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Aberdeen Group

Aberdeen Group Portfolio holdings

AUM $61.9B
1-Year Est. Return 29.81%
This Fund
S&P 500
This Quarter Est. Return
-3.36%
1 Year Est. Return
+29.81%
3 Year Est. Return
+93.17%
5 Year Est. Return
+119.65%
10 Year Est. Return
–
AUM
$51.3B
AUM Growth
-$1.99B
Cap. Flow
+$1.6B
Cap. Flow %
3.12%
Top 10 Hldgs %
31.61%
Holding
975
New
44
Increased
561
Reduced
289
Closed
33

Top Buys

1
AAPL icon
Apple
AAPL
+$734M
2
TSLA icon
Tesla
TSLA
+$576M
3
AMZN icon
Amazon
AMZN
+$501M
4
MSFT icon
Microsoft
MSFT
+$376M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$348M

Top Sells

1
NVDA icon
NVIDIA
NVDA
+$261M
2
EQIX icon
Equinix
EQIX
+$207M
3
ECL icon
Ecolab
ECL
+$200M
4
KO icon
Coca-Cola
KO
+$194M
5
GILD icon
Gilead Sciences
GILD
+$189M

Sector Composition

1 Technology 29.31%
2 Healthcare 15.26%
3 Consumer Discretionary 11.25%
4 Financials 10.95%
5 Communication Services 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AIG icon
226
American International
AIG
$42.7B
$39.5M 0.08%
456,972
+185,400
+68% +$14.4M
ALL icon
227
Allstate
ALL
$64.3B
$39.2M 0.08%
189,999
+93,239
+96% +$18.2M
EXC icon
228
Exelon
EXC
$47.3B
$39.2M 0.08%
857,890
+336,061
+64% +$14M
ABNB icon
229
Airbnb
ABNB
$86.6B
$38.6M 0.08%
327,360
+171,349
+110% +$23M
GWW icon
230
W.W. Grainger
GWW
$65.9B
$38.4M 0.08%
39,330
-124,650
-76% -$129M
WAB icon
231
Wabtec
WAB
$44.5B
$38.1M 0.07%
211,420
+78,941
+60% +$15.1M
AEP icon
232
American Electric Power
AEP
$71.9B
$37.6M 0.07%
346,275
-29,224
-8% -$2.96M
TEL icon
233
TE Connectivity
TEL
$59.3B
$37.5M 0.07%
266,619
+156,981
+143% +$23.2M
IDXX icon
234
Idexx Laboratories
IDXX
$44.8B
$37.4M 0.07%
90,131
-152,528
-63% -$66.2M
CPT icon
235
Camden Property Trust
CPT
$11.2B
$37.3M 0.07%
302,297
+25,055
+9% +$2.95M
YUM icon
236
Yum! Brands
YUM
$40.8B
$37.2M 0.07%
238,444
+120,730
+103% +$17.4M
VALE icon
237
Vale
VALE
$60.4B
$37.1M 0.07%
3,761,561
-12,109
-0.3% -$114K
XYL icon
238
Xylem
XYL
$29.2B
$36.4M 0.07%
309,299
-733,807
-70% -$90.9M
COR icon
239
Cencora
COR
$59.9B
$36.4M 0.07%
131,688
-247,924
-65% -$62.3M
PPL
240
PPL Corp
PPL
$27B
$36.3M 0.07%
1,007,656
-90,186
-8% -$3.06M
DOX icon
241
Amdocs
DOX
$5.59B
$36.1M 0.07%
394,523
-33,437
-8% -$2.92M
IR icon
242
Ingersoll Rand
IR
$32.2B
$35.8M 0.07%
452,710
+189,847
+72% +$16.5M
VICI icon
243
VICI Properties
VICI
$29.6B
$35.5M 0.07%
1,094,751
+387,723
+55% +$11.9M
EHC icon
244
Encompass Health
EHC
$11.1B
$35.4M 0.07%
349,725
+156,628
+81% +$15.3M
OGS icon
245
ONE Gas
OGS
$5B
$35.4M 0.07%
468,027
+208,944
+81% +$15.1M
CORT icon
246
Corcept Therapeutics
CORT
$9.72B
$35.2M 0.07%
308,554
-127,341
-29% -$7.75M
BNTX icon
247
BioNTech
BNTX
$23.1B
$35.1M 0.07%
385,668
– –
PAYX icon
248
Paychex
PAYX
$40.7B
$35M 0.07%
230,256
+120,216
+109% +$17.7M
HUM icon
249
Humana
HUM
$48B
$34.7M 0.07%
131,669
+5,809
+5% +$1.57M
OXY icon
250
Occidental Petroleum
OXY
$54.6B
$34.6M 0.07%
700,412
+401,918
+135% +$19.6M
8 9
10
11 12

Similar funds

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Aberdeen Group's Q1 2025 Portfolio in Review

As of Q1 2025, Aberdeen Group held 975 positions worth $51.3B, down 3.7% from $53.3B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Aberdeen Group deployed $1.6B of net new capital in Q1 2025, opening 44 new positions and adding to 561 existing holdings. Its largest new stake was REV Group: 816,327 shares worth $25.8M.

By sector, the portfolio is most concentrated in Technology at 29% of assets, down from 31% a quarter earlier, followed by Healthcare and Consumer Discretionary.

On the sell side, the largest reduction was NVIDIA, an estimated $261M trimmed.

  • Aberdeen Group's largest Q1 2025 buy was REV Group: 816,327 shares worth $25.8M.
  • Aberdeen Group added most to Apple in Q1 2025, an estimated $734M increase.
  • Aberdeen Group's biggest Q1 2025 reduction was NVIDIA, cutting an estimated $261M.
  • Aberdeen Group fully exited Altair Engineering Inc in Q1 2025, selling an estimated $61.9M.
  • Aberdeen Group's ten largest holdings make up 32% of its $51.3B portfolio in Q1 2025.
  • Aberdeen Group opened 44 new positions and closed 33 in Q1 2025.
  • Aberdeen Group's portfolio value fell 3.7% quarter-over-quarter to $51.3B.

Based on Aberdeen Group's 13F filing for Q1 2025, filed 13 May 2025.