1y return+19.5%S&P 500 +20.9%
3y return+58.1%S&P 500 +68.5%
5y return+47.9%S&P 500 +74.5%
10y return+187.3%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $287 against $357 in the S&P 500.2
Invesco Ltd.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corporation | $65.9B | 5.2% | |
| AAPLApple Inc | $54.4B | 4.3% | +1.9% |
| MUMicron Technology Inc | $41.9B | 3.3% | +1.8% |
| MSFTMicrosoft Corp | $37.4B | 3.0% | +1.5% |
| AMZNAmazon Com Inc | $34.3B | 2.7% | +3.7% |
| GOOGLAlphabet Inc | $32.6B | 2.6% | +1.3% |
| AMDAdvanced Micro Devices Inc | $30.9B | 2.4% | +5.4% |
| AVGOBroadcom Inc | $26.1B | 2.1% | |
| GOOGAlphabet Inc | $23.4B | 1.8% | +2.7% |
| TSLATesla Inc | $23.3B | 1.8% | +1.1% |
| LRCXLam Research Corp | $22.7B | 1.8% | +3.7% |
| INTCIntel Corp | $22.0B | 1.7% | +2.6% |
| METAMeta Platforms Inc | $21.6B | 1.7% | |
| AMATApplied Matls Inc | $20.4B | 1.6% | +7.2% |
| WMTWalmart Inc | $16.8B | 1.3% | +1.6% |
| CSCOCisco Sys Inc | $16.2B | 1.3% | −1.1% |
| KLACKla Corp | $13.5B | 1.1% | +916.3% |
| COSTCostco Wholesale Corporation | $13.1B | 1.0% | +2.6% |
| SNDKSandisk Corp | $12.8B | 1.0% | +381.5% |
| TXNTexas Instrs Inc | $11.3B | 0.9% | +1.4% |
| NFLXNetflix Inc. | $9.7B | 0.8% | +3.0% |
| WDCWestern Digital Corp | $9.2B | 0.7% | +14.1% |
| MRVLMarvell Technology Inc | $9.0B | 0.7% | +5.1% |
| PANWPalo Alto Networks Inc | $8.7B | 0.7% | +7.2% |
| PLTRPalantir Technologies Inc | $8.2B | 0.7% | +2.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $65.9B |
| WDCWestern Digital Corp | June 30, 2020 | +1346.7% | $9.2B |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $26.1B |
| AMATApplied Matls Inc | June 30, 2020 | +1096.1% | $20.4B |
| AMDAdvanced Micro Devices Inc | June 30, 2020 | +1004.1% | $30.9B |
| Seagate Technology Hldngs PlCUSIP G7997R103 | June 30, 2021 | +997.4% | $7.3B |
| PANWPalo Alto Networks Inc | June 30, 2020 | +790.9% | $8.7B |
| CRWDCrowdstrike Hldgs Inc | June 30, 2020 | +661.0% | $6.4B |
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $4.4B |
| ARMArm Holdings PLC | September 30, 2023 | +562.5% | $4.5B |
Sold off last quarter
- Honeywell International Inc HonCUSIP 438516106 was $4.8B
- Thomson Reuters Corp TriCUSIP 884903808 was $1.1B
- Dupont De Nemours IncCUSIP 26614N102 was $546.2M
- CTRACoterra Energy Inc was $394.3M
- Carnival CorpCUSIP 143658300 was $367.6M
- Hologic IncCUSIP 436440101 was $239.2M
- Sealed Air Corp NewCUSIP 81211K100 was $205.3M
- XOPSpdr Series Trust was $199.9M
- Ascendis Pharma A/sCUSIP 04351P101 was $82.8M
- Camtek LtdCUSIP M20791105 was $34.8M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +14.6% | +14.8% |
| March 31, 2026 | −3.6% | −4.6% |
| December 31, 2025 | +1.7% | +2.4% |
| September 30, 2025 | +6.4% | +7.8% |
| June 30, 2025 | +9.8% | +10.5% |
| March 31, 2025 | −3.8% | −4.6% |
| December 31, 2024 | +0.7% | +2.1% |
| September 30, 2024 | +6.3% | +5.4% |
| June 30, 2024 | +0.4% | +4.0% |
| March 31, 2024 | +9.2% | +10.0% |
| December 31, 2023 | +11.0% | +11.2% |
| September 30, 2023 | −3.9% | −3.6% |
| June 30, 2023 | +5.6% | +8.3% |
| March 31, 2023 | +4.6% | +7.0% |
| December 31, 2022 | +8.3% | +7.1% |
| September 30, 2022 | −5.1% | −5.3% |
| June 30, 2022 | −15.7% | −16.5% |
| March 31, 2022 | −5.7% | −4.9% |
| December 31, 2021 | +5.9% | +10.7% |
| September 30, 2021 | −2.1% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Invesco Ltd. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=914208&type=13F-HR&dateb=&owner=include&count=40CIK 914208
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/914208/000091420826000343/Filed August 14, 2026 · accession 0000914208-26-000343