Invesco

Invesco

Period

Q1 2026

Portfolio Date

Mar 31, 2026

Stocks Held

3,637

Market Value

$651.3B

Portfolio Analysis

AIPreview
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I. Institutional Overview

Invesco, a titan in the global asset management landscape, presents a portfolio that serves as a profound mirror to the broader market's complexities and shifting tides. As of the snapshot date of March 31, 2026, the institution manages a staggering reported portfolio value of approximately $651.34 billion. This scale places Invesco among the elite tier of...

The psychological portrait of Invesco, as derived from its latest 13F filing, is one of a "diversified giant" that balances the aggressive growth mandates of the modern era with the structural stability required of a global fiduciary. With a total of 3,637 individual holdings, Invesco’s investment style is characterized by extreme diversification. This is...

The current state of Invesco can be summarized as a "Strategic Rebalancer." While the institution remains heavily anchored in the technology sector—a necessity in an era dominated by artificial intelligence and digital transformation—there is a palpable movement toward "defensive growth" and "industrial resilience." The institution is not retreating from...

Based on the latest available 13F filing.

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Holdings Value Trend

Q2 2024

Q3 2024

Q4 2024

Q1 2025

Q2 2025

Q3 2025

Q4 2025

Q1 2026

Top 5 Holdings

1

$NVDA

NVIDIA Corporation

3.8%

% of Portfolio

2

$AAPL

Apple Inc.

2.8%

% of Portfolio

3

$MSFT

Microsoft Corporation

2.4%

% of Portfolio

4

$GOOGL

Alphabet Inc.

2.0%

% of Portfolio

5

$AMZN

Amazon.com, Inc.

1.8%

% of Portfolio

Historical Positions

SymbolQ1 2026Q4 2025Q3 2025Q2 2025
NVDA3.8%4.1%4.2%3.7%
AAPL2.8%3.1%3.0%2.5%
MSFT2.4%3.4%3.7%3.7%
GOOGL2.0%2.2%1.7%1.3%
AMZN1.8%2.1%2.0%2.3%
AVGO1.6%1.8%2.0%1.8%
META1.4%1.8%2.0%2.1%
GOOG1.0%1.1%0.8%-
TSLA1.0%1.2%1.0%0.8%
WMT0.8%---

Post-Filing Contributors

Price change since reported price, ranked by portfolio contribution

NVDA+17.47%
MU+194.78%
GOOGL+24.42%
AMD+140.11%
INTC+165.04%

Post-Filing Detractors

Price change since reported price, ranked by portfolio contribution

NFLX-15.48%
XOM-13.59%
PLTR-10.39%
CVX-10.19%
TSCO-34.11%

Sector Analysis

Energy6.2%
Others3.6%
Materials3.2%
Utilities3.3%
Financials11.3%
Healthcare9.8%
Technology27.5%
Industrials12.4%

Trading Summary

1

$SUNB

0.1%

2

$ETF-XOP

0.0%

3

$FPS

0.0%

4

$E

0.0%

5

$ACNT

0.0%

6

$ADAG

0.0%

7

$AEYE

0.0%

8

$AKTS

0.0%

All Holdings

1

$NVDA

3.8%

2

$AAPL

2.8%

3

$MSFT

2.4%

4

$GOOGL

2.0%

5

$AMZN

1.8%

6

$AVGO

1.6%

7

$META

1.4%

8

$GOOG

1.0%

9

$TSLA

1.0%

10

$WMT

0.8%

11

$LRCX

0.8%

12

$CSCO

0.7%

13

$COST

0.7%

14

$NFLX

0.6%

15

$MU

0.6%

16

$JNJ

0.6%

17

$JPM

0.6%

18

$TXN

0.5%

19

$AMAT

0.5%

20

$AMD

0.5%

21

$CVX

0.5%

22

$XOM

0.5%

23

$LLY

0.5%

24

$PLTR

0.5%

25

$BAC

0.5%

26

$V

0.4%

27

$CAT

0.4%

28

$ETF-QQQM

0.4%

29

$PM

0.4%

30

$MA

0.4%

31

$MRK

0.4%

32

$GE

0.4%

33

$LIN

0.4%

34

$WFC

0.4%

35

$KLAC

0.4%

36

$BRK.B

0.4%

37

$KO

0.4%

38

$JCI

0.3%

39

$GS

0.3%

40

$INTC

0.3%

41

$GILD

0.3%

42

$PH

0.3%

43

$ETF-RSP

0.3%

44

$ADI

0.3%

45

$AZN

0.3%

46

$INTU

0.3%

47

$PEP

0.3%

48

$C

0.3%

49

$PG

0.3%

50

$CVS

0.3%