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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
SPG icon
101
Simon Property Group
SPG
$73.9B
$102M 0.2%
619,550
+210,699
+52% +$36.8M
CMCSA icon
102
Comcast
CMCSA
$85B
$99.9M 0.19%
2,742,716
+827,607
+43% +$29.9M
PSA icon
103
Public Storage
PSA
$56B
$99.7M 0.19%
333,814
+82,381
+33% +$24.6M
BLK icon
104
Blackrock
BLK
$167B
$99.7M 0.19%
107,170
+53,495
+100% +$52.4M
AMAT icon
105
Applied Materials
AMAT
$431B
$98M 0.19%
684,754
-229,252
-25% -$38.6M
VTR icon
106
Ventas
VTR
$46.8B
$97.3M 0.19%
1,424,133
+331,572
+30% +$21.2M
NXPI icon
107
NXP Semiconductors
NXPI
$67.9B
$92.4M 0.18%
496,744
-61,738
-11% -$13.2M
PLTR icon
108
Palantir
PLTR
$320B
$92.3M 0.18%
1,109,994
+588,515
+113% +$51.7M
NEM icon
109
Newmont
NEM
$96.4B
$92.3M 0.18%
1,922,254
+340,837
+22% +$15M
MRSH
110
Marsh
MRSH
$87.4B
$92.2M 0.18%
379,069
-269,326
-42% -$61.1M
TMUS icon
111
T-Mobile US
TMUS
$207B
$91.4M 0.18%
343,830
+176,971
+106% +$43.6M
MDLZ icon
112
Mondelez International
MDLZ
$78.3B
$91.1M 0.18%
1,348,674
+518,357
+62% +$31.9M
RMD icon
113
ResMed
RMD
$28.9B
$90.6M 0.18%
410,379
+42,123
+11% +$9.83M
SBUX icon
114
Starbucks
SBUX
$121B
$90.4M 0.18%
927,984
+462,508
+99% +$47.8M
KSPI icon
115
Kaspi.kz JSC
KSPI
$16.6B
$89.1M 0.17%
959,856
-547,427
-36% -$53.7M
PANW icon
116
Palo Alto Networks
PANW
$294B
$88.8M 0.17%
526,685
+257,180
+95% +$47.6M
BDX icon
117
Becton Dickinson
BDX
$43.5B
$88.5M 0.17%
388,989
+120,946
+45% +$28.1M
WFC icon
118
Wells Fargo
WFC
$267B
$87.9M 0.17%
1,236,107
+3,012
+0.2% +$226K
GM icon
119
General Motors
GM
$69.4B
$85.2M 0.17%
1,814,808
+961,379
+113% +$47.4M
BA icon
120
Boeing
BA
$170B
$85.1M 0.17%
497,806
+234,204
+89% +$40.5M
BX icon
121
Blackstone
BX
$156B
$84.7M 0.17%
617,382
+268,965
+77% +$43.7M
COP icon
122
ConocoPhillips
COP
$139B
$84M 0.16%
801,426
+264,726
+49% +$26.4M
ECL icon
123
Ecolab
ECL
$77B
$82.9M 0.16%
330,271
-792,721
-71% -$200M
INTC icon
124
Intel
INTC
$484B
$82.4M 0.16%
3,718,242
-2,395,197
-39% -$52.4M
AVB icon
125
AvalonBay Communities
AVB
$27.4B
$81.7M 0.16%
381,696
+55,962
+17% +$12.1M
3 4
5
6 7

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Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
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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.