Invesco Ltd. (IVZ)
IVZ · Financials · 
United States
Invesco Ltd. (IVZ) is a US company in the Financials sector. The stock has its largest weight in XDEW (S&P 500 Equal Weight), at 0.18%. Anyone who holds an ETF containing Invesco also has an indirect stake in the company.
Data and Charts: Invesco
Key Data for Invesco
Invesco Stock Price Chart
The Invesco chart shows daily closing prices and is set to the current year by default. The stock is up 5.7% year to date and up 18.2% over twelve months. The last recorded close on October 30, 2026, was $27.76, at 49% of the 52-week range.
Price series from our database since Aug 12, 2024, 558 daily values.
Invesco Stock Performance
| Year to date | +5.7% | 1 year | +18.2% |
|---|---|---|---|
| 1 month | -8.0% | 3 months | -6.2% |
| Calendar year 2025 | +50.3% |
Measured in euros, Invesco is up 11.1% year to date and up 22.2% over twelve months. The difference from the dollar figures above comes from the exchange rate alone. Each daily price is converted at the ECB euro reference rate for that day.
Alysly Data Analysis: Invesco
What ETF Is Invesco In?
Invesco has average ETF coverage and is held by 9 of the 104 ETFs we track, which together follow 4 indices. That puts the stock in more ETFs than 57.7% of the 4,341 stocks we track.
| ETF | Index | Weight | per €1,000 in the ETF |
|---|---|---|---|
| XDEW | S&P 500 Equal Weight | 0.18% | €1.76 |
| ZPRS / WDSD | MSCI World Small Cap | 0.11% | €1.07 |
| XSWC / XSWD | MSCI World Small Cap | 0.10% | €0.97 |
| SXR8 | S&P 500 | 0.02% | €0.20 |
| SPYL / SPY5 | S&P 500 | 0.02% | €0.19 |
| WIMI | MSCI World IMI | 0.01% | €0.13 |
The last column shows how much of €1,000 in one of these funds goes to Invesco, based on each fund's latest holdings list.
US-listed ETFs holding Invesco (weight per latest SEC filing): VYM 0.04%, IVV 0.02%, SPY 0.02%, VOO 0.02%, VTI 0.02%. These funds are registered in the US; retail investors in the EU usually cannot buy them.
Invesco Weight in iShares Core S&P 500 (SXR8) Since 2019
In iShares Core S&P 500 (SXR8), Invesco had a weight of 0.03% on Sep 30, 2019 and 0.02% on Oct 29, 2026. The fund tracks the S&P 500. Its share peaked at 0.03% on Sep 30, 2019. The weight rises and falls with the stock's price performance relative to the other index members. It can also change when the index provider adjusts the index composition.
What's Inside Your ETF Portfolio and the ETF overlap check show how much Invesco overlaps with the rest of a portfolio.
Stocks With ETF Exposure Similar to Invesco
| Stock | Shared ETFs | r | 1 year | Annualized volatility | Net margin | Revenue growth |
|---|---|---|---|---|---|---|
| Invesco | – | – | +18.2% | 36.2% | -11.4% | +5.1% |
| Align Technology | 9 | – | +8.3% | 45.9% | 10.2% | +0.9% |
| Allegion Public Limited Company | 9 | – | +12.8% | 26.7% | 15.8% | +7.8% |
| Aptiv PLC | 9 | – | -46.5% | 40.3% | 0.8% | +3.5% |
| Alexandria Real Estate Equities | 9 | – | -28.7% | 39.1% | – | – |
| Avery Dennison Corporation | 9 | – | +3.6% | 23.5% | 7.8% | +1.1% |
| Baxter International | 9 | – | +20.0% | 40.8% | -8.5% | +5.7% |
| BXP Inc | 9 | – | -10.8% | 29.4% | 7.9% | +2.2% |
| Camden Property Trust | 9 | – | +1.3% | 20.4% | 2,964.9% | +81.7% |
These stocks reach a portfolio through largely the same funds as Invesco. “Shared ETFs” counts the funds that hold both.
Return and volatility are calculated from our daily closing prices in US dollars. Margin and growth come from each company's latest SEC annual filing. Because fiscal years do not end on the same date for every company, the underlying periods are not fully identical.
Fundamental Analysis: Invesco
Invesco Key Financials
Figures come from the SEC annual filing for the latest reported fiscal year (period end Dec 31, 2025).
| Fiscal year | Revenue | Net income | Margin |
|---|---|---|---|
| FY ended Dec 2023 | 5.7 | -0.3 | -5.8% |
| FY ended Dec 2024 | 6.1 | 0.5 | 8.9% |
| FY ended Dec 2025 | 6.4 | -0.7 | -11.4% |
Technical Analysis: Invesco
Invesco Risk Metrics
The close on Oct 30, 2026, was 16.7% below the highest close since Aug 12, 2024. That high was reached on Aug 27, 2026. When the S&P 500 rose or fell 1%, Invesco moved 1.73% on average in the same direction (past 252 trading days). The correlation of 0.65 shows a clear but not close link to the broad market. Accordingly, moves in the S&P 500 explain part of the daily price moves of Invesco, but far from all.
What Invesco Correlates With
| Instrument | r | −1 … +1 |
|---|---|---|
| S&P 500 | +0.72 | |
| Franklin Templeton Inc. | +0.71 | |
| MSCI ACWI | +0.70 | |
| MSCI World | +0.69 | |
| State Street Corporation | +0.69 | |
| Bank of New York Mellon Corp | +0.66 | |
| Equinor ASA | -0.47 | |
| Dow Inc. | -0.44 | |
| Exxonmobil Holdings Corporation | -0.44 |
The strongest co-movers are listed at the top, the strongest inverse movers at the bottom. Low or negative correlations can help spread risk more broadly across a portfolio.
