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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
SNPS icon
351
Synopsys
SNPS
$78.7B
$40.5M 0.03%
82,090
+5,145
+7% +$2.91M
ATO icon
352
Atmos Energy
ATO
$28.6B
$40.5M 0.03%
238,631
+19,738
+9% +$3.19M
FANG icon
353
Diamondback Energy
FANG
$56.5B
$40.4M 0.03%
281,330
+18,723
+7% +$2.66M
FISV
354
Fiserv Inc
FISV
$28B
$40.2M 0.03%
311,565
-7,818
-2% -$1.12M
FUTU icon
355
Futu Holdings
FUTU
$14.7B
$40M 0.03%
230,261
-133,706
-37% -$22.2M
COIN icon
356
Coinbase
COIN
$39.2B
$40M 0.03%
119,807
-13,684
-10% -$4.64M
MMM icon
357
3M
MMM
$94.4B
$40M 0.03%
259,490
-104,129
-29% -$16.1M
WST icon
358
West Pharmaceutical
WST
$24.7B
$39.4M 0.03%
150,277
+23,474
+19% +$5.71M
ORA icon
359
Ormat Technologies
ORA
$7.04B
$39.4M 0.03%
412,406
+25,949
+7% +$2.34M
MORN icon
360
Morningstar
MORN
$7.33B
$39.4M 0.03%
168,241
+1,343
+0.8% +$358K
PJT icon
361
PJT Partners
PJT
$4.48B
$39M 0.03%
216,440
+6,314
+3% +$1.14M
HCM icon
362
HUTCHMED
HCM
$2.17B
$38.6M 0.03%
2,467,129
-112,220
-4% -$1.85M
DDOG icon
363
Datadog
DDOG
$88.6B
$38.5M 0.03%
270,524
-71,500
-21% -$9.85M
VGIT icon
364
Vanguard Intermediate-Term Treasury ETF
VGIT
$42.4B
$38.5M 0.03%
641,705
-596,628
-48% -$35.6M
MSTR icon
365
Strategy Inc
MSTR
$37.8B
$38.2M 0.03%
118,478
+20,536
+21% +$7.62M
VMI icon
366
Valmont Industries
VMI
$9.52B
$37.8M 0.03%
98,962
+88,893
+883% +$32.3M
ESE icon
367
ESCO Technologies
ESE
$7.65B
$37.6M 0.03%
181,494
-9,540
-5% -$1.89M
DOX icon
368
Amdocs
DOX
$6.1B
$37.6M 0.03%
463,966
-189,618
-29% -$16.4M
PR
369
Permian Resources
PR
$18B
$37.5M 0.03%
2,874,573
-554,675
-16% -$7.61M
PYPL icon
370
PayPal
PYPL
$50.5B
$37.4M 0.03%
536,565
+28,685
+6% +$2.02M
CUZ icon
371
Cousins Properties
CUZ
$4.83B
$37.3M 0.03%
1,320,222
-60,108
-4% -$1.71M
DHI icon
372
D.R. Horton
DHI
$42.2B
$37.3M 0.03%
219,919
+67,993
+45% +$10.7M
ATHM icon
373
Autohome
ATHM
$2.65B
$37.2M 0.03%
1,304,270
+89,057
+7% +$2.52M
SBRA icon
374
Sabra Healthcare REIT
SBRA
$5.07B
$37.1M 0.03%
1,994,739
+547,491
+38% +$10.2M
PTC icon
375
PTC
PTC
$16.3B
$37M 0.03%
181,458
-18,648
-9% -$3.8M
13 14
15
16 17

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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.