Schroder Investment Management Group portfolio
Investment firmPortfolio as of Jun 30, 2026 (Q2 2026) · filed with the SEC on Aug 13, 2026 · data updated on Nov 5, 2026 · Q2 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Schroder Investment Management Group reported a $141 bn portfolio of 1,142 companies (1,151 positions, counting each share class separately) to the SEC as of the end of Q2 2026. Its largest positions are NVDA, GOOGL, AAPL.
Sections with a free account
What it reported after the quarter end (Q2 2026)
The 13F shows the portfolio as of Jun 30, 2026. Since then Schroder Investment Management Group has filed these own trades with the SEC (Form 4, when it owns more than 10% of a company or holds a role in it) and stakes above 5% (13D and 13G). It is not everything it did: only what it must report before the next 13F.
What changed this quarter
1159 positions with a change (106 new, 494 added to, 450 trimmed, 109 sold); also, 6 exited through an acquisition or merger. 1 is listed here: those of 0.5 points of the portfolio or more (up to 12).
- UnitedHealth Group+307%more sharesIncreased0.1% → 0.8%
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- NVIDIANVDA6.5%
- AlphabetGOOGL · GOOG6.3%
- AppleAAPL4.3%
- MicrosoftMSFT4.2%
- BroadcomAVGO2.9%
- Amazon.comAMZN2.5%
- Meta PlatformsMETA2.1%
- Taiwan Semiconductor ManufacturingTSM2.0%
- VisaV1.9%
- JPMorgan ChaseJPM1.5%
- Morgan StanleyMS1.5%
- Arista NetworksANET1.2%
- Eli LillyLLY1.1%
- Advanced Micro DevicesAMD1.0%
- KLAKLAC0.9%
Portfolio by sector
- ● Information Technology 33%
- ● Financials 12%
- ● Communication Services 11%
- ● Consumer Discretionary 10%
- ● Industrials 9%
- ● Health Care 8%
- ● No sector 6%
- ● Consumer Staples 4%
- ● Materials 2%
- ● Real Estate 2%
- ● Energy 2%
- ● Utilities 1%
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Not counted as a concentrated manager: its portfolio is not within 5 to 100 positions; its top 10 positions are under 45%. Its portfolio is shown all the same, but it is left out of manager counts, the consensus and the ranking. How this is decided
Similar managers by type and size
Same type of filer and a 13F portfolio value between a third and three times this one. It is not a comparison of what they hold.
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