Aberdeen Group plc
Institutional investor · Portfolio as of Q4 2024
Top Holdings931 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 7.7M | $3.2B | 6.1% | $189.83 | +122.16% | 24 qtrssince 2019-Q1 | Increased 69 |
APPLE INC | 12.1M | $3B | 5.7% | $117.16 | +112.21% | 24 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 21M | $2.9B | 5.4% | $114.08 | +20.49% | 24 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 8.2M | $1.8B | 3.4% | $116.62 | +89.75% | 24 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 5.9M | $1.1B | 2.1% | $108.82 | +75.05% | 24 qtrssince 2019-Q1 | Decreased 0 |
TESLA INC | 2.7M | $1.1B | 2.1% | $238.38 | +75.10% | 24 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 5.5M | $1.1B | 2.0% | $110.89 | +73.10% | 24 qtrssince 2019-Q1 | Decreased 0 |
BROADCOM INC | 3.5M | $831.8M | 1.6% | $160.80 | +42.36% | 24 qtrssince 2019-Q1 | Increased 54 |
META PLATFORMS INC-CLASS A | 1.3M | $783.1M | 1.5% | $277.78 | +112.17% | 24 qtrssince 2019-Q1 | Decreased 0 |
ELI LILLY & CO | 934,559 | $716M | 1.3% | $267.16 | +185.45% | 24 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 1.1M | $552.9M | 1.0% | $303.83 | +63.12% | 24 qtrssince 2019-Q1 | Decreased 0 |
MASTERCARD INC - A | 993,296 | $522.7M | 1.0% | $256.24 | +103.62% | 24 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 2M | $485.6M | 0.9% | $126.93 | +83.81% | 24 qtrssince 2019-Q1 | Decreased 0 |
SERVICENOW INC | 441,546 | $468.9M | 0.9% | $137.03 | +55.83% | 24 qtrssince 2019-Q1 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 2.8M | $464.7M | 0.9% | $120.31 | +32.81% | 24 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 1.4M | $450.2M | 0.8% | $198.03 | +57.52% | 24 qtrssince 2019-Q1 | Decreased 0 |
COCA-COLA CO/THE | 7.2M | $448M | 0.8% | $53.17 | +13.32% | 24 qtrssince 2019-Q1 | Increased 44 |
EQUINIX INC | 464,840 | $437.6M | 0.8% | $704.51 | +29.87% | 24 qtrssince 2019-Q1 | Increased 61 |
MERCK & CO. INC. | 4.2M | $420.2M | 0.8% | $82.07 | +15.52% | 24 qtrssince 2019-Q1 | Decreased 0 |
AMERICAN EXPRESS CO | 1.2M | $364.7M | 0.7% | $129.71 | +126.29% | 24 qtrssince 2019-Q1 | Decreased 0 |
Aberdeen Group plc manages $53.3B across 931 positions as of Q4 2024. Top holdings: MSFT (6.1%), AAPL (5.7%), NVDA (5.4%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 35 new positions, 19 exits, 279 increased. Top move: MSFT (INCREASED, conviction 69). Portfolio: $53.3B across 931 positions.
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Portfolio allocation by GICS sector
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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