
Invesco Plc
IVZ · NYSE · Financial Services / Asset Management
Price History
Full chartMarket Stats
About
Invesco Ltd. is a publicly owned investment manager. The firm provides its services to retail clients, institutional clients, high-net worth clients, public entities, corporations, unions, non-profit organizations, endowments, foundations, pension funds, financial institutions, and sovereign wealth funds. It manages separate client-focused equity and fixed income portfolios. The firm also launches equity, commodity, fixed income, multi-asset, and balanced mutual funds for its clients. It launches equity, fixed income, multi-asset, and balanced exchange-traded funds. The firm also launches and manages private funds. It invests in the public equity and fixed income markets across the globe. The firm prefers to invest between $5 million and $15 million in companies. The firm also invests in alternative markets, such as commodities and currencies. For the equity portion of its portfolio, it invests in growth and value stocks of large-cap, mid-cap, and small-cap companies. For the fixed income portion of its portfolio, the firm invests in convertibles, government bonds, municipal bonds, treasury securities, and cash. It also invests in short term and intermediate term bonds, investment grade and high yield bonds, taxable and tax-free bonds, senior secured loans, and structured securities such as asset-backed securities, mortgage-backed securities, and commercial mortgage-backed securities. The firm employs absolute return, global macro, and long/short strategies. It employs quantitative analysis to make its investments. The firm was formerly known as Invesco Plc, AMVESCAP plc, Amvesco plc, Invesco PLC, Invesco MIM, and H. Lotery & Co. Ltd. Invesco Ltd. was founded in 1935 and is based in Atlanta, Georgia with an additional office in Asia, Europe, Africa and North America.
Company Details
- SectorFinancial Services
- IndustryAsset Management
- CEOMr. Andrew Ryan Schlossberg
- Employees7.41K
- HeadquartersMidtown Union, Atlanta, GA, United States, 30309, USA
- Websitehttps://www.invesco.com/corporate/en/home.html
Leadership
- Mr. Andrew Ryan SchlossbergPresident, CEO & Director · b. 1974
- Ms. Laura Allison DukesSenior MD & CFO · b. 1975
- Mr. Andrew Tak Shing LoSenior MD & Head of Asia Pacific · b. 1962
- Mr. Douglas J. SharpSenior MD, Head of the Americas and EMEA & Chair of the Board of Invesco UK · b. 1975
- Mr. Tony L. WongSenior MD & Co-Head of Investments · b. 1974
- Ms. Stephanie Claire ButcherSenior MD & Co-Head of Investment · b. 1971
- Ms. Shannon Anastasia JohnstonSenior MD and Chief Information & Operations Officer · b. 1971
- Mr. Gregory Wade Ketron CPAHead of Investor Relations & Treasury
- Mr. Jeffrey Howard Kupor J.D.Senior MD & General Counsel · b. 1969
- Mr. Alan Leonard SmithSenior MD & Chief Human Resources Officer · b. 1968
Financials
Income Statement
Balance Sheet
Cash Flow
Earnings
Key Statistics & Ratios
Analyst Ratings
- Strong Buy1
- Buy1
- Hold11
- Strong Sell1
Ownership Breakdown
- Institutions
- 98.34%
- Insiders
- 0.60%
- Retail / Other
- 1.06%
Top Institutional Holders
- Massachusetts Mutual Life Insurance Co81.33M18.42%
- BlackRock Inc38.75M8.78%
- Vanguard Capital Management, LLC27.97M6.33%
- Dimensional Fund Advisors, Inc.21.72M4.92%
- Vanguard Portfolio Management, LLC19.26M4.36%
- State Street Corp16.71M3.78%
- Millennium Management LLC15.69M3.55%
- Geode Capital Management, LLC12.84M2.91%
- AQR Capital Management LLC12.52M2.84%
- T. Rowe Price Associates, Inc.12.12M2.74%
- Amvescap Plc.10.56M2.39%
- The Goldman Sachs Group Inc10.54M2.39%
- Morgan Stanley - Brokerage Accounts7.97M1.81%
- Northern Trust Corp6.01M1.36%
Top Fund Holders
- Vanguard MStar Total Stk Mkt Idx Invest13.37M3.03%
- Vanguard 500 Index Investor11.78M2.67%
- Vanguard Small Cap Index9.69M2.19%
- iShares Select Dividend ETF9.30M2.11%
- Invesco S&P 500® Equal Weight ETF6.89M1.56%
- Vanguard MStar Small Cap Value Index6.15M1.39%
Dividends
Stock Splits
- Nov 8, 200025:10
- Apr 27, 19982:1