Invesco Ltd. (IVZ) Stock | Share Price | BMG491BT1088 | News

IVZ · Financials · United States

Invesco Ltd. (IVZ) is a company in the Financials sector, based in United States. The stock is held in 8 ETFs we track – with its largest weight of 0.12 % in ZPRS (msci-world-small-cap). That means you can hold Invesco indirectly and diversified through an ETF savings plan.

Average ETF coverage: 8 of the 95 ETFs we cover hold Invesco, spread across 3 indices. That puts the stock in more ETFs than 55.4 % of the 4,362 stocks we cover.

Held in8 ETFs

Highest weight0.12 %

Indices3

SectorFinancials

CountryUnited States

ISINBMG491BT1088

WKNA0M6U7

Data note 1

Price chart

Data note 2

Performance

Performance
Year to date	+22.4 %	1 year	+50.4 %
1 month	+9.5 %	3 months	+19.4 %
Calendar year 2025	+50.3 %
Calendar year 2026	+25.5 %

52W

Data note 3

Risk metrics

Max drawdown-37.2 %

Volatility p.a.36.9 %

Best year2025: +50.3 %

Worst year2026: +25.5 %

Data note 4

Correlated with

The strongest co-movers on top, the most inverse below. Low or negative values improve portfolio diversification.

Instrument	r	−1 … +1
BlackRock Inc.	+0.69
Franklin Templeton Inc.	+0.66
S&P 500	+0.65
MSCI World	+0.64
MSCI ACWI	+0.64
Dow Jones	+0.61
Progressive Corporation	-0.40
Chubb Limited	-0.36
Waste Management Inc.	-0.36

Data note 5

Key financials

Latest reported fiscal year (FY2025, period end 2025-12-31) as filed with the SEC.

Revenue6.4 bn $

Net income0.5 bn $

Diluted EPS-1.60 $

Net margin8.4 %

Return on equity4.4 %

Equity ratio45.1 %

Revenue growth+5.1 %

Revenue and profit by fiscal year
Fiscal year	Revenue	Net income	Margin
FY2023	5.7	-0.3	-5.8 %
FY2024	6.1	0.5	8.9 %
FY2025	6.4	–	–

Data note 6

Figures in USD bn. Source: SEC EDGAR (XBRL annual filings, public domain). US-listed SEC filers only.

Held in these ETFs

Held in these ETFs
ETF	Index	Weight
ZPRS	msci-world-small-cap	0.12 %
WDSD	msci-world-small-cap	0.12 %
XSWC	msci-world-small-cap	0.11 %
XSWD	msci-world-small-cap	0.11 %
SXR8	sp500	0.02 %
SPYL	sp500	0.02 %
SPY5	sp500	0.02 %
WIMI	msci-world-imi	0.01 %