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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
CRM icon
26
Salesforce
CRM
$141B
$275M 0.54%
1,036,482
+15,782
+2% +$4.91M
HD icon
27
Home Depot
HD
$347B
$274M 0.53%
753,234
-184,451
-20% -$71.9M
ABT icon
28
Abbott
ABT
$172B
$256M 0.5%
1,937,848
+662,220
+52% +$84.3M
IBM icon
29
IBM
IBM
$206B
$253M 0.49%
1,018,244
-381,049
-27% -$93.2M
TJX icon
30
TJX Companies
TJX
$171B
$253M 0.49%
2,105,068
+304,291
+17% +$36.9M
WMT icon
31
Walmart Inc
WMT
$915B
$251M 0.49%
2,910,002
+1,425,321
+96% +$134M
AMGN icon
32
Amgen
AMGN
$201B
$238M 0.46%
762,560
-126,680
-14% -$37.4M
SCCO icon
33
Southern Copper
SCCO
$147B
$236M 0.46%
2,659,446
-348,461
-12% -$31.3M
MDT icon
34
Medtronic
MDT
$107B
$229M 0.45%
2,575,187
+1,015,174
+65% +$90.8M
BAC icon
35
Bank of America
BAC
$432B
$229M 0.45%
5,542,788
-421,941
-7% -$18.8M
WELL icon
36
Welltower
WELL
$170B
$229M 0.45%
1,497,471
+160,264
+12% +$22.8M
NOW icon
37
ServiceNow
NOW
$107B
$225M 0.44%
1,437,705
-770,025
-35% -$148M
DHR icon
38
Danaher
DHR
$145B
$224M 0.44%
1,106,773
+21,482
+2% +$4.69M
XOM icon
39
ExxonMobil
XOM
$605B
$223M 0.44%
1,865,296
+825,509
+79% +$91.3M
GILD icon
40
Gilead Sciences
GILD
$169B
$216M 0.42%
1,933,997
-1,833,958
-49% -$189M
VZ icon
41
Verizon
VZ
$183B
$214M 0.42%
4,721,954
-595,679
-11% -$24.8M
SPGI icon
42
S&P Global
SPGI
$135B
$212M 0.41%
421,274
-62,064
-13% -$31.7M
AXP icon
43
American Express
AXP
$247B
$209M 0.41%
787,694
-442,591
-36% -$131M
PEP icon
44
PepsiCo
PEP
$190B
$208M 0.41%
1,376,387
-214,939
-14% -$32M
TMO icon
45
Thermo Fisher Scientific
TMO
$202B
$205M 0.4%
415,557
+155,576
+60% +$84.3M
ORCL icon
46
Oracle
ORCL
$358B
$200M 0.39%
1,443,274
+443,669
+44% +$72.2M
GE icon
47
GE Aerospace
GE
$361B
$191M 0.37%
962,596
+432,269
+82% +$85M
EQIX icon
48
Equinix
EQIX
$99.5B
$191M 0.37%
234,777
-230,063
-49% -$207M
PLD icon
49
Prologis
PLD
$140B
$188M 0.37%
1,697,476
+421,620
+33% +$48.8M
ADBE icon
50
Adobe
ADBE
$93.5B
$187M 0.37%
491,654
-128,098
-21% -$54.9M
1
2
3 4 5

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Artisan Partners
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Federated Hermes
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Caisse de Depot et Placement du Quebec (CDPQ)
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CIBC World Market
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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.