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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
+13.55%
1 Year Est. Return
+29.81%
3 Year Est. Return
+93.17%
5 Year Est. Return
+119.65%
10 Year Est. Return
–
AUM
$58.8B
AUM Growth
+$7.51B
Cap. Flow
+$1.9B
Cap. Flow %
3.23%
Top 10 Hldgs %
34.73%
Holding
979
New
37
Increased
681
Reduced
201
Closed
28

Top Buys

1
AAPL icon
Apple
AAPL
+$154M
2
SPOT icon
Spotify
SPOT
+$132M
3
NVDA icon
NVIDIA
NVDA
+$124M
4
MSFT icon
Microsoft
MSFT
+$107M
5
META icon
Meta Platforms (Facebook)
META
+$71.3M

Top Sells

1
SCCO icon
Southern Copper
SCCO
+$61.4M
2
GLOB icon
Globant
GLOB
+$60.5M
3
GILD icon
Gilead Sciences
GILD
+$45.2M
4
CP icon
Canadian Pacific Kansas City
CP
+$35.8M
5
DFS
Discover Financial Services
DFS
+$30.9M

Sector Composition

1 Technology 32.3%
2 Healthcare 12.75%
3 Consumer Discretionary 11.56%
4 Financials 10.82%
5 Communication Services 9.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSFT icon
1
Microsoft
MSFT
$2.93T
$4.4B 7.48%
8,822,347
+247,195
+3% +$107M
AAPL icon
2
Apple
AAPL
$4.84T
$3.2B 5.44%
15,985,339
+761,066
+5% +$154M
NVDA icon
3
NVIDIA
NVDA
$4.99T
$3.15B 5.36%
19,946,871
+987,361
+5% +$124M
AMZN icon
4
Amazon
AMZN
$2.67T
$2.37B 4.04%
10,769,216
+255,569
+2% +$50.6M
TSLA icon
5
Tesla
TSLA
$1.44T
$1.47B 2.51%
4,590,417
+210,585
+5% +$63.4M
GOOGL icon
6
Alphabet (Google) Class A
GOOGL
$4.23T
$1.43B 2.43%
8,111,474
+252,776
+3% +$41.4M
META icon
7
Meta Platforms (Facebook)
META
$1.65T
$1.28B 2.17%
1,731,475
+115,378
+7% +$71.3M
GOOG icon
8
Alphabet (Google) Class C
GOOG
$4.22T
$1.21B 2.05%
6,793,637
+176,604
+3% +$29.2M
AVGO icon
9
Broadcom
AVGO
$1.79T
$1.19B 2.03%
4,322,454
+55,918
+1% +$12.1M
JPM icon
10
JPMorgan Chase
JPM
$913B
$710M 1.21%
2,431,568
+87,085
+4% +$22.2M
LLY icon
11
Eli Lilly
LLY
$1.05T
$695M 1.18%
893,856
-20,320
-2% -$15.8M
MA icon
12
Mastercard
MA
$478B
$545M 0.93%
978,911
-8,551
-0.9% -$4.73M
V icon
13
Visa
V
$680B
$535M 0.91%
1,514,348
+109,146
+8% +$38M
PG icon
14
Procter & Gamble
PG
$349B
$450M 0.77%
2,839,680
+26,441
+0.9% +$4.32M
NFLX icon
15
Netflix
NFLX
$290B
$448M 0.76%
3,371,970
+205,020
+6% +$23.2M
ABBV icon
16
AbbVie
ABBV
$453B
$430M 0.73%
2,322,737
+71,966
+3% +$13.4M
CSCO icon
17
Cisco
CSCO
$444B
$416M 0.71%
6,006,016
+320,257
+6% +$19.7M
JNJ icon
18
Johnson & Johnson
JNJ
$607B
$414M 0.7%
2,729,049
+20,450
+0.8% +$3.14M
UNH icon
19
UnitedHealth
UNH
$393B
$398M 0.68%
1,281,971
+104,795
+9% +$40.1M
COST icon
20
Costco
COST
$414B
$378M 0.64%
384,978
+3,624
+1% +$3.6M
MRK icon
21
Merck
MRK
$315B
$356M 0.61%
4,526,331
+12,338
+0.3% +$981K
ORCL icon
22
Oracle
ORCL
$369B
$333M 0.57%
1,510,844
+67,570
+5% +$10.9M
SPOT icon
23
Spotify
SPOT
$97.8B
$324M 0.55%
422,421
+206,423
+96% +$132M
KO icon
24
Coca-Cola
KO
$351B
$322M 0.55%
4,557,668
+216,752
+5% +$15.4M
IBM icon
25
IBM
IBM
$201B
$320M 0.54%
1,091,090
+72,846
+7% +$18.8M
1
2 3 4 5

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Artisan Partners
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Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
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CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Brown Advisory
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Aberdeen Group's Q2 2025 Portfolio in Review

As of Q2 2025, Aberdeen Group held 979 positions worth $58.8B, up 15% from $51.3B the previous quarter. Its ten largest holdings account for 35% of the portfolio.

Aberdeen Group deployed $1.9B of net new capital in Q2 2025, opening 37 new positions and adding to 681 existing holdings. Its largest new stake was On Holding: 756,875 shares worth $39.4M.

By sector, the portfolio is most concentrated in Technology at 32% of assets, up from 29% a quarter earlier, followed by Healthcare and Consumer Discretionary.

On the sell side, the largest reduction was Southern Copper, an estimated $61.4M trimmed.

  • Aberdeen Group's largest Q2 2025 buy was On Holding: 756,875 shares worth $39.4M.
  • Aberdeen Group added most to Apple in Q2 2025, an estimated $154M increase.
  • Aberdeen Group's biggest Q2 2025 reduction was Southern Copper, cutting an estimated $61.4M.
  • Aberdeen Group fully exited Globant in Q2 2025, selling an estimated $60.5M.
  • Aberdeen Group's ten largest holdings make up 35% of its $58.8B portfolio in Q2 2025.
  • Aberdeen Group opened 37 new positions and closed 28 in Q2 2025.
  • Aberdeen Group's portfolio value rose 15% quarter-over-quarter to $58.8B.

Based on Aberdeen Group's 13F filing for Q2 2025, filed 24 Jul 2025.