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Schroders PLC — Investor Relations & Filings

Ticker · SDR ISIN · GB00BP9LHF23 LEI · 2138001YYBULX5SZ2H24 IL Financial and insurance activities
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Filings indexed 7,576 across all filing types
Latest filing 2025-07-18 Major Shareholding Noti…
Country GB United Kingdom
Listing IL SDR

About Schroders PLC

https://www.schroders.com/

Schroders PLC is a global asset and wealth management company. It serves a diverse international clientele, including institutions, financial intermediaries, high-net-worth individuals, and family offices. The firm provides a broad range of actively managed investment solutions that span both public and private markets. Key business areas include comprehensive wealth management services, delivered through brands such as Cazenove Capital, and specialized private asset management, including renewable infrastructure investments. The company leverages its global platform and expertise to help clients achieve their financial goals.

Recent filings

Filing Released Lang Actions
Form 8.3 - NCC Group PLC
Major Shareholding Notification Classification · 95% confidence The document is a 'Form 8.3' disclosure, which is a standard regulatory requirement under the UK Takeover Code for persons with interests in relevant securities representing 1% or more of an offeror or offeree. This specific form is used to disclose positions and dealings in the context of M&A activity. While it relates to M&A, it is a specific regulatory disclosure form rather than a general M&A announcement (TAR). Given the options provided, 'MRQ' (Major Shareholding Notification) is the most accurate classification for a document disclosing significant shareholding positions and changes in the context of a takeover.
2025-07-18 English
Form 8.3 - Assura PLC
Regulatory Filings Classification · 100% confidence The document is a 'Form 8.3' disclosure, which is a standard regulatory filing under the UK Takeover Code. It details a public opening position disclosure by a person with interests in relevant securities representing 1% or more, specifically regarding dealings in Assura plc by Schroders plc. This type of disclosure is a mandatory regulatory requirement for major shareholders during takeover situations and does not fit into categories like M&A activity (which would be the announcement of the deal itself) or director dealings. Therefore, it is classified as a Regulatory Filing (RNS).
2025-07-18 English
Form 8.3 - Mitie Group PLC
Major Shareholding Notification Classification · 100% confidence The document is a 'Form 8.3' disclosure, which is a standard regulatory requirement under the UK Takeover Code for persons with interests in relevant securities representing 1% or more of an offeror or offeree. This document details shareholdings and recent dealings by Schroders PLC in Mitie Group PLC. While it relates to M&A activity, it is specifically a regulatory disclosure of share ownership and trading, which falls under the 'Major Shareholding Notification' category in our taxonomy.
2025-07-18 English
Form 8.3 - Unite Group PLC
Major Shareholding Notification Classification · 100% confidence The document is a 'Public Opening Position Disclosure' filed under Rule 8.3 of the UK Takeover Code. This type of filing is required when a person or entity holds 1% or more of the securities of an offeror or offeree involved in a takeover bid. It details shareholdings, derivative positions, and recent dealings. This specific document type is a standard regulatory disclosure regarding major shareholdings and takeover-related interests, which falls under the 'Major Shareholding Notification' category.
2025-07-18 English
Form 8.3 - Primary Health Properties PLC
Regulatory Filings Classification · 95% confidence The document is explicitly titled 'FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE' and references 'Rule 8.3 of the Takeover Code'. This form is a mandatory disclosure related to takeover activity, specifically detailing shareholdings and dealings of a party involved in an offer (Primary Health Properties PLC and Assura plc). This type of disclosure, which reports insider/significant shareholder activity during a takeover process, does not fit neatly into the standard financial report categories (10-K, IR, ER). It is a specific regulatory filing related to corporate actions/takeovers. Since there is no specific code for 'Takeover Disclosure' or 'Insider Dealing related to Takeover', and it is a mandatory regulatory filing distributed via RNS, the most appropriate general regulatory category is 'Regulatory Filings' (RNS). While 'Director's Dealing' (DIRS) covers insider trades, Form 8.3 is specifically tied to the Takeover Code, making RNS a better fit for this specific regulatory context, or potentially 'Major Shareholding Notification' (MRQ) if the 1% threshold was the primary focus, but the context is clearly a takeover disclosure.
2025-07-17 English
Form 8.3 - Unite Group PLC
Director's Dealing Classification · 95% confidence The document is titled 'PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE' and explicitly references 'Rule 8.3 of the Takeover Code'. This type of disclosure relates to interests in securities during a takeover or merger situation. While it involves a transaction (a sale of shares in Section 3(a)), the primary purpose and format align with regulatory disclosures concerning insider/significant shareholder dealings during a corporate action. The closest specific category is 'Director's Dealing' (DIRS), as this form is used for reporting personal share transactions by insiders or significant holders, which is often grouped with DIRS in classification schemes, especially when the context is a takeover bid involving parties like 'Unite Group plc'. Since the disclosure is about a person/entity (Schroders plc) holding/dealing in securities related to an offeror/offeree, it falls under insider/significant shareholder transaction reporting, which maps best to DIRS, although it is specifically a Takeover Code disclosure.
2025-07-17 English

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