When did IVZ join the S&P 500?

Invesco joined the S&P 500 index on 2008-08-21.

What sector is IVZ in?

IVZ is in the Financials sector, Asset Management & Custody Banks industry.

IVZ — Invesco

Name: IVZ Institutional Holdings (13F) — 2026Q1
Creator: SEC EDGAR
License: https://www.sec.gov/data

Asset Management & Custody Banks · Financials

Key Facts

Status	Active
Sector	Financials
Industry	Asset Management & Custody Banks
Joined	2008-08-21
Tenure	17 yrs

Invesco offers investment management services. Its products include mutual funds, unit trusts, exchange-traded funds (ETFs), closed-end funds, and retirement plans.

Industry Peers

AMP APO ARES BEN BLK BNY BX KKR NTRS STT

Sector Peers

ACGL AFL AIG AIZ AJG ALL AMP AON APO ARES

S&P 500 Timeline

2008-08-21Joined S&P 500

Institutional Holdings (13F)

5,089 institutions hold IVZ, totaling 6.38B shares ($467.3B) · As of 2026Q1

Rank	Institution	Shares	Value
1	MORGAN STANLEY	1.01B	$92.4B
2	BANK OF AMERICA CORP /DE/	373.9M	$26.3B
3	LPL Financial LLC	287.2M	$21.5B
4	GOLDMAN SACHS GROUP INC	92.2M	$13.3B
5	Invesco Ltd.	230.1M	$12.8B
6	BARCLAYS PLC	99.3M	$11.8B
7	WELLS FARGO & COMPANY/MN	254.1M	$11.5B
8	UBS Group AG	147.5M	$9.7B
9	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	60.4M	$9.4B
10	RAYMOND JAMES FINANCIAL INC	118.9M	$8.0B

View all holders →

Data source: Wikipedia · CC BY-SA 4.0 · SEC EDGAR 13F · Updated 2026-07-10