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Schroder Investment Management Group

Schroder Investment Management Group Portfolio holdings

AUM $141B
1-Year Est. Return 34.18%
This Fund
S&P 500
This Quarter Est. Return
+16.28%
1 Year Est. Return
+34.18%
3 Year Est. Return
+121.7%
5 Year Est. Return
+159.58%
10 Year Est. Return
+614.8%
AUM
$118B
AUM Growth
+$19.3B
Cap. Flow
+$6.2B
Cap. Flow %
5.24%
Top 10 Hldgs %
30.96%
Holding
1,252
New
68
Increased
498
Reduced
525
Closed
100

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$961M
2
MNST icon
Monster Beverage
MNST
+$436M
3
CL icon
Colgate-Palmolive
CL
+$344M
4
NVDA icon
NVIDIA
NVDA
+$339M
5
CRM icon
Salesforce
CRM
+$330M

Top Sells

Rank Stock Value
1
TCOM icon
Trip.com Group
TCOM
+$474M
2
LULU icon
lululemon athletica
LULU
+$409M
3
UNH icon
UnitedHealth
UNH
+$359M
4
SPOT icon
Spotify
SPOT
+$217M
5
PG icon
Procter & Gamble
PG
+$206M

Sector Composition

Rank Sector Weight
1 Technology 30.09%
2 Communication Services 13.6%
3 Financials 13.17%
4 Consumer Discretionary 11.14%
5 Healthcare 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HDB icon
26
HDFC Bank
HDB
$115B
$814M 0.69%
21,229,416
+3,384,486
+19% +$123M
TXN icon
27
Texas Instruments
TXN
$243B
$768M 0.65%
3,697,310
+812,493
+28% +$144M
ARM icon
28
Arm
ARM
$273B
$768M 0.65%
4,745,957
+1,396,684
+42% +$173M
NEE icon
29
NextEra Energy
NEE
$174B
$749M 0.63%
10,796,329
+1,701,648
+19% +$118M
HWM icon
30
Howmet Aerospace
HWM
$107B
$707M 0.6%
3,799,921
-121,149
-3% -$18.6M
VOO icon
31
Vanguard S&P 500 ETF
VOO
$1.03T
$685M 0.58%
1,212,425
-164,787
-12% -$86.6M
TMO icon
32
Thermo Fisher Scientific
TMO
$233B
$654M 0.55%
1,612,186
-31,597
-2% -$13.2M
CDNS icon
33
Cadence Design Systems
CDNS
$95.7B
$634M 0.54%
2,058,310
+283,690
+16% +$82.5M
BMY icon
34
Bristol-Myers Squibb
BMY
$137B
$634M 0.54%
13,694,059
+3,583,855
+35% +$176M
UBER icon
35
Uber
UBER
$157B
$627M 0.53%
6,721,113
+807,234
+14% +$66.5M
BRK.B icon
36
Berkshire Hathaway Class B
BRK.B
$1.08T
$618M 0.52%
1,272,945
-27,087
-2% -$13.8M
PH icon
37
Parker-Hannifin
PH
$127B
$600M 0.51%
859,206
+71,296
+9% +$45M
PG icon
38
Procter & Gamble
PG
$333B
$596M 0.5%
3,737,958
-1,262,884
-25% -$206M
IVV icon
39
iShares Core S&P 500 ETF
IVV
$900B
$588M 0.5%
952,899
-235,327
-20% -$135M
KLAC icon
40
KLA
KLAC
$240B
$571M 0.48%
6,372,810
+1,547,230
+32% +$116M
INTU icon
41
Intuit
INTU
$95.2B
$568M 0.48%
721,764
+79,197
+12% +$53.6M
SYK icon
42
Stryker
SYK
$124B
$560M 0.47%
1,414,987
+137,100
+11% +$51.3M
MMYT icon
43
MakeMyTrip
MMYT
$5.47B
$552M 0.47%
5,628,019
+1,674,538
+42% +$169M
ELV icon
44
Elevance Health
ELV
$86.5B
$541M 0.46%
1,390,772
+304,689
+28% +$123M
AXP icon
45
American Express
AXP
$226B
$538M 0.45%
1,687,255
+304,539
+22% +$85.7M
COST icon
46
Costco
COST
$415B
$517M 0.44%
522,075
-31,479
-6% -$31.3M
GEV icon
47
GE Vernova
GEV
$254B
$511M 0.43%
965,082
+310,468
+47% +$129M
HD icon
48
Home Depot
HD
$328B
$506M 0.43%
1,379,576
-54,964
-4% -$19.9M
TSLA icon
49
Tesla
TSLA
$1.4T
$503M 0.43%
1,584,161
+144,929
+10% +$43.7M
CARR icon
50
Carrier Global
CARR
$48.5B
$486M 0.41%
6,646,908
+134,785
+2% +$9.15M
1
2
3 4 5

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Schroder Investment Management Group's Q2 2025 Portfolio in Review

As of Q2 2025, Schroder Investment Management Group held 1,252 positions worth $118B, up 19% from $99.1B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Schroder Investment Management Group deployed $6.2B of net new capital in Q2 2025, opening 68 new positions and adding to 498 existing holdings. Its largest new stake was XP: 7,047,885 shares worth $142M.

By sector, the portfolio is most concentrated in Technology at 30% of assets, up from 26% a quarter earlier, followed by Communication Services and Financials.

On the sell side, the largest reduction was Trip.com Group, an estimated $474M trimmed.

  • Schroder Investment Management Group's largest Q2 2025 buy was XP: 7,047,885 shares worth $142M.
  • Schroder Investment Management Group added most to Microsoft in Q2 2025, an estimated $961M increase.
  • Schroder Investment Management Group's biggest Q2 2025 reduction was Trip.com Group, cutting an estimated $474M.
  • Schroder Investment Management Group fully exited Barrick Mining in Q2 2025, selling an estimated $43.9M.
  • Schroder Investment Management Group's ten largest holdings make up 31% of its $118B portfolio in Q2 2025.
  • Schroder Investment Management Group opened 68 new positions and closed 100 in Q2 2025.
  • Schroder Investment Management Group's portfolio value rose 19% quarter-over-quarter to $118B.

Based on Schroder Investment Management Group's 13F filing for Q2 2025, filed 13 Aug 2025.