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Sarasin & Partners LLP

13F
Sarasin & Partners LLP
Last update 2025-04-15 81 Stocks (22 new)
Value $9.22 Bil Turnover 19 %
Countries:

Sarasin & Partners LLP Profile

Sarasin & Partners is an investment management company based out of London with an additional location in Dublin. The company was founded in 1983 and is currently headed by CEO and CIO John G. E. Monson. Sarasin & Partners currently has over 220 employees and currently operates as a subsidiary of Bank Sarasin & Co. Ltd. The company conducts its research both internally and externally, utilizing quantitative and fundamental analysis methods to conduct its top down and bottom up investment approaches. Sarasin & Partners is known for being a “market leader in thematic investment and for long-term income and dividend management across multi-asset and equity mandates.” The company invests in the public equity and fixed income markets on a global scale, focusing on a long term perspective, panoramic focus to capture opportunities arising from drivers of global change, and dynamic stewardship with responsible investing and believing that the “UK stock market is more exposed to international trends than most other major markets.” Sarasin & Partners invests most heavily in the consumer discretionary sector, which alone makes up over a fifth of its total asset allocations, and also invests in the finance, materials, industrials, consumer staples, information technology, and health care sectors, among others to a lesser degree, in order of decreasing allocations. The company provides a variety of services including equity and fixed income portfolio management, balanced mutual funds management, and hedge funds management. Sarasin & Partners caters to a wide client base including financial advisors, multi-managers, pension funds, charities, insurance companies, and others. The company offers services in four main areas: Thematic Global Equities, Multi-Assets, Global Dividend Investing, and Funds of Funds. Sarasin & Partners currently offers a wide variety of funds including its EquiSar Global Thematic, Socially Responsible, UK Thematic, UK Thematic Opportunities, Food and Agriculture Opportunities, Fund of Funds Global Diversified Growth, and Global Higher Dividend funds, among many others.
Sarasin & Partners LLP Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT
Microsoft Corp
2,121,565
796,414.3
+7.29%
8.640
+0.59%
0.030
+32.75%
+18.46%
3,697,021.6
Software
AMZN
Amazon.com Inc
2,511,576
477,852.5
-12.09%
5.180
-0.84%
0.020
+15.31%
0%
2,329,121.6
Retail - Cyclical
NVDA
NVIDIA Corp
3,852,533
417,537.5
-15.14%
4.530
-1.02%
0.020
+45.78%
+17.67%
3,852,990.1
Semiconductors
MA
Mastercard Inc
759,791
416,456.6
-12.84%
4.520
-0.65%
0.080
+2.68%
+7.04%
510,287.7
Credit Services
GOOGL
Alphabet Inc
2,562,529
396,269.5
-4.75%
4.300
-0.27%
0.020
+14.10%
-6.68%
2,144,839.7
Interactive Media
AAPL
Apple Inc
1,783,846
396,245.7
-35.45%
4.300
-2.70%
0.010
-7.51%
-17.87%
3,064,383.4
Hardware
OTIS
Otis Worldwide Corp
3,642,200
375,875.0
-10.14%
4.080
-0.42%
0.920
-3.64%
+7.81%
39,080.9
Industrial Products
META
Meta Platforms Inc
643,015
370,608.1
-19.24%
4.020
-0.99%
0.030
+28.16%
+26.27%
1,855,799.8
Interactive Media
CL
Colgate-Palmolive Co
3,874,593
363,049.4
+9.52%
3.940
+0.34%
0.480
-2.45%
+1.12%
73,667.2
Consumer Packaged Goods
CME
CME Group Inc
1,172,590
311,076.4
-32.44%
3.370
-1.44%
0.330
+4.37%
+19.82%
99,322.2
Capital Markets

Sarasin & Partners LLP's Historical Top Holdings Breakdowns

Sarasin & Partners LLP's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
UNH
UnitedHealth Group Inc
2025-03-31
New Buy
New Buy
+3.15%
â—Ź
461.52 ($511.2) 548.18
$311.97
-38.97%
New holding
554,313
554,313
ZTS
Zoetis Inc
2025-03-31
New Buy
New Buy
+2.77%
â—Ź
156.48 ($166.29) 175.67
$155.95
-6.22%
New holding
1,553,855
1,553,855
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-2.70%
â—Ź
209.68 ($231.67) 247.1
$205.17
-11.44%
Reduce -35.45%
1,783,846
-979,589
TSM
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
2025-03-31
New Buy
New Buy
+2.64%
â—Ź
165.25 ($194.34) 224.62
$226.49
16.54%
New holding
1,469,127
1,469,127
TMO
Thermo Fisher Scientific Inc
2025-03-31
New Buy
New Buy
+2.03%
â—Ź
497.6 ($541.6) 606.74
$405.46
-25.14%
New holding
376,074
376,074
TTEK
Tetra Tech Inc
2025-03-31
New Buy
New Buy
+1.47%
â—Ź
28.26 ($33.56) 42.58
$35.97
7.17%
New holding
4,628,564
4,628,564
CME
CME Group Inc
2025-03-31
Reduce
Reduce
-1.44%
â—Ź
225.82 ($246.67) 266.54
$275.62
11.74%
Reduce -32.44%
1,172,590
-563,121
CMG
Chipotle Mexican Grill Inc
2025-03-31
Add
Add
+1.23%
â—Ź
47.79 ($54.38) 59.89
$56.15
3.25%
Add 1016.57%
2,482,333
2,260,016
HD
The Home Depot Inc
2025-03-31
Reduce
Reduce
-1.14%
â—Ź
347.25 ($389.72) 424.87
$366.64
-5.92%
Reduce -28.52%
664,257
-265,072
NVDA
NVIDIA Corp
2025-03-31
Reduce
Reduce
-1.02%
â—Ź
106.98 ($126.74) 149.43
$157.99
24.66%
Reduce -15.14%
3,852,533
-687,268

Sarasin & Partners LLP Total Holding History ($B)

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Sarasin & Partners LLP's Asset Allocation

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Sarasin & Partners LLP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Sarasin & Partners LLP's Hypothetical Growth since 2025-03-31

Sarasin & Partners LLP's Yearly Returns

Year Portfolio % % Excess Gain %

Sarasin & Partners LLP's Holdings Heat Map

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Sarasin & Partners LLP News

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