Aberdeen Group plc

CIK 0001716774 · Q2 2026

13F Equity AUM

$71.2B

+15.0% QoQ

Positions

934

-931 QoQ

AUM Rank

#556

Top 4%

Skill Alpha (FF)

-1.2%/yr^ns

No Clear Edge

Rank #3,985 · Top 49%

vs S&P -1.9%/yr (unadj.)

Quarters Tracked

~9 years

Portfolio Concentration

Top 5: 25.4%Top 10: 36.8%Top 20: 45.9%

AAPL6.9%

NVDA5.6%

MSFT4.7%

GOOGL4.2%

AMZN4.0%

GOOG3.4%

TSLA3.0%

AVGO2.3%

META1.4%

MU1.3%

Others (924)63.2%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

No sector data available.

Position Sizing

Positions: 934Median: 0.03%Avg: 0.11%

0–0.5%

904(48.1%)

0.5–1%

17(11.6%)

1–3%

6(8.4%)

3–5%

5(19.3%)

5%+

2(12.5%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 934vs 20 funds

0%Low

934

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New0Increased0Decreased0Exited0

No position changes this quarter.

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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