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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
VEEV icon
76
Veeva Systems
VEEV
$38.1B
$356M 0.28%
1,216,202
+201,228
+20% +$56.6M
VZ icon
77
Verizon
VZ
$195B
$355M 0.28%
8,086,626
+226,547
+3% +$9.81M
FMX icon
78
Fomento Económico Mexicano
FMX
$40.9B
$327M 0.26%
3,290,311
-465,698
-12% -$43.3M
PFE icon
79
Pfizer
PFE
$154B
$315M 0.25%
12,376,738
-203,688
-2% -$5.03M
CARR icon
80
Carrier Global
CARR
$52.3B
$315M 0.25%
5,274,515
-1,372,393
-21% -$93.2M
MCD icon
81
McDonald's
MCD
$194B
$313M 0.24%
1,029,572
+51,039
+5% +$15.5M
ORLY icon
82
O'Reilly Automotive
ORLY
$74.6B
$308M 0.24%
2,856,533
-55,822
-2% -$5.61M
WELL icon
83
Welltower
WELL
$169B
$308M 0.24%
1,727,539
+196,655
+13% +$32.3M
CSCO icon
84
Cisco
CSCO
$483B
$305M 0.24%
4,508,183
+342,024
+8% +$23.3M
WMT icon
85
Walmart Inc
WMT
$897B
$298M 0.23%
2,889,924
-1,602,944
-36% -$160M
IBM icon
86
IBM
IBM
$223B
$297M 0.23%
1,052,925
-183,228
-15% -$48M
FSLR icon
87
First Solar
FSLR
$25.7B
$292M 0.23%
1,326,197
-23,887
-2% -$4.58M
PGR icon
88
Progressive
PGR
$124B
$291M 0.23%
1,176,444
+99,453
+9% +$24.5M
BAP icon
89
Credicorp
BAP
$30.4B
$289M 0.23%
1,083,643
-2,055
-0.2% -$508K
PNC icon
90
PNC Financial Services
PNC
$100B
$281M 0.22%
1,399,430
+232,167
+20% +$45.9M
HCA icon
91
HCA Healthcare
HCA
$89.6B
$278M 0.22%
652,835
-23,390
-3% -$9.07M
VRT icon
92
Vertiv
VRT
$104B
$276M 0.22%
1,828,750
+1,091,210
+148% +$146M
COP icon
93
ConocoPhillips
COP
$148B
$275M 0.21%
2,864,739
-79,699
-3% -$7.54M
QCOM icon
94
Qualcomm
QCOM
$170B
$273M 0.21%
1,649,755
+78,129
+5% +$12.4M
XOM icon
95
ExxonMobil
XOM
$657B
$268M 0.21%
2,378,241
-59,252
-2% -$6.59M
CAT icon
96
Caterpillar
CAT
$385B
$260M 0.2%
551,500
-31,985
-5% -$13.7M
ECL icon
97
Ecolab
ECL
$79.7B
$256M 0.2%
933,416
-112,892
-11% -$30.7M
EL icon
98
Estee Lauder
EL
$31.5B
$254M 0.2%
2,853,675
+642,051
+29% +$57.2M
ARM icon
99
Arm
ARM
$286B
$241M 0.19%
1,704,275
-3,041,682
-64% -$443M
IBN icon
100
ICICI Bank
IBN
$108B
$239M 0.19%
7,898,278
-1,627,792
-17% -$53.2M
2 3
4
5 6

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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.