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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
RLJ icon
901
RLJ Lodging Trust
RLJ
$1.81B
$330K ﹤0.01%
41,869
+1,452
+4% +$13.6K
XHR
902
Xenia Hotels & Resorts
XHR
$1.94B
$324K ﹤0.01%
27,543
+958
+4% +$13.3K
ESRT icon
903
Empire State Realty Trust
ESRT
$995M
$323K ﹤0.01%
41,276
+1,672
+4% +$15K
GOVT icon
904
iShares US Treasury Bond ETF
GOVT
$43.7B
$306K ﹤0.01%
13,306
+638
+5% +$14.5K
INZY
905
DELISTED
Inozyme Pharma
INZY
$297K ﹤0.01%
326,758
+156,236
+92% +$217K
CSR
906
Centerspace
CSR
$938M
$274K ﹤0.01%
4,227
– –
ASR icon
907
Grupo Aeroportuario del Sureste
ASR
$8.39B
$272K ﹤0.01%
993
-52
-5% -$14.2K
CHCT
908
Community Healthcare Trust
CHCT
$537M
$271K ﹤0.01%
14,900
– –
ACI icon
909
Albertsons Companies
ACI
$7.4B
$270K ﹤0.01%
+12,292
New +$254K
DEA
910
Easterly Government Properties
DEA
$1.19B
$264K ﹤0.01%
9,952
– –
SEIC icon
911
SEI Investments
SEIC
$11.9B
$263K ﹤0.01%
3,382
– –
KW
912
DELISTED
Kennedy-Wilson Holdings
KW
$257K ﹤0.01%
29,649
-13,364
-31% -$122K
RS icon
913
Reliance Steel & Aluminium
RS
$20.2B
$255K ﹤0.01%
+884
New +$253K
SAFE
914
Safehold
SAFE
$1.22B
$253K ﹤0.01%
13,505
– –
AAT
915
American Assets Trust
AAT
$1.57B
$252K ﹤0.01%
12,498
– –
NTNX icon
916
Nutanix
NTNX
$14.9B
$241K ﹤0.01%
3,446
-359
-9% -$24.8K
NXRT
917
NexPoint Residential Trust
NXRT
$678M
$240K ﹤0.01%
6,068
– –
ACMR icon
918
ACM Research
ACMR
$5.8B
$235K ﹤0.01%
+10,194
New +$233K
PDM
919
Piedmont Realty Trust
PDM
$1.23B
$234K ﹤0.01%
31,794
– –
ROKU icon
920
Roku
ROKU
$21.4B
$232K ﹤0.01%
3,295
-586
-15% -$46.9K
STNE icon
921
StoneCo
STNE
$2.71B
$227K ﹤0.01%
+21,707
New +$204K
NZUS
922
DELISTED
State Street SPDR MSCI USA Climate Paris Aligned ETF
NZUS
$227K ﹤0.01%
+7,822
New +$245K
BDN
923
Brandywine Realty Trust
BDN
$545M
$219K ﹤0.01%
49,004
– –
XP icon
924
XP
XP
$8.61B
$210K ﹤0.01%
15,045
-2,534
-14% -$34.9K
PGRE
925
DELISTED
Paramount Group
PGRE
$207K ﹤0.01%
48,106
– –
35 36
37
38 39

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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
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
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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.