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SCHRODER INVESTMENT MANAGEMENT GROUP13F | |
SCHRODER INVESTMENT MANAGEMENT GROUP | |
Last update 2025-05-13 | 1163 Stocks (83 new) |
Value $99.01 Bil | Turnover 7 % |
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
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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
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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% | 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% | 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% | 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% | 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% | 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% | 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% | 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% | 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% | 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% | 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)
SCHRODER INVESTMENT MANAGEMENT GROUP's Asset Allocation
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
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SCHRODER INVESTMENT MANAGEMENT GROUP's Holdings Heat Map
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SCHRODER INVESTMENT MANAGEMENT GROUP's Holdings Bubble Chart
SCHRODER INVESTMENT MANAGEMENT GROUP News
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