We are live on ! Find out more
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
IRDM icon
551
Iridium Communications
IRDM
$5.23B
$17.2M 0.01%
992,553
-1,094,095
-52% -$27M
KEY icon
552
KeyCorp
KEY
$24.3B
$17.1M 0.01%
907,461
+242,175
+36% +$4.48M
PINS icon
553
Pinterest
PINS
$13.4B
$17.1M 0.01%
513,796
+98,991
+24% +$3.59M
AGG icon
554
iShares Core US Aggregate Bond ETF
AGG
$137B
$17M 0.01%
169,888
+6,036
+4% +$599K
HBAN icon
555
Huntington Bancshares
HBAN
$35.9B
$16.9M 0.01%
980,924
-206,068
-17% -$3.52M
HIMS icon
556
Hims & Hers Health
HIMS
$7.06B
$16.9M 0.01%
285,544
-127,040
-31% -$6.51M
EQX icon
557
Equinox Gold
EQX
$13.6B
$16.7M 0.01%
+1,469,010
New +$11.7M
BABA icon
558
Alibaba
BABA
$306B
$16.7M 0.01%
93,184
-69,807
-43% -$9.15M
APA icon
559
APA Corp
APA
$14.2B
$16.6M 0.01%
680,952
-233,715
-26% -$4.93M
CARG icon
560
CarGurus
CARG
$3.22B
$16.3M 0.01%
435,790
+125,453
+40% +$4.29M
HLIO icon
561
Helios Technologies
HLIO
$2.68B
$16.3M 0.01%
309,697
+74,260
+32% +$3.47M
PKG icon
562
Packaging Corp of America
PKG
$22.9B
$16.3M 0.01%
75,374
+7,983
+12% +$1.65M
NVT icon
563
nVent Electric
NVT
$27.1B
$16.3M 0.01%
165,186
-23,684
-13% -$2.06M
AXTA icon
564
Axalta
AXTA
$7.98B
$16.3M 0.01%
581,342
-64,122
-10% -$1.93M
GDDY icon
565
GoDaddy
GDDY
$11.5B
$16M 0.01%
117,217
+739
+0.6% +$114K
SMA
566
SmartStop Self Storage REIT
SMA
$1.88B
$16M 0.01%
+430,475
New +$15.7M
RPM icon
567
RPM International
RPM
$14.9B
$16M 0.01%
136,389
-216,778
-61% -$26M
HON icon
568
Honeywell
HON
$72.9B
$15.9M 0.01%
79,890
-4,863
-6% -$1.02M
PRI icon
569
Primerica
PRI
$9.63B
$15.6M 0.01%
56,584
-13,493
-19% -$3.62M
FOXA icon
570
Fox Class A
FOXA
$26.1B
$15.1M 0.01%
239,187
-108,401
-31% -$6.27M
DBX icon
571
Dropbox
DBX
$7.41B
$14.9M 0.01%
487,447
+366,025
+301% +$10.5M
RMBS icon
572
Rambus
RMBS
$10.5B
$14.9M 0.01%
143,093
+12,472
+10% +$961K
LULU icon
573
lululemon athletica
LULU
$14.3B
$14.8M 0.01%
83,409
-374,102
-82% -$75M
SONO icon
574
Sonos
SONO
$1.78B
$14.7M 0.01%
952,392
-2,329,005
-71% -$29.9M
PRU icon
575
Prudential Financial
PRU
$42.2B
$14.7M 0.01%
141,360
-31,908
-18% -$3.36M
21 22
23
24 25

Similar funds

Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VAM
Vanguard Asset Management London, Ec4n 8af $117B AUM
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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.