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
$73.7B
$12.7 Billion 0.18% of portfolio
48,244
Q4 2025 Reduced 12.85%
$39.2B
$12 Billion 0.17% of portfolio
3,617,532
Q4 2025 Reduced 7.24%
$1.37T
$11.4 Billion 0.17% of portfolio
17,318
Q4 2025 Added 32.28%
$8.12B
$11.5 Billion 0.17% of portfolio
220,513
Q4 2025 Reduced 2.78%
$2.76B
$10.9 Billion 0.16% of portfolio
150,034
Q4 2025 Reduced 2.82%
$1.93B
$10.9 Billion 0.16% of portfolio
323,654
Q4 2025 Added 7.46%
$952M
$10.6 Billion 0.15% of portfolio
1,447,814
Q4 2025 Reduced 16.57%
$3.63B
$10.2 Billion 0.15% of portfolio
429,580
Q4 2025 Added 10.17%
$1.74T
$9.66 Billion 0.14% of portfolio
30,789
Q4 2025 Added 33.54%
$8.21B
$10 Billion 0.14% of portfolio
149,861
Q4 2025 Reduced 2.82%
$24.4B
$9.34 Billion 0.14% of portfolio
56,885
Q4 2025 Reduced 15.16%
$13.7B
$9.16 Billion 0.13% of portfolio
853,980
Q4 2025 Reduced 22.5%
$14.1B
$8.72 Billion 0.13% of portfolio
134,299
Q4 2025 Reduced 3.67%
$11.5B
$8.03 Billion 0.12% of portfolio
124,687
Q4 2025 Reduced 22.26%
$33.6B
$8.6 Billion 0.12% of portfolio
85,067
Q4 2025 Added 100.22%
$8.25B
$8.61 Billion 0.12% of portfolio
285,140
Q4 2025 Reduced 2.7%
$8.11B
$7.74 Billion 0.11% of portfolio
149,451
Q4 2025 Reduced 54.92%
$15.6B
$7.1 Billion 0.1% of portfolio
103,127
Q4 2025 Added 29.9%
$279B
$5.89 Billion 0.09% of portfolio
52,827
Q4 2025 Added 5.9%
$490B
$6.43 Billion 0.09% of portfolio
53,416
Q4 2025 Added 88.04%
$1.29T
$5.58 Billion 0.08% of portfolio
12,406
Q4 2025 Added 67.94%
$5.75B
$5.7 Billion 0.08% of portfolio
192,313
Q4 2025 Reduced 65.85%
$5.15B
$5.81 Billion 0.08% of portfolio
33,289
Q4 2025 Reduced 20.24%
$522B
$5.05 Billion 0.07% of portfolio
24,412
Q4 2025 Reduced 29.1%
$593B
$4.35 Billion 0.06% of portfolio
22,310
Q4 2025 Reduced 95.24%
$881B
$4.49 Billion 0.06% of portfolio
13,946
Q4 2025 Added 49.33%
$89.8B
$4.13 Billion 0.06% of portfolio
22,251
Q4 2025 Reduced 3.62%
$191B
$3.95 Billion 0.06% of portfolio
738
Q4 2025 Reduced 6.82%
$268B
$3.34 Billion 0.05% of portfolio
11,689
Q4 2025 Reduced 37.89%
$156B
$3.5 Billion 0.05% of portfolio
28,498
Q4 2025 Added 117.94%
$99.5B
$3.6 Billion 0.05% of portfolio
66,741
Q4 2025 Added 121.15%
$14.5B
$3.38 Billion 0.05% of portfolio
1,189,500
Q4 2025 Reduced 0.59%
$141B
$3.24 Billion 0.05% of portfolio
130,052
Q4 2025 Added 16.75%
$266B
$3.25 Billion 0.05% of portfolio
10,969
Q4 2025 Added 9.7%
$414B
$3.8 Billion 0.05% of portfolio
16,622
Q4 2025 Added 25.8%
$319B
$3.35 Billion 0.05% of portfolio
43,490
Q4 2025 Added 8.56%
$35.1B
$2.84 Billion 0.04% of portfolio
50,417
Q4 2025 Added 3.24%
$19.8B
$2.9 Billion 0.04% of portfolio
39,723
Q3 2025 New
$123B
$2.6 Billion 0.04% of portfolio
8,315
Q4 2025 Added 10.32%
$512B
$2.75 Billion 0.04% of portfolio
4,817
Q4 2025 Added 9.93%
$190B
$2.73 Billion 0.04% of portfolio
23,362
Q4 2025 Added 117.48%
$20.6B
$2.77 Billion 0.04% of portfolio
67,228
Q4 2025 Added 36.83%
$533B
$2.5 Billion 0.04% of portfolio
7,141
Q4 2025 Added 81.38%
$342B
$2.48 Billion 0.04% of portfolio
13,932
Q4 2025 Reduced 47.18%
$662B
$2.86 Billion 0.04% of portfolio
5,688
Q4 2025 Added 11.18%
$413B
$3.1 Billion 0.04% of portfolio
56,342
Q4 2025 Reduced 50.43%
$71.5B
$2.56 Billion 0.04% of portfolio
3,335
Q4 2025 Added 11.65%
$151B
$2.57 Billion 0.04% of portfolio
7,347
Q4 2025 Reduced 13.08%
$346B
$1.74 Billion 0.03% of portfolio
12,173
Q4 2025 Added 23.07%

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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