Invesco Ltd.
Institutional investor · Portfolio as of Q4 2021
Top Holdings4,025 positions
MICROSOFT CORP | 29.1M | $9.8B | 2.4% | $139.18 | +132.34% | 10 qtrssince 2019-Q3 | Increased 57 |
APPLE INC | 42.8M | $7.6B | 1.8% | $82.34 | +110.64% | 10 qtrssince 2019-Q3 | Increased 58 |
AMAZON COM INC | 2.1M | $6.9B | 1.7% | $93.97 | +77.41% | 10 qtrssince 2019-Q3 | Increased 52 |
ALPHABET INC | 2.3M | $6.6B | 1.6% | $70.70 | +102.96% | 10 qtrssince 2019-Q3 | Increased 57 |
META PLATFORMS INC | 14.5M | $4.9B | 1.2% | $188.07 | +77.14% | 10 qtrssince 2019-Q3 | Decreased 0 |
NVIDIA CORPORATION | 10.2M | $3B | 0.7% | $6.29 | +365.57% | 10 qtrssince 2019-Q3 | Decreased 0 |
QUALCOMM INC | 15.4M | $2.8B | 0.7% | $71.58 | +130.04% | 10 qtrssince 2019-Q3 | Increased 46 |
BANK OF AMER CORP | 56.6M | $2.5B | 0.6% | $27.78 | +42.39% | 10 qtrssince 2019-Q3 | Decreased 0 |
ALPHABET INC | 862,440 | $2.5B | 0.6% | $65.28 | +119.54% | 10 qtrssince 2019-Q3 | Increased 47 |
UNITEDHEALTH GROUP INC | 4.7M | $2.4B | 0.6% | $201.82 | +128.05% | 10 qtrssince 2019-Q3 | Increased 46 |
INTUIT | 3.6M | $2.3B | 0.6% | $289.57 | +113.44% | 10 qtrssince 2019-Q3 | Increased 49 |
CISCO SYS INC | 35.4M | $2.2B | 0.5% | $43.51 | +27.02% | 10 qtrssince 2019-Q3 | Increased 47 |
JPMORGAN CHASE & CO | 14M | $2.2B | 0.5% | $101.74 | +37.48% | 10 qtrssince 2019-Q3 | Decreased 0 |
JOHNSON & JOHNSON | 12.5M | $2.1B | 0.5% | $114.24 | +31.09% | 10 qtrssince 2019-Q3 | Increased 49 |
PROLOGIS INC. | 12.5M | $2.1B | 0.5% | $73.90 | +97.41% | 10 qtrssince 2019-Q3 | Increased 45 |
WELLS FARGO & CO | 43.1M | $2.1B | 0.5% | $34.78 | +22.61% | 10 qtrssince 2019-Q3 | Increased 40 |
ADOBE INC | 3.6M | $2B | 0.5% | $334.05 | +69.75% | 10 qtrssince 2019-Q3 | Increased 39 |
YUM CHINA HLDGS INC | 40.7M | $2B | 0.5% | $43.30 | +7.89% | 10 qtrssince 2019-Q3 | Increased 38 |
NETEASE COM INC | 19.9M | $2B | 0.5% | $68.83 | +32.84% | 10 qtrssince 2019-Q3 | Decreased 0 |
GENERAL MTRS CO | 33.6M | $2B | 0.5% | $36.18 | +55.33% | 10 qtrssince 2019-Q3 | Increased 40 |
Invesco Ltd. manages $414.8B across 4025 positions as of Q4 2021. Top holdings: MSFT (2.4%), AAPL (1.8%), AMZN (1.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 205 new positions, 196 exits, 1639 increased. Top move: AAPL (INCREASED, conviction 58). Portfolio: $414.8B across 4025 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