Aberdeen Group plc

CIK

1716774

Location

EDINBURGH, X0

Portfolio Value

Large $59,874,900,383

Diversification

Diversified

Filing Date

Global Rank

#62 / 8,232 ▲ 51

Top Industry

Semiconductors 11.1%

3Y Alpha vs SPY

-4.3%

Period ended 2 months ago

Filed Apr 29, 2026 · 46d

24 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+58.3%

SPY

+76.3%

Annualised alpha

-4.3%

Max drawdown

−18.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

910 positions · as of Mar 31, 2026 · Δ vs Sep 30, 2025

Top Position

7.1%

−0.3 pts

Top 5

26.2%

−1.5 pts

Top 10

35.1%

−2.4 pts

HHI

181

Diversified−24

Portfolio Trend

24 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	32.3%	$19,313,954,647	133
Healthcare	13.9%	$8,302,514,893	179
Consumer Cyclical	11.3%	$6,780,143,383	87
Financial Services	10.3%	$6,179,654,255	101
Industrials	8.2%	$4,921,874,200	113
Communication Services	8.0%	$4,793,708,898	37
Real Estate	4.4%	$2,636,927,428	104
Consumer Defensive	4.4%	$2,619,230,711	45
Utilities	2.6%	$1,549,586,567	38
Energy	2.6%	$1,548,087,928	28
Basic Materials	2.0%	$1,191,981,306	39
Unclassified	0.1%	$37,236,167	6

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Sep 30, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CDXS	Codexis, Inc.	+4,588,306	8,680,368	$14,148,999
EQ	Equillium, Inc.	+2,973,311	3,352,837	$6,705,674
NFLX	Netflix Inc	+2,967,167	3,298,612	$317,161,543
QURE	uniQure N.V.	+2,366,643	5,306,386	$86,759,411
FULC	Fulcrum Therapeutics, Inc.	+2,073,992	2,211,953	$16,965,679
NEO	Neogenomics Inc	+1,234,630	2,026,893	$15,039,546
NOW	ServiceNow, Inc.	+1,228,241	1,515,167	$158,410,708
LUCD	Lucid Diagnostics Inc.	+1,144,277	3,644,277	$4,190,918
CRBP	Corbus Pharmaceuticals Holdings, Inc.	+1,133,519	1,321,750	$12,411,232
PSNL	Personalis, Inc.	+1,100,361	3,488,308	$22,220,521
LENZ	LENZ Therapeutics, Inc.	+1,025,435	1,156,161	$10,578,873
PRQR	ProQR Therapeutics N.V.	+1,018,142	3,316,965	$5,373,483
SPRY	ARS Pharmaceuticals, Inc.	+1,016,595	4,113,617	$33,032,344
EYPT	EyePoint, Inc.	+941,576	1,738,378	$22,407,692
DYN	Dyne Therapeutics, Inc.	+873,651	1,430,384	$25,932,861
BUR	Burford Capital Ltd	+822,125	2,681,624	$12,120,940
TECX	Tectonic Therapeutic, Inc.	+785,648	1,141,824	$35,293,779
DNLI	Denali Therapeutics Inc.	+740,860	1,854,446	$35,605,363
NSPR	InspireMD, Inc.	+692,247	3,173,364	$5,172,583
OKE	Oneok Inc /New/	+556,610	1,212,619	$109,608,630
OCS	Oculis Holding AG	+493,827	1,746,946	$46,451,294
CRNX	Crinetics Pharmaceuticals, Inc.	+480,446	820,395	$29,796,746
SCHW	Schwab Charles Corp	+475,829	1,442,694	$135,584,381
MYGN	Myriad Genetics Inc	+471,351	1,110,404	$4,996,818
NU	Nu Holdings Ltd.	+448,464	13,192,205	$189,571,983
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
HSAI	Hesai Group	−1,304,597	61,143	$1,169,053
RARE	Ultragenyx Pharmaceutical Inc.	−935,157	38,499	$806,554
CNH	CNH Industrial N.V.	−842,211	285,450	$3,139,950
VIAV	Viavi Solutions Inc.	−782,142	802,609	$26,710,827
INVH	Invitation Homes Inc.	−675,069	610,706	$15,176,043
TEVA	Teva Pharmaceutical Industries Ltd	−659,349	163,497	$4,924,527
PFE	Pfizer Inc	−567,993	5,302,261	$148,887,487
TIGO	Millicom International Cellular SA	−530,160	8,928	$669,064
IHS	IHS Holding Ltd	−520,815	1,866,600	$15,362,118
SMMT	Summit Therapeutics Inc.	−474,166	665,364	$12,615,301
IOVA	Iovance Biotherapeutics, Inc.	−452,210	155,000	$544,050
CYTK	Cytokinetics Inc	−444,558	483,274	$31,852,589
TCRX	TScan Therapeutics, Inc.	−436,800	918,020	$927,200
TVTX	Travere Therapeutics, Inc.	−410,238	557,147	$16,552,837
BAX	Baxter International Inc	−390,435	27,088	$455,078
SION	Sionna Therapeutics, Inc.	−386,372	564,175	$22,617,775
PDD	PDD Holdings Inc.	−381,667	846,526	$86,498,025
BSAC	Banco Santander Chile	−374,230	337,843	$11,283,956
ABVX	Abivax S.A.	−356,176	431,241	$48,018,685
GLPI	Gaming & Leisure Properties, Inc.	−351,179	98,089	$4,352,208
CPRX	Catalyst Pharmaceuticals, Inc.	−334,929	297,512	$7,366,396
JBS	Jbs N.V.	−288,353	29,274	$525,761
LOMA	Loma Negra Compania Industrial Argentina Sociedad Anonima	−287,209	913,891	$10,135,051
SLB	Slb Limited/Nv	−285,207	1,345,032	$69,121,193
UDR	UDR, Inc.	−279,054	154,868	$5,231,440
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
AZN	Astrazeneca PLC	388,152	$76,551,336
MANE	Veradermics, Inc	1,054,660	$66,601,779
PRAX	Praxis Precision Medicines, Inc.	172,484	$55,572,619
BCRX	Biocryst Pharmaceuticals Inc	5,040,670	$47,987,178
TTE	TotalEnergies SE	358,940	$32,656,361
Q	Qnity Electronics, Inc.	245,266	$28,298,790
AZZ	Azz Inc	183,510	$22,962,605
SAP	Sap SE	119,229	$20,413,197
OSW	ONESPAWORLD HOLDINGS Ltd	863,595	$19,819,505
HLIO	Helios Technologies, Inc.	289,233	$18,716,266
WGS	GeneDx Holdings Corp.	230,096	$14,776,765
SUPN	Supernus Pharmaceuticals, Inc.	275,561	$14,243,747
DEC	Diversified Energy Co	814,061	$14,197,223
PRMB	Primo Brands Corp	751,059	$14,142,440
ARCB	Arcbest Corp /De/	133,799	$13,160,468
CARG	CarGurus, Inc.	386,141	$13,148,100
KWR	Quaker Chemical Corp	104,863	$13,027,129
DTIL	Precision Biosciences Inc	2,230,178	$12,265,979
JBIO	Jade Biosciences, Inc.	867,284	$12,185,340
SOLS	Solstice Advanced Materials Inc.	159,970	$12,183,314
AMCR	Amcor plc	305,115	$12,128,320
GTX	Garrett Motion Inc.	619,331	$11,253,243
RVMD	Revolution Medicines, Inc.	114,767	$11,161,090
COGT	Cogent Biosciences, Inc.	272,707	$10,496,492
SLNO	Soleno Therapeutics Inc	287,456	$9,624,026
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
BMRN	Biomarin Pharmaceutical Inc	902,751	$48,892,993
VERX	Vertex, Inc.	1,445,834	$35,842,224
ONON	On Holding AG	768,053	$32,527,044
ITGR	Integer Holdings Corp	291,109	$30,080,291
BNTX	BioNTech SE	291,907	$28,787,868
CORT	Corcept Therapeutics Inc	259,077	$21,531,889
MMYT	MakeMyTrip Ltd	215,077	$20,131,207
WK	Workiva Inc	231,772	$19,950,933
LRN	Stride, Inc.	133,763	$19,922,660
ENB	Enbridge Inc	387,500	$19,553,250
EXAS	EXACT SCIENCES CORP	304,609	$16,665,158
ADMA	Adma Biologics, Inc.	1,116,312	$16,365,133
SM	SM Energy Co	582,652	$14,548,819
LZB	La-Z-Boy Inc	358,447	$12,301,900
MREO	Mereo BioPharma Group plc	5,538,699	$11,409,719
VIR	Vir Biotechnology, Inc.	1,526,265	$8,714,973
JANX	Janux Therapeutics, Inc.	345,476	$8,443,433
GERN	Geron Corp	5,970,923	$8,180,164
XNCR	Xencor Inc	558,810	$6,554,841
MDU	Mdu Resources Group Inc	345,598	$6,155,099
VCYT	Veracyte, Inc.	162,102	$5,564,961
BEKE	KE Holdings Inc.	283,090	$5,378,710
ARDX	Ardelyx, Inc.	865,596	$4,769,433
OC	Owens Corning	32,639	$4,617,112
CYH	Community Health Systems Inc	1,429,780	$4,589,593
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

910 positions · $59,874,900,383 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 910 positions by value · page 1 of 19

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	16,659,996	+290,820	$4,228,140,383	+1.4%	7.06%
NVDA	Nvidia Corp Technology	Added	20,190,892	+127,876	$3,521,291,564	−5.9%	5.88%
MSFT	Microsoft Corp Technology	Added	8,748,165	+62,264	$3,238,308,237	−28.0%	5.41%
GOOGL	Alphabet Inc. Communication Services	Added	8,224,595	+38,828	$2,365,064,536	+18.8%	3.95%
AMZN	Amazon Com Inc Consumer Cyclical	Added	11,320,257	+127,521	$2,357,669,924	−4.1%	3.94%
TSLA	Tesla, Inc. Consumer Cyclical	Added	4,305,953	+88,236	$1,600,738,027	−14.7%	2.67%
AVGO	Broadcom Inc. Technology	Added	4,350,656	+67,333	$1,346,571,537	−4.7%	2.25%
META	Meta Platforms, Inc. Communication Services	Added	1,772,193	+14,179	$1,013,924,780	−21.5%	1.69%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,361,373	+53,598	$694,621,481	−4.6%	1.16%
LLY	ELI LILLY & Co Healthcare	Reduced	724,353	-120,650	$666,238,158	+3.3%	1.11%
JNJ	Johnson & Johnson Healthcare	Added	2,605,500	+115,009	$636,888,419	+37.9%	1.06%
MRK	Merck & Co., Inc. Healthcare	Added	4,665,193	+185,570	$561,176,064	+49.3%	0.94%
V	Visa Inc. Financial Services	Added	1,621,644	+7,753	$490,125,682	−11.0%	0.82%
ABBV	AbbVie Inc. Healthcare	Reduced	2,207,913	-47,503	$480,198,997	−8.0%	0.80%
CSCO	Cisco Systems, Inc. Technology	Added	6,125,704	+48,256	$475,293,372	+14.3%	0.79%
WMT	Walmart Inc. Consumer Defensive	Added	3,824,175	+89,974	$475,268,468	+23.5%	0.79%
MA	Mastercard Inc Financial Services	Reduced	885,384	-36,289	$442,390,968	−15.6%	0.74%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	2,724,187	-36,394	$393,481,569	−7.2%	0.66%
KO	Coca Cola Co Consumer Defensive	Added	4,972,713	+154,638	$378,174,823	+18.4%	0.63%
CAT	Caterpillar Inc Industrials	Added	517,089	+16,869	$366,336,872	+53.5%	0.61%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	354,467	-7,606	$353,201,551	+5.4%	0.59%
GE	General Electric Co Industrials	Added	1,225,718	+34,468	$347,821,996	−2.9%	0.58%
WELL	Welltower Inc. Real Estate	Reduced	1,685,701	-38,431	$333,279,943	+8.5%	0.56%
NFLX	Netflix Inc Communication Services	Added	3,298,612	+2,967,167	$317,161,543	+698.1%	0.53%
AMD	Advanced Micro Devices Inc Technology	Added	1,555,562	+48,785	$316,447,976	+29.8%	0.53%
XOM	Exxon Mobil Corp Energy	Added	1,824,510	+29,125	$309,546,365	+52.9%	0.52%
BAC	Bank Of America Corp /De/ Financial Services	Added	6,019,621	+230,895	$293,456,523	−1.7%	0.49%
MU	Micron Technology Inc Technology	Added	861,323	+33,461	$290,989,361	+110.1%	0.49%
IBM	International Business Machines Corp Technology	Added	1,156,981	+14,626	$280,440,624	−13.0%	0.47%
HD	Home Depot, Inc. Consumer Cyclical	Added	820,647	+10,298	$269,902,591	−17.8%	0.45%
EQIX	Equinix Inc Real Estate	Added	271,092	+20,818	$265,735,220	+35.6%	0.44%
ORCL	Oracle Corp Technology	Added	1,745,873	+151,913	$256,835,375	−42.7%	0.43%
PLD	Prologis, Inc. Real Estate	Added	1,929,368	+73,245	$255,023,860	+20.0%	0.43%
VZ	Verizon Communications Inc Communication Services	Added	5,071,107	+47,980	$254,569,570	+15.3%	0.43%
AMAT	Applied Materials Inc /De Technology	Added	742,199	+22,115	$253,676,195	+72.1%	0.42%
DHR	Danaher Corp /De/ Healthcare	Added	1,302,097	+148,366	$246,877,590	+7.9%	0.41%
ADI	Analog Devices Inc Technology	Reduced	769,235	-76,324	$244,724,421	+17.8%	0.41%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	1,501,514	-229,471	$239,791,785	−4.2%	0.40%
LIN	Linde PLC Basic Materials	Reduced	480,915	-16,343	$238,418,419	+0.9%	0.40%
GS	Goldman Sachs Group Inc Financial Services	Reduced	279,966	-2,481	$236,848,434	+5.3%	0.40%
NEE	Nextera Energy Inc Utilities	Reduced	2,517,935	-82,792	$233,865,802	+19.1%	0.39%
MDT	Medtronic plc Healthcare	Added	2,639,868	+92,325	$228,744,561	−5.7%	0.38%
UNH	Unitedhealth Group Inc Healthcare	Reduced	845,099	-86,509	$228,675,337	−28.9%	0.38%
UNP	Union Pacific Corp Industrials	Added	940,564	+157,970	$228,199,636	+23.4%	0.38%
LRCX	Lam Research Corp Technology	Added	1,033,466	+34,183	$220,810,345	+65.0%	0.37%
CRM	Salesforce, Inc. Technology	Added	1,156,697	+1,156	$215,920,628	−21.2%	0.36%
WFC	Wells Fargo & Company/Mn Financial Services	Added	2,678,195	+19,437	$213,211,103	−4.3%	0.36%
ETN	Eaton Corp plc Industrials	Added	594,367	+103,083	$212,587,243	+15.6%	0.36%
ABT	Abbott Laboratories Healthcare	Added	2,043,420	+73,701	$209,797,931	−20.5%	0.35%
BMY	Bristol Myers Squibb Co Healthcare	Added	3,422,423	+241,681	$207,569,953	+44.7%	0.35%