Invesco Ltd.
Institutional investor · Portfolio as of Q4 2024
Top Holdings3,756 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORP | 129.9M | $17.4B | 3.2% | $114.61 | +19.93% | 17 qtrssince 2020-Q4 | Increased 63 |
MICROSOFT CORP | 39.2M | $16.5B | 3.1% | $252.86 | +66.78% | 17 qtrssince 2020-Q4 | Increased 59 |
APPLE INC | 65.9M | $16.5B | 3.1% | $158.46 | +56.90% | 17 qtrssince 2020-Q4 | Increased 58 |
AMAZON.COM INC | 57.6M | $12.6B | 2.3% | $128.05 | +72.82% | 17 qtrssince 2020-Q4 | Increased 57 |
META PLATFORMS INC-CLASS A | 17.3M | $10.1B | 1.9% | $251.73 | +134.13% | 17 qtrssince 2020-Q4 | Decreased 0 |
BROADCOM INC | 36.3M | $8.4B | 1.6% | $160.35 | +42.76% | 17 qtrssince 2020-Q4 | Decreased 0 |
ALPHABET INC-CL A | 43.1M | $8.2B | 1.5% | $100.15 | +90.21% | 17 qtrssince 2020-Q4 | Decreased 0 |
TESLA INC | 12.6M | $5.1B | 0.9% | $260.17 | +60.44% | 17 qtrssince 2020-Q4 | Increased 48 |
NETFLIX INC | 4.3M | $3.8B | 0.7% | $51.17 | +75.97% | 17 qtrssince 2020-Q4 | Increased 46 |
ALPHABET INC-CL C | 19.9M | $3.8B | 0.7% | $109.78 | +74.83% | 17 qtrssince 2020-Q4 | Increased 47 |
COSTCO WHOLESALE CORP | 3.7M | $3.4B | 0.6% | $575.26 | +57.76% | 17 qtrssince 2020-Q4 | Increased 45 |
VISA INC-CLASS A SHARES | 10.2M | $3.2B | 0.6% | $212.38 | +46.88% | 17 qtrssince 2020-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 13.2M | $3.2B | 0.6% | $117.02 | +99.38% | 17 qtrssince 2020-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 6M | $3.1B | 0.6% | $411.80 | +20.35% | 17 qtrssince 2020-Q4 | Decreased 0 |
ELI LILLY & CO | 3.7M | $2.8B | 0.5% | $282.46 | +169.99% | 17 qtrssince 2020-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 19.1M | $2.8B | 0.5% | $141.37 | -1.62% | 17 qtrssince 2020-Q4 | Increased 48 |
SALESFORCE.COM INC | 7.8M | $2.6B | 0.5% | $270.52 | +23.30% | 17 qtrssince 2020-Q4 | Increased 51 |
WALMART INC | 28.4M | $2.6B | 0.5% | $56.06 | +60.04% | 17 qtrssince 2020-Q4 | Increased 39 |
MASTERCARD INC - A | 4.8M | $2.5B | 0.5% | $366.88 | +42.22% | 17 qtrssince 2020-Q4 | Increased 38 |
CISCO SYSTEMS INC | 42.7M | $2.5B | 0.5% | $44.29 | +28.43% | 17 qtrssince 2020-Q4 | Decreased 0 |
Invesco Ltd. manages $540.9B across 3756 positions as of Q4 2024. Top holdings: NVDA (3.2%), MSFT (3.1%), AAPL (3.1%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 139 new positions, 137 exits, 2151 increased. Top move: NVDA (INCREASED, conviction 63). Portfolio: $540.9B across 3756 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