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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
IMUX icon
651
Immunic
IMUX
$178M
$7.27M 0.01%
824,394
– –
RGEN icon
652
Repligen
RGEN
$6.91B
$7.26M 0.01%
54,330
+8,152
+18% +$990K
TNDM icon
653
Tandem Diabetes Care
TNDM
$1.27B
$7.26M 0.01%
598,096
+241,878
+68% +$3.27M
WTRG icon
654
Essential Utilities
WTRG
$11.5B
$7.24M 0.01%
185,171
+28,087
+18% +$1.07M
GH icon
655
Guardant Health
GH
$19.1B
$7.23M 0.01%
115,701
-57,560
-33% -$3.13M
NOC icon
656
Northrop Grumman
NOC
$76B
$7.22M 0.01%
12,153
-1,200
-9% -$680K
UAL icon
657
United Airlines
UAL
$38.8B
$7.16M 0.01%
74,234
-26,708
-26% -$2.57M
CPNG icon
658
Coupang
CPNG
$27.2B
$7.16M 0.01%
217,986
-384,936
-64% -$11.6M
CSL icon
659
Carlisle Companies
CSL
$13.5B
$7.14M 0.01%
21,375
-71,711
-77% -$27.3M
JKHY icon
660
Jack Henry & Associates
JKHY
$11.4B
$7.08M 0.01%
47,539
-4,181
-8% -$694K
XIFR
661
XPLR Infrastructure LP
XIFR
$1.04B
$7.04M 0.01%
683,844
+4,044
+0.6% +$39.1K
DYN icon
662
Dyne Therapeutics
DYN
$4.68B
$7.04M 0.01%
556,733
+72,770
+15% +$830K
GLD icon
663
SPDR Gold Trust
GLD
$131B
$7M 0.01%
19,810
-3,291
-14% -$1.05M
SERA icon
664
Sera Prognostics
SERA
$80.3M
$6.98M 0.01%
2,279,699
+52,332
+2% +$149K
KBH icon
665
KB Home
KBH
$3.5B
$6.94M 0.01%
+108,145
New +$6.54M
VIPS icon
666
Vipshop
VIPS
$7.26B
$6.9M 0.01%
361,259
-66,182
-15% -$1.1M
NVR icon
667
NVR
NVR
$17.1B
$6.89M 0.01%
851
+170
+25% +$1.35M
ALGN icon
668
Align Technology
ALGN
$12.9B
$6.82M 0.01%
54,449
+19,501
+56% +$3.05M
IMTX icon
669
Immatics
IMTX
$1.23B
$6.73M 0.01%
789,446
+69,860
+10% +$430K
VRSN icon
670
VeriSign
VRSN
$26.3B
$6.68M 0.01%
23,884
+309
+1% +$86.3K
LII icon
671
Lennox International
LII
$15B
$6.64M 0.01%
12,759
-325
-2% -$190K
NUVL
672
DELISTED
Nuvalent
NUVL
$6.63M 0.01%
76,688
– –
CPA icon
673
Copa Holdings
CPA
$5.56B
$6.63M 0.01%
56,300
+28,315
+101% +$3.24M
XNCR icon
674
Xencor
XNCR
$1.45B
$6.55M 0.01%
558,810
– –
LYB icon
675
LyondellBasell Industries
LYB
$19.5B
$6.49M 0.01%
134,221
-25,864
-16% -$1.46M
25 26
27
28 29

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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.