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
TIMB icon
651
TIM SA
TIMB
$8.62B
$9.86M 0.01%
449,225
+9,879
+2% +$200K
WIX icon
652
WIX.com
WIX
$2.79B
$9.76M 0.01%
54,960
-173,068
-76% -$26M
JXN icon
653
Jackson Financial
JXN
$8.75B
$9.59M 0.01%
93,993
+48,683
+107% +$4.55M
CLH icon
654
Clean Harbors
CLH
$16.4B
$9.48M 0.01%
40,588
-219
-0.5% -$51.8K
OSK icon
655
Oshkosh
OSK
$9.62B
$9.45M 0.01%
+73,357
New +$9.73M
ESGU icon
656
iShares ESG Aware MSCI USA ETF
ESGU
$18.3B
$9.41M 0.01%
64,794
-9,816
-13% -$1.37M
BZUN
657
Baozun
BZUN
$169M
$9.3M 0.01%
2,301,500
– –
BMRN icon
658
BioMarin Pharmaceuticals
BMRN
$13.5B
$9.29M 0.01%
171,462
+79,181
+86% +$4.53M
EXPE icon
659
Expedia Group
EXPE
$38.5B
$9.27M 0.01%
42,051
+3,223
+8% +$647K
PCAR icon
660
PACCAR
PCAR
$69.8B
$8.99M 0.01%
91,441
+7,562
+9% +$746K
AIN icon
661
Albany International
AIN
$1.79B
$8.97M 0.01%
169,805
-96,985
-36% -$6.15M
NLY icon
662
Annaly Capital Management
NLY
$17.4B
$8.96M 0.01%
443,247
+208,701
+89% +$4.33M
HUBB icon
663
Hubbell
HUBB
$27.5B
$8.95M 0.01%
20,809
-236
-1% -$102K
TOL icon
664
Toll Brothers
TOL
$14.3B
$8.92M 0.01%
+64,523
New +$8.42M
NWL icon
665
Newell Brands
NWL
$2.62B
$8.91M 0.01%
1,749,781
-193,939
-10% -$1.1M
WB icon
666
Weibo
WB
$1.93B
$8.91M 0.01%
712,442
-9,637
-1% -$105K
FXI icon
667
iShares China Large-Cap ETF
FXI
$4.25B
$8.87M 0.01%
+216,500
New +$8.37M
MBUU icon
668
Malibu Boats
MBUU
$583M
$8.79M 0.01%
271,404
+52,244
+24% +$1.79M
BIIB icon
669
Biogen
BIIB
$30.1B
$8.61M 0.01%
62,121
+48,354
+351% +$6.54M
APGE icon
670
Apogee Therapeutics
APGE
$10.2B
$8.6M 0.01%
215,846
+96,600
+81% +$3.69M
MTG icon
671
MGIC Investment
MTG
$6.23B
$8.52M 0.01%
299,676
-183,000
-38% -$4.99M
CVNA icon
672
Carvana
CVNA
$79.2B
$8.52M 0.01%
108,455
+81,735
+306% +$5.85M
SEIC icon
673
SEI Investments
SEIC
$12.6B
$8.52M 0.01%
99,697
+13,545
+16% +$1.2M
ROST icon
674
Ross Stores
ROST
$80.8B
$8.41M 0.01%
55,155
-15,677
-22% -$2.24M
KTB icon
675
Kontoor Brands
KTB
$4.14B
$8.29M 0.01%
105,346
+30,958
+42% +$2.22M
25 26
27
28 29

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
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
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 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.