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Portfolio (Quarterly) Guide ↗

SCHRODER INVESTMENT MANAGEMENT GROUP

· CIK 0001086619
13F Portfolio $122.0B AUM 3,326 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 135 New 490 Added 473 Reduced 99 Exited
Page 5 of 5  ·  99 positions
# Ticker Company Sector Shares Value ↓ % Port Status
81 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 5,855 $359K SOLD
82 POR PORTLAND GEN ELEC CO Utilities 7,454 $358K SOLD
83 ACM AECOM Industrials 3,715 $354K SOLD
84 TW TRADEWEB MKTS INC Financial Services 3,230 $347K SOLD
85 ALEXANDER & BALDWIN INC NEW 15,855 $329K SOLD
86 CIG CIA ENERGETICA DE MINAS GERA Utilities 158,039 $322K SOLD
87 RALLIANT CORP 5,707 $292K SOLD
88 PCOR PROCORE TECHNOLOGIES INC Technology 3,902 $288K SOLD
89 BXP BXP INC Real Estate 4,027 $276K SOLD
90 RNR RENAISSANCERE HLDGS LTD Financial Services 960 $272K SOLD
91 SYM SYMBOTIC INC Industrials 4,144 $250K SOLD
92 DRS LEONARDO DRS INC Industrials 7,306 $249K SOLD
93 SONY SONY GROUP CORP Technology 9,654 $248K SOLD
94 SKM SK TELECOM CO LTD Communication Services 11,755 $242K SOLD
95 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 4,409 $209K SOLD
96 WS WORTHINGTON STL INC Basic Materials 5,667 $201K SOLD
97 ESRT EMPIRE ST RLTY TR INC Real Estate 13,878 $91K SOLD
98 FOUR SHIFT4 PMTS INC Technology 597 $38K SOLD
99 FSLY FASTLY INC Technology 1,003 $10K SOLD
Page 5 of 5  ·  99 positions
Sector Allocation
Technology 31.4%
Financial Services 12.3%
Communication Services 12.2%
Consumer Cyclical 10.9%
Industrials 8.7%
Healthcare 8.7%
Consumer Defensive 4.4%
Energy 3.7%
Basic Materials 3.1%
Utilities 2.4%