SCHRODER INVESTMENT MANAGEMENT GROUP
LONDON X0
Investment Advisor
Schroder Investment Management Group is based out of London. Schroder Investment Management Group is a registered investment advisory firm with 226 clients and discretionary assets under management (AUM) of $673,295,610 (Form ADV from 2025-03-31). Their last reported 13F filing for Q1 2025 included $99,055,625,869 in managed 13F securities
and a top 10 holdings concentration of 27.72%. Schroder Investment Management Group's largest holding is Microsoft Corporation with shares held of 12,941,457. Whalewisdom has at least 119 13F filings, and 11 13G filings
Business Description
The firm offers advisory services to clients, providing advice on investment strategies, asset allocation, and types of securities. They can advise on transactions in any market, subject to client restrictions, and are not limited in the proportion of the portfolio represented by a single security or issuer. The firm seeks to provide consistent, above-average returns over the long term by tailoring positions to each client’s profile, investment objectives, benchmark and risk tolerance.
The firm's advice proposition is ‘restricted’, offering both "whole of market" and more limited solutions depending on the client's needs, but does not advise on life or pension products. For clients with non-discretionary mandates, the client retains the final decision on acting upon the advice and is responsible for their own trading arrangements. The firm's clients include high net worth individuals, entrepreneurs, corporate directors, professionals, wealthy individuals, trusts, charitable foundations, and retirement plans.
Investment Strategy
The firm's investment policy is set by the Investment Committee (IC), which determines a macro-overview for major economies, considering changes in the business cycle, monetary/fiscal policy, government regulation, and geopolitical developments. The IC adapts house policy and asset class exposure to suit clients and selects underlying investments from the Schroders Group's research capabilities. The firm also uses third-party research, paid for from its own funds, without relying on soft dollar arrangements.
The primary investment strategies offered include a Cash and Cash Equivalents portfolio, focused on capital security and income with low risk tolerance, primarily investing in cash, liquidity funds, and government-backed bonds. Another strategy is a Cautious portfolio, which aims for limited capital growth and income. The firm tailors positions to each client’s profile, investment objectives, benchmark, and risk tolerance, seeking consistent, above-average returns over the long term.
Known Email Addresses
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Other Contact Information
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2025-03-31
Top Buys (13F)
| Name | % Change |
|---|---|
| ANET Arista Networks Inc | 0.72% |
| BLK Blackrock Inc. | 0.35% |
| TME Tencent Music Entert | 0.28% |
| BRK.B Berkshire Hathaway I | 0.22% |
| HWM Howmet Aerospace Inc | 0.21% |
2025-03-31
Top Sells (13F)
| Name | % Change |
|---|---|
| NVDA NVIDIA Corp | 0.9% |
| TSLA Tesla Inc | 0.53% |
| MSFT Microsoft Corporatio | 0.48% |
| AMZN Amazon.com Inc | 0.38% |
| MRK Merck & Co Inc | 0.34% |
2025-03-31
13F Holdings Summary
| Name | $ Change |
|---|---|
| MSFT Microsoft Corporatio | 4.9% |
| GOOGL Alphabet Inc. Class | 3.67% |
| AAPL Apple Inc | 3.6% |
| NVDA NVIDIA Corp | 3.51% |
| META Meta Platforms Inc | 2.57% |
2025-03-31
13F Activity
| Market Value | $99.1b, Prior: $104b |
| Inflows (Outflows) as % of Total MV | (-0.6183)% |
| New Purchases | 88 stocks |
| Added To | 449 stocks |
| Sold out of | 95 stocks |
| Reduced holdings in | 588 stocks |
| Top 10 Holdings % | 27.72% |
| Turnover %[1] | 14.29% |
| Turnover Alt %[2] | 7.04% |
| Time Held Top 20 | 12.2 quarters |
| Time Held Top 10 | 11.2 quarters |
| Time Held All | 25.5 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2025-03-31
13F Sector Allocation Over Time
limited to past 4 quarters. Subscribe to see all available data
2025-03-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2025-03-31