Advisor portfolio trends
See what your peers are doing with their portfolios and get insight on investing trends from portfolio reviews conducted by our Solutions team.
The top-quartile performing portfolios in 2025 had the highest allocation to international equities and large-cap within US stocks.
The Invesco Solutions team conducts comprehensive reviews of advisor portfolios every quarter to get an in-depth look at portfolio investment trends.
Our data revealed that in 2025, the top-quartile performing portfolios had the highest allocation to stocks (62%), with a strong emphasis on US large-caps (82%). The top quartile performers also maintained the highest allocation to international stocks at 25%. This increase wasn’t reflected in the average portfolio, however, where international exposure remained at 20% of total stock holdings, well below the 35%–65% international allocation range of the MSCI All Country World Index (ACWI).
Unhedged international bonds were also among the top performers in 2025, yet the category remains significantly underutilized, with the average allocation below 1%. Unhedged global bond strategies appeared in only about 5% of portfolios, or one out of 20.
What advisors are asking
Is tide changing for international stocks?
Advisors who had higher portfolio allocations to international were among the top-performing portfolios we reviewed in 2025. It’s not too late to consider upping an allocation to international.
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