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Portfolio (Quarterly) Guide ↗

Aberdeen Group plc

· CIK 0001716774
13F Portfolio $71.2B AUM 1,805 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 51 New 444 Added 398 Reduced 48 Exited
Page 2 of 23  ·  444 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 EQIX EQUINIX INC Real Estate 283,638.0 $295.7M 0.41% +13K +4.6% $1042.39 +5.3%
22 ETN EATON CORP PLC Industrials 675,377.0 $287.8M 0.40% +81K +13.6% $426.12 +6.9%
23 GS GOLDMAN SACHS GROUP INC Financial Services 284,217.0 $287.4M 0.40% +4K +1.5% $1011.37 +3.9%
24 ORCL ORACLE CORP Technology 1,933,638.0 $283.4M 0.40% +188K +10.8% $146.55 +0.1%
25 LIN LINDE PLC Basic Materials 497,157.0 $258.0M 0.36% +16K +3.4% $518.94 -8.6%
26 XOM EXXON MOBIL CORP Energy 1,886,195.0 $257.9M 0.36% +62K +3.4% $136.72 +18.1%
27 APH AMPHENOL CORP Technology 1,458,476.0 $257.2M 0.36% +237K +19.4% $176.32 -3.1%
28 DHR DANAHER CORP DEL Healthcare 1,339,185.0 $255.1M 0.36% +37K +2.9% $190.48 +6.4%
29 NEE NEXTERA ENERGY INC Utilities 2,849,554.0 $250.1M 0.35% +332K +13.2% $87.77 -1.8%
30 NFLX NETFLIX INC. Communication Services 3,384,879.0 $241.7M 0.34% +86K +2.6% $71.40 +6.5%
31 MDT MEDTRONIC PLC Healthcare 2,990,059.0 $233.9M 0.33% +350K +13.3% $78.23 +15.8%
32 TMO THERMO FISHER SCIENTIFIC INC Healthcare 461,039.0 $231.1M 0.33% +43K +10.3% $501.36 +16.8%
33 VZ VERIZON COMMUNICATIONS INC Communication Services 5,388,656.0 $228.2M 0.32% +318K +6.3% $42.34 +13.5%
34 WFC WELLS FARGO & CO Financial Services 2,706,603.0 $223.7M 0.31% +28K +1.1% $82.64 +5.9%
35 ANET ARISTA NETWORKS INC Technology 1,186,773.0 $201.6M 0.28% +155K +15.1% $169.88 +18.8%
36 CRM SALESFORCE INC Technology 1,279,624.0 $200.5M 0.28% +123K +10.6% $156.66 +21.9%
37 ABT ABBOTT LABORATORIES Healthcare 2,183,521.0 $198.1M 0.28% +140K +6.9% $90.74 +21.6%
38 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 202,864.0 $195.8M 0.28% +19K +10.1% $965.00 +3.1%
39 DE DEERE & CO Industrials 286,066.0 $181.5M 0.26% +9K +3.4% $634.33 -5.4%
40 CVS CVS HEALTH CORP Healthcare 1,739,609.0 $180.0M 0.25% +125K +7.8% $103.45 -9.1%
Page 2 of 23  ·  444 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 34.9%
Healthcare 12.4%
Consumer Cyclical 11.0%
Communication Services 10.9%
Financial Services 9.1%
Industrials 8.0%
Real Estate 4.4%
Consumer Defensive 3.5%
Utilities 2.1%
Energy 2.0%