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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
MKC icon
526
McCormick & Company Non-Voting
MKC
$14B
$14.9M 0.02%
223,294
+2,593
+1% +$182K
ADPT icon
527
Adaptive Biotechnologies
ADPT
$3.61B
$14.9M 0.02%
993,967
-37,092
-4% -$452K
TPL icon
528
Texas Pacific Land
TPL
$26.9B
$14.7M 0.02%
48,018
+993
+2% +$313K
LULU icon
529
lululemon athletica
LULU
$13.5B
$14.7M 0.02%
82,812
-10,773
-12% -$2.16M
MRUS
530
DELISTED
Merus
MRUS
$14.6M 0.02%
155,151
+29,383
+23% +$1.91M
SM icon
531
SM Energy
SM
$7.6B
$14.6M 0.02%
582,652
+23,364
+4% +$630K
SKWD icon
532
Skyward Specialty Insurance
SKWD
$2.53B
$14.5M 0.02%
305,106
-29,182
-9% -$1.46M
ATEC icon
533
Alphatec Holdings
ATEC
$1.48B
$14.4M 0.02%
991,403
-21,946
-2% -$305K
KAI icon
534
Kadant
KAI
$3.58B
$14.4M 0.02%
48,179
+124
+0.3% +$40.5K
WRB icon
535
W.R. Berkley
WRB
$28.1B
$14.4M 0.02%
189,105
-1,508
-0.8% -$107K
STZ icon
536
Constellation Brands
STZ
$22.5B
$14.3M 0.02%
104,529
-33,714
-24% -$5.36M
CRNX icon
537
Crinetics Pharmaceuticals
CRNX
$8.88B
$14.2M 0.02%
339,949
+59,602
+21% +$1.91M
PFG icon
538
Principal Financial Group
PFG
$24.3B
$14.1M 0.02%
170,101
-3,335
-2% -$267K
SNA icon
539
Snap-on
SNA
$21.5B
$14M 0.02%
40,499
+1,798
+5% +$589K
FANG icon
540
Diamondback Energy
FANG
$56B
$14M 0.02%
97,507
-1,040
-1% -$148K
SW
541
Smurfit Westrock
SW
$25.3B
$13.9M 0.02%
329,621
+297,003
+911% +$13.4M
TYL icon
542
Tyler Technologies
TYL
$13.7B
$13.9M 0.02%
26,263
+498
+2% +$280K
DG icon
543
Dollar General
DG
$28.4B
$13.9M 0.02%
134,941
-10,701
-7% -$1.17M
AEE icon
544
Ameren
AEE
$30.4B
$13.8M 0.02%
133,097
-7,543
-5% -$753K
WH icon
545
Wyndham Hotels & Resorts
WH
$5.61B
$13.7M 0.02%
169,400
+1,900
+1% +$164K
PINS icon
546
Pinterest
PINS
$13.7B
$13.3M 0.02%
400,567
+114,831
+40% +$4.16M
RNAM
547
DELISTED
Avidity Biosciences
RNAM
$13.3M 0.02%
304,828
+25,000
+9% +$1.01M
ADM icon
548
Archer Daniels Midland
ADM
$38.7B
$13.3M 0.02%
219,856
-61,600
-22% -$3.6M
DLTR icon
549
Dollar Tree
DLTR
$24.8B
$13.2M 0.02%
139,624
+1,845
+1% +$197K
DTE icon
550
DTE Energy
DTE
$29.9B
$13.2M 0.02%
93,464
-4,072
-4% -$558K
20 21
22
23 24

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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.