Aberdeen Group plc — 13F Holdings & Portfolio

CIK 1716774 · latest 13F-HR filed 2026-04-29

Aberdeen Group plc manages $61.94B in 13F-reported U.S. long-equity assets across 1,806 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are AAPL (5.24%), NVDA (4.03%), MSFT (3.79%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 41 new positions, exited 46, added to 302, and trimmed 405.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$61.94B

Long-equity book

Holdings

1,806

Distinct positions

Period

2026-03-31

Filed 2026-04-29

Q/Q Activity

+41 / −46 / ↑302 / ↓405

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • JOHNSON & JOHNSON$111.5M +21.2%
  • EXXON MOBIL CORP$99.1M +47.1%
  • CATERPILLAR INC$83.1M +29.3%
  • EQUINIX INC$74.7M +39.1%
  • MERCK & CO INC$71.6M +14.6%
Show all 302

Top Trims

  • MICROSOFT CORP-$901.7M -21.8%
  • TESLA INC-$273.8M -14.6%
  • AMAZON COM INC-$190.5M -7.5%
  • ALPHABET INC-$154.5M -6.1%
  • SPOTIFY TECHNOLOGY S A-$144.9M -57.9%
Show all 405

New Positions

  • ASTRAZENECA PLC$76.6M
  • VERADERMICS INC$66.6M
  • SAP SE$20.4M
  • GENEDX HOLDINGS CORP$14.8M
  • QUAKER HOUGHTON$13.0M
Show all 41

Exited Positions

  • ASTRAZENECA PLC$77.4M
  • VERTEX INC$24.4M
  • ENBRIDGE INC$21.6M
  • MAKEMYTRIP LIMITED MAURITIUS$21.4M
  • WORKIVA INC$18.8M
Show all 46
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 APPLE INC AAPL 037833100 $3.25B 5.24% 12,796,725 SH
2 NVIDIA CORPORATION NVDA 67066G104 $2.50B 4.03% 14,307,173 SH
3 MICROSOFT CORP MSFT 594918104 $2.35B 3.79% 6,339,569 SH
4 ALPHABET INC GOOGL 02079K305 $1.83B 2.96% 6,370,223 SH
5 AMAZON COM INC AMZN 023135106 $1.82B 2.94% 8,751,504 SH
6 ALPHABET INC GOOG 02079K107 $1.49B 2.40% 5,187,401 SH
7 TESLA INC TSLA 88160R101 $1.35B 2.19% 3,641,456 SH
8 BROADCOM INC AVGO 11135F101 $872.3M 1.41% 2,818,298 SH
9 NVIDIA CORPORATION NVDA 67066G104 $871.7M 1.41% 4,998,109 SH
10 APPLE INC AAPL 037833100 $869.8M 1.40% 3,427,145 SH
11 META PLATFORMS INC META 30303M102 $755.1M 1.22% 1,319,826 SH
12 MICROSOFT CORP MSFT 594918104 $648.4M 1.05% 1,751,731 SH
13 JPMORGAN CHASE & CO JPM 46625H100 $495.1M 0.80% 1,683,063 SH
14 ELI LILLY & CO LLY 532457108 $450.9M 0.73% 490,195 SH
15 AMAZON COM INC AMZN 023135106 $441.2M 0.71% 2,118,570 SH
16 JOHNSON & JOHNSON JNJ 478160104 $434.1M 0.70% 1,775,939 SH
17 ALPHABET INC GOOGL 02079K305 $409.8M 0.66% 1,425,110 SH
18 ALPHABET INC GOOG 02079K107 $386.5M 0.62% 1,347,314 SH
19 BROADCOM INC AVGO 11135F101 $377.4M 0.61% 1,219,346 SH
20 VISA INC V 92826C839 $377.3M 0.61% 1,248,506 SH
21 WALMART INC WMT 931142103 $375.0M 0.61% 3,017,099 SH
22 CATERPILLAR INC CAT 149123101 $297.6M 0.48% 420,115 SH
23 CISCO SYS INC CSCO 17275R102 $294.9M 0.48% 3,800,222 SH
24 GE AEROSPACE GE 369604301 $288.4M 0.47% 1,016,151 SH
25 COSTCO WHOLESALE CORPORATION COST 22160K105 $263.9M 0.43% 264,825 SH
26 MERCK & CO INC MRK 58933Y105 $249.3M 0.40% 2,072,626 SH
27 TESLA INC TSLA 88160R101 $247.0M 0.40% 664,497 SH
28 MASTERCARD INCORPORATED MA 57636Q104 $247.0M 0.40% 494,353 SH
29 NETFLIX INC. NFLX 64110L106 $246.2M 0.40% 2,561,054 SH
30 MICROSOFT CORP MSFT 594918104 $243.2M 0.39% 656,865 SH
31 ADVANCED MICRO DEVICES INC AMD 007903107 $242.3M 0.39% 1,191,018 SH
32 PROCTER & GAMBLE CO PG 742718109 $241.7M 0.39% 1,673,555 SH
33 META PLATFORMS INC META 30303M102 $238.4M 0.38% 416,763 SH
34 ABBVIE INC ABBV 00287Y109 $235.2M 0.38% 1,081,574 SH
35 INTERNATIONAL BUSINESS MACHS IBM 459200101 $220.1M 0.36% 908,218 SH
36 COCA COLA CO KO 191216100 $216.4M 0.35% 2,845,001 SH
37 MICRON TECHNOLOGY INC MU 595112103 $216.1M 0.35% 639,578 SH
38 EXXON MOBIL CORP XOM 30231G102 $208.2M 0.34% 1,226,872 SH
39 JOHNSON & JOHNSON JNJ 478160104 $202.8M 0.33% 829,561 SH
40 BANK AMERICA CORP BAC 060505104 $199.3M 0.32% 4,087,722 SH
41 HOME DEPOT INC HD 437076102 $198.3M 0.32% 603,085 SH
42 APPLIED MATLS INC AMAT 038222105 $189.3M 0.31% 553,927 SH
43 ORACLE CORP ORCL 68389X105 $185.6M 0.30% 1,261,417 SH
44 WELLTOWER INC WELL 95040Q104 $181.9M 0.29% 920,177 SH
45 ABBVIE INC ABBV 00287Y109 $181.3M 0.29% 833,726 SH
46 JPMORGAN CHASE & CO JPM 46625H100 $176.5M 0.28% 599,916 SH
47 WELLS FARGO & CO WFC 949746101 $169.6M 0.27% 2,129,861 SH
48 CISCO SYS INC CSCO 17275R102 $168.7M 0.27% 2,174,382 SH
49 MERCK & CO INC MRK 58933Y105 $167.8M 0.27% 1,394,710 SH
50 SALESFORCE INC CRM 79466L302 $165.6M 0.27% 887,314 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-29 $61.94B 1,806 0001716774-26-000013
2025-12-31 2026-01-16 $64.59B 1,802 0001716774-26-000004