Rathbones Group PLC

CIK: 0001351991Latest portfolio: $25.3B · Q4 2025

Holdings

628

Total Value

$25.3B

New Positions

28

Closed Positions

40

#StockSharesValue% PortfolioChangeType
1
MSFTMICROSOFT CORP USD 0.00000625 Common Stock
3,512,321$1.7B6.72%+20K
2
GOOGLALPHABET INC USD0.001 Cls A Common Stock
4,292,095$1.3B5.32%-354,491
3
AMZNAMAZON COM INC USD0.01 Common Stock
5,294,365$1.2B4.84%-183,636
4
VVISA INC USD0.0001 Common Stock
3,247,548$1.1B4.51%-62,531
5
NVDANVIDIA CORP USD0.001 Common Stock
5,722,193$1.1B4.22%+87K
6
JPMJP MORGAN CHASE & CO USD1 Common Stock
2,737,607$882.1M3.49%-25,788
7
AAPLAPPLE INC NPV Common Stock
3,151,569$856.8M3.39%+20K
8
GOOGALPHABET INC USD0.001 Cls C Common Stock
1,712,515$537.4M2.13%-195,042
9
TMOTHERMO FISHER SCIENTIFIC INC USD1 Common Stock
926,733$537.0M2.13%-15,658
10
BRK/BBERKSHIRE HATHAWAY INC USD0.0033 Cls B Com Stk
991,887$498.6M1.97%+10K
11
METAMETA PLATFORMS INC USD0.000006 Cls A Common Stock
696,555$459.8M1.82%+52K
12
LLYLILLY (ELI) & CO NPV Common Stock
392,154$421.4M1.67%+52K
13
KOCOCA-COLA CO USD0.25 Common Stock
5,925,755$414.3M1.64%+173K
14
ABTABBOTT LABORATORIES NPV Common Stock
3,116,386$390.5M1.55%+108K
15
APHAMPHENOL CORP USD0.001 Cls A Common Stock
2,839,137$383.7M1.52%-129,024
16
BKNGBOOKING HLDGS INC USD0.008 Common Stock
64,908$347.6M1.38%+11K
17
RHCRH EUR0.32 Ord Shs (Primary List)
2,680,212$334.7M1.32%+167K
18
AVGOBROADCOM CORP USD1 Common Stock
966,391$334.5M1.32%+299K
19
SPGIS&P GLOBAL INC USD1 Common Stock
638,030$333.4M1.32%+13K
20
TSMTAIWAN SEMICONDUCTORS MAN LTD ADS Rep 5 TWD10 Ord Share
1,018,629$309.6M1.23%+77K
21
MAMASTERCARD INC USD0.0001 Class A Common Stock
532,453$304.0M1.20%-6,777
22
CMECME GROUP INC USD0.01 Cls A Common Stock
999,530$273.0M1.08%+11K
23
BSXBOSTON SCIENTIFIC USD0.01 Common Stock
2,759,657$263.1M1.04%+478K
24
LINLINDE PLC EUR0.001 Common Shares
608,141$259.3M1.03%+24K
25
GSGOLDMAN SACHS GROUP USD0.01 Common Stock
293,273$257.8M1.02%+17K

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
IMG418.9M+418.9M
NFLX824K+752K
NOW772K+623K
ARM500K+489K
BSX2.8M+478K
FCX1.8M+396K
AVGO966K+299K
LSAK3.6M+225K
BRO981K+186K
KO5.9M+173K

Decreased Positions

NameSharesChange
GOOGL4.3M-354491
CRM604K-198121
GOOG1.7M-195042
AMZN5.3M-183636
ZTS375K-157033
MRK260K-148771
APH2.8M-129024
DIS622K-114090
CSX108K-99757
WMT1.4M-95103

Sector Breakdown

TechnologyNaN% ($InfinityT)
Financial ServicesNaN% ($InfinityT)
Industrials0.0% ($1.756811512491473e+270T)
Healthcare0.0% ($5.3699542144039055e+221T)
Unknown0.0% ($4.9856912523411007e+166T)
Consumer Cyclical0.0% ($1.2220453476033347e+157T)
Basic Materials0.0% ($2.5930512341191256e+140T)
Energy0.0% ($1.138401078402757e+99T)
Consumer Defensive0.0% ($4.1426923681421494e+94T)
Communication Services0.0% ($1.3434255373874598e+64T)
Real Estate0.0% ($1.7011587769832583e+26T)
Utilities0.0% ($8.305343991303244e+25T)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 21, 2026$25.3B628
Q3 2025Nov 13, 2025$24.6T639
Q2 2025Aug 7, 2025$23.2T627
Q1 2025May 13, 2025$20.7T603
Q4 2024Feb 13, 2025$20.7T609
Q3 2024Nov 13, 2024$19817.3T605
Q2 2024Aug 9, 2024$18360.2T616
Q1 2024May 14, 2024$17328.0T615
Q4 2023Feb 13, 2024$15516.9T615
Q3 2023Nov 13, 2023$13789.4T632
Q2 2023Aug 4, 2023$10715.4T411
Q1 2023May 12, 2023$9780.5T412
Q4 2022Feb 14, 2023$8881.3T422
Q3 2022Nov 3, 2022$8.1T415
Q2 2022Aug 12, 2022$8.7T427
Q1 2022May 11, 2022$9.8T421
Q4 2021Feb 10, 2022$10.3T422
Q3 2021Nov 4, 2021$9.3T422
Q2 2021Jul 30, 2021$9.0T424
Q1 2021May 14, 2021$7.8T403
Q4 2020Feb 11, 2021$7.0T386
Q3 2020Nov 13, 2020$5.8T373
Q2 2020Aug 7, 2020$4.9T352
Q1 2020May 4, 2020$3.4T323
Q4 2019Feb 11, 2020$3.8T334
Q3 2019Nov 13, 2019$3.5T328
Q2 2019Aug 12, 2019$3.2T315
Q1 2019May 9, 2019$3.0T313
Q4 2018Feb 12, 2019$2.6T315
Q3 2018Oct 12, 2018$2.9T302
Q2 2018Jul 16, 2018$2.6T304
Q1 2018Apr 6, 2018$2.5T313
Q4 2017Jan 24, 2018$2.5T320
Q3 2017Oct 24, 2017$2.3T318
Q2 2017Aug 10, 2017$2.2T318
Q1 2017Apr 6, 2017$2.2T323
Q4 2016Feb 2, 2017$2.0T311
Q3 2016Oct 24, 2016$1.9T309
Q2 2016Aug 3, 2016$1.8T304
Q1 2016Apr 8, 2016$1.6T305

Fund Information

CIK0001351991
Most Recent FilingJan 21, 2026
Number of Filings40

Rathbones Group PLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $25.3B across 628 holdings. The largest position is MICROSOFT CORP USD 0.00000625 Common Stock (MSFT), representing 6.7% of the portfolio. Compared to the previous quarter, the fund opened 31 new positions and closed 42 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.