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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
ADSK icon
126
Autodesk
ADSK
$46.2B
$81.6M 0.16%
314,306
-426,881
-58% -$121M
MET icon
127
MetLife
MET
$60.5B
$81.3M 0.16%
1,022,274
+78,069
+8% +$6.49M
SCHW
128
Charles Schwab
SCHW
$177B
$79.4M 0.15%
1,019,623
-158,428
-13% -$12.4M
KLAC icon
129
KLA
KLAC
$279B
$77.4M 0.15%
1,163,610
+539,090
+86% +$38.8M
CVS icon
130
CVS Health
CVS
$137B
$77.3M 0.15%
1,143,478
+393,367
+52% +$23.5M
O icon
131
Realty Income
O
$61.3B
$76.5M 0.15%
1,326,779
+271,118
+26% +$15M
RTX icon
132
RTX Corp
RTX
$261B
$75.2M 0.15%
571,720
+6,370
+1% +$808K
MU icon
133
Micron Technology
MU
$978B
$75.1M 0.15%
880,889
+419,768
+91% +$40.3M
MRVL icon
134
Marvell Technology
MRVL
$170B
$74.9M 0.15%
1,243,901
+67,642
+6% +$6.56M
HUBB icon
135
Hubbell
HUBB
$25.7B
$74.5M 0.15%
229,214
+10,042
+5% +$3.89M
ANET icon
136
Arista Networks
ANET
$212B
$72.6M 0.14%
946,775
+533,927
+129% +$54.1M
SHW icon
137
Sherwin-Williams
SHW
$81.7B
$72.5M 0.14%
210,338
+15,551
+8% +$5.46M
F icon
138
Ford
F
$57.1B
$72.2M 0.14%
7,264,106
+4,365,125
+151% +$42.6M
ORLY icon
139
O'Reilly Automotive
ORLY
$71.3B
$71.8M 0.14%
754,110
-6,855
-0.9% -$596K
HCA icon
140
HCA Healthcare
HCA
$82.6B
$71.6M 0.14%
207,379
-9,222
-4% -$2.97M
EMR icon
141
Emerson Electric
EMR
$78.1B
$71.4M 0.14%
658,124
+143,495
+28% +$17.3M
CI icon
142
Cigna
CI
$74.5B
$71.1M 0.14%
217,642
-135,352
-38% -$40.8M
LNG icon
143
Cheniere Energy
LNG
$54.9B
$69.8M 0.14%
301,650
-634,375
-68% -$143M
PCG icon
144
PG&E
PCG
$38.1B
$69.5M 0.14%
4,077,811
+2,455,807
+151% +$40.7M
CMS icon
145
CMS Energy
CMS
$22.7B
$68.5M 0.13%
916,597
-64,054
-7% -$4.47M
MCO icon
146
Moody's
MCO
$89B
$67.9M 0.13%
147,433
-10,413
-7% -$5.02M
LRCX icon
147
Lam Research
LRCX
$392B
$67.9M 0.13%
952,469
-362,569
-28% -$28.6M
FCX icon
148
Freeport-McMoran
FCX
$84.2B
$67.1M 0.13%
1,784,117
+525,221
+42% +$20.1M
AXON
149
Axon Enterprise
AXON
$41B
$67.1M 0.13%
129,554
-129,662
-50% -$75.9M
JCI icon
150
Johnson Controls International
JCI
$85.9B
$66.6M 0.13%
841,934
-850,374
-50% -$69.9M
4 5
6
7 8

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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.