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Schroder Investment Management Group

CIK:0001086619
Asset Manager
$7B AUM
1,152 holdings
London, United Kingdom
Founded:1804
6,000 employees
Latest filing:Jun 30, 2025

Schroder Investment Management Group (part of Schroders plc) is a multinational asset management firm headquartered in London, England. Founded in 1804, it manages assets for institutional and retail clients worldwide, including pension funds, corporations, insurance companies, local authorities, charities, high-net-worth individuals, and retail investors. The firm employs over 6,000 people globally in 38 locations and has a longstanding reputation in both public and private markets serving a diverse, international client base.

Investment Strategy

Schroder Investment Management Group employs a multi-asset, diversified investment approach across both public and private markets. Through its subsidiary, Schroders Capital, the firm also offers specialized exposure to private market assets, including insurance-linked securities (ILS), credit, real estate, and a mix of alternative investments. The investment philosophy is focused on delivering best-in-class, risk-adjusted returns using both commingled funds and bespoke mandates, combining fundamental analysis, quantitative research, and ESG integration across strategies. The ILS team, launched in 2008, manages multiple funds targeting life-only, natural catastrophe, and specialist insurance strategies, employing in-depth insurance industry expertise and disciplined risk management.

Latest 13F Filing Activity

Schroder Investment Management Group filed their most recent 13F report on Jun 30, 2025 disclosing 1,101 equity positions with a total 13F market value of $118B. The fund increased holdings in Microsoft Corp., Nvidia Corporation, Broadcom Inc. among other positions. Schroder Investment Management Group reduced exposure to Unitedhealth Group Inc., Trip Com Group LTD, Apple Inc. among others.

Top Buys
M
MSFTMICROSOFT CORP
+$2.68B
N
NVDANVIDIA CORPORATION
+$2.01B
A
AVGOBROADCOM INC
+$1.20B
M
METAMETA PLATFORMS INC
+$1.03B
N
NFLXNETFLIX INC
+$916.0M
Top Sells
U
UNHUNITEDHEALTH GROUP INC
-$682.4M
T
TCOMTRIP COM GROUP LTD
-$508.3M
A
AAPLAPPLE INC
-$463.3M
L
LULULULULEMON ATHLETICA INC
-$441.4M
P
PGPROCTER AND GAMBLE CO
-$256.7M

Top Holdings

M
MSFTMICROSOFT CORP
+6.4%$7.54B
N
NVDANVIDIA CORPORATION
+4.6%$5.49B
G
GOOGLALPHABET INC
+3.8%$4.45B
M
METAMETA PLATFORMS INC
+3.0%$3.57B
A
AAPLAPPLE INC
+2.6%$3.10B

Equity Positions (1,101)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
MICROSOFT CORP6.37%$7.54B15,153,702$238.49$497.41+$2.68B
NVIDIA CORPORATION4.64%$5.49B34,736,565$40.75$157.99+$2.01B
ALPHABET INC3.76%$4.45B25,229,896$97.71$176.23+$809.3M
META PLATFORMS INC3.02%$3.57B4,838,063$351.63$738.09+$1.03B
APPLE INC2.62%$3.10B15,124,168$123.60$205.17-$463.3M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+11.2%
SEMICONDUCTORS & RELATED DEVICES
+10.8%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+8.1%
SERVICES-BUSINESS SERVICES, NEC
+5.6%
PHARMACEUTICAL PREPARATIONS
+3.3%