Rathbones Group PLC
Annual return '25
+16.1%
SPY '25
+17.7%
Alpha
-1.6ptsvs SPY
Invested
$23.4B
Holdings
641
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$MSFT
MICROSOFT CORP USD 0.00000625 Common Stock
Q1 2026: Increased +2.9% (3.51M → 3.61M shares)
5.7%
02
$GOOGL
ALPHABET INC USD0.001 Cls A Cap Stock
Q1 2026: Sold 3.0% (4.29M → 4.17M shares)
5.1%
03
$AMZN
AMAZON COM INC USD0.01 Common Stock
Q1 2026: Sold 1.8% (5.29M → 5.20M shares)
4.6%
04
$NVDA
NVIDIA CORP USD0.001 Common Stock
Q1 2026: Increased +5.7% (5.72M → 6.05M shares)
4.5%
05
$V
VISA INC USD0.0001 Common Stock
Q1 2026: Sold 2.3% (3.25M → 3.17M shares)
4.1%
06
$AAPL
APPLE INC (UK Quoted) NPV Common Stock
Q1 2026: Increased +4.1% (3.15M → 3.28M shares)
3.6%
07
$JPM
JP MORGAN CHASE & CO USD1 Common Stock
Q1 2026: Sold 0.8% (2.74M → 2.72M shares)
3.4%
08
$TMO
THERMO FISHER SCIENTIFIC INC USD1 Common Stock
Q1 2026: Increased +2.9% (926.7k → 953.9k shares)
2.0%
09
$BRK/B
BERKSHIRE HATHAWAY INC USD0.0033 Cls B Com Stk
Q1 2026: Sold 1.4% (991.9k → 978.0k shares)
2.0%
10
$KO
COCA-COLA CO USD0.25 Common Stock
Q1 2026: Increased +1.5% (5.93M → 6.01M shares)
2.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:31 UTC.