Schroder Investment Management Group
Annual return '25
+11.5%
SPY '25
+17.7%
Alpha
-6.2ptsvs SPY
Invested
$122B
Holdings
1,153
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDIA CORPORATION
Q4 2025: New position (204.5k shares)
6.3%
02
$GOOGL
ALPHABET INC
Q4 2025: Sold 14.5% (158.4k → 135.4k shares)
5.4%
03
$MSFT
MICROSOFT CORP
Q4 2025: Sold 15.7% (90.3k → 76.1k shares)
4.7%
04
$AAPL
APPLE INC
Q4 2025: Increased +16.6% (81.0k → 94.4k shares)
4.2%
05
$AVGO
BROADCOM INC
Q4 2025: Sold 9.6% (70.0k → 63.2k shares)
2.8%
06
$AMZN
AMAZON COM INC
Q4 2025: Sold 15.3% (97.9k → 83.0k shares)
2.5%
07
$META
META PLATFORMS INC
Q4 2025: Sold 35.4% (35.0k → 22.6k shares)
2.5%
08
$V
VISA INC
Q4 2025: New position (35.1k shares)
1.7%
09
$TSM
TAIWAN SEMICONDUCTOR MANUFAC
Q4 2025: New position (2.43M shares)
1.7%
10
$JPM
JPMORGAN CHASE & CO
Q4 2025: Sold 10.2% (45.7k → 41.1k shares)
1.5%
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 06:29 UTC.