13F Insight
DOSSIER · 13F-HR · Q1 2026

Rathbones Group PLC

Rathbones PLC's pension fund based in London, UK — $48.4B in tracked AUM across 1,289 positions as of Q1 2026.

RP
Rathbones PLC·London, UK·Pension Fund
CIK 0001351991 · last filed Mar 31, 2026
Total AUM
$48.4B
▲ 15.0%
vs prior
Holdings
1,289
—
positions
Whale Score
65
65
tracked
Activity
—
no data
changes this Q
Top sector
Tech
15% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of Rathbones Group PLC SEC 13F Filing
1. Portfolio Overview

Rathbones Group PLC has reported a substantial expansion in its disclosed portfolio value, increasing by 104.6% from $12.34 billion to $25.26 billion for the period ending December 31, 2025. This dramatic growth in Assets Under Management (AUM) suggests significant net capital inflows or the consolidation of reporting entities. The portfolio is highly diversified, comprising *628 total holdings...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
MSFT
MICROSOFT CORP USD0.00000625 Common Stock
$2.7B7.2M5.5%
02
GOOGL
ALPHABET INC USD0.001 Cls A Common Stock
$2.4B8.3M4.9%
03
AMZN
AMAZON COM INC USD0.01 Common Stock
$2.2B10.4M4.5%
04
NVDA
NVIDIA CORP USD0.001 Common Stock
$2.1B12.1M4.4%
05
V
VISA INC USD0.0001 Common Stock
$1.9B6.3M4.0%
06
AAPL
APPLE INC NPV Common Stock
$1.7B6.6M3.4%
07
JPM
JP MORGAN CHASE & CO USD1 Common Stock
$1.6B5.4M3.3%
08
G0593M107
ASTRAZENECA PLC USD0.25 Ordinary Shares
$1.6B8.1M3.2%
09
TMO
THERMO FISHER SCIENTIFIC INC USD1 Common Stock
$938M1.9M1.9%
10
BRK/B
BERKSHIRE HATHAWAY INC USD0.0033 Cls B Common Stock
$937M2.0M1.9%

Filing history

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