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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 2025-06-12 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 - Assura Plc Amendment
Major Shareholding Notification Classification · 95% 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 (Schroders plc) regarding an offeror/offeree (Assura plc). This type of filing is specifically used to notify the market of significant shareholding positions and dealings during an M&A process. While it relates to M&A activity, it is a specific regulatory disclosure form rather than a general M&A announcement (TAR). Therefore, it is best classified as a Major Shareholding Notification (MRQ) as it reports the position and dealings of a significant shareholder.
2025-06-12 English
Form 8.3 - Empiric Student Property Plc
Major Shareholding Notification Classification · 95% confidence The document is a 'Form 8.3' disclosure, which is a standard regulatory filing required under the UK Takeover Code for persons with interests in relevant securities representing 1% or more during an M&A transaction. It details shareholdings and dealings in Empiric Student Properties Plc by Schroders PLC. While it relates to M&A activity, it is specifically a 'Major Shareholding Notification' (MRQ) regarding the disclosure of interests during an offer period, rather than a general M&A announcement (TAR).
2025-06-12 English
Form 8.3 - Ricardo Plc
Major Shareholding Notification Classification · 99% 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 a person's (Schroders PLC) interest in the securities of an offeror/offeree (Ricardo Plc). This type of filing, which reports insider/significant shareholder dealings during a takeover process, does not fit neatly into the standard financial report categories (10-K, IR, ER). It is a specific regulatory disclosure related to market activity and ownership changes, which aligns best with the general 'Regulatory Filings' category (RNS) as a specific disclosure mechanism under the Takeover Code, or potentially DIRS if it were general insider trading, but the context of the Takeover Code points strongly to a specific regulatory announcement.
2025-06-12 English
Form 8.3 - Aviva plc - Amendment
Regulatory Filings Classification · 95% confidence The document is explicitly titled 'FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE' and references 'Rule 8.3 of the Takeover Code (the "Code")'. This form is a mandatory disclosure related to takeover activity, specifically detailing the interests and dealings of a party (Schroders plc) in the securities of an offeror/offeree (Aviva plc and Direct Line Insurance Group Plc). This type of filing, which reports insider/significant shareholder positions during a takeover process, is a specific regulatory filing related to corporate actions, but it does not fit the definitions for 10-K, ER, IR, or DIV. Since it is a specific regulatory disclosure related to a takeover, it is best classified under the general 'Regulatory Filings' category (RNS) as it is a mandatory filing disseminated via RNS, or potentially as a specialized filing if one existed. Given the provided options, RNS is the most appropriate general regulatory filing category for mandatory disclosures not covered by other specific codes like 10-K or DEF 14A. It is not a general announcement (RPA) because it contains substantive data, nor is it a Director's Dealing (DIRS) as it relates to a takeover disclosure rule (Rule 8.3) rather than standard insider transaction reporting (Form 3/4/5 equivalent).
2025-06-11 English
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document is a formal notification under Article 19 of the UK Market Abuse Regulation (UK MAR) regarding share purchases by persons discharging managerial responsibilities (PDMRs) under a Share Incentive Plan. This is a classic disclosure of insider/director dealings, which falls under the 'Director's Dealing' category.
2025-06-11 English
Form 8.3 - Mitie Group plc
Director's Dealing Classification · 98% confidence The document is explicitly titled 'FORM 8.3' and references 'Rule 8.3 of the Takeover Code'. This form is a 'PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE' concerning an offer involving 'Mitie Group plc'. This type of mandatory disclosure related to takeover activity and insider/significant shareholder dealings falls under the category of Director's Dealing (DIRS) or potentially a specific regulatory filing. Since the definitions provided include 'Director's Dealing (Code: DIRS)' for 'Report of personal share transactions by company directors and executives (insider trades)', and this document details share positions and purchases related to a takeover situation, DIRS is the most appropriate fit among the specific options, as it covers insider/significant holder transactions. It is not a general regulatory filing (RNS) because it is a specific, named form (FORM 8.3) related to insider transactions during a takeover.
2025-06-11 English

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