Observatory · observe first
Invesco
IVZ · United States · Asset Management & Custody Banks · matched S&P 500 member. Follow its market-weight contribution.
Historical time machine
Historical observation
20182026
Universe weight
0.040%
12M weight contribution
+0.008 pp
3M weight contribution
-0.006 pp
12M price return
-30.5%
Share of matched S&P 500 members
Monthly observations through Aug 2019
Company price index
A separate dimension from market allocation
Historical observations
Most recent 24 observations at or before the selected month
| Month | Market cap | Universe weight | 12M weight change | 12M return | Above 6M weight average |
|---|---|---|---|---|---|
| Aug 2019 | $7.4bn | 0.040% | +0.008 pp | -30.5% | No |
| Jul 2019 | $9.0bn | 0.048% | -0.017 pp | -24.7% | Yes |
| Jun 2019 | $8.2bn | 0.044% | -0.022 pp | -18.5% | Yes |
| May 2019 | $7.8bn | 0.046% | -0.022 pp | -24.3% | Yes |
| Apr 2019 | $8.8bn | 0.049% | -0.024 pp | -20.0% | Yes |
| Mar 2019 | $7.7bn | 0.044% | -0.036 pp | -36.4% | Yes |
| Feb 2019 | $7.7bn | 0.045% | -0.035 pp | -37.3% | Yes |
| Jan 2019 | $7.5bn | 0.025% | -0.059 pp | -47.2% | No |
| Dec 2018 | $6.9bn | 0.025% | -0.059 pp | -51.5% | No |
| Nov 2018 | $8.4bn | 0.028% | -0.056 pp | -41.0% | No |
| Oct 2018 | $8.9bn | 0.030% | -0.054 pp | -38.0% | No |
| Sep 2018 | $9.4bn | 0.030% | -0.054 pp | -34.6% | No |
| Aug 2018 | $9.9bn | 0.032% | -0.052 pp | -31.1% | No |
| Jul 2018 | $11.1bn | 0.065% | -0.019 pp | -23.8% | No |
| Jun 2018 | $10.9bn | 0.066% | -0.018 pp | -25.0% | No |
| May 2018 | $11.2bn | 0.068% | -0.016 pp | -22.9% | No |
| Apr 2018 | $11.9bn | 0.073% | -0.011 pp | -19.1% | No |
| Mar 2018 | $13.0bn | 0.080% | -0.004 pp | -10.6% | No |
| Feb 2018 | $13.2bn | 0.079% | -0.004 pp | -9.1% | No |
| Jan 2018 | $14.7bn | 0.084% | +0.000 pp | +0.0% | No |
Its weight is estimated market cap divided by the total estimated market cap of matched S&P 500 members for the month. This is not an official float-adjusted S&P index weight.