PRINCIPAL FINANCIAL GROUP INC - INVESCO LTD ownership

INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 549 filers reported holding INVESCO LTD in Q3 2017. The put-call ratio across all filers is 0.49 and the average weighting 0.2%.

About INVESCO LTD

Invesco Ltd is a global investment management company that offers a wide range of financial products and services to clients around the world. With over $1.4 trillion in assets under management, Invesco is one of the largest investment managers in the world.

The company was founded in 1935 and has since grown to become a leading provider of investment solutions to individuals, institutions, and financial intermediaries. Invesco operates in more than 20 countries and has a team of over 7,000 employees.

Invesco's investment philosophy is based on a commitment to active management and a focus on delivering consistent, long-term results for clients. The company offers a broad range of investment strategies across equities, fixed income, and alternative investments.

In recent years, Invesco has made a number of strategic acquisitions to expand its capabilities and reach. In 2018, the company acquired OppenheimerFunds, a leading provider of mutual funds and ETFs. This acquisition has helped to strengthen Invesco's position in the US market and broaden its product offerings.

Overall, Invesco is a well-respected investment management company with a strong track record of delivering results for clients. With a global presence and a commitment to active management, Invesco is well-positioned to continue to grow and succeed in the years ahead.

It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.

Quarter-by-quarter ownership
PRINCIPAL FINANCIAL GROUP INC ownership history of INVESCO LTD
ValueSharesWeighting
Q3 2023$7,379,093
-18.9%
508,202
-6.1%
0.01%
-16.7%
Q2 2023$9,093,873
-2.5%
540,980
-4.8%
0.01%
-14.3%
Q1 2023$9,323,121
-9.4%
568,483
-0.6%
0.01%
-12.5%
Q4 2022$10,290,963
+21.9%
572,038
-7.2%
0.01%
+14.3%
Q3 2022$8,444,000
-6.9%
616,361
+9.7%
0.01%0.0%
Q2 2022$9,066,000
-6.8%
562,084
+33.2%
0.01%
+16.7%
Q1 2022$9,727,000
+0.8%
421,832
+0.6%
0.01%0.0%
Q4 2021$9,653,000
-8.2%
419,344
-3.8%
0.01%
-14.3%
Q3 2021$10,512,000
-20.0%
436,001
-11.4%
0.01%
-12.5%
Q2 2021$13,147,000
+8.2%
491,844
+2.1%
0.01%
-11.1%
Q1 2021$12,147,000
+28.1%
481,633
-11.4%
0.01%
+28.6%
Q4 2020$9,479,000
+55.6%
543,827
+1.9%
0.01%
+40.0%
Q3 2020$6,091,000
-7.3%
533,841
-12.6%
0.01%
-16.7%
Q2 2020$6,573,000
+32.5%
610,890
+11.8%
0.01%
+20.0%
Q1 2020$4,961,000
-48.3%
546,405
+2.3%
0.01%
-37.5%
Q4 2019$9,602,000
-0.1%
534,056
-5.9%
0.01%0.0%
Q3 2019$9,615,000
-38.8%
567,612
-26.1%
0.01%
-42.9%
Q2 2019$15,718,000
+39.1%
768,205
+31.2%
0.01%
+27.3%
Q1 2019$11,303,000
+10.6%
585,357
-4.1%
0.01%0.0%
Q4 2018$10,221,000
-27.8%
610,561
-1.4%
0.01%
-8.3%
Q3 2018$14,162,000
-12.9%
618,935
+1.1%
0.01%
-20.0%
Q2 2018$16,258,000
-20.0%
612,122
-3.6%
0.02%
-21.1%
Q1 2018$20,332,000
-11.0%
635,185
+1.6%
0.02%
-9.5%
Q4 2017$22,850,000
+6.6%
625,355
+2.2%
0.02%0.0%
Q3 2017$21,432,000
-2.7%
611,639
-2.3%
0.02%
-4.5%
Q2 2017$22,024,000
+16.1%
625,874
+1.1%
0.02%
-4.3%
Q1 2017$18,967,000
-1.6%
619,242
-2.5%
0.02%
-4.2%
Q4 2016$19,271,000
-0.6%
635,171
+2.5%
0.02%
-4.0%
Q3 2016$19,382,000
+19.2%
619,818
-2.6%
0.02%
+8.7%
Q2 2016$16,254,000
-16.3%
636,402
+0.8%
0.02%
-17.9%
Q1 2016$19,425,000
-4.1%
631,308
+4.3%
0.03%
-6.7%
Q4 2015$20,266,000
+6.0%
605,296
-1.1%
0.03%0.0%
Q3 2015$19,112,000
-17.6%
611,989
-1.1%
0.03%
-14.3%
Q2 2015$23,189,000
-4.8%
618,555
+0.8%
0.04%
-2.8%
Q1 2015$24,351,000
+2.0%
613,508
+1.5%
0.04%
-2.7%
Q4 2014$23,884,000
+4.4%
604,348
+4.3%
0.04%
-5.1%
Q3 2014$22,884,000
+6.6%
579,621
+1.9%
0.04%
+8.3%
Q2 2014$21,466,000
+6.3%
568,649
+4.2%
0.04%0.0%
Q1 2014$20,194,000
-2.2%
545,771
-3.8%
0.04%
-7.7%
Q4 2013$20,658,000
+12.1%
567,538
-1.7%
0.04%
+2.6%
Q3 2013$18,427,000
-3.9%
577,627
-4.2%
0.04%
-9.5%
Q2 2013$19,177,000603,0440.04%
Other shareholders
INVESCO LTD shareholders Q3 2017
NameSharesValueWeighting ↓
Kiltearn Partners LLP 7,127,910$224,387,0005.45%
Cornerstone Capital, Inc. 508,664$16,282,0002.68%
REINHART PARTNERS, LLC. 748,212$23,950,0002.47%
Signature Wealth Management Group 97,832$3,132,0002.42%
WATERS PARKERSON & CO., LLC 738,159$23,628,0002.07%
ZWJ INVESTMENT COUNSEL INC 714,155$22,860,0002.06%
COMMUNITY TRUST & INVESTMENT CO 483,320$15,471,0001.87%
TEALWOOD ASSET MANAGEMENT INC 135,117$4,325,0001.72%
Poehling Capital Management, INC. 61,955$1,983,0001.60%
Nelson Capital Management, LLC 192,267$6,154,0001.60%
View complete list of INVESCO LTD shareholders