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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
ADBE icon
26
Adobe
ADBE
$108B
$834M 0.65%
2,363,577
+225,853
+11% +$81M
NEE icon
27
NextEra Energy
NEE
$175B
$811M 0.63%
10,748,712
-47,617
-0.4% -$3.48M
KO icon
28
Coca-Cola
KO
$375B
$797M 0.62%
12,013,074
+299,090
+3% +$20.6M
BSX icon
29
Boston Scientific
BSX
$73.1B
$763M 0.6%
7,810,918
-552,139
-7% -$57.2M
TSLA icon
30
Tesla
TSLA
$1.31T
$731M 0.57%
1,642,893
+58,732
+4% +$20.4M
SE icon
31
Sea Limited
SE
$70B
$726M 0.57%
4,062,678
+3,182,194
+361% +$545M
CDNS icon
32
Cadence Design Systems
CDNS
$93.2B
$723M 0.57%
2,073,935
+15,625
+0.8% +$5.38M
MDT icon
33
Medtronic
MDT
$113B
$717M 0.56%
7,529,849
+3,307,211
+78% +$304M
VOO icon
34
Vanguard S&P 500 ETF
VOO
$1.03T
$709M 0.56%
1,162,673
-49,752
-4% -$29.3M
UBER icon
35
Uber
UBER
$158B
$659M 0.52%
6,728,162
+7,049
+0.1% +$659K
ORCL icon
36
Oracle
ORCL
$432B
$658M 0.51%
2,337,892
+318,705
+16% +$81.2M
PH icon
37
Parker-Hannifin
PH
$134B
$651M 0.51%
858,755
-451
-0.1% -$333K
ABBV icon
38
AbbVie
ABBV
$431B
$650M 0.51%
2,808,337
+243,666
+10% +$49.6M
GOOG icon
39
Alphabet (Google) Class C
GOOG
$4.31T
$650M 0.51%
2,667,218
+92,988
+4% +$19.5M
TXN icon
40
Texas Instruments
TXN
$257B
$598M 0.47%
3,253,529
-443,781
-12% -$86.8M
MMYT icon
41
MakeMyTrip
MMYT
$5.77B
$591M 0.46%
6,316,976
+688,957
+12% +$67M
PG icon
42
Procter & Gamble
PG
$338B
$586M 0.46%
3,813,470
+75,512
+2% +$11.8M
HWM icon
43
Howmet Aerospace
HWM
$113B
$585M 0.46%
3,047,681
-752,240
-20% -$137M
BRK.B icon
44
Berkshire Hathaway Class B
BRK.B
$1.15T
$573M 0.45%
1,147,438
-125,507
-10% -$60.8M
IVV icon
45
iShares Core S&P 500 ETF
IVV
$906B
$570M 0.45%
854,333
-98,566
-10% -$63.5M
SYK icon
46
Stryker
SYK
$131B
$556M 0.43%
1,503,243
+88,256
+6% +$34.1M
AXP icon
47
American Express
AXP
$229B
$554M 0.43%
1,667,017
-20,238
-1% -$6.44M
TPR icon
48
Tapestry
TPR
$32.5B
$549M 0.43%
4,849,371
+846,553
+21% +$88.6M
HD icon
49
Home Depot
HD
$348B
$549M 0.43%
1,349,313
-30,263
-2% -$11.9M
BMY icon
50
Bristol-Myers Squibb
BMY
$132B
$549M 0.43%
12,168,991
-1,525,068
-11% -$71.2M
1
2
3 4 5

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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.