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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
ATI icon
376
ATI
ATI
$31.3B
$36.5M 0.03%
459,948
-72,889
-14% -$5.91M
IGLB icon
377
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.78B
$36.3M 0.03%
704,075
-19,481
-3% -$982K
ESS icon
378
Essex Property Trust
ESS
$18.2B
$36.3M 0.03%
137,746
-28,891
-17% -$7.81M
FIX icon
379
Comfort Systems
FIX
$59.4B
$36.3M 0.03%
44,004
-25,700
-37% -$17.4M
ENPH icon
380
Enphase Energy
ENPH
$5.59B
$36.3M 0.03%
1,024,406
+200,059
+24% +$7.43M
WY icon
381
Weyerhaeuser
WY
$18B
$36.2M 0.03%
1,461,867
-120,508
-8% -$3.08M
KEX icon
382
Kirby Corp
KEX
$7B
$36.2M 0.03%
428,406
+169,477
+65% +$17M
NET icon
383
Cloudflare
NET
$109B
$36.1M 0.03%
168,306
-33,738
-17% -$6.89M
AYI icon
384
Acuity Brands
AYI
$10.7B
$36.1M 0.03%
106,374
+829
+0.8% +$264K
RJF icon
385
Raymond James Financial
RJF
$34.6B
$36M 0.03%
204,063
+9,238
+5% +$1.53M
FFIV icon
386
F5
FFIV
$23.4B
$36M 0.03%
111,311
+1,963
+2% +$614K
CTVA icon
387
Corteva
CTVA
$50.9B
$35.3M 0.03%
522,286
+37,681
+8% +$2.73M
STLD icon
388
Steel Dynamics
STLD
$37.8B
$34.5M 0.03%
249,142
+18,226
+8% +$2.39M
ILMN icon
389
Illumina
ILMN
$29.1B
$34.4M 0.03%
374,025
-66,235
-15% -$6.57M
EFOR
390
Everforth Inc
EFOR
$1.35B
$34.3M 0.03%
723,851
-84,166
-10% -$4.29M
WRB icon
391
W.R. Berkley
WRB
$26B
$33.8M 0.03%
445,267
-12,635
-3% -$900K
EXPD icon
392
Expeditors International
EXPD
$23B
$33.8M 0.03%
275,751
+2,197
+0.8% +$261K
FRT icon
393
Federal Realty Investment Trust
FRT
$10.1B
$33.8M 0.03%
+338,057
New +$32.7M
EGP icon
394
EastGroup Properties
EGP
$10.8B
$33.7M 0.03%
200,625
-1,351
-0.7% -$224K
KMB icon
395
Kimberly-Clark
KMB
$36.1B
$33.6M 0.03%
273,535
-87,754
-24% -$11.3M
ACWI icon
396
iShares MSCI ACWI ETF
ACWI
$33.3B
$33.5M 0.03%
243,293
+91,844
+61% +$12.2M
URI icon
397
United Rentals
URI
$71.2B
$33.3M 0.03%
35,254
-1,603
-4% -$1.43M
GEN icon
398
Gen Digital
GEN
$17.4B
$33M 0.03%
1,146,855
+168,789
+17% +$5.05M
NGD
399
DELISTED
New Gold Inc
NGD
$32.9M 0.03%
4,746,464
-356,708
-7% -$1.93M
TDY icon
400
Teledyne Technologies
TDY
$31.6B
$32.8M 0.03%
56,644
-3,193
-5% -$1.75M
14 15
16
17 18

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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.