Perpetual LTD Portfolio Holdings

Perpetual LTD

  • $6.91 Trillion
  • Q4 2025

Perpetual LTD has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $6.91 Trillion distributed in 741 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Sempra Energy with a value of $283B, Microsoft Corp with a value of $238B, Atmos Energy Corp with a value of $234B, Philip Morris International Inc. with a value of $232B, and Intercontinental Exchange, Inc. with a value of $216B.

Examining the 13F form we can see an decrease of $1.14T in the current position value, from $8.06T to 6.91T.

Perpetual LTD is based out at Sydney, New South Wales, C3

Below you can find more details about Perpetual LTD portfolio as well as his latest detailed transactions.

Portfolio value $6.91 Trillion
Technology: $1.08 Trillion
Industrials: $893 Billion
Basic Materials: $872 Billion
Financial Services: $851 Billion
Utilities: $700 Billion
Healthcare: $484 Billion
Communication Services: $427 Billion
Consumer Cyclical: $411 Billion
Other: $629 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$109B
$34.2 Billion 0.49% of portfolio
1,146,232
Q4 2025 Reduced 2.42%
$18.3B
$31.5 Billion 0.46% of portfolio
1,322,796
Q4 2025 Reduced 23.06%
$24.8B
$30.9 Billion 0.45% of portfolio
1,094,104
Q4 2025 Added 2.8%
$328B
$29.9 Billion 0.43% of portfolio
97,032
Q4 2025 Reduced 29.56%
$57.5B
$29.6 Billion 0.43% of portfolio
119,937
Q4 2025 Added 2.48%
$270B
$29.7 Billion 0.43% of portfolio
167,498
Q4 2025 Reduced 22.32%
$4.3T
$29.1 Billion 0.42% of portfolio
106,994
Q4 2025 Added 30.36%
$265B
$28.2 Billion 0.41% of portfolio
32,049
Q4 2025 Added 4,035.35%
$114B
$26.7 Billion 0.39% of portfolio
209,381
Q4 2025 Reduced 40.17%
$21.4B
$26.8 Billion 0.39% of portfolio
560,406
Q4 2025 New
$8.84B
$26.3 Billion 0.38% of portfolio
154,650
Q4 2025 Reduced 74.34%
$1.5B
$26.4 Billion 0.38% of portfolio
910,630
Q4 2025 Reduced 55.02%
$32.8B
$26 Billion 0.38% of portfolio
1,615,124
Q4 2025 Added 2,080.1%
$15.1B
$26.1 Billion 0.38% of portfolio
187,771
Q4 2025 Added 2.23%
$50.2B
$26 Billion 0.38% of portfolio
30,950
Q4 2025 Reduced 37.32%
$27.4B
$25.9 Billion 0.38% of portfolio
103,299
Q4 2025 Reduced 34.9%
$19.9B
$25.5 Billion 0.37% of portfolio
827,217
Q4 2025 New
$47.1B
$25.9 Billion 0.37% of portfolio
220,288
Q4 2025 Reduced 37.07%
$49.1B
$25.5 Billion 0.37% of portfolio
271,496
Q4 2025 Added 768.93%
$38.4B
$25.7 Billion 0.37% of portfolio
918,260
Q4 2025 Added 3.87%
$26.2B
$24.6 Billion 0.36% of portfolio
141,517
Q4 2025 New
$6.91B
$24.9 Billion 0.36% of portfolio
919,429
Q4 2025 Added 1.44%
$181B
$24.4 Billion 0.35% of portfolio
299,225
Q4 2025 Reduced 26.2%
$81.8B
$23.7 Billion 0.34% of portfolio
198,190
Q4 2025 Reduced 21.66%
$5.96B
$22.6 Billion 0.33% of portfolio
89,408
Q4 2025 Added 11,392.03%
$15.2B
$22.8 Billion 0.33% of portfolio
441,743
Q4 2025 Reduced 12.61%
$300B
$22.6 Billion 0.33% of portfolio
68,608
Q4 2025 Added 539.88%
$42.8B
$22.1 Billion 0.32% of portfolio
98,142
Q4 2025 Reduced 30.43%
$4.19B
$22 Billion 0.32% of portfolio
1,128,612
Q4 2025 New
$7.67B
$21 Billion 0.3% of portfolio
1,832,066
Q4 2025 Added 1.57%
$30B
$19.9 Billion 0.29% of portfolio
77,843
Q4 2025 New
$4.17B
$20.2 Billion 0.29% of portfolio
657,542
Q4 2025 Added 0.34%
$70.3B
$19.5 Billion 0.28% of portfolio
1,096,289
Q4 2025 Reduced 14.73%
$11.4B
$17.2 Billion 0.25% of portfolio
166,753
Q4 2025 Added 23.11%
$46.1B
$16.6 Billion 0.24% of portfolio
577,410
Q4 2025 Added 1.6%
$23.9B
$16.3 Billion 0.24% of portfolio
125,011
Q4 2025 Added 5.62%
$7.37B
$16.5 Billion 0.24% of portfolio
59,889
Q4 2025 Added 0.37%
$32.1B
$16 Billion 0.23% of portfolio
911,100
Q4 2025 Reduced 24.26%
$85.9B
$15.7 Billion 0.23% of portfolio
71,422
Q4 2025 Added 5.26%
$25.7B
$15 Billion 0.22% of portfolio
109,807
Q4 2025 Reduced 11.57%
$8.19B
$15.5 Billion 0.22% of portfolio
332,501
Q4 2025 Reduced 2.82%
$17.2B
$15.3 Billion 0.22% of portfolio
146,629
Q4 2025 Reduced 2.04%
$43.4B
$14.7 Billion 0.21% of portfolio
83,561
Q4 2025 Added 4.94%
$66.3B
$14.8 Billion 0.21% of portfolio
69,700
Q4 2025 Added 4.71%
$12.1B
$14 Billion 0.2% of portfolio
96,795
Q4 2025 Reduced 0.77%
$25.8B
$13.7 Billion 0.2% of portfolio
53,989
Q4 2025 Reduced 3.0%
$11.1B
$14 Billion 0.2% of portfolio
59,854
Q4 2025 Reduced 2.82%
$12.6B
$14.1 Billion 0.2% of portfolio
180,278
Q4 2025 Added 9.16%
$1.89B
$13.6 Billion 0.2% of portfolio
841,405
Q4 2025 Reduced 0.16%

Summary

  • Portfolio
  • No. of Stocks 741
  • Current Value $6.91 Trillion
  • Prior Value $8.06 Trillion
  • Filing
  • Period Q4 2025
  • Filing Date January 20, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 77 stocks
  • Additional Purchases 179 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 130 stocks
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