Aberdeen Group plc
Annual return '25
+13.2%
SPY '25
+17.7%
Alpha
-4.5ptsvs SPY
Invested
$61.9B
Holdings
930
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
$AAPL
APPLE INC
Q1 2026: Sold 95.5% (1.20M → 53.9k shares)
6.8%
02
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 99.3% (15.78M → 109.5k shares)
5.7%
03
$MSFT
MICROSOFT CORP
Q1 2026: Sold 99.5% (5.50M → 30.1k shares)
5.2%
04
$GOOGL
ALPHABET INC
Q1 2026: Sold 99.8% (4.54M → 11.0k shares)
3.8%
05
$AMZN
AMAZON COM INC
Q1 2026: Sold 99.5% (6.63M → 36.6k shares)
3.8%
06
$GOOG
ALPHABET INC
Q1 2026: Sold 99.8% (14.87M → 29.8k shares)
3.2%
07
$TSLA
TESLA INC
Q1 2026: Sold 99.9% (6.95M → 8.1k shares)
2.6%
08
$AVGO
BROADCOM INC
Q1 2026: Sold 99.8% (8.08M → 17.7k shares)
2.2%
09
$META
META PLATFORMS INC
Q1 2026: Sold 99.8% (3.78M → 8.9k shares)
1.6%
10
$JPM
JPMORGAN CHASE & CO
Q1 2026: Sold 92.1% (234.7k → 18.5k shares)
1.1%
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 08:10 UTC.