SB INVESTMENT ADVISERS (UK) LTD
All 13F Filings
- Location
- London, X0
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 9,994,704
- Description
- London London based fiduciary portfolio advisory practice with a regulated corporate organization and a pragmatic and allocation disciplined investment mandate. The approach emphasizes fundamental research depth, planning integrated mandate design, and valuation discipline and downside awareness for fiduciary household mandates. Mandate delivery is supported by disciplined controls, selective risk taking, and consistent review practices through mandate level transparency and risk accountability.
- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/18/2026 | 10 | 9,994,704 | 13F-HR | SB INVESTMENT ADVISERS (UK) LTD |
| Q3 2025 | 11/14/2025 | 10 | 13,254,470 | 13F-HR | SB INVESTMENT ADVISERS (UK) LTD |
| Q2 2025 | 11/14/2025 | 10 | 12,614,836 | 13F-HR/A - RESTATEMENT | SB INVESTMENT ADVISERS (UK) LTD |
| Q2 2025 | 8/14/2025 | 10 | 12,614,836 | 13F-HR | SB INVESTMENT ADVISERS (UK) LTD |
| Q1 2025 | 5/15/2025 | 10 | 10,967,530 | 13F-HR | SB INVESTMENT ADVISERS (UK) LTD |
| Q4 2024 | 2/14/2025 | 10 | 11,384,980 | 13F-HR | SB INVESTMENT ADVISERS (UK) LTD |
| Q3 2024 | 11/14/2024 | 11 | 12,135,428 | 13F-HR | SB INVESTMENT ADVISERS (UK) LTD |
| Q2 2024 | 8/14/2024 | 12 | 10,821,335 | 13F-HR | SB INVESTMENT ADVISERS (UK) LTD |
| Q1 2024 | 5/15/2024 | 13 | 10,132,269 | 13F-HR | SB INVESTMENT ADVISERS (UK) LTD |
| Q4 2023 | 2/14/2024 | 13 | 11,235,170 | 13F-HR | SB INVESTMENT ADVISERS (UK) LTD |
| Q3 2023 | 11/14/2023 | 14 | 12,142,230 | 13F-HR | SB INVESTMENT ADVISERS (UK) LTD |
| Q2 2023 | 8/14/2023 | 14 | 13,122,578 | 13F-HR | SB INVESTMENT ADVISERS (UK) LTD |
| Q1 2023 | 5/15/2023 | 14 | 12,165,967 | 13F-HR | SB INVESTMENT ADVISERS (UK) LTD |
| Q4 2022 | 2/14/2023 | 14 | 11,986,777 | 13F-HR | SB INVESTMENT ADVISERS (UK) LTD |
| Q3 2022 | 11/14/2022 | 13 | 13,071 | 13F-HR | SB INVESTMENT ADVISERS (UK) LTD |
| Q2 2022 | 8/15/2022 | 14 | 12,585 | 13F-HR | SB INVESTMENT ADVISERS (UK) LTD |
| Q1 2022 | 5/16/2022 | 15 | 21,087 | 13F-HR | SB INVESTMENT ADVISERS (UK) LTD |
| Q4 2021 | 2/14/2022 | 15 | 34,312 | 13F-HR | SB INVESTMENT ADVISERS (UK) LTD |
| Q3 2021 | 11/16/2021 | 11 | 32,251 | 13F-HR/A - RESTATEMENT | SB INVESTMENT ADVISERS (UK) LTD |
| Q3 2021 | 11/15/2021 | 11 | 382,430 | 13F-HR | SB INVESTMENT ADVISERS (UK) LTD |
| Q2 2021 | 8/16/2021 | 16 | 51,038 | 13F-HR | SB INVESTMENT ADVISERS (UK) LTD |
| Q1 2021 | 5/17/2021 | 12 | 57,761 | 13F-HR | SB INVESTMENT ADVISERS (UK) LTD |
| Q4 2020 | 2/16/2021 | 8 | 24,829 | 13F-HR | SB INVESTMENT ADVISERS (UK) LTD |
| Q3 2020 | 11/16/2020 | 4 | 11,641 | 13F-HR | SB INVESTMENT ADVISERS (UK) LTD |
| Q2 2020 | 8/17/2020 | 5 | 9,178 | 13F-HR | SB INVESTMENT ADVISERS (UK) LTD |
| Q1 2020 | 5/15/2020 | 5 | 9,282 | 13F-HR | SB INVESTMENT ADVISERS (UK) LTD |
| Q4 2019 | 2/14/2020 | 5 | 9,124 | 13F-HR | SB INVESTMENT ADVISERS (UK) LTD |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 9.995 M | 100.0% | 0 | 3.26 M | -3.26 M |
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Fund Snapshot
Q4 2025
Latest filed
2/18/2026
Total value ($000)
9,994,704
Holdings
10
QoQ value change ($000)
-3,259,766
(-24.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.