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

0.022%

12M weight contribution

-0.003 pp

3M weight contribution

+0.004 pp

12M price return

+10.9%

Share of matched S&P 500 members

Monthly observations through Sep 2023

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
Sep 2023	$6.5bn	0.022%	-0.003 pp	+10.9%	Yes
Aug 2023	$7.1bn	0.023%	-0.004 pp	+1.2%	Yes
Jul 2023	$7.7bn	0.017%	-0.011 pp	-1.1%	No
Jun 2023	$7.7bn	0.018%	-0.011 pp	+8.9%	No
May 2023	$6.6bn	0.016%	-0.015 pp	-22.3%	No
Apr 2023	$7.8bn	0.026%	-0.004 pp	-2.8%	No
Mar 2023	$7.5bn	0.025%	-0.010 pp	-25.8%	No
Feb 2023	$8.0bn	0.028%	-0.006 pp	-13.3%	Yes
Jan 2023	$8.4bn	0.029%	-0.006 pp	-15.0%	Yes
Dec 2022	$8.2bn	0.030%	-0.004 pp	-18.7%	Yes
Nov 2022	$8.7bn	0.029%	-0.005 pp	-11.0%	Yes
Oct 2022	$7.0bn	0.025%	-0.014 pp	-37.6%	No
Sep 2022	$6.2bn	0.024%	-0.015 pp	-41.2%	No
Aug 2022	$7.5bn	0.027%	-0.012 pp	-32.7%	No
Jul 2022	$8.1bn	0.028%	-0.011 pp	-25.0%	No
Jun 2022	$7.3bn	0.029%	-0.015 pp	-37.8%	No
May 2022	$8.8bn	0.032%	-0.015 pp	-30.1%	No
Apr 2022	$8.4bn	0.030%	-0.015 pp	-30.1%	No
Mar 2022	$10.6bn	0.036%	+0.013 pp	-6.1%	Yes
Feb 2022	$9.8bn	0.034%	+0.013 pp	-2.7%	No
Jan 2022	$10.5bn	0.035%	+0.012 pp	+13.0%	No
Dec 2021	$10.6bn	0.034%	+0.002 pp	+35.6%	No
Nov 2021	$10.3bn	0.035%	+0.003 pp	+41.2%	No
Oct 2021	$11.7bn	0.039%	+0.011 pp	+99.7%	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.