We are live on ! Find out more
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
AME icon
676
Ametek
AME
$55.9B
$7.29M 0.01%
40,305
-28,455
-41% -$4.9M
ONC
677
BeOne Medicines Ltd
ONC
$42.1B
$7.28M 0.01%
30,069
+11,462
+62% +$2.81M
SYY icon
678
Sysco
SYY
$39.5B
$7.21M 0.01%
95,256
-37,291
-28% -$2.71M
IOO icon
679
iShares Global 100 ETF
IOO
$9.36B
$7.21M 0.01%
67,016
-530
-0.8% -$52.6K
XYL icon
680
Xylem
XYL
$26.3B
$7.16M 0.01%
55,340
+27,190
+97% +$3.29M
ULTA icon
681
Ulta Beauty
ULTA
$23.2B
$7.11M 0.01%
15,193
+12,596
+485% +$5.21M
MBUU icon
682
Malibu Boats
MBUU
$566M
$7.06M 0.01%
219,160
-38,596
-15% -$1.16M
KMI icon
683
Kinder Morgan
KMI
$70.2B
$7.06M 0.01%
240,144
-32,779
-12% -$900K
BTG icon
684
B2Gold
BTG
$7.7B
$6.95M 0.01%
1,925,582
-1,246,065
-39% -$4.09M
ALV icon
685
Autoliv
ALV
$9B
$6.94M 0.01%
+61,979
New +$6.07M
CRBG icon
686
Corebridge Financial
CRBG
$14.5B
$6.93M 0.01%
195,081
-353,923
-64% -$11M
AN icon
687
AutoNation
AN
$6.57B
$6.92M 0.01%
+34,843
New +$6.29M
WB icon
688
Weibo
WB
$1.71B
$6.88M 0.01%
722,079
+515,165
+249% +$4.53M
NBTB icon
689
NBT Bancorp
NBTB
$2.67B
$6.88M 0.01%
164,159
-1,586
-1% -$66K
CGON icon
690
CG Oncology
CGON
$7B
$6.87M 0.01%
264,039
+155,737
+144% +$3.75M
DECK icon
691
Deckers Outdoor
DECK
$11.8B
$6.85M 0.01%
66,449
-17,033
-20% -$1.89M
VLO icon
692
Valero Energy
VLO
$99.8B
$6.84M 0.01%
50,890
-13,345
-21% -$1.66M
SRRK icon
693
Scholar Rock
SRRK
$7.22B
$6.8M 0.01%
191,998
+131,458
+217% +$4.13M
ZM icon
694
Zoom
ZM
$29.4B
$6.79M 0.01%
87,044
-4,634
-5% -$358K
LEGN icon
695
Legend Biotech
LEGN
$3.99B
$6.74M 0.01%
190,017
-37,983
-17% -$1.23M
IYW icon
696
iShares US Technology ETF
IYW
$25.6B
$6.73M 0.01%
39,180
+9,840
+34% +$1.49M
FINV
697
FinVolution Group
FINV
$949M
$6.71M 0.01%
707,789
+318,219
+82% +$2.72M
CSGS
698
DELISTED
CSG Systems International
CSGS
$6.71M 0.01%
102,725
-943
-0.9% -$58.8K
FOUR icon
699
Shift4
FOUR
$3.47B
$6.69M 0.01%
67,533
+63,813
+1,715% +$5.56M
EEFT icon
700
Euronet Worldwide
EEFT
$2.56B
$6.65M 0.01%
65,627
+50,971
+348% +$5.27M
26 27
28
29 30

Similar funds

National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Asset Management
Vanguard Asset Management London, Ec4n 8af $148B AUM
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

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.