Rathbones Group PLC
Institutional investor · Portfolio as of Q1 2025
Top Holdings603 positions
Microsoft Corporation | 3.5M | $1.3B | 6.3% | $242.25 | +53.16% | 25 qtrssince 2019-Q1 | Increased 63 |
Visa Inc. | 3.4M | $1.2B | 5.8% | $191.47 | +80.97% | 25 qtrssince 2019-Q1 | Increased 62 |
Amazon.com, Inc. | 5.3M | $1B | 4.9% | $128.29 | +48.30% | 25 qtrssince 2019-Q1 | Increased 60 |
Alphabet Inc. | 4.6M | $710.2M | 3.4% | $100.80 | +52.69% | 25 qtrssince 2019-Q1 | Increased 59 |
JPMorgan Chase & Co. | 2.8M | $697.9M | 3.4% | $135.35 | +75.03% | 25 qtrssince 2019-Q1 | Increased 58 |
Apple Inc. | 2.8M | $631.3M | 3.1% | $112.99 | +95.39% | 25 qtrssince 2019-Q1 | Decreased 0 |
Berkshire Hathaway Inc. | 1M | $552.6M | 2.7% | $294.99 | +80.54% | 25 qtrssince 2019-Q1 | Increased 56 |
NVIDIA Corporation | 4.9M | $532.2M | 2.6% | $24.17 | +347.28% | 25 qtrssince 2019-Q1 | Increased 59 |
Thermo Fisher Scientific Inc. | 841,990 | $419M | 2.0% | $511.69 | -3.28% | 25 qtrssince 2019-Q1 | Increased 57 |
Coca-Cola Company | 5.8M | $412.2M | 2.0% | $48.07 | +43.02% | 25 qtrssince 2019-Q1 | Increased 50 |
Accenture Plc | 1.2M | $369.8M | 1.8% | $271.83 | +10.47% | 12 qtrssince 2022-Q2 | Increased 54 |
Abbott Laboratories | 2.7M | $357.8M | 1.7% | $91.66 | +39.32% | 25 qtrssince 2019-Q1 | Increased 50 |
Alphabet Inc. | 2.1M | $323.1M | 1.6% | $97.48 | +59.52% | 25 qtrssince 2019-Q1 | Increased 49 |
Mastercard Incorporated | 557,783 | $305.7M | 1.5% | $291.54 | +86.02% | 25 qtrssince 2019-Q1 | Increased 49 |
S&P Global, Inc. | 589,863 | $299.7M | 1.4% | $321.84 | +47.51% | 25 qtrssince 2019-Q1 | Increased 53 |
Costco Wholesale Corporation | 280,347 | $265.1M | 1.3% | $309.29 | +203.20% | 25 qtrssince 2019-Q1 | Decreased 0 |
Meta Platforms Inc | 447,044 | $257.7M | 1.2% | $385.52 | +48.78% | 25 qtrssince 2019-Q1 | Increased 64 |
Linde plc | 537,339 | $250.2M | 1.2% | $345.27 | +32.21% | 9 qtrssince 2023-Q1 | Increased 48 |
CME Group Inc. | 937,240 | $248.6M | 1.2% | $175.41 | +44.23% | 25 qtrssince 2019-Q1 | Decreased 0 |
Adobe Inc. | 618,531 | $237.2M | 1.1% | $455.36 | -15.77% | 25 qtrssince 2019-Q1 | Increased 51 |
Rathbones Group PLC manages $20.7B across 603 positions as of Q1 2025. Top holdings: MSFT (6.3%), V (5.8%), AMZN (4.9%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3/5.0.
Active quarter - 34 new positions, 40 exits, 218 increased. Top move: META (INCREASED, conviction 64). Portfolio: $20.7B across 603 positions.
Top holdings by portfolio weight
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Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR