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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
MCO icon
101
Moody's
MCO
$82.8B
$238M 0.19%
498,844
+2,503
+0.5% +$1.26M
VWO icon
102
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$232M 0.18%
4,304,074
+944,352
+28% +$48.7M
XP icon
103
XP
XP
$8.37B
$231M 0.18%
12,288,191
+5,240,306
+74% +$94M
GILD icon
104
Gilead Sciences
GILD
$165B
$230M 0.18%
2,042,996
-48,154
-2% -$5.47M
APP icon
105
Applovin
APP
$113B
$229M 0.18%
318,377
-53,164
-14% -$24.5M
DIS icon
106
Walt Disney
DIS
$178B
$222M 0.17%
1,938,252
+855,500
+79% +$101M
ETN icon
107
Eaton
ETN
$173B
$221M 0.17%
600,962
+339,721
+130% +$124M
MSI icon
108
Motorola Solutions
MSI
$76.5B
$220M 0.17%
482,019
-95,354
-17% -$43M
OTIS icon
109
Otis Worldwide
OTIS
$27.7B
$216M 0.17%
2,358,202
-34,830
-1% -$3.16M
TMUS icon
110
T-Mobile US
TMUS
$191B
$213M 0.17%
894,199
-59,264
-6% -$14.3M
HPE icon
111
Hewlett Packard
HPE
$72.4B
$208M 0.16%
8,620,927
-1,978,315
-19% -$43.7M
BAC icon
112
Bank of America
BAC
$447B
$208M 0.16%
4,028,663
-35,316
-0.9% -$1.72M
CVX icon
113
Chevron
CVX
$382B
$204M 0.16%
1,307,762
+67,958
+5% +$10.5M
IDXX icon
114
Idexx Laboratories
IDXX
$46.9B
$204M 0.16%
323,305
+7,520
+2% +$4.56M
NRG icon
115
NRG Energy
NRG
$25B
$198M 0.16%
1,225,329
+86,528
+8% +$13.5M
SWK icon
116
Stanley Black & Decker
SWK
$15.5B
$197M 0.15%
2,647,173
+894,123
+51% +$65.6M
PLTR icon
117
Palantir
PLTR
$421B
$195M 0.15%
1,071,357
-232,231
-18% -$37.6M
DE icon
118
Deere & Co
DE
$164B
$194M 0.15%
417,219
-92,552
-18% -$45.6M
PEG icon
119
Public Service Enterprise Group
PEG
$37.2B
$192M 0.15%
2,307,370
+154,684
+7% +$13M
PLD icon
120
Prologis
PLD
$132B
$188M 0.15%
1,644,024
+237,325
+17% +$26.1M
CSX icon
121
CSX Corp
CSX
$92.8B
$187M 0.15%
5,278,156
+86,276
+2% +$2.95M
SPG icon
122
Simon Property Group
SPG
$71.5B
$183M 0.14%
973,895
-76,691
-7% -$13.2M
LEA icon
123
Lear
LEA
$8.05B
$183M 0.14%
1,825,057
+23,773
+1% +$2.47M
PDD icon
124
Pinduoduo
PDD
$132B
$182M 0.14%
1,380,013
-937,940
-40% -$111M
VRSK icon
125
Verisk Analytics
VRSK
$23.6B
$182M 0.14%
724,036
-232,809
-24% -$63.9M
3 4
5
6 7

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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.