We are live on ! Find out more
Aberdeen Group

Aberdeen Group Portfolio holdings

AUM $61.9B
1-Year Est. Return 29.81%
This Fund
S&P 500
This Quarter Est. Return
+12.19%
1 Year Est. Return
+29.81%
3 Year Est. Return
+93.17%
5 Year Est. Return
+119.65%
10 Year Est. Return
–
AUM
$63.2B
AUM Growth
+$4.44B
Cap. Flow
-$400M
Cap. Flow %
-0.63%
Top 10 Hldgs %
37.48%
Holding
990
New
39
Increased
448
Reduced
439
Closed
38

Top Buys

Rank Stock Value
1
WFC icon
Wells Fargo
WFC
+$105M
2
AMZN icon
Amazon
AMZN
+$95.9M
3
AAPL icon
Apple
AAPL
+$86.7M
4
WMT icon
Walmart Inc
WMT
+$64.8M
5
GE icon
GE Aerospace
GE
+$48.1M

Top Sells

Rank Stock Value
1
SCCO icon
Southern Copper
SCCO
+$157M
2
TSLA icon
Tesla
TSLA
+$129M
3
UNH icon
UnitedHealth
UNH
+$106M
4
FMX icon
Fomento Económico Mexicano
FMX
+$103M
5
MSFT icon
Microsoft
MSFT
+$69.6M

Sector Composition

Rank Sector Weight
1 Technology 33.37%
2 Healthcare 12.36%
3 Consumer Discretionary 11.88%
4 Communication Services 10.58%
5 Financials 10.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HSY icon
426
Hershey
HSY
$37.3B
$20.1M 0.03%
109,128
+633
+0.6% +$115K
CAMT icon
427
Camtek
CAMT
$5.92B
$20M 0.03%
190,783
-26,406
-12% -$2.37M
RIO icon
428
Rio Tinto
RIO
$152B
$20M 0.03%
303,500
+94,800
+45% +$5.86M
LRN icon
429
Stride
LRN
$4.16B
$20M 0.03%
133,763
-11,265
-8% -$1.65M
SNEX icon
430
StoneX
SNEX
$8.72B
$20M 0.03%
+444,852
New +$18.9M
DGX icon
431
Quest Diagnostics
DGX
$26B
$20M 0.03%
105,661
+1,354
+1% +$240K
BMI icon
432
Badger Meter
BMI
$3.87B
$19.9M 0.03%
113,034
-444
-0.4% -$87.3K
STLD icon
433
Steel Dynamics
STLD
$36.2B
$19.9M 0.03%
142,851
-22,971
-14% -$3.01M
BANR icon
434
Banner Corp
BANR
$2.38B
$19.8M 0.03%
301,807
-21,329
-7% -$1.4M
WK icon
435
Workiva
WK
$3.45B
$19.7M 0.03%
231,772
+11,651
+5% +$875K
RPRX icon
436
Royalty Pharma
RPRX
$26.2B
$19.7M 0.03%
563,225
+334,479
+146% +$12.1M
FICO icon
437
Fair Isaac
FICO
$31.8B
$19.7M 0.03%
12,936
-664
-5% -$999K
STE icon
438
Steris
STE
$22.9B
$19.6M 0.03%
79,991
+471
+0.6% +$113K
BJ icon
439
BJs Wholesale Club
BJ
$12.8B
$19.5M 0.03%
207,917
-3,130
-1% -$320K
BIIB icon
440
Biogen
BIIB
$30.9B
$19.5M 0.03%
138,865
-17,890
-11% -$2.42M
ZS icon
441
Zscaler
ZS
$24.9B
$19.4M 0.03%
64,906
+3,233
+5% +$922K
FLEX icon
442
Flex
FLEX
$37.7B
$19.4M 0.03%
335,187
-4,083
-1% -$217K
SE icon
443
Sea Limited
SE
$66.4B
$19.4M 0.03%
106,999
+12,907
+14% +$2.21M
LH icon
444
Labcorp
LH
$25.2B
$19.4M 0.03%
68,544
-6,077
-8% -$1.63M
COCO icon
445
Vita Coco
COCO
$3.86B
$19.3M 0.03%
454,878
-136,121
-23% -$5.05M
ENB icon
446
Enbridge
ENB
$120B
$19.3M 0.03%
387,500
-90,900
-19% -$4.28M
ARE icon
447
Alexandria Real Estate Equities
ARE
$9.37B
$19.2M 0.03%
227,983
-18,707
-8% -$1.5M
ATMU icon
448
Atmus Filtration Technologies
ATMU
$4.12B
$19.2M 0.03%
424,221
-181,548
-30% -$7.62M
EQT icon
449
EQT Corp
EQT
$32.9B
$19.2M 0.03%
352,128
+295,234
+519% +$15.6M
DOX icon
450
Amdocs
DOX
$6.03B
$19.1M 0.03%
232,564
+431
+0.2% +$37.4K
16 17
18
19 20

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 Q3 2025 Portfolio in Review

As of Q3 2025, Aberdeen Group held 990 positions worth $63.2B, up 7.5% from $58.8B the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Aberdeen Group's Q3 2025 filing shows 39 new, 448 increased, 439 reduced and 38 closed positions. Its largest new stake was Hesai Group: 1,365,740 shares worth $38.2M. The largest sale was Southern Copper, an estimated $157M.

By sector, the portfolio is most concentrated in Technology at 33% of assets, up from 32% a quarter earlier, followed by Healthcare and Consumer Discretionary.

  • Aberdeen Group's largest Q3 2025 buy was Hesai Group: 1,365,740 shares worth $38.2M.
  • Aberdeen Group added most to Wells Fargo in Q3 2025, an estimated $105M increase.
  • Aberdeen Group's biggest Q3 2025 reduction was Southern Copper, cutting an estimated $157M.
  • Aberdeen Group fully exited Ansys in Q3 2025, selling an estimated $28.5M.
  • Aberdeen Group's ten largest holdings make up 37% of its $63.2B portfolio in Q3 2025.
  • Aberdeen Group opened 39 new positions and closed 38 in Q3 2025.
  • Aberdeen Group's portfolio value rose 7.5% quarter-over-quarter to $63.2B.

Based on Aberdeen Group's 13F filing for Q3 2025, filed 7 Nov 2025.