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Asset Manager ← All Institutions

Invesco Ltd.

Q4 2025 · Filed 2026-02-19
Market Value
$642.1B
+2.7%
Holdings
3,667
+31
New Purchases
118
Added To
1,896
Closed
154
Reduced
1,481
Top 10 Concentration
21.8%
Turnover
7.4%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
GOOGL 2.21% 1.76% +0.45% $14.2B
GOOG 1.08% 0.84% +0.24% $6.9B
MU 0.43% 0.26% +0.18% $2.8B
AMD 0.52% 0.35% +0.17% $3.3B
LRCX 0.61% 0.45% +0.15% $3.9B
LLY 0.50% 0.37% +0.13% $3.2B
CSCO 0.72% 0.59% +0.13% $4.6B
TSLA 1.19% 1.06% +0.13% $7.6B
AAPL 3.11% 2.99% +0.12% $20.0B
AMZN 2.14% 2.03% +0.11% $13.8B
ISRG 0.36% 0.25% +0.11% $2.3B
TOTB.DE 0.09% 0.00% +0.09% $553M
ANTM 0.21% 0.13% +0.08% $1.4B
QCOM 0.34% 0.26% +0.07% $2.2B
LITE 0.13% 0.06% +0.07% $848M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MSFT 3.41% 3.76% -0.35% $21.9B
NFLX 0.63% 0.89% -0.26% $4.1B
ORCL 0.22% 0.46% -0.24% $1.4B
AVGO 1.87% 2.07% -0.20% $12.0B
META 1.87% 2.02% -0.14% $12.0B
DASH 0.16% 0.28% -0.12% $1.0B
NVDA 4.16% 4.26% -0.10% $26.7B
ANET 0.16% 0.24% -0.08% $998M
ETN 0.19% 0.26% -0.08% $1.2B
AXON 0.13% 0.21% -0.07% $864M
ADP 0.16% 0.23% -0.07% $1.0B
BSX 0.20% 0.27% -0.07% $1.3B
KKR 0.20% 0.26% -0.06% $1.3B
NOW 0.13% 0.19% -0.06% $856M
CRM 0.22% 0.27% -0.06% $1.4B

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 74 $248.6B 38.7%
Large Cap 890 $330.9B 51.5%
Mid Cap 1,078 $52.6B 8.2%
Small Cap 1,219 $9.2B 1.4%
Micro Cap 406 $926M 0.1%

Portfolio Analytics

Avg Market Cap
$28.9B
Median Market Cap
$2.7B
Avg P/E
31.7
Median P/E
19.2
Avg Dividend Yield
0.03%
Avg Beta
1.04
# Stocks
3,305
# ETFs / Funds
362

Top Holdings (3,667 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NVDA 4.16% 143,239,504 $26.7B $186.50 $72M +446,178 +0.3%
2 MSFT 3.41% 45,233,823 $21.9B $483.62 -$1.6B -78,859 -0.2%
3 AAPL 3.11% 73,467,907 $20.0B $271.86 $1.3B -35,181 -0.1%
4 GOOGL 2.21% 45,394,474 $14.2B $313.00 $3.2B +208,362 +0.5%
5 AMZN 2.14% 59,604,857 $13.8B $230.82 $1.1B +1,879,630 +3.3%
6 META 1.87% 18,200,469 $12.0B $660.09 -$583M +1,046,715 +6.1%
7 AVGO 1.87% 34,650,883 $12.0B $346.10 -$923M -4,498,768 -11.5%
8 TSLA 1.19% 16,980,122 $7.6B $449.72 $1.0B +2,082,813 +14.0%
9 GOOG 1.08% 22,048,456 $6.9B $313.80 $1.7B +517,108 +2.4%
10 JPM 0.73% 14,448,897 $4.7B $322.22 $33M -206,256 -1.4%
11 CSCO 0.72% 59,836,782 $4.6B $77.03 $941M +6,224,062 +11.6%
12 NFLX 0.63% 43,462,696 $4.1B $93.76 -$1.5B +38,818,947 +835.9%
13 PLTR 0.62% 22,415,082 $4.0B $177.75 $8M +616,297 +2.8%
14 LRCX 0.61% 22,821,354 $3.9B $171.18 $1.1B +1,638,406 +7.7%
15 V 0.60% 11,045,373 $3.9B $350.71 -$193M -868,132 -7.3%
16 COST 0.58% 4,328,729 $3.7B $862.34 -$141M +143,150 +3.4%
17 BAC 0.52% 60,442,627 $3.3B $55.00 $130M -1,484,733 -2.4%
18 AMD 0.52% 15,473,280 $3.3B $214.16 $1.2B +2,124,867 +15.9%
19 WFC 0.51% 35,115,575 $3.3B $93.20 $162M -2,002,770 -5.4%
20 APP 0.51% 4,821,046 $3.2B $673.82 $164M +528,294 +12.3%
21 LLY 0.50% 3,011,005 $3.2B $1,074.68 $917M -27,936 -0.9%
22 TXN 0.49% 18,184,514 $3.2B $173.49 $135M +1,749,513 +10.7%
23 MA 0.48% 5,422,493 $3.1B $570.88 -$123M -236,054 -4.2%
24 QQQM 0.46% 11,653,647 $2.9B $252.92 $183M +468,626 +4.2%
25 GE 0.45% 9,280,276 $2.9B $308.03 $124M +189,979 +2.1%
26 MU 0.43% 9,777,239 $2.8B $285.41 $1.2B +155,073 +1.6%
27 WMT 0.43% 25,017,967 $2.8B $111.41 -$14M -2,165,087 -8.0%
28 JNJ 0.41% 12,725,881 $2.6B $206.95 $109M -888,354 -6.5%
29 CVX 0.41% 17,119,575 $2.6B $152.41 -$10M +254,323 +1.5%
30 PM 0.39% 15,631,408 $2.5B $160.40 $34M +383,786 +2.5%
31 GS 0.37% 2,730,452 $2.4B $879.00 $80M -182,720 -6.3%
32 ISRG 0.36% 4,128,735 $2.3B $566.36 $765M +611,268 +17.4%
33 LIN 0.36% 5,402,317 $2.3B $426.39 $267M +1,114,751 +26.0%
34 BRK-B 0.36% 4,554,935 $2.3B $502.65 -$66M -130,302 -2.8%
35 INTU 0.36% 3,452,448 $2.3B $662.42 -$279M -304,723 -8.1%
36 SHOP 0.35% 14,026,193 $2.3B $160.97 $359M +1,252,074 +9.8%
37 QCOM 0.34% 12,645,603 $2.2B $171.05 $520M +2,771,490 +28.1%
38 MRK 0.34% 20,546,185 $2.2B $105.26 $497M +701,249 +3.5%
39 BKNG 0.33% 392,717 $2.1B $5,355.33 -$84M -12,388 -3.1%
40 XOM 0.33% 17,367,358 $2.1B $120.34 $197M +577,181 +3.4%
41 AMAT 0.32% 7,986,013 $2.1B $256.99 $417M +293
42 PG 0.32% 14,233,468 $2.0B $143.31 -$275M -832,169 -5.5%
43 KO 0.31% 28,520,214 $2.0B $69.91 $222M +1,798,371 +6.7%
44 RSP 0.30% 10,144,784 $1.9B $191.56 $103M +444,846 +4.6%
45 KLAC 0.30% 1,586,593 $1.9B $1,215.08 $307M +83,780 +5.6%
46 JCI 0.30% 16,003,486 $1.9B $119.75 $359M +1,837,220 +13.0%
47 GILD 0.30% 15,584,341 $1.9B $122.74 $232M +444,660 +2.9%
48 CVS 0.30% 24,019,141 $1.9B $79.36 $75M -273,917 -1.1%
49 ABBV 0.29% 8,107,480 $1.9B $228.49 $130M +668,658 +9.0%
50 PH 0.29% 2,105,493 $1.9B $878.96 $107M -194,648 -8.5%
51 INTC 0.29% 49,597,201 $1.8B $36.90 $231M +1,938,277 +4.1%
52 ADBE 0.28% 5,119,025 $1.8B $349.99 $91M +297,337 +6.2%
53 TMUS 0.28% 8,730,485 $1.8B $203.04 -$119M +827,381 +10.5%
54 C 0.28% 15,139,403 $1.8B $116.69 $320M +887,430 +6.2%
55 UNH 0.27% 5,309,788 $1.8B $330.11 $263M +996,150 +23.1%
56 PEP 0.27% 12,175,559 $1.7B $143.52 -$165M -1,442,188 -10.6%
57 CAT 0.27% 3,031,666 $1.7B $572.87 $323M +68,770 +2.3%
58 ADI 0.27% 6,358,564 $1.7B $271.20 $71M -372,184 -5.5%
59 DIS 0.27% 15,106,105 $1.7B $113.77 $231M +2,111,189 +16.2%
60 RTX 0.26% 9,134,677 $1.7B $183.40 $155M +48,070 +0.5%
61 ABT 0.26% 13,340,991 $1.7B $125.29 -$197M -610,916 -4.4%
62 SCHW 0.26% 16,425,579 $1.6B $99.91 $119M +484,558 +3.0%
63 UNP 0.25% 6,885,560 $1.6B $231.32 $44M +334,435 +5.1%
64 AMGN 0.24% 4,788,460 $1.6B $327.31 $307M +321,173 +7.2%
65 MDT 0.24% 16,232,293 $1.6B $96.06 $16M +27,632 +0.2%
66 GEV 0.24% 2,316,953 $1.5B $653.57 $53M -58,785 -2.5%
67 HWM 0.23% 7,315,326 $1.5B $205.02 $54M -52,112 -0.7%
68 ORCL 0.22% 7,258,736 $1.4B $194.91 -$1.5B -3,045,256 -29.6%
69 CCEP 0.22% 15,414,224 $1.4B $90.70 -$13M -196,155 -1.3%
70 CRM 0.22% 5,238,848 $1.4B $264.91 -$308M -1,916,664 -26.8%
71 NEM 0.22% 13,864,965 $1.4B $99.85 $208M -85,552 -0.6%
72 T 0.21% 55,520,468 $1.4B $24.84 -$254M -2,302,894 -4.0%
73 MAR 0.21% 4,440,359 $1.4B $310.24 $252M +118,504 +2.7%
74 AIG 0.21% 16,098,863 $1.4B $85.55 $29M -1,065,986 -6.2%
75 ANTM 0.21% 3,903,878 $1.4B $350.55 $529M +1,306,390 +50.3%
76 CFG 0.21% 22,734,156 $1.3B $58.41 $49M -1,330,357 -5.5%
77 ABC 0.21% 3,915,647 $1.3B $337.75 $70M -90,466 -2.3%
78 HON 0.20% 6,741,390 $1.3B $195.09 $28M +625,436 +10.2%
79 MPWR 0.20% 1,434,689 $1.3B $906.36 $252M +295,556 +25.9%
80 CMCSA 0.20% 43,332,228 $1.3B $29.89 $58M +3,952,642 +10.0%
81 COF 0.20% 5,343,529 $1.3B $242.36 $119M -187,411 -3.4%
82 WELL 0.20% 6,916,027 $1.3B $185.61 $36M -90,018 -1.3%
83 CEG 0.20% 3,632,655 $1.3B $353.27 $116M +85,265 +2.4%
84 PLD 0.20% 10,012,450 $1.3B $127.66 $124M -66,716 -0.7%
85 MS 0.20% 7,194,677 $1.3B $177.53 -$167M -1,888,903 -20.8%
86 BSX 0.20% 13,318,177 $1.3B $95.35 -$386M -3,645,167 -21.5%
87 KKR 0.20% 9,931,850 $1.3B $127.48 -$364M -2,610,399 -20.8%
88 COP 0.20% 13,413,036 $1.3B $93.61 $14M +290,888 +2.2%
89 TMO 0.20% 2,163,261 $1.3B $579.45 $325M +247,975 +12.9%
90 BA 0.19% 5,759,888 $1.3B $217.12 $305M +1,378,169 +31.4%
91 SBUX 0.19% 14,607,392 $1.2B $84.21 $80M +1,016,898 +7.5%
92 REGN 0.19% 1,591,105 $1.2B $771.87 $393M +106,632 +7.2%
93 SPGI 0.19% 2,338,517 $1.2B $522.59 $60M -48,563 -2.0%
94 AMT 0.19% 6,948,190 $1.2B $175.57 -$105M +59,557 +0.9%
95 CRWD 0.19% 2,586,521 $1.2B $468.76 $3M +120,059 +4.9%
96 NXPI 0.19% 5,574,672 $1.2B $217.06 $127M +818,985 +17.2%
97 APH 0.19% 8,950,722 $1.2B $135.14 $88M -114,336 -1.3%
98 TJX 0.19% 7,832,420 $1.2B $153.61 $81M +65,496 +0.8%
99 OMFL 0.19% 19,623,449 $1.2B $61.13 -$244K -287,360 -1.4%
100 ETN 0.19% 3,756,956 $1.2B $318.51 -$457M -662,070 -15.0%

Options Breakdown

8 Calls $47M Call Value 1 Puts $0 Put Value 0.0 P/C Ratio

Top Calls

SymbolSharesValueStatus
WDC 75,000 $13M
SOFI 347,000 $9M
STX 32,000 $9M
PANW 38,500 $7M
MP 90,000 $5M
AXON 8,000 $5M
CCL $0 SOLD
QQQ $0 SOLD

Top Puts

SymbolSharesValueStatus
HYG $0 SOLD

New Positions

SymbolValue% Port
TOTB.DE $553M 0.09%
Q $385M 0.06%
IVZ $230M 0.04%
EMXC $156M 0.02%
MDLN $106M 0.02%
MICC $48M 0.01%
SUNC $42M 0.01%
LMRI $27M —%
SOLS $22M —%
BSCZ $17M —%
GOF $17M —%
ABVX $17M —%
BLLN $16M —%
WLTH $14M —%
FLY $12M —%

Sold Out Positions

SymbolValue% Port
MX —%
DAC —%
CHMI —%
MUX —%
YPF —%
TRAK —%
TLYS —%
BRT —%
LXP —%
HPP —%
AGD —%
AMWL —%
UL —%
UFI —%
BW —%
View SEC EDGAR Filings for Invesco Ltd. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms