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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
TXRH icon
576
Texas Roadhouse
TXRH
$13.8B
$14.7M 0.01%
87,965
-551
-0.6% -$97.1K
KRNT icon
577
Kornit Digital
KRNT
$815M
$14.6M 0.01%
1,082,237
+35,348
+3% +$601K
GPI icon
578
Group 1 Automotive
GPI
$3.17B
$14.6M 0.01%
33,405
-5,332
-14% -$2.39M
WDC icon
579
Western Digital
WDC
$151B
$14.5M 0.01%
121,000
+51,504
+74% +$4.21M
REGN icon
580
Regeneron Pharmaceuticals
REGN
$82.1B
$14.5M 0.01%
25,755
+3,750
+17% +$2.12M
AMX icon
581
America Movil
AMX
$70.3B
$14.3M 0.01%
682,669
+263,481
+63% +$5.02M
STT icon
582
State Street
STT
$51.4B
$14.3M 0.01%
121,978
-43,610
-26% -$4.87M
KALV
583
DELISTED
KalVista Pharmaceuticals
KALV
$14.1M 0.01%
1,158,457
+603,499
+109% +$8.34M
WSC icon
584
WillScot Mobile Mini Holdings
WSC
$4.15B
$14.1M 0.01%
+679,226
New +$17.5M
VTWO icon
585
Vanguard Russell 2000 ETF
VTWO
$17.3B
$14.1M 0.01%
143,707
-103,444
-42% -$9.6M
OVV icon
586
Ovintiv
OVV
$17.6B
$14.1M 0.01%
348,018
+8,674
+3% +$354K
TILE icon
587
Interface
TILE
$2.24B
$14M 0.01%
488,151
-11,780
-2% -$297K
CBSH icon
588
Commerce Bancshares
CBSH
$8.47B
$13.7M 0.01%
242,482
-579,431
-70% -$34.1M
INDA icon
589
iShares MSCI India ETF
INDA
$6.6B
$13.7M 0.01%
263,027
+179,491
+215% +$9.6M
SWKS icon
590
Skyworks Solutions
SWKS
$10.3B
$13.5M 0.01%
175,597
+15,042
+9% +$1.12M
IP icon
591
International Paper
IP
$22.1B
$13.5M 0.01%
293,043
+4,613
+2% +$225K
AUTL
592
Autolus Therapeutics
AUTL
$620M
$13.4M 0.01%
8,433,253
+4,824,763
+134% +$9.43M
AN icon
593
AutoNation
AN
$6.89B
$13.4M 0.01%
61,669
+26,826
+77% +$5.65M
OGG
594
Osisko Gold Group Inc.
OGG
$829M
$13.4M 0.01%
+3,900,950
New +$10.3M
ALV icon
595
Autoliv
ALV
$8.96B
$13.1M 0.01%
105,298
+43,319
+70% +$5.18M
FBK icon
596
FB Financial Corp
FBK
$3.07B
$13.1M 0.01%
+234,970
New +$11.9M
GPK icon
597
Graphic Packaging
GPK
$3.54B
$13.1M 0.01%
676,232
-1,297,387
-66% -$28.2M
GPOR icon
598
Gulfport Energy Corp
GPOR
$3.03B
$13M 0.01%
71,873
+13,532
+23% +$2.36M
UTHR icon
599
United Therapeutics
UTHR
$22.1B
$12.9M 0.01%
30,323
+128
+0.4% +$43K
UCB
600
United Community Banks
UCB
$4.36B
$12.8M 0.01%
408,294
-16,893
-4% -$534K
22 23
24
25 26

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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.