SCHRODER INVESTMENT MANAGEMENT GROUP
Sector Allocation
- Technology43.0%$60.7B
- Financials12.5%$17.7B
- Consumer Discretionary9.0%$12.7B
- Industrials8.6%$12.1B
- Healthcare8.1%$11.5B
- Consumer Staples3.9%$5.5B
- Other3.7%$5.2B
- Materials3.0%$4.3B
- Communication Services2.3%$3.2B
- Real Estate2.2%$3.1B
AUM History
13fpro.ai/research/fund/schroder-investment-management-group-1086619
Conviction and streaks
Stable · top 10 = 33.3%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
NVDA
$9.2BGOOGL
$7.9BAAPL
$6.0BMSFT
$5.9BAVGO
$4.1BAMZN
$3.5BMETA
$2.9BTSM
$2.7BV
$2.6BJPM
$2.1BMS
$2.1BANET
$1.6BLLY
$1.5BAMD
$1.4BKLAC
$1.3BKO
$1.2BMELI
$1.1BMA
$1.1BTPR
$1.1BUNH
$1.1B
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/schroder-investment-management-group-1086619
SCHRODER INVESTMENT MANAGEMENT GROUP 13F holdings — Q2 2026
$141.1B portfolio (+15.7% QoQ) · 1,167 holdings · Q2 2026 13F · top 10 are 33% of the stock portfolio
$9.2B
6.5% of stocks
-0.3%This quarter-3.3%Since filed10+ qtrsHeld$7.9B
5.6% of stocks
-3%This quarter-7.9%Since filed10+ qtrsHeld$6.0B
4.3% of stocks
+4%This quarter+13.7%Since filed10+ qtrsHeld$5.9B
4.2% of stocks
+2%This quarter+6.9%Since filed10+ qtrsHeld$4.1B
2.9% of stocks
-0.3%This quarter-18.1%Since filed10+ qtrsHeld$3.5B
2.5% of stocks
+3%This quarter-4.5%Since filed10+ qtrsHeld$2.9B
2.1% of stocks
+0.7%This quarter+4.2%Since filed10+ qtrsHeld$2.7B
1.9% of stocks
-3%This quarter+1.5%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$2.6B
1.9% of stocks
+10%This quarter+10.0%Since filed10+ qtrsHeld$2.1B
1.5% of stocks
+0.4%This quarter-7.5%Since filed10+ qtrsHeld
All holdings — SCHRODER INVESTMENT MANAGEMENT GROUP (Q2 2026)
1,167 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated. The page lists up to 1,000; every position is in the Excel export.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | MORGAN STANLEY | Financials | $2.1B | 1.5% | 10.23M | -0.2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | Arista Networks, Inc. | Technology | $1.6B | 1.2% | 9.62M | -1% | 6 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | ELI LILLY & Co | Healthcare | $1.5B | 1.1% | 1.28M | +9% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | ADVANCED MICRO DEVICES INC | Technology | $1.4B | 1.0% | 2.47M | +8% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | KLA CORP | Technology | $1.3B | 0.9% | 4.21M | +882% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | COCA COLA CO | Consumer Staples | $1.2B | 0.9% | 15.07M | +10% | 10+ qtrsAdded 6 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | MERCADOLIBRE INC | Consumer Discretionary | $1.1B | 0.8% | 658K | -6% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Mastercard Inc | Financials | $1.1B | 0.8% | 2.12M | +5% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | TAPESTRY, INC. | Consumer Discretionary | $1.1B | 0.8% | 7.42M | +5% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | UNITEDHEALTH GROUP INC | Healthcare | $1.1B | 0.8% | 2.55M | +307% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | Alphabet Inc. | Technology | $992.0M | 0.7% | 2.81M | +1% | 10+ qtrsAdded 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | NEXTERA ENERGY INC | Utilities | $980.0M | 0.7% | 11.17M | -8% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | MICRON TECHNOLOGY INC | Technology | $978.4M | 0.7% | 848K | +9% | 10+ qtrsAdded 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Monster Beverage Corp | Consumer Staples | $952.2M | 0.7% | 9.91M | -5% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | CADENCE DESIGN SYSTEMS INC | Technology | $932.9M | 0.7% | 2.49M | +13% | 10+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $PH | Parker-Hannifin Corp | Industrials | $912.0M | 0.7% | 932K | -5% | |||
| 27 | $JNJ | JOHNSON & JOHNSON | Healthcare | $905.0M | 0.6% | 3.56M | -7% | |||
| 28 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $830.7M | 0.6% | 1.22M | +0.2% | |||
| 29 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $764.7M | 0.5% | 1.53M | -12% | |||
| 30 | $GEV | GE Vernova Inc. | Industrials | $726.7M | 0.5% | 619K | -11% | |||
| 31 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $716.0M | 0.5% | 12.23M | -0.1% | |||
| 32 | — | ISHARES TR - CORE S&P500 ETF | — | $713.8M | 0.5% | 959K | +6% | |||
| 33 | $TSLA | Tesla, Inc. | Consumer Discretionary | $710.8M | 0.5% | 1.69M | +3% | |||
| 34 | $SE | Sea Ltd | Industrials | $710.8M | 0.5% | 7.65M | +22% | |||
| 35 | $SYK | STRYKER CORP | Healthcare | $667.4M | 0.5% | 2.12M | +54% | |||
| 36 | $ARM | ARM HOLDINGS PLC /UK | Technology | $664.2M | 0.5% | 1.87M | -51% | |||
| 37 | $PANW | Palo Alto Networks Inc | Technology | $644.6M | 0.5% | 1.89M | -21% | |||
| 38 | $EMR | EMERSON ELECTRIC CO | Industrials | $642.4M | 0.5% | 4.49M | -22% | |||
| 39 | $HTHT | H World Group Ltd | Consumer Discretionary | $623.4M | 0.4% | 14.94M | +64% | |||
| 40 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $612.1M | 0.4% | 4.04M | +3% | |||
| 41 | $LRCX | LAM RESEARCH CORP | Technology | $608.1M | 0.4% | 1.40M | -11% | |||
| 42 | $AXP | AMERICAN EXPRESS CO | Financials | $601.7M | 0.4% | 1.78M | +14% | |||
| 43 | $MDT | Medtronic plc | Healthcare | $601.5M | 0.4% | 7.69M | -11% | |||
| 44 | $GE | GENERAL ELECTRIC CO | Industrials | $578.6M | 0.4% | 1.55M | -11% | |||
| 45 | $ABBV | AbbVie Inc. | Healthcare | $573.8M | 0.4% | 2.28M | +3% | |||
| 46 | $HDB | HDFC BANK LTD | Financials | $564.7M | 0.4% | 21.79M | -3% | |||
| 47 | $ETN | Eaton Corp plc | Industrials | $557.7M | 0.4% | 1.37M | +15% | |||
| 48 | $DE | DEERE & CO | Industrials | $557.1M | 0.4% | 891K | +139% | |||
| 49 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $546.6M | 0.4% | 3.73M | -2% | |||
| 50 | $VRT | Vertiv Holdings Co | Technology | $542.8M | 0.4% | 1.62M | -22% | |||
| 51 | $LITE | Lumentum Holdings Inc. | Technology | $517.8M | 0.4% | 604K | -0.4% | |||
| 52 | $EWBC | EAST WEST BANCORP INC | Financials | $514.5M | 0.4% | 3.99M | +3% | |||
| 53 | $CB | Chubb Ltd | Financials | $498.0M | 0.3% | 1.45M | -13% | |||
| 54 | $CSCO | CISCO SYSTEMS, INC. | Technology | $489.4M | 0.3% | 4.17M | -15% | |||
| 55 | $TXN | TEXAS INSTRUMENTS INC | Technology | $485.7M | 0.3% | 1.63M | +7% | |||
| 56 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $485.3M | 0.3% | 2.72M | +2222% | |||
| 57 | $SPOT | Spotify Technology S.A. | Communication Services | $484.9M | 0.3% | 1.06M | -15% | |||
| 58 | $CAT | CATERPILLAR INC | Industrials | $484.4M | 0.3% | 455K | -8% | |||
| 59 | $ADI | ANALOG DEVICES INC | Technology | $476.8M | 0.3% | 1.20M | +99% | |||
| 60 | $WAT | WATERS CORP /DE/ | Healthcare | $474.1M | 0.3% | 1.26M | +300% | |||
| 61 | $UBER | Uber Technologies, Inc | Technology | $467.4M | 0.3% | 6.48M | +0.0% | |||
| 62 | $ITUB | Itau Unibanco Holding S.A. | Financials | $466.5M | 0.3% | 56.75M | -12% | |||
| 63 | $DOV | DOVER Corp | Industrials | $462.8M | 0.3% | 2.97M | -0.5% | |||
| 64 | $IBN | ICICI BANK LTD | Financials | $462.7M | 0.3% | 15.76M | +88% | |||
| 65 | $VTR | Ventas, Inc. | Real Estate | $454.4M | 0.3% | 5.12M | +104% | |||
| 66 | $HWM | Howmet Aerospace Inc. | Materials | $454.3M | 0.3% | 1.69M | -25% | |||
| 67 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $449.7M | 0.3% | 3.29M | -3% | |||
| 68 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $448.0M | 0.3% | 645K | -0.2% | |||
| 69 | $CARR | CARRIER GLOBAL Corp | Industrials | $432.6M | 0.3% | 5.90M | +18% | |||
| 70 | $FWONA | Liberty Media Corp | Communication Services | $431.0M | 0.3% | 4.53M | +32% | |||
| 71 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $430.9M | 0.3% | 869K | -2% | |||
| 72 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $430.7M | 0.3% | 1.23M | +4% | |||
| 73 | $CRM | Salesforce, Inc. | Technology | $422.3M | 0.3% | 2.70M | -26% | |||
| 74 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $417.4M | 0.3% | 1.57M | -4% | |||
| 75 | $MMYT | MakeMyTrip Ltd | Consumer Discretionary | $410.8M | 0.3% | 7.71M | +22% | |||
| 76 | $NFLX | NETFLIX INC | Communication Services | $407.6M | 0.3% | 5.71M | -18% | |||
| 77 | $TT | Trane Technologies plc | Technology | $390.9M | 0.3% | 796K | +1% | |||
| 78 | $VEEV | VEEVA SYSTEMS INC | Technology | $384.3M | 0.3% | 2.17M | +26% | |||
| 79 | $TME | Tencent Music Entertainment Group | Communication Services | $381.0M | 0.3% | 45.63M | -41% | |||
| 80 | $COP | CONOCOPHILLIPS | Energy | $370.1M | 0.3% | 3.56M | -21% | |||
| 81 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $366.5M | 0.3% | 8.66M | +6% | |||
| 82 | $SNOW | Snowflake Inc. | Technology | $362.3M | 0.3% | 1.42M | +94% | |||
| 83 | $FTNT | Fortinet, Inc. | Technology | $359.4M | 0.3% | 2.34M | -23% | |||
| 84 | $VALE | Vale S.A. | Materials | $356.4M | 0.3% | 23.70M | +880% | |||
| 85 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $354.5M | 0.3% | 375K | +7% | |||
| 86 | $BZ | Kanzhun Ltd | Technology | $354.2M | 0.3% | 27.52M | +3% | |||
| 87 | $BAP | CREDICORP LTD | Financials | $339.4M | 0.2% | 871K | +1% | |||
| 88 | $MCO | MOODYS CORP /DE/ | Financials | $337.0M | 0.2% | 744K | -16% | |||
| 89 | $WELL | WELLTOWER INC. | Real Estate | $331.1M | 0.2% | 1.46M | -5% | |||
| 90 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $328.1M | 0.2% | 5.76M | +13% | |||
| 91 | $AZO | AUTOZONE INC | Consumer Discretionary | $323.1M | 0.2% | 102K | -3% | |||
| 92 | — | ISHARES TR - MSCI ACWI ETF | — | $318.9M | 0.2% | 2.05M | +212% | |||
| 93 | $INTC | INTEL CORP | Technology | $315.6M | 0.2% | 2.26M | +10% | |||
| 94 | $MRK | Merck & Co., Inc. | Healthcare | $315.6M | 0.2% | 2.46M | +40% | |||
| 95 | $CX | CEMEX SAB DE CV | Materials | $311.6M | 0.2% | 25.96M | -3% | |||
| 96 | — | ISHARES TR - U.S. TECH ETF | — | $310.6M | 0.2% | 1.26M | +1514% | |||
| 97 | $PFE | PFIZER INC | Healthcare | $310.5M | 0.2% | 12.90M | +2% | |||
| 98 | $BKR | Baker Hughes Co | Energy | $305.2M | 0.2% | 5.42M | +14% | |||
| 99 | $ORLY | O REILLY AUTOMOTIVE INC | Consumer Discretionary | $301.1M | 0.2% | 3.27M | +3% | |||
| 100 | $BLK | BlackRock, Inc. | Financials | $297.5M | 0.2% | 313K | +0.8% | |||
| 101 | $FMX | MEXICAN ECONOMIC DEVELOPMENT INC | Consumer Staples | $294.6M | 0.2% | 2.25M | -22% | |||
| 102 | $EL | ESTEE LAUDER COMPANIES INC | Consumer Staples | $294.5M | 0.2% | 3.73M | -53% | |||
| 103 | $MCD | MCDONALDS CORP | Consumer Discretionary | $292.5M | 0.2% | 1.08M | -2% | |||
| 104 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $288.0M | 0.2% | 1.31M | -6% | |||
| 105 | $ROKU | ROKU, INC | Communication Services | $286.3M | 0.2% | 2.07M | -10% | |||
| 106 | $APH | AMPHENOL CORP /DE/ | Technology | $286.2M | 0.2% | 1.62M | +2% | |||
| 107 | $GS | GOLDMAN SACHS GROUP INC | Financials | $281.5M | 0.2% | 278K | +15% | |||
| 108 | $BBY | BEST BUY CO INC | Consumer Discretionary | $281.4M | 0.2% | 3.71M | -11% | |||
| 109 | $CVX | CHEVRON CORP | Energy | $280.1M | 0.2% | 1.66M | +5% | |||
| 110 | $QCOM | QUALCOMM INC/DE | Technology | $277.2M | 0.2% | 1.47M | -15% | |||
| 111 | $WMT | Walmart Inc. | Consumer Staples | $272.4M | 0.2% | 2.41M | +7% | |||
| 112 | — | ISHARES TR - IBOXX INV CP ETF | — | $264.3M | 0.2% | 2.41M | +15% | |||
| 113 | $PGR | PROGRESSIVE CORP/OH/ | Financials | $258.0M | 0.2% | 1.18M | +2% | |||
| 114 | $CSX | CSX CORP | Industrials | $257.2M | 0.2% | 5.41M | +2% | |||
| 115 | $NEM | NEWMONT Corp /DE/ | Materials | $256.5M | 0.2% | 2.75M | +7% | |||
| 116 | $HPQ | HP INC | Technology | $256.2M | 0.2% | 11.68M | +7% | |||
| 117 | $NOW | ServiceNow, Inc. | Technology | $255.5M | 0.2% | 2.57M | +13% | |||
| 118 | $SWK | STANLEY BLACK & DECKER, INC. | Industrials | $255.0M | 0.2% | 2.71M | +3% | |||
| 119 | $ECL | ECOLAB INC. | Materials | $240.6M | 0.2% | 863K | -26% | |||
| 120 | $KGC | KINROSS GOLD CORP | Materials | $238.1M | 0.2% | 10.08M | -23% | |||
| 121 | $HCA | HCA Healthcare, Inc. | Healthcare | $237.2M | 0.2% | 608K | -11% | |||
| 122 | $DVN | DEVON ENERGY CORP/DE | Energy | $232.5M | 0.2% | 5.63M | +297% | |||
| 123 | $EOG | EOG RESOURCES INC | Energy | $224.3M | 0.2% | 1.70M | -2% | |||
| 124 | $AMGN | AMGEN INC | Healthcare | $221.3M | 0.2% | 614K | +9% | |||
| 125 | — | ISHARES INC - MSCI TAIWAN ETF | — | $219.7M | 0.2% | 2.08M | +86% | |||
| 126 | $FSLR | FIRST SOLAR, INC. | Technology | $218.1M | 0.1% | 924K | -9% | |||
| 127 | — | ISHARES TR - CORE MSCI EAFE | — | $216.8M | 0.1% | 2.25M | New | |||
| 128 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $215.5M | 0.1% | 1.71M | +8% | |||
| 129 | $EQIX | EQUINIX INC | Real Estate | $211.7M | 0.1% | 203K | -7% | |||
| 130 | $C | CITIGROUP INC | Financials | $211.2M | 0.1% | 1.51M | +16% | |||
| 131 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $211.2M | 0.1% | 751K | -15% | |||
| 132 | — | ISHARES INC - MSCI GBL ETF NEW | — | $210.5M | 0.1% | 3.64M | New | |||
| 133 | $RTX | RTX Corp | Industrials | $210.4M | 0.1% | 1.12M | -39% | |||
| 134 | $VMC | Vulcan Materials CO | Materials | $210.4M | 0.1% | 713K | -7% | |||
| 135 | $PLD | Prologis, Inc. | Real Estate | $207.5M | 0.1% | 1.53M | -4% | |||
| 136 | $MRVL | Marvell Technology, Inc. | Technology | $202.0M | 0.1% | 678K | -25% | |||
| 137 | $USB | US BANCORP DE | Financials | $201.7M | 0.1% | 3.32M | +6% | |||
| 138 | $KSPI | Joint Stock Co Kaspi.kz | Industrials | $201.0M | 0.1% | 2.32M | +48% | |||
| 139 | $BSX | BOSTON SCIENTIFIC CORP | Healthcare | $200.9M | 0.1% | 4.71M | -35% | |||
| 140 | — | ISHARES TR - MSCI EURO FL ETF | — | $193.4M | 0.1% | 4.99M | New | |||
| 141 | $ADBE | ADOBE INC. | Technology | $190.6M | 0.1% | 930K | +9% | |||
| 142 | $WDC | WESTERN DIGITAL CORP | Technology | $187.3M | 0.1% | 293K | +11% | |||
| 143 | $IVZ | Invesco Ltd. | Financials | $186.7M | 0.1% | 626K | +48% | |||
| 144 | $UNP | UNION PACIFIC CORP | Industrials | $182.6M | 0.1% | 671K | +118% | |||
| 145 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $181.1M | 0.1% | 1.98M | +40% | |||
| 146 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $179.3M | 0.1% | 451K | +6% | |||
| 147 | $OTIS | Otis Worldwide Corp | Industrials | $176.7M | 0.1% | 2.47M | +1% | |||
| 148 | $PBR | PETROBRAS - PETROLEO BRASILEIRO SA | Energy | $174.5M | 0.1% | 10.80M | -41% | |||
| 149 | $SPG | SIMON PROPERTY GROUP INC. | Real Estate | $174.0M | 0.1% | 778K | -6% | |||
| 150 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $172.6M | 0.1% | 2.09M | +8% |
What changed in Q2 2026
Against the previous quarter's 13F: 94 new, 532 added to, 490 trimmed, 102 sold out. Share-count changes; largest moves by dollar size first.
New positions (94)
- ISHARES TR - CORE MSCI EAFE$216.8M
first bought this quarter
- ISHARES TR - MSCI EURO FL ETF$193.4M
first bought this quarter
- SELECT SECTOR SPDR TR - STATE STREET TEC$171.7M
first bought this quarter
- VANECK ETF TRUST - SEMICONDUCTR ETF$160.8M
first bought this quarter
$QQQINVESCO QQQ TRUST, SERIES 1$147.4M
first bought this quarter
- DBX ETF TR - XTRACK HRVST CSI$41.1M
first bought this quarter
+88 more in the Excel export
Added to (532)
now $1.3B · held 10+ qtrs
now $1.1B · held 10+ qtrs
$BKNGBooking Holdings Inc.+2222%
now $485.3M · held 10+ qtrs
$WATWATERS CORP /DE/+300%
now $474.1M · held 10+ qtrs, 3 adds in a row
$DEDEERE & CO+139%
now $557.1M · held 10+ qtrs, 2 adds in a row
$VALEVale S.A.+880%
now $356.4M · held 2 qtrs, 2 adds in a row
+526 more in the Excel export
Trimmed (490)
$ARMARM HOLDINGS PLC /UK-51%
now $664.2M · held 10+ qtrs
$ELESTEE LAUDER COMPANIES INC-53%
now $294.5M · held 10+ qtrs, 2 trims in a row
$TMETencent Music Entertainment Group-41%
now $381.0M · held 10+ qtrs, 2 trims in a row
now $7.9B · held 10+ qtrs, 4 trims in a row
- ISHARES INC - MSCI STH KOR ETF-59%
now $133.0M
$EMREMERSON ELECTRIC CO-22%
now $642.4M · held 10+ qtrs, 2 trims in a row
+484 more in the Excel export
Holdings by quarter
Every 13F SCHRODER INVESTMENT MANAGEMENT GROUP has filed, 33 earlier quarters. Pick one to see what it held then.
Is it too late to follow SCHRODER INVESTMENT MANAGEMENT GROUP?
Q2 2026 13F filed with the SEC on Aug 13, 2026. Prices are closing prices as of Oct 27, 2026.
Average quality of SCHRODER INVESTMENT MANAGEMENT GROUP's top 20 holdings: 79/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
-0.7%
Value-weighted move of the 10 largest stock positions
Turnover
9%
Last quarter; 34% over the last 4
Top 10 weight
33%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
97%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
SCHRODER INVESTMENT MANAGEMENT GROUP disclosed 1,167 positions worth $141.1B in its Form 13F-HR for Q2 2026, led by $NVDA (NVIDIA CORP) at 6.5% of the equity portfolio, followed by $GOOGL and $AAPL. During the quarter the fund opened 94 new positions and exited 102 and a full exit from $CTRA. The portfolio is most concentrated in Technology (43.0% of disclosed assets). All figures are sourced directly from SCHRODER INVESTMENT MANAGEMENT GROUP’s Form 13F-HR filing with the SEC under CIK 1086619.
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