Invesco Plc
- 取引所
- 米国株
- 国 / 地域
- USA
- 上場日
- 1995年8月24日
- 従業員数
- 7,421
総合バリュエーションレンジ · 保守的 $22–$26 / 妥当 $26–$34 / 楽観的 $40–$56。$30.11 時点で 妥当な本源的価値レンジ内。
レポート公開時 $28.46（2026年5月31日）
データ提供：EODHD、報告通貨で表示。参考情報であり、投資助言ではありません。
Invesco Ltd. is a publicly owned investment manager. The firm provides its services to retail clients, institutional clients, high-net worth clients, public entities, corporations, unions, non-profit organizations, endowments, foundations, pension funds, financial institutions, and sovereign wealth funds. It manages separate client-focused equity and fixed income portfolios. The firm also launches equity, commodity, fixed income, multi-asset, and balanced mutual funds for its clients. It launches equity, fixed income, multi-asset, and balanced exchange-traded funds. The firm also launches and manages private funds. It invests in the public equity and fixed income markets across the globe. The firm prefers to invest between $5 million and $15 million in companies. The firm also invests in alternative markets, such as commodities and currencies. For the equity portion of its portfolio, it invests in growth and value stocks of large-cap, mid-cap, and small-cap companies. For the fixed income portion of its portfolio, the firm invests in convertibles, government bonds, municipal bonds, treasury securities, and cash. It also invests in short term and intermediate term bonds, investment grade and high yield bonds, taxable and tax-free bonds, senior secured loans, and structured securities such as asset-backed securities, mortgage-backed securities, and commercial mortgage-backed securities. The firm employs absolute return, global macro, and long/short strategies. It employs quantitative analysis to make its investments. The firm was formerly known as Invesco Plc, AMVESCAP plc, Amvesco plc, Invesco PLC, Invesco MIM, and H. Lotery & Co. Ltd. Invesco Ltd. was founded in 1935 and is based in Atlanta, Georgia with an additional office in Asia, Europe, Africa and North America.
沿革
Invesco is a global independent asset management company founded in 1935 and headquartered in Atlanta, Georgia, with additional offices across Asia, Europe, Africa and North America. The firm has operated under several former names, including AMVESCAP plc, Amvesco plc, Invesco MIM, and H. Lotery & Co. Ltd. It went public on August 24, 1995. Over time it built a localized presence in more than 20 countries, serving clients in over 120 countries, and now manages a multi-capability platform spanning mutual funds, ETFs, index strategies, fixed income, active equity, private credit, real estate, multi-asset and money market products. A key recent milestone was the conversion of its QQQ product from a unit investment trust (UIT) to an open-ended ETF on December 20, 2025, after which QQQ began directly contributing management fees. By the end of April 2026 its preliminary AUM reached 2.3394 trillion USD, of which ETFs & Index Strategies accounted for 701.4 billion USD and the QQQ product line alone for 440.3 billion USD; Q1 2026 AUM stood at 2.1595 trillion USD.
業界での地位
Invesco operates in the Asset Management industry within Financial Services, positioned as a large global asset management platform. Its revenue comes substantially from investment management contracts, earning management fees, distribution/service fees and performance fees based on AUM and product type, with higher-fee active equity, balanced and alternative assets and lower-fee fixed income, money market and ETF products. In its executive compensation and relative TSR assessments, the company's peer group includes BlackRock, T. Rowe Price, Franklin Resources, Affiliated Managers Group, Lazard, State Street, BNY Mellon, AllianceBernstein and Amundi. The firm discloses in its 10-K that the large majority of its revenue derives from investment management contracts that are typically terminable on 30 days' or shorter notice, with open-ended fund and unit trust investors generally able to redeem at any time, indicating low customer switching costs. The industry has been shifting toward ultra-low-fee passive products, ETFs and cash management, with fee pressure on traditional active equity; for 2025 Invesco reported net long-term inflows of 65.1 billion USD (71.2 billion USD from ETF and index, 10.4 billion USD from its China JV, 4.2 billion USD from private markets) while active equity saw 28.5 billion USD of net outflows, and Q1 2026 marked its 11th consecutive quarter of positive organic growth.
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