1y return+18.4%S&P 500 +20.9%
3y return+56.9%S&P 500 +68.5%
5y return+50.1%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since September 30, 2017: $234 against $297 in the S&P 500.2
Aberdeen Group plcS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $4.9B | 6.9% | +1.3% |
| NVDANvidia Corporation | $4.0B | 5.6% | −1.1% |
| MSFTMicrosoft Corp | $3.4B | 4.7% | +3.1% |
| GOOGLAlphabet Inc | $3.0B | 4.2% | +2.1% |
| AMZNAmazon Com Inc | $2.9B | 4.0% | +5.8% |
| GOOGAlphabet Inc | $2.4B | 3.3% | −1.1% |
| TSLATesla Inc | $2.1B | 3.0% | +18.7% |
| AVGOBroadcom Inc | $1.6B | 2.3% | −2.1% |
| METAMeta Platforms Inc | $1.0B | 1.4% | +1.5% |
| MUMicron Technology Inc | $948.4M | 1.3% | −4.6% |
| AMDAdvanced Micro Devices Inc | $848.5M | 1.2% | −6.1% |
| LLYEli Lilly & Co | $819.0M | 1.1% | −5.7% |
| JPMJpmorgan Chase & Co | $779.4M | 1.1% | |
| CSCOCisco Sys Inc | $706.9M | 1.0% | −1.8% |
| JNJJohnson & Johnson | $621.5M | 0.9% | −6.1% |
| CATCaterpillar Inc | $581.5M | 0.8% | +5.6% |
| MRKMerck & Co Inc | $553.8M | 0.8% | −7.6% |
| AMATApplied Matls Inc | $541.4M | 0.8% | |
| VVisa Inc | $522.5M | 0.7% | −6.1% |
| ABBVAbbvie Inc | $516.4M | 0.7% | −7.0% |
| GEGe Aerospace | $500.1M | 0.7% | +9.2% |
| INTCIntel Corp | $493.8M | 0.7% | −9.9% |
| LRCXLam Research Corp | $455.6M | 0.6% | +1.7% |
| MAMastercard Incorporated | $447.6M | 0.6% | −1.6% |
| UNHUnitedhealth Group Inc | $429.1M | 0.6% | +22.2% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $4.0B |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $1.6B |
| AMATApplied Matls Inc | June 30, 2020 | +1096.1% | $541.4M |
| AMDAdvanced Micro Devices Inc | June 30, 2020 | +1004.1% | $848.5M |
| CATCaterpillar Inc | June 30, 2020 | +741.8% | $581.5M |
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $819.0M |
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $455.6M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $3.0B |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $2.4B |
| Eaton Corp PLCCUSIP G29183103 | June 30, 2020 | +387.1% | $287.8M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $182.1M
- Ascendis Pharma A/sCUSIP 04351P101 was $48.1M
- Dupont De Nemours IncCUSIP 26614N102 was $25.7M
- ELFE L F Beauty Inc was $21.7M
- FULCFulcrum Therapeutics Inc was $17.0M
- Hologic IncCUSIP 436440101 was $14.7M
- CXWCorecivic Inc was $14.5M
- CTRACoterra Energy Inc was $13.7M
- Carnival CorpCUSIP 143658300 was $12.7M
- Nuvalent IncCUSIP 670703107 was $12.7M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.3% | +14.8% |
| March 31, 2026 | −5.4% | −4.6% |
| December 31, 2025 | +2.9% | +2.4% |
| September 30, 2025 | +8.3% | +7.8% |
| June 30, 2025 | +9.8% | +10.5% |
| March 31, 2025 | −5.0% | −4.6% |
| December 31, 2024 | +0.9% | +2.1% |
| September 30, 2024 | +5.7% | +5.4% |
| June 30, 2024 | +2.6% | +4.0% |
| March 31, 2024 | +8.5% | +10.0% |
| December 31, 2023 | +11.4% | +11.2% |
| September 30, 2023 | −3.9% | −3.6% |
| June 30, 2023 | +7.0% | +8.3% |
| March 31, 2023 | +5.8% | +7.0% |
| December 31, 2022 | +7.3% | +7.1% |
| September 30, 2022 | −5.5% | −5.3% |
| June 30, 2022 | −17.2% | −16.5% |
| March 31, 2022 | −6.2% | −4.9% |
| December 31, 2021 | +8.2% | +10.7% |
| September 30, 2021 | −0.8% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Aberdeen Group plc Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1716774&type=13F-HR&dateb=&owner=include&count=40CIK 1716774
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1716774/000171677426000023/Filed July 31, 2026 · accession 0001716774-26-000023