DOSSIER · 13F-HR · Q1 2026

Stonehage Fleming Financial Services Holdings Ltd

Stonehage Fleming Financial Services's asset manager based in London, UK $2.7B in tracked AUM across 287 positions as of Q1 2026.

SF
Stonehage Fleming Financial Services·London, UK·Asset Manager
CIK 0001786379 · last filed Mar 31, 2026
Total AUM
$2.7B
17.4%
vs prior
Holdings
287
positions
Whale Score
62
62
tracked
Activity
no data
changes this Q
Top sector
Financials
35% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of Stonehage Fleming Financial Services Holdings Ltd 13F Filing
Portfolio Overview

Stonehage Fleming Financial Services Holdings Ltd reported a substantial expansion in its U.S. equity portfolio during the quarter ending December 31, 2025. The total portfolio value surged by 107.5%, growing from $1.57 billion to $3.25 billion. This dramatic increase suggests either significant capital inflows, a strategic shift in asset allocation toward U.S. equities, or...

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
GOOG
ALPHABET INC
$239M833K8.7%
02
SPGI
S&P GLOBAL INC
$180M424K6.6%
03
NFLX
NETFLIX INC.
$171M1.8M6.2%
04
AVGO
BROADCOM INC
$165M532K6.0%
05
MA
MASTERCARD INCORPORATED
$161M322K5.9%
06
MCD
MCDONALDS CORP
$154M495K5.6%
07
SYK
STRYKER CORPORATION
$142M432K5.2%
08
V
VISA INC
$142M469K5.2%
09
MSFT
MICROSOFT CORP
$141M381K5.1%
10
AJG
GALLAGHER ARTHUR J & CO
$141M650K5.1%

Filing history

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