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Portfolio (Quarterly) Guide ↗

SCHRODER INVESTMENT MANAGEMENT GROUP

· CIK 0001086619
13F Portfolio $122.0B AUM 3,326 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 135 New 490 Added 473 Reduced 99 Exited
Page 23 of 59  ·  1,178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 PTEN PATTERSON-UTI ENERGY INC Energy 2,674,369.0 $29.6M 0.02% +281K +11.8% $11.05 +9.7%
442 LNT ALLIANT ENERGY CORP Utilities 411,128.0 $29.5M 0.02% +70K +20.6% $71.76 +2.7%
443 FNF FIDELITY NATL FINL INC Financial Services 644,519.0 $29.5M 0.02% -135K -17.3% $45.70 +6.0%
444 SOUTHERN CO 26,400,000.0 $29.4M 0.02% $1.11
445 EBND SPDR SERIES TRUST 1,440,804.0 $29.4M 0.02% NEW $20.39 +2.5%
446 MAC MACERICH CO Real Estate 1,588,824.0 $29.4M 0.02% NEW $18.49 +21.6%
447 DELL DELL TECHNOLOGIES INC Technology 177,093.0 $29.2M 0.02% -36K -16.8% $164.66 +85.3%
448 CNP CENTERPOINT ENERGY INC Utilities 677,544.0 $29.1M 0.02% +14K +2.2% $42.99 -0.1%
449 CI THE CIGNA GROUP Healthcare 112,464.0 $29.0M 0.02% -865.0 -0.8% $258.08 +8.8%
450 SNPS SYNOPSYS INC Technology 73,171.0 $29.0M 0.02% -16K -17.6% $396.48 +34.8%
451 RJF RAYMOND JAMES FINL INC Financial Services 203,718.0 $28.7M 0.02% +3K +1.6% $140.89 +8.0%
452 KEY KEYCORP Financial Services 1,478,279.0 $28.7M 0.02% -135K -8.4% $19.40 +12.2%
453 TDY TELEDYNE TECHNOLOGIES INC Technology 48,954.0 $28.6M 0.02% -3K -6.0% $584.07 +7.5%
454 BC BRUNSWICK CORP Consumer Cyclical 409,535.0 $28.5M 0.02% +90K +28.3% $69.56 +19.9%
455 AFL AFLAC INC Financial Services 259,546.0 $28.5M 0.02% +2K +0.9% $109.71 +6.5%
456 DDOG DATADOG INC Technology 241,020.0 $28.5M 0.02% +47K +24.1% $118.05 +89.5%
457 FRT FEDERAL RLTY INVT TR NEW Real Estate 271,653.0 $28.4M 0.02% -68K -19.9% $104.46 +15.0%
458 IRTC IRHYTHM HOLDINGS INC Healthcare 247,746.0 $28.3M 0.02% +86K +52.9% $114.21 +0.2%
459 PJT PJT PARTNERS INC Financial Services 203,853.0 $28.2M 0.02% -4K -1.8% $138.10 +10.5%
460 PYPL PAYPAL HLDGS INC Financial Services 629,159.0 $28.1M 0.02% +146K +30.2% $44.67 -1.1%
Page 23 of 59  ·  1,178 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.4%
Financial Services 12.3%
Communication Services 12.2%
Consumer Cyclical 10.9%
Industrials 8.7%
Healthcare 8.7%
Consumer Defensive 4.4%
Energy 3.7%
Basic Materials 3.1%
Utilities 2.4%