Schroder Investment Management Group Portfolio Holdings

Schroder Investment Management Group

  • $101 Billion
  • Q4 2024

Schroder Investment Management Group has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $101 Billion distributed in 3173 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $5.62B, Nvidia Corp with a value of $4.6B, Alphabet Inc. with a value of $4.43B, Apple Inc. with a value of $3.98B, and Amazon Com Inc with a value of $3.07B.

Examining the 13F form we can see an increase of $6.22B in the current position value, from $94.5B to 101B.

Schroder Investment Management Group is based out at London, X0

Below you can find more details about Schroder Investment Management Group portfolio as well as his latest detailed transactions.

Portfolio value $101 Billion
Technology: $29.4 Billion
Consumer Cyclical: $13.5 Billion
Financial Services: $12.9 Billion
Communication Services: $11.8 Billion
Healthcare: $10.3 Billion
Industrials: $7.47 Billion
Consumer Defensive: $4.17 Billion
Real Estate: $2.98 Billion
Other: $8.19 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$14.2B
$1.35 Million 0.0% of portfolio
143,232
Q4 2024 Reduced 95.82%
$25.6B
$780,000 0.0% of portfolio
8,757
Q4 2024 Reduced 29.84%
America Movil Sab De Cv
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 93.39%
$130M
$2.42 Million 0.0% of portfolio
523,444
Q4 2024 Reduced 23.41%
$1.94B
$3.48 Million 0.0% of portfolio
369,013
Q3 2024 Reduced 27.64%
Annaly Capital Management In
-
$0 0.0% of portfolio
-
Q4 2024 Added 0.03%
$8.01B
$346,000 0.0% of portfolio
22,939
Q3 2024 Reduced 42.45%
$1.01B
$717,000 0.0% of portfolio
10,043
Q4 2024 New
Apogee Therapeutics Inc
-
$0 0.0% of portfolio
-
Q3 2024 Reduced 48.2%
$4.44B
$671,000 0.0% of portfolio
2,722
Q4 2024 Reduced 63.69%
$8.56B
$968,000 0.0% of portfolio
4,043
Q4 2024 New
$26.7B
$3.44 Million 0.0% of portfolio
68,088
Q4 2024 Reduced 8.63%
$3.6B
$528,000 0.0% of portfolio
21,215
Q4 2024 New
$24.4B
$3.51 Million 0.0% of portfolio
19,844
Q4 2024 Reduced 10.69%
$810M
$132,000 0.0% of portfolio
11,852
Q4 2024 Reduced 7.77%
Arm Holdings PLC
-
$0 0.0% of portfolio
-
Q4 2024 Added 17.95%
$476M
$1.11 Million 0.0% of portfolio
58,052
Q4 2024 Added 144.23%
$1.82B
$470,000 0.0% of portfolio
23,217
Q4 2024 Reduced 12.1%
$254B
$221,000 0.0% of portfolio
319
Q4 2024 Reduced 60.57%
Astera Labs Inc
-
$0 0.0% of portfolio
-
Q4 2024 New
Atlas Energy Solutions Inc
-
$0 0.0% of portfolio
-
Q4 2024 New
-
$0 0.0% of portfolio
-
Q4 2024 Added 20.29%
$478M
$1.69 Million 0.0% of portfolio
587,185
Q4 2024 Reduced 21.29%
$7.68B
$3.76 Million 0.0% of portfolio
40,099
Q4 2024 New
$10.3B
$1.23 Million 0.0% of portfolio
58,300
Q4 2024 Reduced 4.3%
$1.54B
$1.79 Million 0.0% of portfolio
61,480
Q4 2024 Added 99.72%
$4.45B
$2.04 Million 0.0% of portfolio
24,142
Q4 2024 Reduced 58.59%
$6.1B
$1.26 Million 0.0% of portfolio
5,945
Q4 2024 Added 74.39%
$24.1B
$4.32 Million 0.0% of portfolio
2,264,182
Q4 2024 Reduced 50.74%
Bank America Corp
-
$0 0.0% of portfolio
-
Q2 2024 Added 16.51%
$1.88B
$2.02 Million 0.0% of portfolio
55,324
Q4 2024 New
$6.57B
$2.23 Million 0.0% of portfolio
57,508
Q4 2024 Added 610.59%
$1.35B
$582,000 0.0% of portfolio
23,500
Q4 2023 Reduced 63.29%
$4.12B
$3.64 Million 0.0% of portfolio
32,360
Q4 2024 Reduced 6.29%
$12B
$241,000 0.0% of portfolio
5,182
Q4 2024 New
$468B
$680,000 0.0% of portfolio
1
Q2 2022 Reduced 85.71%
$121B
$1.16 Million 0.0% of portfolio
23,750
Q4 2024 Added 7.46%
$6.03B
$1.24 Million 0.0% of portfolio
3,787
Q4 2024 Added 9.29%
$1.93B
$321,000 0.0% of portfolio
4,465
Q4 2024 Reduced 42.01%
$1.45B
$3.93 Million 0.0% of portfolio
522,657
Q4 2024 Added 523.92%
Blackstone Mortgage Trust In
-
$0 0.0% of portfolio
-
Q2 2024 Added 12.33%
$1.12B
$3.04 Million 0.0% of portfolio
78,734
Q4 2024 Added 15.6%
$4.98B
$3.35 Million 0.0% of portfolio
38,434
Q4 2024 Reduced 60.09%
$3.67B
$2.21 Million 0.0% of portfolio
18,612
Q4 2024 Reduced 9.83%
$15.2B
$547,000 0.0% of portfolio
4,253
Q4 2024 Added 51.68%
$6.3B
$4.16 Million 0.0% of portfolio
130,935
Q4 2024 Reduced 16.1%
Bowhead Specialty Hldgs Inc
-
$0 0.0% of portfolio
-
Q4 2024 Added 0.33%
$3.15B
$671,000 0.0% of portfolio
9,097
Q4 2024 Reduced 27.89%
$5.07B
$953,000 0.0% of portfolio
34,741
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 3,173
  • Current Value $101 Billion
  • Prior Value $94.5 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 12, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 102 stocks
  • Additional Purchases 516 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 510 stocks
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