SCHRODER INVESTMENT MANAGEMENT GROUP

RIA/Wealth

SCHRODER INVESTMENT MANAGEMENT GROUP is a RIA/Wealth led by Toby James Glover, managing $125.97B across 1,133 long positions as of Q3 2025 with MSFT as the largest holding (6% allocation).

CEOToby James Glover

Portfolio Value: $125.97B
Positions: 1,133
Top Holding: MSFT at 6.37%
Last Reported: Q3 2025

AddressMarunouchi Trust Tower Main 21f,, 1-8-3 Marunouchi,, Chiyoda-ku, Tokyo, 100-0005, Japan

Top Holdings

Largest long holdings in SCHRODER INVESTMENT MANAGEMENT GROUP's portfolio (33.2% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Microsoft MSFT	Software - Infrastructure Technology	$8.0B	6.37%	+$171.0M Bought	0.21% 15.5M shares	≤ Q2 2013 Held for 12y 6m+
2 Nvidia NVDA	Semiconductors Technology	$7.1B	5.62%	+$595.0M Bought	0.16% 37.9M shares	Q3 2016 Held for 9y 3m
3 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$6.1B	4.81%	-$68.4M Sold	0.21% 24.9M shares	≤ Q2 2013 Held for 12y 6m+
4 Apple AAPL	Consumer Electronics Technology	$3.9B	3.12%	+$75.6M Bought	0.10% 15.4M shares	≤ Q2 2013 Held for 12y 6m+
5 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$3.9B	3.08%	+$322.1M Bought	0.21% 5.3M shares	≤ Q2 2013 Held for 12y 6m+
6 Broadcom Inc. AVGO	Semiconductors Technology	$3.3B	2.61%	+$156.4M Bought	0.21% 10.0M shares	Q3 2016 Held for 9y 3m
7 Amazon AMZN	Specialty Retail Consumer Cyclical	$3.2B	2.52%	+$150.6M Bought	0.14% 14.5M shares	≤ Q2 2013 Held for 12y 6m+
8 Visa V	Financial - Credit Services Financial Services	$2.4B	1.88%	-$14.3M Sold	0.36% 6.9M shares	≤ Q2 2013 Held for 12y 6m+
9 Netflix NFLX	Entertainment Communication Services	$2.1B	1.64%	+$104.9M Bought	0.40% 1.7M shares	Q3 2014 Held for 11y 3m
10 JPMorgan Chase JPM	Banks - Diversified Financial Services	$2.0B	1.60%	-$28.7M Sold	0.23% 6.4M shares	≤ Q2 2013 Held for 12y 6m+

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in SCHRODER INVESTMENT MANAGEMENT GROUP's latest filing

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Market Value

$125.97B

Prior: $116.49B

Q/Q Change

+8.14%

+$9.5B

Net Flows % of MV

+0.69%

Turnover Ratio

6.97%

New Purchases

21 stocks

$149.4M

Added To

466 stocks

+$8.8B

Sold Out Of

95 stocks

$819.9M

Reduced Holdings

519 stocks

-$7.3B

Increased Positions

Position	Shares Δ	Change
1 CHA China Telecom CHA	New	0 → 2.8M +$46.2M
2 CCC CCC Intelligent Solutions Holdings Inc. CCC	New	0 → 2.8M +$25.8M
3 Symmetry Medical SMA	New	0 → 430.5K +$16.0M
4 Osisko Development ODV	New	0 → 3.9M +$13.4M
5 FB Financial FBK	New	0 → 235.0K +$13.1M

Decreased Positions

Position	Shares Δ	Change
1 Globant GLOB	Sold	1.0M → 0 −$91.4M
2 iShares MSCI USA Equal Weighted ETF EUSA	Sold	821.6K → 0 −$81.4M
3 Fiserv FI	Sold	319.4K → 0 −$55.1M
4 Financial Select Sector SPDR Fund XLF	Sold	905.5K → 0 −$47.0M
5 CHE Chemed CHE	Sold	86.6K → 0 −$42.2M

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Analytics

Portfolio insights and performance metrics for SCHRODER INVESTMENT MANAGEMENT GROUP

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Sector Allocation

Technology

29.90%

Communication Services

12.70%

Financial Services

11.20%

Consumer Cyclical

10.30%

Healthcare

8.10%

Industrials

7.40%

Consumer Defensive

3.40%

ETF

3.10%

Real Estate

2.00%

Utilities

2.00%

Energy

1.70%

Basic Materials

1.60%

Market Cap Distribution

Mega Cap (> $200B)

46.99%

Large Cap ($10B - $200B)

36.71%

Mid Cap ($2B - $10B)

4.59%

Small Cap ($300M - $2B)

0.53%

Micro Cap ($50M - $300M)

0.00%

Nano Cap (< $50M)

0.12%

N/A (ETF or Unknown)

11.05%

Portfolio Concentration

Top 10 Holdings %

33.24%

Top 20 Holdings %

44.37%

Top 50 Holdings %

60.91%

Top 100 Holdings %

75.34%