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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 6 of 23  ·  444 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SLB SLB LIMITED Energy 1,500,068.0 $69.7M 0.10% +155K +11.5% $46.49 +15.9%
102 ABVX ABIVAX SA Healthcare 522,025.0 $69.6M 0.10% +91K +21.1% $133.26 -9.4%
103 TEL TE CONNECTIVITY PLC Technology 338,575.0 $68.3M 0.10% +37K +12.4% $201.61 +7.8%
104 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 552,284.0 $68.0M 0.10% +13K +2.5% $123.11 +25.3%
105 WAB WABTEC Industrials 251,025.0 $67.7M 0.10% +30K +13.7% $269.60 +11.5%
106 ROK ROCKWELL AUTOMATION INC Industrials 128,098.0 $63.4M 0.09% +10K +8.8% $495.08 -10.2%
107 HUBB HUBBELL INC Industrials 120,617.0 $63.1M 0.09% +15K +14.0% $523.20 -3.6%
108 ES EVERSOURCE ENERGY Utilities 872,259.0 $63.0M 0.09% +39K +4.7% $72.27 -0.5%
109 FLEX FLEX LTD Technology 387,993.0 $62.9M 0.09% +33K +9.4% $162.07 -19.8%
110 ORKA ORUKA THERAPEUTICS INC Healthcare 646,943.0 $61.6M 0.09% +571K +754.8% $95.17 +18.4%
111 INSM INSMED INC Healthcare 577,437.0 $61.6M 0.09% +300K +108.5% $106.62 +20.4%
112 CNP CENTERPOINT ENERGY INC Utilities 1,382,422.0 $60.9M 0.09% +106K +8.3% $44.04 -7.7%
113 ED CONSOLIDATED EDISON INC Utilities 544,740.0 $60.3M 0.09% +8K +1.5% $110.63 -1.5%
114 CL COLGATE PALMOLIVE CO Consumer Defensive 655,253.0 $60.1M 0.08% +43K +7.0% $91.68 -1.6%
115 URI UNITED RENTALS INC Industrials 52,039.0 $59.0M 0.08% +3K +6.5% $1132.89 +2.8%
116 AME AMETEK INC Industrials 239,941.0 $58.1M 0.08% +16K +7.1% $241.94 +5.1%
117 MPWR MONOLITHIC PWR SYS INC Technology 41,854.0 $57.9M 0.08% +2K +6.2% $1382.36 +2.4%
118 TMUS T-MOBILE US INC Communication Services 340,881.0 $57.2M 0.08% +7K +2.0% $167.73 +7.4%
119 FDX FEDEX CORP Industrials 177,898.0 $55.7M 0.08% +2K +1.0% $313.13 +5.9%
120 MAA MID-AMER APT CMNTYS INC Real Estate 394,857.0 $54.9M 0.08% +33K +9.0% $138.94 -5.6%
Page 6 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%