SCHRODER INVESTMENT MANAGEMENT GROUP
Institutional investor · Portfolio as of Q1 2025
Top Holdings1,186 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 12.9M | $4.9B | 4.9% | $236.95 | +59.01% | 26 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL A | 23.5M | $3.6B | 3.7% | $110.44 | +39.35% | 26 qtrssince 2018-Q4 | Increased 59 |
APPLE INC | 16.1M | $3.6B | 3.6% | $159.67 | +38.27% | 26 qtrssince 2018-Q4 | Increased 59 |
NVIDIA CORP | 32M | $3.5B | 3.5% | $115.63 | -5.17% | 26 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 4.4M | $2.5B | 2.6% | $329.43 | +74.68% | 26 qtrssince 2018-Q4 | Increased 56 |
AMAZON.COM INC | 13.3M | $2.5B | 2.6% | $134.92 | +42.84% | 26 qtrssince 2018-Q4 | Decreased 0 |
VISA INC-CLASS A SHARES | 6.6M | $2.3B | 2.3% | $208.25 | +66.38% | 26 qtrssince 2018-Q4 | Decreased 0 |
BOOKING HOLDINGS INC | 359,536 | $1.7B | 1.7% | $88.20 | +106.82% | 26 qtrssince 2018-Q4 | Increased 53 |
ELI LILLY & CO | 1.7M | $1.4B | 1.4% | $225.65 | +262.17% | 26 qtrssince 2018-Q4 | Increased 52 |
JPMORGAN CHASE & CO | 5.9M | $1.4B | 1.4% | $129.70 | +83.47% | 26 qtrssince 2018-Q4 | Decreased 0 |
BROADCOM INC | 8.4M | $1.4B | 1.4% | $164.62 | +0.73% | 26 qtrssince 2018-Q4 | Increased 63 |
NETFLIX INC | 1.4M | $1.3B | 1.3% | $48.31 | +93.30% | 26 qtrssince 2018-Q4 | Decreased 0 |
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 6.2M | $1B | 1.0% | $97.17 | +68.46% | 26 qtrssince 2018-Q4 | Decreased 0 |
SPOTIFY TECHNOLOGY SA | 1.8M | $1B | 1.0% | $200.99 | +179.20% | 26 qtrssince 2018-Q4 | Decreased 0 |
MASTERCARD INC - A | 1.9M | $1B | 1.0% | $345.37 | +55.63% | 26 qtrssince 2018-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 1.8M | $962.6M | 1.0% | $415.67 | +21.68% | 26 qtrssince 2018-Q4 | Decreased 0 |
TENCENT MUSIC ENTERTAINM-ADR | 66.5M | $957.6M | 1.0% | $12.55 | +13.19% | 21 qtrssince 2020-Q1 | Increased 47 |
MORGAN STANLEY | 7.6M | $884.4M | 0.9% | $91.60 | +22.70% | 26 qtrssince 2018-Q4 | Increased 47 |
MERCADOLIBRE INC | 447,632 | $873.3M | 0.9% | $1,279.91 | +60.02% | 23 qtrssince 2019-Q3 | Increased 45 |
PROCTER & GAMBLE CO/THE | 5M | $852.2M | 0.9% | $129.36 | +26.32% | 26 qtrssince 2018-Q4 | Increased 47 |
SCHRODER INVESTMENT MANAGEMENT GROUP manages $99.1B across 1186 positions as of Q1 2025. Top holdings: MSFT (4.9%), GOOGL (3.7%), AAPL (3.6%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 88 new positions, 94 exits, 450 increased. Top move: AVGO (INCREASED, conviction 63). Portfolio: $99.1B across 1186 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer