Aberdeen Group plc

CIK

1716774

Location

EDINBURGH, X0

Portfolio Value

Large $59,843,049,624

Diversification

Diversified

Filing Date

Global Rank

#119 / 8,605 ▼ 3 · as of Mar 2026

Top Industry

Semiconductors 11.1%

3Y Alpha vs SPY

-3.2%

Period ended 3 months ago

Filed Apr 29, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

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

Cloned portfolio

+62.7%

SPY

+76.5%

Annualised alpha

-3.2%

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

912 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

7.1%

+0.0 pts

Top 5

26.3%

−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	Positions
Technology	32.2%	$19,268,107,142	133
Healthcare	13.9%	$8,309,969,327	180
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%	$1,556,128,879	39
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 Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
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
PCSC	Perceptive Capital Solutions Corp	+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
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
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
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.

Portfolio Positions

Compact Export CSV View 13F filing

912 positions · $59,843,049,624 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	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	16,659,996	+498,025	$4,228,140,383	−3.8%	7.07%
NVDA	Nvidia Corp Technology	Added	20,190,892	+387,057	$3,521,291,564	−4.7%	5.88%
MSFT	Microsoft Corp Technology	Added	8,748,165	+187,691	$3,238,308,237	−21.8%	5.41%
GOOGL	Alphabet Inc. Communication Services	Added	8,224,595	+174,852	$2,365,064,536	−6.1%	3.95%
AMZN	Amazon Com Inc Consumer Cyclical	Added	11,320,257	+280,821	$2,357,669,924	−7.5%	3.94%
TSLA	Tesla, Inc. Consumer Cyclical	Added	4,305,953	+137,701	$1,600,738,027	−14.6%	2.67%
AVGO	Broadcom Inc. Technology	Added	4,350,656	+99,830	$1,346,571,537	−8.5%	2.25%
META	Meta Platforms, Inc. Communication Services	Added	1,772,193	+58,337	$1,013,924,780	−10.4%	1.69%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,361,373	+48,933	$694,621,481	−6.8%	1.16%
LLY	ELI LILLY & Co Healthcare	Reduced	724,353	-22,874	$666,238,158	−17.0%	1.11%
JNJ	Johnson & Johnson Healthcare	Added	2,605,500	+67,013	$636,888,419	+21.2%	1.06%
MRK	Merck & Co., Inc. Healthcare	Added	4,665,193	+14,191	$561,176,064	+14.6%	0.94%
V	Visa Inc. Financial Services	Added	1,621,644	+35,739	$490,125,682	−11.9%	0.82%
ABBV	AbbVie Inc. Healthcare	Reduced	2,207,913	-51,728	$480,198,997	−7.0%	0.80%
CSCO	Cisco Systems, Inc. Technology	Added	6,125,704	+55,411	$475,293,372	+1.6%	0.79%
WMT	Walmart Inc. Consumer Defensive	Added	3,824,175	+125,799	$475,268,468	+15.3%	0.79%
MA	Mastercard Inc Financial Services	Reduced	885,384	-17,060	$442,390,968	−14.1%	0.74%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	2,724,187	+41,401	$393,481,569	+2.3%	0.66%
KO	Coca Cola Co Consumer Defensive	Added	4,972,713	+111,292	$378,174,823	+11.3%	0.63%
CAT	Caterpillar Inc Industrials	Added	517,089	+22,593	$366,336,872	+29.3%	0.61%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	354,467	-1,631	$353,201,551	+15.0%	0.59%
GE	General Electric Co Industrials	Added	1,225,718	+60,253	$347,821,996	−3.1%	0.58%
WELL	Welltower Inc. Real Estate	Reduced	1,685,701	-34,299	$333,279,943	+4.4%	0.56%
NFLX	Netflix Inc Communication Services	Added	3,298,612	+54,775	$317,161,543	+4.3%	0.53%
AMD	Advanced Micro Devices Inc Technology	Added	1,555,562	+44,397	$316,447,976	−2.2%	0.53%
XOM	Exxon Mobil Corp Energy	Added	1,824,510	+75,654	$309,546,365	+47.1%	0.52%
BAC	Bank Of America Corp /De/ Financial Services	Added	6,019,621	+144,269	$293,456,523	−9.2%	0.49%
MU	Micron Technology Inc Technology	Added	861,323	+37,886	$290,989,361	+23.8%	0.49%
IBM	International Business Machines Corp Technology	Added	1,156,981	+23,533	$280,440,624	−16.5%	0.47%
HD	Home Depot, Inc. Consumer Cyclical	Added	820,647	+17,249	$269,902,591	−2.4%	0.45%
EQIX	Equinix Inc Real Estate	Added	271,092	+21,702	$265,735,220	+39.1%	0.44%
ORCL	Oracle Corp Technology	Added	1,745,873	+111,518	$256,835,375	−19.4%	0.43%
PLD	Prologis, Inc. Real Estate	Added	1,929,368	+9,250	$255,023,860	+4.0%	0.43%
VZ	Verizon Communications Inc Communication Services	Added	5,071,107	+164,170	$254,569,570	+27.4%	0.43%
AMAT	Applied Materials Inc /De Technology	Added	742,199	+30,194	$253,676,195	+38.6%	0.42%
DHR	Danaher Corp /De/ Healthcare	Added	1,302,097	+9,514	$246,877,590	−16.6%	0.41%
ADI	Analog Devices Inc Technology	Reduced	769,235	-49,416	$244,724,421	+10.2%	0.41%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	1,501,514	-91,001	$239,791,785	−2.0%	0.40%
LIN	Linde PLC Basic Materials	Added	480,915	+9,029	$238,418,419	+18.5%	0.40%
GS	Goldman Sachs Group Inc Financial Services	Added	279,966	+3,581	$236,848,434	−2.5%	0.40%
NEE	Nextera Energy Inc Utilities	Reduced	2,517,935	-12,783	$233,865,802	+15.1%	0.39%
MDT	Medtronic plc Healthcare	Added	2,639,868	+63,393	$228,744,561	−7.6%	0.38%
UNH	Unitedhealth Group Inc Healthcare	Added	845,099	+1,357	$228,675,337	−17.9%	0.38%
UNP	Union Pacific Corp Industrials	Added	940,564	+155,988	$228,199,636	+25.7%	0.38%
LRCX	Lam Research Corp Technology	Added	1,033,466	+31,248	$220,810,345	+28.7%	0.37%
CRM	Salesforce, Inc. Technology	Added	1,156,697	+28,857	$215,920,628	−27.7%	0.36%
WFC	Wells Fargo & Company/Mn Financial Services	Added	2,678,195	+75,056	$213,211,103	−12.1%	0.36%
ETN	Eaton Corp plc Industrials	Added	594,367	+109,719	$212,587,243	+37.7%	0.36%
ABT	Abbott Laboratories Healthcare	Added	2,043,420	+49,884	$209,797,931	−16.0%	0.35%
BMY	Bristol Myers Squibb Co Healthcare	Added	3,422,423	+25,458	$207,569,953	+13.3%	0.35%