IL

Invesco Ltd.

13F
Invesco Ltd.
Last update 2024-02-13 3707 Stocks (121 new)
Value $418.72 Bil Turnover 6 %
Countries:
Top Holdings: MSFT(3.11%)AAPL(2.35%)AMZN(1.72%)GOOGL(1.52%)META(1.47%)
Portfolio Report

Invesco Ltd. Profile

Invesco was founded in 1935 as H. Lotery & Co. in England. They would begin to expand on a global scale in the 1960s with Invesco Asia-Pacific investments in 1962. In 1978, Invesco would be founded in the United States by a group led by Charles Brady. In 1988, the company merged with Britannia Arrow. This would mark the beginnings of a chain of acquisitions and mergers, with Invesco acquiring Primco Capital Management, CIGNA Funds Group, and AIM Investments in the 1990s. In 2000, Invesco, known as AMVESCAP at that time, purchased Trimark and Perpetual PLC, establishing leading positions in Canada and United Kingdom. Although suffering a minor setback in 2004 due to allegations of improper trading practices, the company would be restored to profitability by Martin Flanagan, succeeding the founder Charles Brady as CEO, and continue to expand on a global scale. In 2007, the company would adopt the name it is known as today, also moving their headquarters from London to Atlanta and, subsequently, their listing to NYSE in the same year with its common stock becoming a constituent of the S&P 500. In 2010, Invesco acquired Morgan Stanley’s retail asset management division, which included Van Kampen Investments, for $1.5 billion. Today Invesco has over 6000 employees with branch offices in 20 countries worldwide. It has recently had a revenue of over $5 million, with total assets equaling over $20 million. It operates under many names, including Trimark, Invesco Perpetual, WL Ross and Powershares. Some of its notable mutual funds include its International and Global Equity, Balanced Global and Target Risk, and Fixed Income International and Us Fixed Income funds. Its ETFs operate under Powershares and some of the most notable ones include DB Silver and Gold, S&P Emerging Markets and International Developed, and International Corporate Bond funds.
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