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
RDY icon
901
Dr. Reddy's Laboratories
RDY
$10.3B
$1.97M ﹤0.01%
140,831
-189,108
-57% -$2.72M
DOCN icon
902
DigitalOcean
DOCN
$15.9B
$1.97M ﹤0.01%
55,494
+1,135
+2% +$36K
MUR icon
903
Murphy Oil
MUR
$5.07B
$1.95M ﹤0.01%
+67,502
New +$1.7M
TRU icon
904
TransUnion
TRU
$15.2B
$1.92M ﹤0.01%
22,545
+6,811
+43% +$618K
CPNG icon
905
Coupang
CPNG
$29.7B
$1.92M ﹤0.01%
58,490
-810
-1% -$24.5K
SNDX icon
906
Syndax Pharmaceuticals
SNDX
$1.83B
$1.92M ﹤0.01%
123,404
+1,241
+1% +$16.2K
DAWN
907
DELISTED
Day One Biopharmaceuticals
DAWN
$1.89M ﹤0.01%
270,217
+90,084
+50% +$620K
YUMC icon
908
Yum China
YUMC
$16.3B
$1.89M ﹤0.01%
43,951
-188,933
-81% -$8.59M
STNE icon
909
StoneCo
STNE
$2.41B
$1.85M ﹤0.01%
95,028
-9,188
-9% -$146K
AVD icon
910
American Vanguard Corp
AVD
$64M
$1.82M ﹤0.01%
318,060
-30,317
-9% -$145K
RYTM icon
911
Rhythm Pharmaceuticals
RYTM
$8.02B
$1.82M ﹤0.01%
18,042
+424
+2% +$39.4K
EFX icon
912
Equifax
EFX
$21.2B
$1.81M ﹤0.01%
7,096
-420
-6% -$106K
EVRG icon
913
Evergy
EVRG
$19.1B
$1.8M ﹤0.01%
24,025
-15,611
-39% -$1.11M
KRYS icon
914
Krystal Biotech
KRYS
$9.87B
$1.8M ﹤0.01%
10,170
-58
-0.6% -$8.68K
CAG icon
915
Conagra Brands
CAG
$7.16B
$1.8M ﹤0.01%
99,516
-131,015
-57% -$2.51M
GPN icon
916
Global Payments
GPN
$22.5B
$1.78M ﹤0.01%
21,485
-4,064
-16% -$342K
SYRE icon
917
Spyre Therapeutics
SYRE
$9.2B
$1.76M ﹤0.01%
107,738
-21,820
-17% -$356K
IXN icon
918
iShares Global Tech ETF
IXN
$9.36B
$1.74M ﹤0.01%
16,855
-2,790
-14% -$270K
DOW icon
919
Dow Inc
DOW
$22.2B
$1.73M ﹤0.01%
75,316
-33,141
-31% -$826K
ADMA icon
920
ADMA Biologics
ADMA
$2.22B
$1.71M ﹤0.01%
116,608
-51,964
-31% -$891K
APAM icon
921
Artisan Partners
APAM
$2.99B
$1.71M ﹤0.01%
+39,237
New +$1.81M
TERN
922
DELISTED
Terns Pharmaceuticals
TERN
$1.7M ﹤0.01%
217,931
-158,273
-42% -$1.01M
PODD icon
923
Insulet
PODD
$9.95B
$1.68M ﹤0.01%
5,448
+574
+12% +$180K
ALKS icon
924
Alkermes
ALKS
$8.44B
$1.67M ﹤0.01%
57,639
+9,133
+19% +$258K
REG icon
925
Regency Centers
REG
$13.9B
$1.66M ﹤0.01%
22,999
-14,069
-38% -$1M
35 36
37
38 39

Similar funds

Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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.