SI

SCHRODER INVESTMENT MANAGEMENT GROUP

13F
SCHRODER INVESTMENT MANAGEMENT GROUP
Last update 2025-05-13 1163 Stocks (83 new)
Value $99.01 Bil Turnover 7 %
Countries:

SCHRODER INVESTMENT MANAGEMENT GROUP Profile

The Schroder Investment Management Group can be traced to when Johann Heinrich Schröder became a partner at the firm of his brother, establishing J. Henry Schröder & Co. in 1818. By 1970, the company would have established a presence in Latin America and Asia, bringing Japan’s first foreign loan to the London Market. Baron Bruno Schroder, along with Frank Tiarks, would restructure business operations and considerations aid the company’s growth starting in 1895. In the 1923, as New York emerged as a financial center, Schroder would take advantage of the situation and establish a firm there. In the same decade, J. Henry Schröder & Co. would develop an investment department. By the 1950s, the company would be converted into a private company, renamed Schroders Ltd. The company would then have its IPO and be listed on the London Stock Exchange in 1959. The 1960s and 70s would see the company focus on international expansion, establishing a presence in each of the major financial markets. The rest of the century would be spent growing organically and acquiring companies such as Helbert, Wagg & Co. and Wertheim & Co. Inc. as of 2015, the company manages total assets worth approximately half a trillion dollars, managing for its large client base including charities, pension funds, insurance companies, corporations, local and public authorities, and high net worth individuals. Schroder Investment Management Group has continued to focus on international expansion, now having 37 offices in 27 countries to provide its products and services through. The company has over 3500 employees and generates an annual revenue of over 3 billion dollars, translating to $650 million in net income. Some of Schroder's notable mutual funds include The US Opportunities Fund, US Small and Mid-Cap Opportunities Fund, Global Multi-Cap Equity Fund, International Alpha Fund, and Emerging Markets Multi-Cap Equity Fund.
SCHRODER INVESTMENT MANAGEMENT... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT
Microsoft Corp
12,941,457
4,858,093.6
-2.89%
4.910
-0.16%
0.170
+38.94%
+21.47%
3,790,969.0
Software
GOOGL
Alphabet Inc
23,519,173
3,637,004.9
+0.52%
3.670
+0.02%
0.190
+22.57%
-2.01%
2,250,461.0
Interactive Media
AAPL
Apple Inc
16,055,351
3,566,375.1
+1.03%
3.600
+0.04%
0.110
+7.35%
-15.47%
3,154,147.7
Hardware
NVDA
NVIDIA Corp
32,045,449
3,473,085.8
-6.46%
3.510
-0.28%
0.130
+69.89%
+28.41%
4,204,658.7
Semiconductors
META
Meta Platforms Inc
4,413,124
2,543,548.2
+2.40%
2.570
+0.06%
0.180
+40.55%
+20.48%
1,770,790.4
Interactive Media
AMZN
Amazon.com Inc
13,331,499
2,536,451.0
-4.58%
2.560
-0.13%
0.130
+31.01%
+3.07%
2,400,675.8
Retail - Cyclical
V
Visa Inc
6,615,833
2,318,584.9
-0.38%
2.340
-0.01%
0.350
+6.07%
+10.81%
681,869.3
Credit Services
BKNG
Booking Holdings Inc
359,536
1,656,350.0
+4.45%
1.670
+0.07%
1.100
+24.91%
+15.22%
185,574.3
Travel & Leisure
LLY
Eli Lilly and Co
1,736,331
1,434,053.1
+2.95%
1.450
+0.04%
0.190
-7.94%
+0.34%
692,791.6
Drug Manufacturers
JPM
JPMorgan Chase & Co
5,903,964
1,433,777.7
-3.83%
1.450
-0.05%
0.210
+26.17%
+23.48%
800,897.6
Banks

SCHRODER INVESTMENT MANAGEMENT GROUP's Historical Top Holdings Breakdowns

SCHRODER INVESTMENT MANAGEMENT GROUP's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
ANET
Arista Networks Inc
2025-03-31
New Buy
New Buy
+0.72%
â—Ź
77.48 ($101.39) 129.82
$111.78
10.25%
New holding
9,143,531
9,143,531
BLK
BlackRock Inc
2025-03-31
New Buy
New Buy
+0.35%
â—Ź
900.46 ($980.1) 1075.5
$1,103.59
12.60%
New holding
369,090
369,090
TSLA
Tesla Inc
2025-03-31
Reduce
Reduce
-0.35%
â—Ź
222.15 ($333.26) 428.22
$329.65
-1.08%
Reduce -38.8%
1,439,232
-912,619
MRK
Merck & Co Inc
2025-03-31
Reduce
Reduce
-0.33%
â—Ź
83.01 ($93.37) 101.02
$79.96
-14.36%
Reduce -67.85%
1,650,341
-3,483,219
AVGO
Broadcom Inc
2025-03-31
Add
Add
+0.32%
â—Ź
167.43 ($211.65) 244.7
$283.34
33.87%
Add 29.34%
8,446,710
1,915,989
ZBRA
Zebra Technologies Corp
2025-03-31
Reduce
Reduce
-0.30%
â—Ź
271.72 ($341.7) 421.11
$331.73
-2.92%
Reduce -82.43%
172,880
-810,835
NVDA
NVIDIA Corp
2025-03-31
Reduce
Reduce
-0.28%
â—Ź
106.98 ($126.74) 149.43
$172.41
36.03%
Reduce -6.46%
32,045,449
-2,211,646
GEV
GE Vernova Inc
2025-03-31
Reduce
Reduce
-0.25%
â—Ź
270.13 ($348.71) 437.71
$574.60
64.78%
Reduce -55.34%
654,614
-811,190
CARR
Carrier Global Corp
2025-03-31
Add
Add
+0.22%
â—Ź
62.07 ($66.44) 70.55
$76.63
15.34%
Add 107.81%
6,512,123
3,378,361
LRCX
Lam Research Corp
2025-03-31
New Buy
New Buy
+0.16%
â—Ź
72.44 ($78.75) 89.02
$100.66
27.82%
New holding
2,187,788
2,187,788

SCHRODER INVESTMENT MANAGEMENT GROUP Total Holding History ($B)

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SCHRODER INVESTMENT MANAGEMENT GROUP's Asset Allocation

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SCHRODER INVESTMENT MANAGEMENT GROUP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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SCHRODER INVESTMENT MANAGEMENT GROUP's Hypothetical Growth since 2025-03-31

SCHRODER INVESTMENT MANAGEMENT GROUP's Yearly Returns

Year Portfolio % % Excess Gain %

SCHRODER INVESTMENT MANAGEMENT GROUP's Holdings Heat Map

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