| As of Date | 03/27/2026 |
| ADV Location | EDINBURGH, United Kingdom |
|
Adviser Type
- Large advisory firm - Outside the United States - An investment adviser (or subadviser) to an investment company |
|
| Number of Employees | 254 -16% |
| of those in investment advisory functions | 87 -3% |
| Registration | SEC, Approved, 09/07/2017 |
| AUM* | 52,625,862,465 2423% |
| of that, discretionary | 49,823,884,648 6462% |
| Private Fund GAV* | 0 |
| Avg Account Size | 357,999,064 3% |
| SMA’s | No |
| Private Funds | 0 |
| Contact Info | +44 xxxxxxx |
| Websites |
- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Insurance companies
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$670,246,482 | % Position8.00% | $ Change-8.00% | # Change-2.00% |
| Stck Ticker67066G104 | Stock NameNVIDIA CORP | $ Position$572,476,975 | % Position7.00% | $ Change-6.00% | # Change-6.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$465,489,030 | % Position6.00% | $ Change8.00% | # Change1.00% |
| Stck Ticker023135106 | Stock NameAMAZON.COM INC | $ Position$386,360,645 | % Position5.00% | $ Change19.00% | # Change13.00% |
| Stck Ticker11135F101 | Stock NameBROADCOM INC | $ Position$427,243,674 | % Position5.00% | $ Change-7.00% | # Change-11.00% |
| Stck Ticker02079K305 | Stock NameALPHABET INC | $ Position$317,550,086 | % Position4.00% | $ Change35.00% | # Change5.00% |
| Stck Ticker02079K107 | Stock NameALPHABET INC | $ Position$234,246,432 | % Position3.00% | $ Change20.00% | # Change-7.00% |
| Stck Ticker30303M102 | Stock NameMETA PLATFORMS INC | $ Position$211,638,581 | % Position3.00% | $ Change-38.00% | # Change-31.00% |
| Stck Ticker46625H100 | Stock NameJPMORGAN CHASE CO. | $ Position$198,997,325 | % Position2.00% | $ Change-2.00% | # Change-4.00% |
| Stck Ticker58933Y105 | Stock NameMERCK CO INC | $ Position$136,824,477 | % Position2.00% | $ Change30.00% | # Change3.00% |