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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
ZTS icon
51
Zoetis
ZTS
$32B
$178M 0.35%
1,096,359
-9,061
-0.8% -$1.51M
UNP icon
52
Union Pacific
UNP
$179B
$177M 0.34%
753,347
+337,473
+81% +$81.2M
BMY icon
53
Bristol-Myers Squibb
BMY
$126B
$174M 0.34%
2,846,994
-135,775
-5% -$7.91M
GS icon
54
Goldman Sachs
GS
$318B
$174M 0.34%
322,998
+7,409
+2% +$4.46M
TXN icon
55
Texas Instruments
TXN
$259B
$169M 0.33%
954,154
-681,131
-42% -$128M
BRK.B icon
56
Berkshire Hathaway Class B
BRK.B
$1.07T
$167M 0.33%
316,054
+6,430
+2% +$3.13M
WM icon
57
Waste Management
WM
$97.2B
$166M 0.32%
720,839
+177,474
+33% +$39.3M
NEE icon
58
NextEra Energy
NEE
$187B
$165M 0.32%
2,338,297
-332,311
-12% -$23.5M
ADI icon
59
Analog Devices
ADI
$182B
$164M 0.32%
826,715
+232,296
+39% +$50.2M
T icon
60
AT&T
T
$154B
$164M 0.32%
5,803,532
+2,859,572
+97% +$71.9M
CME icon
61
CME Group
CME
$88.1B
$161M 0.31%
611,234
-20,287
-3% -$5M
ISRG icon
62
Intuitive Surgical
ISRG
$124B
$159M 0.31%
324,905
+97,721
+43% +$54M
MCD icon
63
McDonald's
MCD
$194B
$158M 0.31%
512,644
+266,895
+109% +$79.8M
REGN icon
64
Regeneron Pharmaceuticals
REGN
$71.5B
$156M 0.3%
245,197
+56,746
+30% +$39M
DIS icon
65
Walt Disney
DIS
$170B
$154M 0.3%
1,577,212
-232,504
-13% -$25M
HON icon
66
Honeywell
HON
$72.2B
$150M 0.29%
755,906
+442,258
+141% +$89.5M
PDD icon
67
Pinduoduo
PDD
$119B
$149M 0.29%
1,250,633
-146,686
-10% -$16.8M
VRTX icon
68
Vertex Pharmaceuticals
VRTX
$124B
$147M 0.29%
304,714
-42,856
-12% -$20M
AMT icon
69
American Tower
AMT
$79.4B
$146M 0.28%
672,968
-37,331
-5% -$7.32M
QCOM icon
70
Qualcomm
QCOM
$177B
$145M 0.28%
971,149
+440,622
+83% +$71.8M
CVX icon
71
Chevron
CVX
$371B
$144M 0.28%
856,947
+389,684
+83% +$61M
MELI icon
72
Mercado Libre
MELI
$91.7B
$142M 0.28%
72,920
-30,285
-29% -$60.1M
AMD icon
73
Advanced Micro Devices
AMD
$801B
$141M 0.28%
1,397,123
+89,604
+7% +$9.96M
LOW icon
74
Lowe's Companies
LOW
$120B
$140M 0.27%
605,289
-107,291
-15% -$26.4M
CDNS icon
75
Cadence Design Systems
CDNS
$90.8B
$140M 0.27%
560,654
-119,187
-18% -$33.1M
1 2
3
4 5

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 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.