You're signed outSign in or to get full access.
Stonehage Fleming Financial Services Holdings LTD
Stonehage Fleming Financial Services Holdings Ltd is a leading independently owned multi-family office and wealth management group headquartered in Jersey, with roots tracing back to 1976. The firm provides advisory, fiduciary, investment management, estate planning, legal, and tax services to ultra-high-net-worth families, entrepreneurs, and international clients across 14 geographies, through over 20 offices and a workforce of more than 900 employees. Stonehage Fleming was created by the 2014 merger of Stonehage and Fleming Family & Partners, serving as a trusted adviser for over 40 years.
Investment Strategy
Stonehage Fleming focuses on serving ultra-high-net-worth families with a multi-disciplinary, global approach. It combines discretionary and advisory investment management tailored to family needs, incorporating wealth preservation, succession planning, and cross-border structuring. The firm offers access to private and public market opportunities, diligent risk management, and a high-touch, collaborative model, drawing on deep expertise and extensive networks to deliver independent advice and bespoke solutions across all major asset classes, family governance, and legacy objectives.
Latest 13F Filing Activity
Stonehage Fleming Financial Services Holdings LTD filed their most recent 13F report on Jun 30, 2025 disclosing 209 equity positions with a total 13F market value of $3B. The fund increased holdings in Amazon Com Inc., Amphenol Corp. New, Netflix Inc. among other positions. Stonehage Fleming Financial Services Holdings LTD reduced exposure to Unitedhealth Group Inc., Colgate Palmolive Co., Copart Inc. among others.
Top Holdings
Equity Positions (209)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AMZN | AMAZON COM INC | 9.14% | $315.0M | 1,435,642 | $219.39 | $219.39 | +$315.0M |
M MSFT | MICROSOFT CORP | 8.86% | $305.2M | 613,532 | $456.73 | $497.41 | +$68.7M |
N NFLX | NETFLIX INC | 8.12% | $279.6M | 208,812 | $899.62 | $1339.13 | +$81.6M |
G GE | GE AEROSPACE | 6.59% | $226.8M | 881,305 | $209.30 | $257.39 | +$79.3M |
A APH | AMPHENOL CORP NEW | 6.55% | $225.8M | 2,286,146 | $98.75 | $98.75 | +$225.8M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more