IVZ: Invesco Ltd.

Stock

About

Invesco Ltd. engages in the investment management business. Its product includes mutual funds, unit trusts, exchange-traded funds, closed-end funds, and retirement plans. The company was founded in December 1935 and is headquartered in Atlanta, GA.

Year Founded
1935
Employees
8,527
Sector
Financials
HQ Location
Atlanta, GA

Current Value

$17.19

1 Year Return

$3.35
24.21%

Key Details

Market Cap

$7.76B

P/E Ratio

-18.76

1Y Stock Return

25.60%

1Y Revenue Growth

0.63%

Dividend Yield

4.41%

Price to Book

0.7

Strategies that include
IVZ

Medium risk

$14,000

US 500

growth
balanced
growth income

The original passive investment vehicle is generally considered to comprise of 500 of the largest stocks traded within the US. Double's take on this exposes a client to the US stock market in a diversified way without any expense ratio.

Top Sector

Information Technology

Top Holdings

Return

+15.05%

Expense Ratio

0.00%

Holdings

502

High risk

$14,000

Financial Sector

speculation
maximum growth

Double's Financial Sector Strategy invests in financial sector companies, including banks, insurance companies, and financial services firms. Providing exposure to the financial industry's performance, it plays a crucial role in diversified portfolios.

Top Sector

Financials

Top Holdings

Return

+12.69%

Expense Ratio

0.00%

Holdings

373

Medium risk

$3,300

Equal Weighted US 500

growth
balanced
growth income

This index provides equal-weight exposure to the top 500 companies in the US, offering a unique approach compared to traditional market-cap weighted indexes. With an aim to reduce concentration risk by allocating equal amounts to each constituent, it potentially benefits from smaller companies' outperformance.

Top Sector

Industrials

Top Holdings

Return

+11.97%

Expense Ratio

0.00%

Holdings

502

Medium risk

$33,000

US 1000

growth
balanced
growth income

This strategy tracks a market-cap-weighted index of the 1000-largest US companies. It offers broad exposure to the US equity market, encompassing a diverse range of sectors and industries. By investing in this fund, you gain access to the performance of large and well-established companies within the US economy.

Top Sector

Information Technology

Top Holdings

Return

+15.03%

Expense Ratio

0.00%

Holdings

995

High risk

$1,700

Select US Financial Sector

speculation
maximum growth

Tracking select top holdings in US financial sector focusing on the top performers.

Top Sector

Financials

Top Holdings

Return

+13.05%

Expense Ratio

0.00%

Holdings

72

Create your own
strategy with

IVZ
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Stock's related to
IVZ

Correlated Stocks

NameCorrelationMarket CapReturn % (1 Year)Div Yield %
APAM71.55%$3.25B+26.70%6.08%
JHG69.71%$6.98B+70.89%3.56%
TROW69.33%$26.20B+21.60%4.19%
BEN67.65%$11.25B-9.29%5.76%
GS67.21%$182.50B+73.56%1.93%
PNFP66.90%$9.47B+74.11%0.72%
CATY66.70%$3.63B+39.53%2.69%
ZION66.54%$8.69B+71.47%2.83%
WBS66.47%$10.28B+38.44%2.67%
SSB65.54%$8.02B+43.60%2.02%
BX65.47%$224.27B+74.81%1.86%
BN65.24%$85.61B+67.30%0.55%
AMG64.82%$5.53B+38.61%0.02%
IBTX64.37%$2.62B+67.52%2.41%
JLL63.95%$12.26B+68.32%0.00%
ASB63.85%$3.95B+48.10%3.36%
BDN63.55%$922.04M+32.51%11.32%
UCB63.53%$3.91B+35.08%2.86%
UMBF63.41%$5.91B+70.78%1.30%
EBC63.40%$3.95B+50.04%2.40%

Uncorrelated Stocks

NameCorrelationMarket CapReturn % (1 Year)Div Yield %
KLG<0.01%$1.48B+45.15%3.71%
MOH0.01%$16.16B-21.56%0.00%
WHLM0.04%$17.64M-29.34%0.00%
TRVG-0.18%$37.05M-37.92%0.00%
TLPH-0.19%$11.41M+9.85%0.00%
BNED0.25%$277.22M-91.94%0.00%
QTTB0.26%$354.34M+188.64%0.00%
FATBB0.56%$81.94M-12.91%11.69%
VZIO0.63%$2.29B+67.76%0.00%
OCX-0.70%$42.93M-36.09%0.00%
HUM-0.82%$33.45B-45.22%1.25%
AJG0.94%$64.17B+17.51%0.80%
GAN0.95%$83.39M+21.19%0.00%
CPB-0.96%$12.96B+7.08%3.40%
HIHO-1.04%$8.63M0.00%6.12%
QXO1.06%$6.51B-35.95%0.00%
LRN1.06%$4.43B+74.97%0.00%
CL-1.16%$76.48B+22.25%2.12%
NHTC1.19%$61.83M+0.19%14.81%
NOC-1.23%$71.54B+4.23%1.60%

Inversely Correlated Stocks

NameCorrelationMarket CapReturn % (1 Year)Div Yield %
MCK-22.37%$78.15B+35.51%0.42%
HUSA-17.57%$16.69M-11.56%0.00%
CBOE-15.60%$21.46B+15.84%1.11%
PG-14.81%$402.15B+14.14%2.33%
COR-12.37%$47.48B+21.20%0.86%
CHD-10.68%$27.18B+19.50%1.03%
PGR-10.43%$149.10B+57.29%0.45%
MNOV-7.76%$93.19M+2.15%0.00%
WM-7.21%$87.92B+27.58%1.34%
CME-7.19%$82.76B+9.21%1.98%
MNR-7.17%$1.66B-10.71%15.90%
ASPS-6.19%$22.36M-80.26%0.00%
ACGL-5.31%$36.00B+16.84%0.00%
RNR-4.87%$13.74B+23.09%0.58%
CYD-4.83%$364.46M-2.94%4.26%
RSG-4.81%$66.05B+31.79%1.04%
STG-4.26%$35.67M+7.92%0.00%
MSDL-3.88%$1.83B+0.66%7.26%
TCTM-3.81%$8.10M-42.99%0.00%
KMB-3.78%$45.22B+11.57%3.58%

ETF's related to
IVZ

Uncorrelated ETFs

NameCorrelationAUMExpense Ratio
HIGH0.25%$302.78M0.51%
JUCY-0.26%$324.29M0.6%
TBIL0.54%$4.38B0.15%
HDRO-0.63%$164.26M0.3%
KCCA-0.87%$220.51M0.87%
DBA1.12%$755.88M0.93%
XBIL-1.48%$637.70M0.15%
KRBN1.52%$242.47M0.85%
ULST3.29%$535.47M0.2%
DBMF4.15%$1.02B0.85%
MINT-4.39%$11.62B0.35%
CCOR4.61%$109.04M1.18%
DBE4.77%$50.13M0.77%
SOYB-4.83%$27.32M0.22%
BSCO4.96%$2.35B0.1%
DBO5.26%$217.57M0.77%
CANE5.54%$17.72M0.29%
WEAT-5.64%$120.27M0.28%
KMLM-5.81%$353.87M0.9%
GBIL5.85%$5.60B0.12%

Inversely Correlated ETFs

NameCorrelationAUMExpense Ratio
BTAL-57.96%$388.04M1.43%
VIXY-44.70%$195.31M0.85%
USDU-31.00%$201.97M0.5%
TAIL-28.61%$67.98M0.59%
UUP-25.43%$309.25M0.77%
EQLS-12.20%$76.08M1%
CTA-10.84%$350.27M0.78%
CLOI-6.51%$715.40M0.4%
UNG-6.23%$908.80M1.06%
CORN-5.92%$61.12M0.2%
KMLM-5.81%$353.87M0.9%
WEAT-5.64%$120.27M0.28%
SOYB-4.83%$27.32M0.22%
MINT-4.39%$11.62B0.35%
XBIL-1.48%$637.70M0.15%
KCCA-0.87%$220.51M0.87%
HDRO-0.63%$164.26M0.3%
JUCY-0.26%$324.29M0.6%
HIGH0.25%$302.78M0.51%
TBIL0.54%$4.38B0.15%

News

Yahoo

Invesco today released its 2025 Investment Outlook with insights on the expectations for global markets in 2025, along with asset implications across key economies.

Yahoo

Invesco Ltd. (NYSE: IVZ), a leading global provider of exchange-traded funds (ETFs), announced today that it expects to deliver capital gains distributions to the following Invesco ETFs.1

Yahoo

Sector ETF report for RSPF

Yahoo

Invesco Ltd. (NYSE: IVZ) today reported preliminary month-end assets under management (AUM) of $1,772.0 billion, a decrease of 1.3% versus previous month-end. The firm delivered net long-term inflows of $2.0 billion in the month. Non-management fee earning net outflows were $0.2 billion and money market net outflows were $1.8 billion. AUM was negatively impacted by unfavorable market returns which decreased AUM by $13 billion. FX decreased AUM by $10.5 billion. Preliminary average total AUM for

Yahoo

Readers hoping to buy Invesco Ltd. ( NYSE:IVZ ) for its dividend will need to make their move shortly, as the stock is...

Yahoo

(Bloomberg) -- Invesco Advisers Inc. will pay a $17.5 million fine to settle US Securities and Exchange Commission allegations that it misled clients about the share of company-wide assets under management that integrated environmental, social and governance factors into investment decisions. Most Read from BloombergThe Leaf Blowers Will Not Go QuietlyKey Ballot Initiatives and Local Races Highlight Views on Abortion, ImmigrationParis Restricts Through Traffic in City CenterFrom Housing to Immig

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² Availability of tax loss harvesting depends on portfolio diversity.

³ As of November 8, 2024. The optional Cash Sweep program takes the cash sitting in your brokerage account and moves it to an FDIC-insured interest-earning deposit account. The current yield is 1.0%, rates subject to change at any time. The cash sweep program is made available in coordination with Apex Clearing Corporation. Please read the Important Disclosures for more information.

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