UBS · IVZ Holdings Trend
Invesco · SEC 13F
UBS Holdings of IVZ by Quarter
Quarter Shares Value
| Quarter | Shares | Value | QoQ Change |
|---|---|---|---|
| 2024Q1 | 91.8M | $5.8B | — |
| 2024Q2 | 94.1M | $6.2B | +6.0% |
| 2024Q3 | 92.7M | $6.4B | +3.5% |
| 2024Q4 | 101.9M | $7.0B | +10.3% |
| 2025Q1 | 104.3M | $6.6B | -6.3% |
| 2025Q2 | 106.2M | $7.5B | +13.4% |
| 2025Q3 | 99.9M | $8.0B | +7.5% |
| 2025Q4 | 107.0M | $8.6B | +7.1% |
| 2026Q1 | 156.0M | $9.9B | +14.5% |
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Data source: SEC EDGAR Form 13F