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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
CAT icon
76
Caterpillar
CAT
$411B
$137M 0.27%
416,760
+122,185
+41% +$43.5M
NU icon
77
Nu Holdings
NU
$66B
$132M 0.26%
12,970,215
-29,094
-0.2% -$344K
INTU icon
78
Intuit
INTU
$79.5B
$128M 0.25%
212,556
-68,237
-24% -$41M
PM icon
79
Philip Morris
PM
$299B
$125M 0.24%
789,463
-24,493
-3% -$3.47M
PGR icon
80
Progressive
PGR
$121B
$125M 0.24%
440,937
+96,426
+28% +$25.2M
DE icon
81
Deere & Co
DE
$162B
$124M 0.24%
267,809
+39,085
+17% +$18.3M
UBER icon
82
Uber
UBER
$147B
$124M 0.24%
1,728,292
+875,992
+103% +$63.1M
TT icon
83
Trane Technologies
TT
$105B
$123M 0.24%
370,278
-377,761
-51% -$137M
PFE icon
84
Pfizer
PFE
$143B
$123M 0.24%
4,934,150
+1,196,663
+32% +$31.3M
SYK icon
85
Stryker
SYK
$123B
$123M 0.24%
332,286
+125,703
+61% +$47.8M
MS icon
86
Morgan Stanley
MS
$343B
$122M 0.24%
1,058,357
-474,214
-31% -$61.1M
ELV icon
87
Elevance Health
ELV
$79.5B
$121M 0.24%
278,480
-69,523
-20% -$27.9M
ETN icon
88
Eaton
ETN
$156B
$120M 0.23%
444,390
+249,788
+128% +$77.8M
FISV
89
Fiserv Inc
FISV
$27B
$119M 0.23%
550,150
+114,083
+26% +$25M
NSC icon
90
Norfolk Southern
NSC
$76.4B
$117M 0.23%
497,848
+117,276
+31% +$28.6M
SPOT icon
91
Spotify
SPOT
$96.4B
$117M 0.23%
215,998
+67,716
+46% +$37.8M
ICE icon
92
Intercontinental Exchange
ICE
$78.8B
$116M 0.23%
675,905
+212,031
+46% +$34.7M
BKNG icon
93
Booking.com
BKNG
$140B
$116M 0.23%
642,875
+256,000
+66% +$49M
DLR icon
94
Digital Realty Trust
DLR
$64.4B
$113M 0.22%
790,146
-1,141,559
-59% -$186M
NKE icon
95
Nike
NKE
$64.9B
$111M 0.22%
1,761,172
+674,573
+62% +$49.7M
WMB icon
96
Williams Companies
WMB
$90.1B
$109M 0.21%
1,833,550
+328,700
+22% +$18.8M
BKR icon
97
Baker Hughes
BKR
$55.7B
$107M 0.21%
2,477,483
-1,178,966
-32% -$52.6M
C icon
98
Citigroup
C
$219B
$103M 0.2%
1,470,697
-583,311
-28% -$44.5M
FMX icon
99
Fomento Económico Mexicano
FMX
$43.9B
$102M 0.2%
1,042,953
-209,546
-17% -$19M
ADP icon
100
Automatic Data Processing
ADP
$101B
$102M 0.2%
338,944
-602,109
-64% -$182M
2 3
4
5 6

Similar funds

Mitsubishi UFJ Financial Group
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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.