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Rathbone Brothers plc
RIA/Wealth
Rathbone Brothers plc is a RIA/Wealth led by Robert Paul Stockton, reporting $67.0B in AUM as of Q3 2025 with MSFT as the largest holding (7% allocation).
CEORobert Paul Stockton
- Portfolio Value
- $24.6B
- Positions
- 638
- Top Holding
- MSFT at 7.34%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Rathbone Brothers plc's portfolio (38.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Infrastructure Technology | $1.8B | 7.34% | -$7.2M Sold | 0.05% 3.5M shares | |
Specialty Retail Consumer Cyclical | $1.2B | 4.88% | +$5.0M Bought | 0.05% 5.5M shares | |
Financial - Credit Services Financial Services | $1.1B | 4.59% | -$39.9M Sold | 0.17% 3.3M shares | |
Internet Content & Information Communication Services | $1.1B | 4.59% | -$24.3M Sold | 0.04% 4.6M shares | |
Semiconductors Technology | $1.1B | 4.27% | +$106.6M Bought | 0.02% 5.6M shares | |
Banks - Diversified Financial Services | $871.7M | 3.54% | -$3.1M Sold | 0.10% 2.8M shares | |
Consumer Electronics Technology | $797.5M | 3.24% | +$57.2M Bought | 0.02% 3.1M shares | |
Insurance - Diversified Financial Services | $493.4M | 2.00% | -$36.0M Sold | 0.05% 981.4K shares | |
Internet Content & Information Communication Services | $473.1M | 1.92% | +$68.3M Bought | 0.03% 644.2K shares | |
Internet Content & Information Communication Services | $464.6M | 1.89% | -$21.5M Sold | 0.02% 1.9M shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Rathbone Brothers plc's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Rathbone Brothers plc
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