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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
VZ icon
76
Verizon
VZ
$205B
$340M 0.29%
7,860,079
+1,519,830
+24% +$65.8M
AMD icon
77
Advanced Micro Devices
AMD
$779B
$336M 0.28%
2,366,795
+372,421
+19% +$40.5M
BZ icon
78
Kanzhun
BZ
$8.04B
$326M 0.28%
18,258,321
+2,486,499
+16% +$41.7M
IBN icon
79
ICICI Bank
IBN
$107B
$320M 0.27%
9,526,070
-349,667
-4% -$11.6M
EWBC icon
80
East-West Bancorp
EWBC
$17.8B
$309M 0.26%
3,060,947
+186,865
+7% +$16.6M
PFE icon
81
Pfizer
PFE
$160B
$305M 0.26%
12,580,426
+2,214,311
+21% +$51.6M
VRSK icon
82
Verisk Analytics
VRSK
$24.9B
$298M 0.25%
956,845
+17,260
+2% +$5.23M
VEEV icon
83
Veeva Systems
VEEV
$45.8B
$292M 0.25%
1,014,974
+925,896
+1,039% +$230M
CSCO icon
84
Cisco
CSCO
$442B
$289M 0.24%
4,166,159
+139,395
+3% +$8.57M
PGR icon
85
Progressive
PGR
$126B
$287M 0.24%
1,076,991
+240,992
+29% +$66.1M
MCD icon
86
McDonald's
MCD
$184B
$286M 0.24%
978,533
+4,558
+0.5% +$1.41M
ECL icon
87
Ecolab
ECL
$80.1B
$282M 0.24%
1,046,308
-42,188
-4% -$10.7M
UNH icon
88
UnitedHealth
UNH
$354B
$280M 0.24%
898,223
-939,662
-51% -$359M
JNJ icon
89
Johnson & Johnson
JNJ
$640B
$279M 0.24%
1,829,391
-69,964
-4% -$10.8M
COP icon
90
ConocoPhillips
COP
$156B
$264M 0.22%
2,944,438
+584,077
+25% +$52.6M
XOM icon
91
ExxonMobil
XOM
$643B
$263M 0.22%
2,437,493
+265,141
+12% +$28.3M
ORLY icon
92
O'Reilly Automotive
ORLY
$71.1B
$262M 0.22%
2,912,355
+37,665
+1% +$3.43M
DE icon
93
Deere & Co
DE
$168B
$259M 0.22%
509,771
+53,545
+12% +$26.2M
HCA icon
94
HCA Healthcare
HCA
$90.8B
$259M 0.22%
676,225
+12,515
+2% +$4.51M
QCOM icon
95
Qualcomm
QCOM
$176B
$250M 0.21%
1,571,626
-25,228
-2% -$3.71M
MCO icon
96
Moody's
MCO
$88.1B
$249M 0.21%
496,341
-13,603
-3% -$6.3M
MSI icon
97
Motorola Solutions
MSI
$80.5B
$243M 0.21%
577,373
-114,882
-17% -$48.1M
BAP icon
98
Credicorp
BAP
$29.6B
$243M 0.21%
1,085,698
-141,184
-12% -$28.6M
PDD icon
99
Pinduoduo
PDD
$121B
$243M 0.21%
2,317,953
+394,148
+20% +$41.4M
OTIS icon
100
Otis Worldwide
OTIS
$27.2B
$237M 0.2%
2,393,032
+100,193
+4% +$9.67M
2 3
4
5 6

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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.