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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
KMI icon
151
Kinder Morgan
KMI
$71.7B
$66.6M 0.13%
2,343,165
+609,748
+35% +$16.9M
SLB icon
152
SLB Ltd
SLB
$69.9B
$66.1M 0.13%
1,574,245
-1,228,224
-44% -$50.3M
TGT icon
153
Target
TGT
$63B
$66.1M 0.13%
638,164
+18,087
+3% +$2.26M
PEG icon
154
Public Service Enterprise Group
PEG
$39.2B
$64.7M 0.13%
793,637
-1,009,409
-56% -$84.2M
CEG icon
155
Constellation Energy
CEG
$90.2B
$64.6M 0.13%
322,407
+159,478
+98% +$42.7M
CSX icon
156
CSX Corp
CSX
$93.7B
$64.1M 0.12%
2,182,836
+1,134,306
+108% +$36M
MMSI icon
157
Merit Medical Systems
MMSI
$4.42B
$63.7M 0.12%
602,226
+56,080
+10% +$5.79M
PH icon
158
Parker-Hannifin
PH
$121B
$63.6M 0.12%
106,295
+59,967
+129% +$39.2M
TSM icon
159
TSMC
TSM
$2.07T
$63.5M 0.12%
382,478
+28,668
+8% +$5.57M
AWK icon
160
American Water Works
AWK
$26.3B
$63.4M 0.12%
429,304
+122,720
+40% +$16.2M
CP icon
161
Canadian Pacific Kansas City
CP
$82.8B
$62.4M 0.12%
891,895
-205,719
-19% -$15.7M
APH icon
162
Amphenol
APH
$187B
$61.5M 0.12%
941,863
+525,200
+126% +$35.8M
GLOB icon
163
Globant
GLOB
$1.42B
$60.5M 0.12%
519,338
+49,188
+10% +$8.82M
MSI icon
164
Motorola Solutions
MSI
$68.9B
$60M 0.12%
138,180
+56,547
+69% +$25.2M
CCI icon
165
Crown Castle
CCI
$34.5B
$59.2M 0.12%
570,582
-686,944
-55% -$64.1M
ESS icon
166
Essex Property Trust
ESS
$18.8B
$59M 0.12%
192,941
+53,502
+38% +$15.6M
FAST icon
167
Fastenal
FAST
$52.3B
$58.9M 0.11%
1,533,356
+1,076,606
+236% +$40.4M
CL icon
168
Colgate-Palmolive
CL
$74.3B
$57.8M 0.11%
615,767
+287,726
+88% +$25.8M
WMS icon
169
Advanced Drainage Systems
WMS
$11.4B
$57.4M 0.11%
535,156
-8,895
-2% -$1.04M
AZN icon
170
AstraZeneca
AZN
$261B
$57.3M 0.11%
389,896
-310,849
-44% -$45M
AON icon
171
Aon
AON
$78.5B
$57.2M 0.11%
144,136
+74,913
+108% +$28.7M
ALNY icon
172
Alnylam Pharmaceuticals
ALNY
$35.9B
$57.1M 0.11%
215,385
+24,544
+13% +$6.31M
PYPL icon
173
PayPal
PYPL
$50.4B
$56.9M 0.11%
881,360
+95,659
+12% +$7.45M
UPS icon
174
United Parcel Service
UPS
$100B
$56M 0.11%
509,537
+118,818
+30% +$14.2M
DOC icon
175
Healthpeak Properties
DOC
$15.4B
$55.7M 0.11%
2,768,428
-56,091
-2% -$1.13M
5 6
7
8 9

Similar funds

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
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.