11 qtrssince 2020-Q4 | Increased 46 |
TESLA INC | 8.2M | $2.1B | 0.6% | $252.73 | +3.58% | 11 qtrssince 2020-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 4.4M | $2.1B | 0.6% | $357.51 | +25.76% | 11 qtrssince 2020-Q4 | Decreased 0 |
JPMORGAN CHASE & CO. | 14.3M | $2.1B | 0.5% | $114.98 | +17.60% | 11 qtrssince 2020-Q4 | Increased 49 |
YUM CHINA HLDGS INC | 34.3M | $1.9B | 0.5% | $54.17 | +0.81% | 11 qtrssince 2020-Q4 | Decreased 0 |
ELI LILLY & CO | 4M | $1.9B | 0.5% | $166.27 | +175.72% | 11 qtrssince 2020-Q4 | Decreased 0 |
ANALOG DEVICES INC | 9.3M | $1.8B | 0.5% | $147.24 | +26.04% | 11 qtrssince 2020-Q4 | Increased 40 |
ADOBE INC | 3.5M | $1.7B | 0.5% | $506.43 | -3.44% | 11 qtrssince 2020-Q4 | Increased 43 |
Invesco Ltd. manages $381.5B across 3858 positions as of Q2 2023. Top holdings: MSFT (3.2%), AAPL (2.7%), AMZN (1.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 216 new positions, 213 exits, 1567 increased. Top move: MSFT (INCREASED, conviction 61). Portfolio: $381.5B across 3858 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