13F value (AUM)
$141.1B
Schroder Investment Management Group
SCHRODER INVESTMENT MANAGEMENT GROUP
$141.1B
13F long value · 2026-Q2Positions1167
CategoryAsset Manager
Quarters tracked9
▲ #82 of 581 by 13F value
Size rank 9/10
32 NEW137 ADD109 2×+126 TRIM53 NEAR EXIT39 EXIT
Snapshot
Schroder Investment Management Group's 13F portfolio at a glance — size, concentration and this quarter's activity.
Positions
1167 (96 unmapped)
Top 100 weight
72.2%
Quarters tracked
9
Latest 13F filed
Aug 13, 2026
New positions
32
Exits / near-exits
92
13F value by quarter
Total reported long value each quarter — fund flows plus market moves.
Top holdings — 2026-Q2
The fund's largest reported positions. The 100 shown cover 72.2% of the portfolio.
| Ticker | Issuer | Weight | Value | Shares | Since 2026-Q2 |
|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 6.5% | $9.2B | 46.0M | +18.0% |
| GOOGL | ALPHABET INC | 5.6% | $7.9B | 22.0M | -4.0% |
| AAPL | APPLE INC | 4.3% | $6.0B | 20.8M | +14.9% |
| MSFT | MICROSOFT CORP | 4.2% | $5.9B | 15.7M | +39.3% |
| AVGO | BROADCOM INC | 2.9% | $4.1B | 10.9M | -7.6% |
| AMZN | AMAZON COM INC | 2.5% | $3.5B | 14.7M | +6.0% |
| META | META PLATFORMS INC | 2.1% | $2.9B | 5.2M | +29.8% |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 1.9% | $2.7B | 5.8M | -15.2% |
| V | VISA INC | 1.9% | $2.6B | 7.6M | +4.1% |
| JPM | JPMORGAN CHASE & CO | 1.5% | $2.1B | 6.6M | +2.0% |
| MS | MORGAN STANLEY | 1.5% | $2.1B | 10.2M | -9.0% |
| ANET | ARISTA NETWORKS INC | 1.2% | $1.6B | 9.6M | +1.5% |
| LLY | ELI LILLY & CO | 1.1% | $1.5B | 1.3M | -27.6% |
| AMD | ADVANCED MICRO DEVICES INC | 1.0% | $1.4B | 2.5M | +9.5% |
| KLAC | KLA CORP | 0.9% | $1.3B | 4.2M | +529.7% |
Quarterly changes — 2026-Q2
What Schroder Investment Management Group opened, added, trimmed and exited this quarter, largest dollar moves first.
| Action | Ticker | Issuer | Prev shares | Curr shares | Change | Value Δ |
|---|---|---|---|---|---|---|
| 2×+ | UNH | UNITEDHEALTH GROUP INC | 627.5K | 2.6M | +306.9% | +$891.5M |
| 2×+ | WAT | WATERS CORP | 316.2K | 1.3M | +299.8% | +$380.0M |
| NEW | — | FORTINET INC | — | 2.3M | — | +$359.4M |
| EXIT | CTRA | COTERRA ENERGY INC | 10.2M | 0 | -100.0% | -$358.8M |
| NEW | — | VALE S A | — | 23.7M | — | +$356.4M |
| 2×+ | DE | DEERE & CO | 373.1K | 891.3K | +138.9% | +$350.4M |
| EXIT | — | RTX CORPORATION | 1.8M | 0 | -100.0% | -$345.7M |
| TRIM | TME | TENCENT MUSIC ENTMT GROUP | 76.8M | 45.6M | -40.6% | -$332.0M |
| 2×+ | IYW | ISHARES TR | 78.2K | 1.3M | +1513.7% | +$297.0M |
| ADD | ADI | ANALOG DEVICES INC | 602.3K | 1.2M | +99.3% | +$285.2M |
Conviction over time
Portfolio weight of the current top long holdings, quarter by quarter — rising weight = growing conviction.