We are live on
!
Find out more
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
(+8%)
Cap. Flow
+$1.42B
Cap. Flow
% of AUM
1.11%
Top 10 Holdings %
Top 10 Hldgs %
32.76%
Holding
1,295
New
140
Increased
466
Reduced
522
Closed
115
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$556M |
| 2 |
Sea Limited
SE
|
+$545M |
| 3 |
Vanguard Total World Stock ETF
VT
|
+$429M |
| 4 |
Full Truck Alliance
YMM
|
+$399M |
| 5 |
Meta Platforms (Facebook)
META
|
+$326M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Arm
ARM
|
+$443M |
| 2 |
Elevance Health
ELV
|
+$387M |
| 3 |
KLA
KLAC
|
+$269M |
| 4 |
Arista Networks
ANET
|
+$246M |
| 5 |
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% |
Similar funds
VAM
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.