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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
+12.19%
1 Year Est. Return
+29.81%
3 Year Est. Return
+93.17%
5 Year Est. Return
+119.65%
10 Year Est. Return
–
AUM
$63.2B
AUM Growth
+$4.44B
Cap. Flow
-$400M
Cap. Flow %
-0.63%
Top 10 Hldgs %
37.48%
Holding
990
New
39
Increased
448
Reduced
439
Closed
38

Top Buys

Rank Stock Value
1
WFC icon
Wells Fargo
WFC
+$105M
2
AMZN icon
Amazon
AMZN
+$95.9M
3
AAPL icon
Apple
AAPL
+$86.7M
4
WMT icon
Walmart Inc
WMT
+$64.8M
5
GE icon
GE Aerospace
GE
+$48.1M

Top Sells

Rank Stock Value
1
SCCO icon
Southern Copper
SCCO
+$157M
2
TSLA icon
Tesla
TSLA
+$129M
3
UNH icon
UnitedHealth
UNH
+$106M
4
FMX icon
Fomento Económico Mexicano
FMX
+$103M
5
MSFT icon
Microsoft
MSFT
+$69.6M

Sector Composition

Rank Sector Weight
1 Technology 33.37%
2 Healthcare 12.36%
3 Consumer Discretionary 11.88%
4 Communication Services 10.58%
5 Financials 10.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SHW icon
126
Sherwin-Williams
SHW
$84.8B
$94.2M 0.15%
272,780
+45,577
+20% +$16.1M
SCHW
127
Charles Schwab
SCHW
$182B
$93.7M 0.15%
966,865
+93,664
+11% +$8.89M
FAST icon
128
Fastenal
FAST
$54.8B
$92.9M 0.15%
1,900,794
+310,257
+20% +$14.7M
PEG icon
129
Public Service Enterprise Group
PEG
$38.7B
$92.6M 0.15%
1,119,313
+268,291
+32% +$22.5M
CCI icon
130
Crown Castle
CCI
$34.6B
$88.9M 0.14%
924,455
+271,556
+42% +$27.5M
F icon
131
Ford
F
$60.9B
$88.6M 0.14%
7,401,115
-193,230
-3% -$2.23M
ELV icon
132
Elevance Health
ELV
$81.5B
$87.3M 0.14%
272,436
+16,547
+6% +$5.15M
MCK icon
133
McKesson
MCK
$104B
$86.1M 0.14%
113,077
+43,106
+62% +$30.4M
MDLZ icon
134
Mondelez International
MDLZ
$83.4B
$85.8M 0.14%
1,369,558
-41,333
-3% -$2.67M
PH icon
135
Parker-Hannifin
PH
$120B
$85.3M 0.13%
113,201
+3,615
+3% +$2.67M
REGN icon
136
Regeneron Pharmaceuticals
REGN
$72.9B
$85.2M 0.13%
151,503
-52,247
-26% -$29.5M
CMCSA icon
137
Comcast
CMCSA
$87.3B
$85.1M 0.13%
2,707,742
-182,205
-6% -$6.11M
SRE icon
138
Sempra
SRE
$58.1B
$83.2M 0.13%
927,758
+293,214
+46% +$23.7M
MRSH
139
Marsh
MRSH
$94.3B
$82.4M 0.13%
410,219
-154
-0% -$31.7K
CMI icon
140
Cummins
CMI
$83.6B
$82M 0.13%
196,186
+9,772
+5% +$3.75M
SBUX icon
141
Starbucks
SBUX
$119B
$81.9M 0.13%
969,775
-7,223
-0.7% -$647K
BKR icon
142
Baker Hughes
BKR
$58.3B
$80.1M 0.13%
1,642,222
-202,761
-11% -$8.95M
TMUS icon
143
T-Mobile US
TMUS
$195B
$79M 0.13%
330,135
-23,623
-7% -$5.72M
CSX icon
144
CSX Corp
CSX
$94B
$77.8M 0.12%
2,189,905
-132,419
-6% -$4.52M
CRWD icon
145
CrowdStrike
CRWD
$183B
$76M 0.12%
620,128
+32,980
+6% +$3.75M
RMD icon
146
ResMed
RMD
$31.1B
$75.9M 0.12%
276,973
-19,579
-7% -$5.35M
LNG icon
147
Cheniere Energy
LNG
$54.2B
$75.8M 0.12%
322,023
-12,892
-4% -$3.03M
MCO icon
148
Moody's
MCO
$83.7B
$74.4M 0.12%
156,129
-548
-0.3% -$276K
GEV icon
149
GE Vernova
GEV
$240B
$73M 0.12%
119,759
+10,339
+9% +$6.26M
SNPS icon
150
Synopsys
SNPS
$71.6B
$72.3M 0.11%
148,208
+20,674
+16% +$11.7M
4 5
6
7 8

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Aberdeen Group's Q3 2025 Portfolio in Review

As of Q3 2025, Aberdeen Group held 990 positions worth $63.2B, up 7.5% from $58.8B the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Aberdeen Group's Q3 2025 filing shows 39 new, 448 increased, 439 reduced and 38 closed positions. Its largest new stake was Hesai Group: 1,365,740 shares worth $38.2M. The largest sale was Southern Copper, an estimated $157M.

By sector, the portfolio is most concentrated in Technology at 33% of assets, up from 32% a quarter earlier, followed by Healthcare and Consumer Discretionary.

  • Aberdeen Group's largest Q3 2025 buy was Hesai Group: 1,365,740 shares worth $38.2M.
  • Aberdeen Group added most to Wells Fargo in Q3 2025, an estimated $105M increase.
  • Aberdeen Group's biggest Q3 2025 reduction was Southern Copper, cutting an estimated $157M.
  • Aberdeen Group fully exited Ansys in Q3 2025, selling an estimated $28.5M.
  • Aberdeen Group's ten largest holdings make up 37% of its $63.2B portfolio in Q3 2025.
  • Aberdeen Group opened 39 new positions and closed 38 in Q3 2025.
  • Aberdeen Group's portfolio value rose 7.5% quarter-over-quarter to $63.2B.

Based on Aberdeen Group's 13F filing for Q3 2025, filed 7 Nov 2025.