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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
-2.16%
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
$99.1B
AUM Growth
-$5.32B
Cap. Flow
-$740M
Cap. Flow %
-0.75%
Top 10 Hldgs %
27.72%
Holding
1,277
New
83
Increased
445
Reduced
587
Closed
91

Top Buys

Rank Stock Value
1
ANET icon
Arista Networks
ANET
+$927M
2
AVGO icon
Broadcom
AVGO
+$406M
3
BLK icon
Blackrock
BLK
+$362M
4
CARR icon
Carrier Global
CARR
+$224M
5
LRCX icon
Lam Research
LRCX
+$172M

Top Sells

Rank Stock Value
1
MRK icon
Merck
MRK
+$325M
2
TSLA icon
Tesla
TSLA
+$304M
3
GEV icon
GE Vernova
GEV
+$283M
4
NVDA icon
NVIDIA
NVDA
+$280M
5
ZBRA icon
Zebra Technologies
ZBRA
+$277M

Sector Composition

Rank Sector Weight
1 Technology 26.33%
2 Financials 13.48%
3 Communication Services 12.67%
4 Consumer Discretionary 12.01%
5 Healthcare 10.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EWA icon
876
iShares MSCI Australia ETF
EWA
$1.46B
$2M ﹤0.01%
85,363
-60,090
-41% -$1.46M
MKL icon
877
Markel Group
MKL
$22.9B
$1.99M ﹤0.01%
1,075
+35
+3% +$64.4K
SRRK icon
878
Scholar Rock
SRRK
$6.61B
$1.99M ﹤0.01%
60,540
-76,125
-56% -$2.93M
IMTX icon
879
Immatics
IMTX
$1.34B
$1.98M ﹤0.01%
427,994
– –
JHG
880
DELISTED
Janus Henderson
JHG
$1.97M ﹤0.01%
+54,780
New +$2.26M
INDY icon
881
iShares S&P India Nifty 50 Index Fund
INDY
$562M
$1.97M ﹤0.01%
38,804
– –
FE icon
882
FirstEnergy
FE
$27.2B
$1.96M ﹤0.01%
48,829
+70
+0.1% +$2.79K
SYRE icon
883
Spyre Therapeutics
SYRE
$9.22B
$1.95M ﹤0.01%
108,504
-5,116
-5% -$106K
WB icon
884
Weibo
WB
$1.9B
$1.94M ﹤0.01%
206,914
+78,061
+61% +$793K
IMCR icon
885
Immunocore
IMCR
$1.75B
$1.94M ﹤0.01%
65,539
– –
RIO icon
886
Rio Tinto
RIO
$165B
$1.94M ﹤0.01%
31,715
-543
-2% -$33.4K
EWT icon
887
iShares MSCI Taiwan ETF
EWT
$11.4B
$1.93M ﹤0.01%
40,258
-93,200
-70% -$4.79M
EFX icon
888
Equifax
EFX
$21.2B
$1.92M ﹤0.01%
8,006
+1,346
+20% +$338K
K
889
DELISTED
Kellanova
K
$1.92M ﹤0.01%
23,328
-1,629
-7% -$134K
NSP icon
890
Insperity
NSP
$1.94B
$1.92M ﹤0.01%
+21,748
New +$1.81M
IMNM icon
891
Immunome
IMNM
$3.07B
$1.84M ﹤0.01%
+263,867
New +$2.53M
EWTX icon
892
Edgewise Therapeutics
EWTX
$4.78B
$1.84M ﹤0.01%
79,151
-13,910
-15% -$365K
CF icon
893
CF Industries
CF
$17.6B
$1.81M ﹤0.01%
23,421
-53,845
-70% -$4.52M
IOVA icon
894
Iovance Biotherapeutics
IOVA
$3B
$1.79M ﹤0.01%
502,563
+259,267
+107% +$1.34M
UPWK icon
895
Upwork
UPWK
$1.03B
$1.76M ﹤0.01%
133,570
+67,642
+103% +$1.03M
BLDR icon
896
Builders FirstSource
BLDR
$7.74B
$1.76M ﹤0.01%
14,156
+235
+2% +$34.2K
CINF icon
897
Cincinnati Financial
CINF
$26.6B
$1.73M ﹤0.01%
11,917
-18,428
-61% -$2.59M
STE icon
898
Steris
STE
$22.9B
$1.72M ﹤0.01%
7,727
-657
-8% -$145K
RERE
899
ATRenew
RERE
$988M
$1.71M ﹤0.01%
587,185
– –
Z icon
900
Zillow
Z
$7.36B
$1.7M ﹤0.01%
24,774
-1,271
-5% -$97.1K
34 35
36
37 38

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Schroder Investment Management Group's Q1 2025 Portfolio in Review

As of Q1 2025, Schroder Investment Management Group held 1,277 positions worth $99.1B, down 5.1% from $104B the previous quarter. Its ten largest holdings account for 28% of the portfolio.

Schroder Investment Management Group's Q1 2025 filing shows 83 new, 445 increased, 587 reduced and 91 closed positions. Its largest new stake was Arista Networks: 9,143,531 shares worth $708M. The largest sale was Merck, an estimated $325M.

By sector, the portfolio is most concentrated in Technology at 26% of assets, down from 29% a quarter earlier, followed by Financials and Communication Services.

  • Schroder Investment Management Group's largest Q1 2025 buy was Arista Networks: 9,143,531 shares worth $708M.
  • Schroder Investment Management Group added most to Broadcom in Q1 2025, an estimated $406M increase.
  • Schroder Investment Management Group's biggest Q1 2025 reduction was Merck, cutting an estimated $325M.
  • Schroder Investment Management Group fully exited Intra-Cellular Therapies Inc. in Q1 2025, selling an estimated $62M.
  • Schroder Investment Management Group's ten largest holdings make up 28% of its $99.1B portfolio in Q1 2025.
  • Schroder Investment Management Group opened 83 new positions and closed 91 in Q1 2025.
  • Schroder Investment Management Group's portfolio value fell 5.1% quarter-over-quarter to $99.1B.

Based on Schroder Investment Management Group's 13F filing for Q1 2025, filed 13 May 2025.