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Schroder Investment Management Group

Schroder Investment Management Group Portfolio holdings

AUM $122B
1-Year Est. Return 29.27%
This Fund
S&P 500
This Quarter Est. Return
+9.22%
1 Year Est. Return
+29.27%
3 Year Est. Return
+98.87%
5 Year Est. Return
+131.84%
10 Year Est. Return
+513.68%
AUM
$128B
AUM Growth
+$9.5B
Cap. Flow
+$1.42B
Cap. Flow %
1.11%
Top 10 Hldgs %
32.76%
Holding
1,295
New
140
Increased
466
Reduced
522
Closed
115

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$556M
2
SE icon
Sea Limited
SE
+$545M
3
VT icon
Vanguard Total World Stock ETF
VT
+$429M
4
YMM icon
Full Truck Alliance
YMM
+$399M
5
META icon
Meta Platforms (Facebook)
META
+$326M

Top Sells

Rank Stock Value
1
ARM icon
Arm
ARM
+$443M
2
ELV icon
Elevance Health
ELV
+$387M
3
KLAC icon
KLA
KLAC
+$269M
4
ANET icon
Arista Networks
ANET
+$246M
5
FERG icon
Ferguson
FERG
+$214M

Sector Composition

Rank Sector Weight
1 Technology 30.45%
2 Communication Services 14.45%
3 Financials 12.53%
4 Consumer Discretionary 11.48%
5 Healthcare 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RING icon
226
iShares MSCI Global Gold Miners ETF
RING
$2.46B
$68.6M 0.05%
1,065,099
-151,886
-12% -$7.78M
MAN icon
227
ManpowerGroup
MAN
$2.61B
$68.4M 0.05%
1,803,686
+25,108
+1% +$1.04M
EBAY icon
228
eBay
EBAY
$47.5B
$67.8M 0.05%
745,009
-949,419
-56% -$84M
ACN icon
229
Accenture
ACN
$108B
$65.7M 0.05%
266,521
-16,978
-6% -$4.43M
CVCO icon
230
Cavco Industries
CVCO
$4.54B
$65.4M 0.05%
111,628
-18,478
-14% -$9.04M
AEM icon
231
Agnico Eagle Mines
AEM
$92.5B
$65.3M 0.05%
391,337
-46,743
-11% -$6.42M
FNF icon
232
Fidelity National Financial
FNF
$12.8B
$64.9M 0.05%
1,084,995
-78,423
-7% -$4.56M
EXAS
233
DELISTED
Exact Sciences
EXAS
$64.6M 0.05%
1,210,865
+399,665
+49% +$20M
WMB icon
234
Williams Companies
WMB
$88.7B
$64.4M 0.05%
1,007,441
+51,485
+5% +$3.02M
BX icon
235
Blackstone
BX
$117B
$64.2M 0.05%
364,696
+5,858
+2% +$1M
MRVL icon
236
Marvell Technology
MRVL
$187B
$64.2M 0.05%
763,904
+15,476
+2% +$1.14M
CVS icon
237
CVS Health
CVS
$123B
$64.2M 0.05%
851,625
+474,511
+126% +$32.5M
CHDN icon
238
Churchill Downs
CHDN
$6.08B
$63.8M 0.05%
649,174
+102
+0% +$10.5K
WLY icon
239
John Wiley & Sons Class A
WLY
$2.6B
$63.7M 0.05%
1,573,330
+19,067
+1% +$770K
RGA icon
240
Reinsurance Group of America
RGA
$15.8B
$63M 0.05%
331,478
-193,562
-37% -$37.1M
ADSK icon
241
Autodesk
ADSK
$53B
$62.8M 0.05%
197,798
+30,207
+18% +$9.21M
ABNB icon
242
Airbnb
ABNB
$108B
$62.6M 0.05%
515,175
-35,309
-6% -$4.57M
ATAT icon
243
Atour Lifestyle Holdings
ATAT
$4.75B
$62.5M 0.05%
1,656,928
+679,256
+69% +$24.8M
MRSH
244
Marsh
MRSH
$90.9B
$62.4M 0.05%
311,523
-33,718
-10% -$6.93M
INTC icon
245
Intel
INTC
$487B
$61.8M 0.05%
1,843,078
-6,474,171
-78% -$157M
RGEN icon
246
Repligen
RGEN
$9.2B
$61.6M 0.05%
460,609
+254,212
+123% +$30.9M
EVR icon
247
Evercore
EVR
$11.6B
$61.4M 0.05%
180,309
-20,786
-10% -$6.51M
KGC icon
248
Kinross Gold
KGC
$32.7B
$61.4M 0.05%
2,519,158
-6,030
-0.2% -$116K
SCCO icon
249
Southern Copper
SCCO
$166B
$61.3M 0.05%
525,278
+181,975
+53% +$17.7M
RCL icon
250
Royal Caribbean
RCL
$83B
$60.6M 0.05%
185,601
+37,322
+25% +$12.5M
8 9
10
11 12

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Schroder Investment Management Group's Q3 2025 Portfolio in Review

As of Q3 2025, Schroder Investment Management Group held 1,295 positions worth $128B, up 8% from $118B the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Schroder Investment Management Group's Q3 2025 filing shows 140 new, 466 increased, 522 reduced and 115 closed positions. Its largest new stake was Baidu: 1,225,970 shares worth $165M. The largest sale was Arm, an estimated $443M.

By sector, the portfolio is most concentrated in Technology at 30% of assets, up from 30% a quarter earlier, followed by Communication Services and Financials.

  • Schroder Investment Management Group's largest Q3 2025 buy was Baidu: 1,225,970 shares worth $165M.
  • Schroder Investment Management Group added most to NVIDIA in Q3 2025, an estimated $556M increase.
  • Schroder Investment Management Group's biggest Q3 2025 reduction was Arm, cutting an estimated $443M.
  • Schroder Investment Management Group fully exited Globant in Q3 2025, selling an estimated $91.4M.
  • Schroder Investment Management Group's ten largest holdings make up 33% of its $128B portfolio in Q3 2025.
  • Schroder Investment Management Group opened 140 new positions and closed 115 in Q3 2025.
  • Schroder Investment Management Group's portfolio value rose 8% quarter-over-quarter to $128B.

Based on Schroder Investment Management Group's 13F filing for Q3 2025, filed 13 Nov 2025.