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Portfolio (Quarterly) Guide ↗

Aberdeen Group plc

· CIK 0001716774
13F Portfolio $61.9B AUM 1,806 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 41 New 465 Added 359 Reduced 46 Exited
Page 7 of 18  ·  359 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 HST HOST HOTELS & RESORTS INC Real Estate 1,018,388.0 $19.5M 0.03% -57K -5.3% $19.16 +27.6%
122 EAT BRINKER INTL INC Consumer Cyclical 128,450.0 $18.3M 0.03% -8K -5.9% $142.77 +2.4%
123 IDYA IDEAYA BIOSCIENCES INC Healthcare 545,631.0 $18.2M 0.03% -15K -2.7% $33.32 -5.5%
124 KINIKSA PHARMACEUTICALS INTL 373,634.0 $18.0M 0.03% -27K -6.7% $48.15
125 LGND LIGAND PHARMACEUTICALS INC Healthcare 90,044.0 $18.0M 0.03% -29K -24.5% $199.65 +19.1%
126 SYF SYNCHRONY FINANCIAL Financial Services 263,241.0 $17.9M 0.03% -37K -12.2% $68.02 +3.7%
127 MWA MUELLER WTR PRODS INC Industrials 649,907.0 $17.9M 0.03% -44K -6.4% $27.49 -7.7%
128 NVO NOVO-NORDISK A S Healthcare 481,520.0 $17.7M 0.03% -133K -21.7% $36.75 +11.6%
129 TRMB TRIMBLE INC Technology 268,675.0 $17.5M 0.03% -28K -9.5% $65.23 -17.8%
130 APTIV PLC 244,992.0 $17.0M 0.03% -9K -3.5% $69.44
131 CAMT CAMTEK LTD Technology 111,554.0 $16.9M 0.03% -41K -26.9% $151.61 +11.3%
132 DVN DEVON ENERGY CORP NEW Energy 334,393.0 $16.8M 0.03% -25K -6.8% $50.32 -10.4%
133 GDS GDS HLDGS LTD Technology 405,287.0 $16.3M 0.03% -171K -29.7% $40.29 -13.9%
134 ANIP ANI PHARMACEUTICALS INC Healthcare 206,123.0 $15.9M 0.03% -35K -14.4% $76.90 +4.2%
135 CDW CDW CORP Technology 130,839.0 $15.8M 0.03% -4K -2.8% $121.02 +11.4%
136 IVT INVENTRUST PPTYS CORP Real Estate 518,580.0 $15.8M 0.03% -43K -7.6% $30.46 +12.5%
137 IDA IDACORP INC Utilities 107,728.0 $15.4M 0.03% -21K -16.3% $142.97 -3.4%
138 PTC PTC INC Technology 108,040.0 $15.4M 0.03% -3K -3.0% $142.49 -4.5%
139 IHS IHS HOLDING LIMITED Communication Services 1,866,600.0 $15.4M 0.03% -366K -16.4% $8.23 +0.9%
140 MOH MOLINA HEALTHCARE INC Healthcare 115,184.0 $15.4M 0.03% -80K -41.0% $133.30 +48.8%
Page 7 of 18  ·  359 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 31.4%
Healthcare 13.0%
Communication Services 11.1%
Consumer Cyclical 11.0%
Financial Services 9.9%
Industrials 8.0%
Real Estate 4.3%
Consumer Defensive 4.3%
Utilities 2.6%
Energy 2.5%