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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
+513.63%
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
MSFT icon
1
Microsoft
MSFT
$3.35T
$8.02B 6.27%
15,483,792
+330,090
+2% +$168M
NVDA icon
2
NVIDIA
NVDA
$4.72T
$7.08B 5.54%
37,925,728
+3,189,163
+9% +$556M
GOOGL icon
3
Alphabet (Google) Class A
GOOGL
$4.08T
$6.07B 4.75%
24,948,653
-281,243
-1% -$58.9M
AAPL icon
4
Apple
AAPL
$4.9T
$3.93B 3.07%
15,421,143
+296,975
+2% +$67.1M
META icon
5
Meta Platforms (Facebook)
META
$1.37T
$3.88B 3.03%
5,276,635
+438,572
+9% +$326M
AVGO icon
6
Broadcom
AVGO
$1.85T
$3.29B 2.57%
9,972,960
+474,093
+5% +$145M
AMZN icon
7
Amazon
AMZN
$2.53T
$3.17B 2.48%
14,454,547
+685,825
+5% +$155M
V icon
8
Visa
V
$673B
$2.37B 1.85%
6,935,422
-41,902
-0.6% -$14.5M
NFLX icon
9
Netflix
NFLX
$305B
$2.06B 1.61%
17,190,000
+875,250
+5% +$107M
JPM icon
10
JPMorgan Chase
JPM
$933B
$2.02B 1.58%
6,398,130
-90,986
-1% -$27.1M
TSM icon
11
TSMC
TSM
$2.09T
$1.97B 1.54%
7,214,475
+131,301
+2% +$32.1M
BKNG icon
12
Booking.com
BKNG
$150B
$1.88B 1.47%
8,699,050
-730,900
-8% -$163M
MS icon
13
Morgan Stanley
MS
$330B
$1.54B 1.21%
9,712,071
+354,871
+4% +$52.4M
TME icon
14
Tencent Music
TME
$15.5B
$1.45B 1.13%
61,925,511
-6,022,687
-9% -$140M
MELI icon
15
Mercado Libre
MELI
$95.6B
$1.43B 1.12%
572,726
+50,893
+10% +$122M
LLY icon
16
Eli Lilly
LLY
$1.03T
$1.42B 1.11%
1,865,476
-47,982
-3% -$35.7M
ANET icon
17
Arista Networks
ANET
$215B
$1.25B 0.98%
8,585,916
-1,908,208
-18% -$246M
MA icon
18
Mastercard
MA
$510B
$1.12B 0.88%
1,971,003
+703
+0% +$404K
SPOT icon
19
Spotify
SPOT
$107B
$1B 0.79%
1,439,479
-57,662
-4% -$40.3M
VT icon
20
Vanguard Total World Stock ETF
VT
$76.9B
$950M 0.74%
6,918,355
+3,230,070
+88% +$429M
EMR icon
21
Emerson Electric
EMR
$83.3B
$945M 0.74%
7,205,569
+859,171
+14% +$117M
CRM icon
22
Salesforce
CRM
$148B
$930M 0.73%
3,923,196
-8,749
-0.2% -$2.21M
FWONK icon
23
Liberty Media Series C
FWONK
$25.1B
$924M 0.72%
8,843,048
+186,077
+2% +$18.9M
HDB icon
24
HDFC Bank
HDB
$124B
$862M 0.67%
25,221,130
+3,991,714
+19% +$147M
TMO icon
25
Thermo Fisher Scientific
TMO
$214B
$837M 0.65%
1,725,347
+113,161
+7% +$52.7M
1
2 3 4 5

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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.