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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
ESNT icon
876
Essent Group
ESNT
$6.16B
$2.25M ﹤0.01%
+35,197
New +$2.14M
JHG
877
DELISTED
Janus Henderson
JHG
$2.23M ﹤0.01%
49,834
-3,885
-7% -$168K
GTM
878
ZoomInfo Technologies
GTM
$1.11B
$2.21M ﹤0.01%
189,953
-15,454
-8% -$166K
ALGM icon
879
Allegro MicroSystems
ALGM
$8.03B
$2.2M ﹤0.01%
+75,401
New +$2.44M
NHI icon
880
National Health Investors
NHI
$3.49B
$2.2M ﹤0.01%
28,277
-160
-0.6% -$12K
RDDT icon
881
Reddit
RDDT
$29.5B
$2.18M ﹤0.01%
9,008
+4,955
+122% +$1.01M
SHG icon
882
Shinhan Financial Group
SHG
$34.6B
$2.17M ﹤0.01%
43,075
+2,739
+7% +$134K
WWW icon
883
Wolverine World Wide
WWW
$1.47B
$2.16M ﹤0.01%
+78,698
New +$2.07M
ADNT icon
884
Adient
ADNT
$1.45B
$2.15M ﹤0.01%
+88,615
New +$2.07M
BRO icon
885
Brown & Brown
BRO
$23.5B
$2.14M ﹤0.01%
22,962
+5,508
+32% +$537K
VCSH icon
886
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
$2.13M ﹤0.01%
26,682
-21,483
-45% -$1.71M
INDY icon
887
iShares S&P India Nifty 50 Index Fund
INDY
$562M
$2.11M ﹤0.01%
41,498
+2,587
+7% +$135K
PTCT icon
888
PTC Therapeutics
PTCT
$6.12B
$2.07M ﹤0.01%
+34,122
New +$1.78M
RIGL icon
889
Rigel Pharmaceuticals
RIGL
$791M
$2.06M ﹤0.01%
+71,819
New +$2.15M
URBN icon
890
Urban Outfitters
URBN
$6.65B
$2.06M ﹤0.01%
28,516
-148,213
-84% -$10.9M
MAA icon
891
Mid-America Apartment Communities
MAA
$15.3B
$2.05M ﹤0.01%
14,798
+976
+7% +$141K
RIO icon
892
Rio Tinto
RIO
$165B
$2.05M ﹤0.01%
31,086
+1,029
+3% +$63.6K
TRMB icon
893
Trimble
TRMB
$13.2B
$2.05M ﹤0.01%
25,073
-11,396
-31% -$930K
SNX icon
894
TD Synnex
SNX
$20.7B
$2.02M ﹤0.01%
+12,170
New +$1.79M
RERE
895
ATRenew
RERE
$992M
$2.01M ﹤0.01%
427,697
-102,482
-19% -$412K
VICI icon
896
VICI Properties
VICI
$28.6B
$2M ﹤0.01%
61,335
+17,675
+40% +$583K
TMHC
897
DELISTED
Taylor Morrison
TMHC
$2M ﹤0.01%
30,032
+5,601
+23% +$369K
BLD
898
DELISTED
TopBuild
BLD
$1.99M ﹤0.01%
5,094
+1,379
+37% +$550K
AM icon
899
Antero Midstream
AM
$10.6B
$1.99M ﹤0.01%
102,185
+79,246
+345% +$1.43M
CINF icon
900
Cincinnati Financial
CINF
$26.5B
$1.99M ﹤0.01%
12,712
+232
+2% +$35.2K
34 35
36
37 38

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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.