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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 20 of 20  ·  398 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 HSAI HESAI GROUP Consumer Cyclical 23,344.0 $425K 0.00% -38K -61.8% $18.22 -0.8%
382 WCN WASTE CONNECTIONS INC Industrials 2,527.0 $421K 0.00% -300.0 -10.6% $166.69 -1.0%
383 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 19,631.0 $414K 0.00% -4K -17.3% $21.11 -13.9%
384 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 8,273.0 $396K 0.00% -1K -15.2% $47.81 -8.4%
385 ATS CORPORATION 13,483.0 $388K 0.00% -13K -48.6% $28.78
386 FDS FACTSET RESH SYS INC Financial Services 1,599.0 $368K 0.00% -2K -54.9% $230.08 +20.3%
387 HSIC SCHEIN HENRY INC Healthcare 4,313.0 $360K 0.00% -960.0 -18.2% $83.52 +7.2%
388 UHS UNIVERSAL HLTH SVCS INC Healthcare 2,382.0 $354K -1K -36.8% $148.69 +14.7%
389 WYNN WYNN RESORTS LTD Consumer Cyclical 3,640.0 $353K -809.0 -18.2% $97.09 +5.9%
390 DVA DAVITA INC Healthcare 1,561.0 $347K -136.0 -8.0% $222.48 -20.6%
391 ERIE ERIE INDTY CO Financial Services 1,300.0 $312K -306.0 -19.1% $239.75 +3.3%
392 MOS MOSAIC CO Basic Materials 13,687.0 $290K -3K -18.2% $21.19 +0.2%
393 GOVT ISHARES TR 12,316.0 $281K -621.0 -4.8% $22.78 -1.5%
394 JBS N.V. 22,937.0 $272K -6K -21.6% $11.85
395 GFS GLOBALFOUNDRIES INC Technology 2,969.0 $245K -34K -92.1% $82.41 -35.2%
396 AMRIZE LTD 4,576.0 $244K -571.0 -11.1% $53.30
397 HEPS D MARKET ELECTR SVCS & TRADI Consumer Cyclical 68,535.0 $199K -6K -7.7% $2.91 -5.8%
398 PSKY PARAMOUNT SKYDANCE CORP Communication Services 14,917.0 $147K -1K -8.0% $9.86 +4.3%
Page 20 of 20  ·  398 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%