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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
+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
UNH icon
26
UnitedHealth
UNH
$382B
$320M 0.51%
931,608
-350,363
-27% -$106M
KO icon
27
Coca-Cola
KO
$383B
$318M 0.5%
4,818,075
+260,407
+6% +$17.9M
SPOT icon
28
Spotify
SPOT
$108B
$314M 0.5%
431,723
+9,302
+2% +$6.5M
WELL icon
29
Welltower
WELL
$173B
$307M 0.49%
1,724,132
+145,121
+9% +$23.9M
BAC icon
30
Bank of America
BAC
$429B
$298M 0.47%
5,788,726
-104,512
-2% -$5.1M
CRM icon
31
Salesforce
CRM
$154B
$276M 0.44%
1,155,541
+47,049
+4% +$11.9M
NOW icon
32
ServiceNow
NOW
$120B
$264M 0.42%
1,434,630
+113,110
+9% +$21.1M
ABT icon
33
Abbott
ABT
$188B
$262M 0.41%
1,969,719
-49,223
-2% -$6.46M
BSX icon
34
Boston Scientific
BSX
$68.4B
$258M 0.41%
2,644,944
+52,490
+2% +$5.44M
TJX icon
35
TJX Companies
TJX
$179B
$250M 0.4%
1,730,985
-150,573
-8% -$20M
AMD icon
36
Advanced Micro Devices
AMD
$700B
$243M 0.38%
1,506,777
+20,078
+1% +$3.24M
MDT icon
37
Medtronic
MDT
$112B
$240M 0.38%
2,547,543
-55,114
-2% -$5.07M
LIN icon
38
Linde
LIN
$236B
$237M 0.37%
497,258
-85,415
-15% -$40.4M
CAT icon
39
Caterpillar
CAT
$361B
$236M 0.37%
500,220
+65,634
+15% +$28M
AXP icon
40
American Express
AXP
$224B
$236M 0.37%
707,382
-40,558
-5% -$12.9M
PLTR icon
41
Palantir
PLTR
$295B
$228M 0.36%
1,269,782
+85,361
+7% +$13.8M
ACN icon
42
Accenture
ACN
$106B
$228M 0.36%
916,107
+85,221
+10% +$22.2M
WFC icon
43
Wells Fargo
WFC
$254B
$225M 0.36%
2,658,758
+1,297,639
+95% +$105M
GS icon
44
Goldman Sachs
GS
$289B
$223M 0.35%
282,447
-30,223
-10% -$22.4M
DHR icon
45
Danaher
DHR
$138B
$221M 0.35%
1,153,731
-5,166
-0.4% -$1.03M
VZ icon
46
Verizon
VZ
$197B
$220M 0.35%
5,023,127
+56,261
+1% +$2.44M
PLD icon
47
Prologis
PLD
$136B
$211M 0.33%
1,856,123
+93,035
+5% +$10.2M
ADI icon
48
Analog Devices
ADI
$172B
$206M 0.33%
845,559
-17,741
-2% -$4.27M
XOM icon
49
ExxonMobil
XOM
$650B
$203M 0.32%
1,795,385
-161,025
-8% -$17.9M
NU icon
50
Nu Holdings
NU
$67.8B
$201M 0.32%
12,743,741
-262,237
-2% -$3.66M
1
2
3 4 5

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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.