Aberdeen Group plc
CIK
1716774
Location
EDINBURGH, X0
Portfolio Value
Large
$59,888,076,171
Diversification
Diversified
Filing Date
Global Rank
#119
/ 8,622
▼ 4
· as of Mar 2026
Top Industry
Semiconductors
11.1%
3Y Alpha vs SPY
-2.0%
Period ended 4 months ago
Filed Apr 29, 2026 · 3mo
25 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+59.6%
SPY
+67.9%
Annualised alpha
-2.0%
Max drawdown
−18.7%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
912 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
7.1%
+0.0 pts
Top 5
26.2%
−1.5 pts
Top 10
35.1%
−2.3 pts
HHI
181
Diversified−19
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 32.3% | $19,313,954,647 |
| Healthcare | 13.9% | $8,305,170,958 |
| Consumer Cyclical | 11.3% | $6,780,143,389 |
| Financial Services | 10.3% | $6,183,631,635 |
| Industrials | 8.2% | $4,921,874,231 |
| Communication Services | 8.0% | $4,793,708,898 |
| Real Estate | 4.4% | $2,636,927,428 |
| Consumer Defensive | 4.4% | $2,619,230,711 |
| Utilities | 2.6% | $1,556,128,879 |
| Energy | 2.6% | $1,548,087,928 |
| Basic Materials | 2.0% | $1,191,981,300 |
| Unclassified | 0.1% | $37,236,167 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BCRX | Biocryst Pharmaceuticals Inc | +4,127,077 | 5,040,670 | $47,987,178 | |
| QURE | uniQure N.V. | +1,627,746 | 5,306,386 | $86,759,411 | |
| EQ | Equillium, Inc. | +986,149 | 3,352,837 | $6,705,674 | |
| FULC | Fulcrum Therapeutics, Inc. | +957,926 | 2,211,953 | $16,965,679 | |
| CDXS | Codexis, Inc. | +713,870 | 8,680,368 | $14,148,999 | |
| LENZ | LENZ Therapeutics, Inc. | +666,729 | 1,156,161 | $10,578,873 | |
| STTK | Shattuck Labs, Inc. | +628,144 | 1,159,321 | $7,454,434 | |
| SPRY | ARS Pharmaceuticals, Inc. | +557,568 | 4,113,617 | $33,032,344 | |
| AAPL | Apple Inc. | +498,025 | 16,659,996 | $4,228,140,383 | |
| NVDA | Nvidia Corp | +387,057 | 20,190,892 | $3,521,291,564 | |
| RCUS | Arcus Biosciences, Inc. | +385,186 | 769,787 | $16,627,399 | |
| PRQR | ProQR Therapeutics N.V. | +366,289 | 3,316,965 | $5,373,483 | |
| F | Ford Motor Co | +346,780 | 7,670,332 | $88,515,630 | |
| ICLR | Icon PLC | +333,227 | 399,290 | $44,185,430 | |
| BUR | Burford Capital Ltd | +324,345 | 2,681,624 | $12,120,940 | |
| DYN | Dyne Therapeutics, Inc. | +322,239 | 1,430,384 | $25,932,861 | |
| CSX | Csx Corp | +307,008 | 2,523,910 | $103,606,505 | |
| AMZN | Amazon Com Inc | +280,821 | 11,320,257 | $2,357,669,924 | |
| MGY | Magnolia Oil & Gas Corp | +277,809 | 768,072 | $24,248,032 | |
| BX | Blackstone Inc. | +275,027 | 1,000,013 | $114,991,493 | |
| SERA | Sera Prognostics, Inc. | +271,076 | 2,550,775 | $5,178,073 | |
| OKE | Oneok Inc /New/ | +254,956 | 1,212,619 | $109,608,630 | |
| T | At&T Inc. | +246,034 | 5,129,393 | $148,701,102 | |
| PSNL | Personalis, Inc. | +238,413 | 3,488,308 | $22,220,521 | |
| FRNM | Freenome, Inc. | +232,265 | 578,565 | $6,346,858 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NU | Nu Holdings Ltd. | −1,812,178 | 13,192,205 | $189,571,983 | |
| RARE | Ultragenyx Pharmaceutical Inc. | −1,431,452 | 38,499 | $806,554 | |
| TCRX | TScan Therapeutics, Inc. | −867,221 | 918,020 | $927,200 | |
| CNH | CNH Industrial N.V. | −838,993 | 285,450 | $3,139,950 | |
| VIAV | Viavi Solutions Inc. | −796,078 | 802,609 | $26,710,827 | |
| ALLO | Allogene Therapeutics, Inc. | −624,113 | 1,462,219 | $3,567,814 | |
| IOVA | Iovance Biotherapeutics, Inc. | −604,522 | 155,000 | $544,050 | |
| GLPI | Gaming & Leisure Properties, Inc. | −414,991 | 98,089 | $4,352,208 | |
| IHS | IHS Holding Ltd | −365,600 | 1,866,600 | $15,362,118 | |
| BAX | Baxter International Inc | −338,827 | 27,088 | $455,078 | |
| SLB | Slb Limited/Nv | −320,042 | 1,345,032 | $69,121,193 | |
| JBS | Jbs N.V. | −288,980 | 29,274 | $525,761 | |
| UDR | UDR, Inc. | −281,576 | 154,868 | $5,231,440 | |
| ACHC | Acadia Healthcare Company, Inc. | −279,540 | 464,385 | $10,861,965 | |
| SION | Sionna Therapeutics, Inc. | −275,785 | 564,175 | $22,617,775 | |
| MPT | Medical Properties Trust Inc | −273,837 | 190,459 | $881,825 | |
| SMMT | Summit Therapeutics Inc. | −261,807 | 665,364 | $12,615,301 | |
| TWST | Twist Bioscience Corp | −234,497 | 73,619 | $3,498,374 | |
| SMA | SmartStop Self Storage REIT, Inc. | −225,389 | 741,547 | $22,454,042 | |
| EXLS | ExlService Holdings, Inc. | −222,361 | 340,076 | $10,355,314 | |
| SPOT | Spotify Technology S.A. | −213,780 | 217,061 | $105,255,049 | |
| TXNM | Txnm Energy Inc | −212,964 | 150,600 | $8,804,076 | |
| WTRG | Essential Utilities, Inc. | −204,333 | 134,900 | $5,432,423 | |
| CXW | CoreCivic, Inc. | −201,562 | 766,738 | $14,499,015 | |
| REG | Regency Centers Corp | −198,298 | 432,428 | $32,717,501 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AZN | Astrazeneca PLC | 388,152 | $76,551,336 | |
| MANE | Veradermics, Inc | 1,054,660 | $66,601,779 | |
| SAP | Sap SE | 119,229 | $20,413,197 | |
| WGS | GeneDx Holdings Corp. | 230,096 | $14,776,765 | |
| KWR | Quaker Chemical Corp | 104,863 | $13,027,129 | |
| AMCR | Amcor plc | 305,115 | $12,128,320 | |
| GTX | Garrett Motion Inc. | 619,331 | $11,253,243 | |
| COGT | Cogent Biosciences, Inc. | 272,707 | $10,496,492 | |
| PVLA | Palvella Therapeutics, Inc. | 81,081 | $10,106,746 | |
| TASK | TaskUs, Inc. | 1,360,531 | $9,129,163 | |
| SHOO | Steven Madden, Ltd. | 260,947 | $8,851,322 | |
| MIR | Mirion Technologies, Inc. | 456,462 | $8,485,628 | |
| AGMB | Agomab Therapeutics NV | 707,656 | $7,423,311 | |
| ALHC | Alignment Healthcare, Inc. | 413,043 | $7,277,817 | |
| RYTM | Rhythm Pharmaceuticals, Inc. | 79,357 | $6,901,678 | |
| MAZE | Maze Therapeutics, Inc. | 226,227 | $6,752,875 | |
| PATK | Patrick Industries Inc | 56,852 | $6,314,551 | |
| VISN | Vistance Networks, Inc. | 346,900 | $6,313,580 | |
| SGP | SpyGlass Pharma, Inc. | 220,454 | $5,711,963 | |
| OCUL | Ocular Therapeutix, Inc | 558,380 | $4,729,478 | |
| ZLAB | Zai Lab Ltd | 237,739 | $4,471,870 | |
| WVE | Wave Life Sciences Ltd. | 550,000 | $3,987,500 | |
| COHR | Coherent Corp. | 16,447 | $3,917,838 | |
| VSNT | Versant Media Group, Inc. | 96,670 | $3,578,723 | |
| IMCR | Immunocore Holdings plc | 116,857 | $3,523,238 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| VERX | Vertex, Inc. | 1,221,776 | $24,398,866 | |
| ENB | Enbridge Inc | 452,299 | $21,633,461 | |
| MMYT | MakeMyTrip Ltd | 260,177 | $21,365,735 | |
| WK | Workiva Inc | 218,382 | $18,835,447 | |
| ADMA | Adma Biologics, Inc. | 963,949 | $17,582,429 | |
| GERN | Geron Corp | 9,527,083 | $12,575,749 | |
| EVMN | Evommune, Inc. | 525,376 | $8,994,437 | |
| CORT | Corcept Therapeutics Inc | 245,093 | $8,529,236 | |
| VIR | Vir Biotechnology, Inc. | 1,390,577 | $8,385,179 | |
| CYH | Community Health Systems Inc | 1,772,139 | $5,529,073 | |
| BXSL | Blackstone Secured Lending Fund | 203,521 | $5,358,707 | |
| AQST | Aquestive Therapeutics, Inc. | 809,203 | $5,227,451 | |
| SM | SM Energy Co | 242,523 | $4,535,179 | |
| BEKE | KE Holdings Inc. | 270,085 | $4,256,538 | |
| BNTX | BioNTech SE | 44,060 | $4,194,512 | |
| ACLX | Arcellx, Inc. | 60,364 | $3,935,732 | |
| ITGR | Integer Holdings Corp | 41,546 | $3,258,452 | |
| ABEO | Abeona Therapeutics Inc. | 616,413 | $3,248,496 | |
| DBRG | DigitalBridge Group, Inc. | 180,352 | $2,766,599 | |
| TSLX | Sixth Street Specialty Lending, Inc. | 123,237 | $2,676,707 | |
| ARCC | Ares Capital Corp | 130,322 | $2,636,414 | |
| OBDC | Blue Owl Capital Corp | 202,091 | $2,511,991 | |
| CSIQ | Canadian Solar Inc. | 61,597 | $1,464,160 | |
| JKS | JinkoSolar Holding Co., Ltd. | 49,500 | $1,277,595 | |
| FVRR | Fiverr International Ltd. | 63,836 | $1,261,399 | |
| No positions match the current search. | ||||
912 tracked positions ·
$59,888,076,171 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 912 positions by value
· page 1 of 19
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 16,659,996 | $4,228,140,383 | 7.06% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 20,190,892 | $3,521,291,564 | 5.88% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 8,748,165 | $3,238,308,237 | 5.41% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 8,224,595 | $2,365,064,536 | 3.95% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 11,320,257 | $2,357,669,924 | 3.94% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 4,305,953 | $1,600,738,027 | 2.67% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 4,350,656 | $1,346,571,537 | 2.25% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 1,772,193 | $1,013,924,780 | 1.69% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 2,361,373 | $694,621,481 | 1.16% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 724,353 | $666,238,158 | 1.11% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 2,605,500 | $636,888,419 | 1.06% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 4,665,193 | $561,176,064 | 0.94% | |
| V |
Visa Inc.
Financial Services
|
Added | 1,621,644 | $490,125,682 | 0.82% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 2,207,913 | $480,198,997 | 0.80% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 6,125,704 | $475,293,372 | 0.79% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 3,824,175 | $475,268,468 | 0.79% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 885,384 | $442,390,968 | 0.74% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 2,724,187 | $393,481,569 | 0.66% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 4,972,713 | $378,174,823 | 0.63% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 517,089 | $366,336,872 | 0.61% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 354,467 | $353,201,551 | 0.59% | |
| GE |
General Electric Co
Industrials
|
Added | 1,225,718 | $347,821,996 | 0.58% | |
| WELL |
Welltower Inc.
Real Estate
|
Reduced | 1,685,701 | $333,279,943 | 0.56% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 3,298,612 | $317,161,543 | 0.53% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 1,555,562 | $316,447,976 | 0.53% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 1,824,510 | $309,546,365 | 0.52% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 6,019,621 | $293,456,523 | 0.49% | |
| MU |
Micron Technology Inc
Technology
|
Added | 861,323 | $290,989,361 | 0.49% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 1,156,981 | $280,440,624 | 0.47% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 820,647 | $269,902,591 | 0.45% | |
| EQIX |
Equinix Inc
Real Estate
|
Added | 271,092 | $265,735,220 | 0.44% | |
| ORCL |
Oracle Corp
Technology
|
Added | 1,745,873 | $256,835,375 | 0.43% | |
| PLD |
Prologis, Inc.
Real Estate
|
Added | 1,929,368 | $255,023,860 | 0.43% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 5,071,107 | $254,569,570 | 0.43% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Added | 742,199 | $253,676,195 | 0.42% | |
| DHR |
Danaher Corp /De/
Healthcare
|
Added | 1,302,097 | $246,877,590 | 0.41% | |
| ADI |
Analog Devices Inc
Technology
|
Reduced | 769,235 | $244,724,421 | 0.41% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Reduced | 1,501,514 | $239,791,785 | 0.40% | |
| LIN |
Linde PLC
Basic Materials
|
Added | 480,915 | $238,418,419 | 0.40% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 279,966 | $236,848,434 | 0.40% | |
| NEE |
Nextera Energy Inc
Utilities
|
Reduced | 2,517,935 | $233,865,802 | 0.39% | |
| MDT |
Medtronic plc
Healthcare
|
Added | 2,639,868 | $228,744,561 | 0.38% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 845,099 | $228,675,337 | 0.38% | |
| UNP |
Union Pacific Corp
Industrials
|
Added | 940,564 | $228,199,636 | 0.38% | |
| LRCX |
Lam Research Corp
Technology
|
Added | 1,033,466 | $220,810,345 | 0.37% | |
| CRM |
Salesforce, Inc.
Technology
|
Added | 1,156,697 | $215,920,628 | 0.36% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Added | 2,678,195 | $213,211,103 | 0.36% | |
| ETN |
Eaton Corp plc
Industrials
|
Added | 594,367 | $212,587,243 | 0.35% | |
| ABT |
Abbott Laboratories
Healthcare
|
Added | 2,043,420 | $209,797,931 | 0.35% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
Added | 3,422,423 | $207,569,953 | 0.35% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.