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Stonehage Fleming (Uk) Limited
Stuart Parkinson · Family Office · Multi-Strategy
Stonehage Fleming is a leading independently owned international multi-family office, established in 2014 through the merger of Stonehage and Fleming Family & Partners. Tracing its heritage back to 1873 with the founding of Robert Fleming & Co, the firm provides a broad range of services including investment management, wealth planning, fiduciary oversight, and legal and tax advice. It manages and protects wealth for many of the world's most successful families and wealth creators across multiple generations. Headquartered in Jersey, the group operates from 20 offices globally and advises on over $75 billion in client assets. The firm is known for its comprehensive approach to family wealth, focusing on the long-term sustainability of capital through a diverse range of asset classes and jurisdictions.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | -0.3% |
| YTD return | -1.9% |
| Sharpe ratio | -0.92 |
| Win rate | 52% |
| AUM | $2.6B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $2.6B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.stonehagefleming.com |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| GOOGL | Alphabet Inc Class A | 12.1% | +35.7% |
| AVGO | Broadcom Inc | 8.6% | +0.6% |
| MA | Mastercard Inc | 7.1% | +0.2% |
| MSFT | Microsoft Corporation | 7.1% | -2.0% |
| SPGI | S&P Global Inc | 6.9% | -16.0% |
| AJG | Arthur J Gallagher & Co | 6.4% | -11.4% |
| AMZN | Amazon.com Inc | 5.9% | +13.7% |
| CDNS | Cadence Design Systems Inc | 5.6% | -18.1% |
| SYK | Stryker Corporation | 5.3% | -22.1% |
| NFLX | Netflix Inc | 5.3% | -28.5% |
| MCD | McDonald’s Corporation | 4.9% | -15.0% |
| CTAS | Cintas Corporation | 4.6% | +12.8% |
| APH | Amphenol Corporation | 4.5% | +23.7% |
| WST | West Pharmaceutical Services Inc | 4.4% | +11.5% |
| KLAC | KLA-Tencor Corporation | 3.9% | +0.7% |
| GE | GE Aerospace | 3.6% | +3.8% |
| VRSK | Verisk Analytics Inc | 2.8% | -25.5% |
| BTI | British American Tobacco p.l.c. | 0.3% | +4.2% |
| BRK-A | Berkshire Hathaway Inc | 0.3% | +4.6% |
| NVDA | NVIDIA Corporation | 0.3% | -0.2% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 31, 2026 | BUY | GOOGL | 11.8% → 12.1% |
| Aug 31, 2026 | SELL | V | 6.0% → 0.0% |
| Aug 31, 2026 | SELL | BRK-A | 0.3% → 0.3% |
| Aug 31, 2026 | BUY | AMZN | 6.2% → 5.9% |
| Aug 31, 2026 | SELL | APH | 5.1% → 4.5% |
Investment Style Analysis
Stonehage Fleming (Uk) Limited is widely recognized for employing a Multi-Strategy strategy. As of Sep 18, 2026, the firm oversees approximately $2.6B in assets under management (AUM). The portfolio demonstrates a clear preference for the Internet Content & Information and Semiconductors sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 31, Stonehage Fleming (Uk) Limited made a significant move by increasing exposure to GOOGL. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Stonehage Fleming’s investment philosophy is rooted in 'patient capital' and the long-term preservation of wealth across generations. They focus on capital preservation and steady growth, aligning their investment strategies with the 'Four Pillars of Capital': financial, social, intellectual, and cultural. The firm emphasizes high-conviction, quality-focused equity investing alongside multi-asset strategies, seeking to mitigate risk while capturing long-term structural growth themes and sustainable opportunities. Their approach is designed to help families navigate market volatility by avoiding short-term noise and maintaining a clear focus on intergenerational goals.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Stonehage Fleming (Uk) Limited.
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Frequently asked questions
How is the simulated portfolio for Stonehage Fleming (Uk) Limited constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Stonehage Fleming (Uk) Limited's largest holding?
As of the latest filing, Stonehage Fleming (Uk) Limited's top position is Alphabet Inc Class A (GOOGL), representing 12.1% of the portfolio. This reflects a high-conviction bet by the institution.
What is Stonehage Fleming (Uk) Limited's historical performance and risk profile?
Our simulation indicates a total return of -0.3% with a win rate of 52%. Notably, the portfolio maintains a Sharpe Ratio of -0.92, suggesting an standard level of risk-adjusted returns compared to the broader market.
What sectors does Stonehage Fleming (Uk) Limited primarily invest in?
Stonehage Fleming (Uk) Limited has a strong preference for the Internet Content & Information sector, which makes up 12.1% of their disclosed assets. The portfolio also has exposure to Semiconductors, indicating a specific thematic focus.
Is Stonehage Fleming (Uk) Limited's portfolio concentrated or diversified?
Stonehage Fleming (Uk) Limited runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 27.8% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Stonehage Fleming (Uk) Limited performed in 2026?
Our AI-simulated model portfolio for Stonehage Fleming (Uk) Limited tracks a Year-to-Date (YTD) return of -1.9%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Stuart Parkinson manage Stonehage Fleming (Uk) Limited directly?
Yes, Stuart Parkinson serves as the key portfolio manager for Stonehage Fleming (Uk) Limited, overseeing the investment strategy and final capital allocation decisions.