Compare · IVZ vs PGP
IVZ vs PGP
Side-by-side comparison of Invesco Ltd (IVZ) and Pimco Global StocksPlus & Income Fund (PGP): market cap, price performance, sector, and recent activity on the wire.
Summary
- Both companies sit in the Finance sector. IVZ focuses on Investment Managers, while PGP focuses on Finance Companies.
- IVZ is the larger of the two at $13.13B, about 118.4x PGP ($110.9M).
- Over the past year, IVZ is up 46.7% and PGP is up 4.3% - IVZ leads by 42.3 points.
- IVZ has been more active in the news (12 items in the past 4 weeks vs 6 for PGP).
- IVZ has more recent analyst coverage (25 ratings vs 0 for PGP).
Invesco Ltd
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, fixed income, commodity, 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 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 December 1935 and is based in Atlanta, Georgia with an additional office in Hamilton, Bermuda.
Pimco Global StocksPlus & Income Fund
PIMCO Global Stocksplus & Income Fund is a closed ended balanced mutual fund launched and managed by Allianz Global Investors Fund Management LLC. The fund is co-managed by Pacific Investment Management Company LLC. It invests in fixed income and public equity markets across the globe. The fund uses a long/short strategy to invest in securities by using financial derivatives such as options. It invests in mortgage-related, government, corporate and other debt securities of U.S. and non-U.S. issuers and emerging market bonds. The fund invests in investment grade securities with a low- to intermediate-average duration. It invests in stocks of companies across diversified sectors. PIMCO Global Stocksplus & Income Fund was formed on April 30, 2003 and is domiciled in the United States.
Latest IVZ
- Amendment: SEC Form SCHEDULE 13G/A filed by Invesco Ltd
- SEC Form SCHEDULE 13G filed by Invesco Ltd
- Amendment: SEC Form 13F-HR/A filed by Invesco Ltd
- Amendment: SEC Form 13F-HR/A filed by Invesco Ltd
- Invesco Ltd filed SEC Form 8-K: Regulation FD Disclosure, Financial Statements and Exhibits
- Invesco Ltd. Announces June 30, 2026 Assets Under Management
- Chief Financial Officer Dukes Laura Allison covered exercise/tax liability with 52,003 shares, decreasing direct ownership by 15% to 290,258 units (SEC Form 4)
- Senior Managing Director Kupor Jeffrey H covered exercise/tax liability with 26,002 shares, decreasing direct ownership by 17% to 125,818 units (SEC Form 4)
- Senior Managing Director Lo Andrew Tak Shing converted options into 116,754 shares, increasing direct ownership by 14% to 955,847 units (SEC Form 4)
- President and CEO Schlossberg Andrew covered exercise/tax liability with 156,007 shares, decreasing direct ownership by 17% to 742,708 units (SEC Form 4)
Latest PGP
- SEC Form 3 filed by new insider Willard Morgan
- SEC Form 3 filed by new insider Shin Myung
- SEC Form 3 filed by new insider Davenport Russel
- SEC Form 3 filed by new insider Johnson Eric David
- SEC Form 3 filed by new insider Vitale Paul
- PIMCO Closed-end Funds Declare Monthly Common Share Distributions
- SEC Form 8-K filed by Pimco Global StocksPlus & Income Fund
- SEC Form 8-K filed by Pimco Global StocksPlus & Income Fund
- PIMCO Closed-End Funds Declare Monthly Common Share Distributions
- PIMCO Closed-End Funds Declare Monthly Common Share Distributions