Aberdeen Group plc
SEC Form 13F institutional filer · CIK 0001716774
13F-HR · 501 reported holdings · 2026-03-31
Asset management firm, subsidiary of Aberdeen Standard Investments.
Reported long-US-equity value
$56.29B
Top-10 concentration
39.7%
Aberdeen Group plc — $56.3B AUM allocation strategy
Aberdeen Group plc files SEC Form 13F and reports $56.3B of long US equity value across 501 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 22.8%, followed by Communication Services 9.5% and Consumer Discretionary 7.0%.
The top 10 holdings account for 40% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Aberdeen Group plc — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$56.3B
total across 501 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
40% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$AAPL +498K sh · −$166M+$NVDA +387K sh · −$172M+$F +347K sh · −$7.57M
Biggest trims (shares)
−$AMCR −1.17M sh · −$180K−$BAX −339K sh · −$6.54M−$SLB −320K sh · +$5.22M
Exited to nil (held last quarter, gone now)
None this quarter
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Interactive Media & Services9.5%—
- Semiconductors8.6%—
- Technology Hardware, Storage & Peripherals7.5%—
- Systems Software5.8%—
- Broadline Retail4.2%—
- Pharmaceuticals3.3%—
- Automobile Manufacturers2.9%—
- Transaction & Payment Processing Services1.7%—
- Other holdings56.6%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 16.7M | $4.23B | +498K | 7.5% |
| $NVDA | NVIDIA Corporation | 20.2M | $3.52B | +387K | 6.3% |
| $MSFT | Microsoft Corporation | 8.75M | $3.24B | +188K | 5.8% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 8.22M | $2.37B | +175K | 4.2% |
| $AMZN | Amazon.com Inc | 11.3M | $2.36B | +281K | 4.2% |
| $GOOGL | Alphabet Inc | 6.82M | $1.96B | +196K | 3.5% |
| $TSLA | Tesla Inc | 4.31M | $1.6B | +138K | 2.8% |
| $AVGO | Broadcom Inc | 4.35M | $1.35B | +99.8K | 2.4% |
| $META | Meta Platforms Inc | 1.77M | $1.01B | +58.3K | 1.8% |
| $JPM | JP Morgan Chase & Co | 2.36M | $695M | +48.9K | 1.2% |
…and 491 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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