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
$22.6B
$734 Million 0.01% of portfolio
4,928
Q2 2025 Reduced 7.09%
$69.4B
$674 Million 0.01% of portfolio
7,693
Q4 2025 Added 25.48%
$16.1B
$375 Million 0.01% of portfolio
16,045
Q3 2025 New
$1.35B
$426 Million 0.01% of portfolio
9,940
Q4 2025 Added 1.9%
$64.9B
$372 Million 0.01% of portfolio
4,680
Q4 2025 New
$8.22B
$559 Million 0.01% of portfolio
15,507
Q4 2025 Added 5.86%
$27B
$828 Million 0.01% of portfolio
3,171
Q4 2025 Reduced 65.22%
$6.65B
$825 Million 0.01% of portfolio
7,596
Q3 2025 Reduced 14.29%
$103B
$669 Million 0.01% of portfolio
8,433
Q4 2025 Added 19.82%
$96.4B
$392 Million 0.01% of portfolio
3,342
Q4 2025 Reduced 0.62%
$61.6B
$409 Million 0.01% of portfolio
14,875
Q3 2025 New
$224B
$624 Million 0.01% of portfolio
2,043
Q3 2025 New
$3.48B
$590 Million 0.01% of portfolio
16,307
Q4 2025 Reduced 33.73%
$1.63B
$682 Million 0.01% of portfolio
14,514
Q2 2025 Added 9.1%
$65.7B
$432 Million 0.01% of portfolio
1,495
Q4 2025 New
$18.9B
$809 Million 0.01% of portfolio
5,033
Q2 2025 Added 2.28%
$24.2B
$803 Million 0.01% of portfolio
1,914
Q4 2025 New
$62.7B
$362 Million 0.01% of portfolio
4,592
Q4 2025 New
$76.2B
$502 Million 0.01% of portfolio
9,333
Q4 2025 Added 17.54%
$168B
$550 Million 0.01% of portfolio
6,855
Q3 2025 Reduced 37.13%
$16.4B
$388 Million 0.01% of portfolio
5,690
Q4 2025 Reduced 27.85%
$98.1B
$356 Million 0.01% of portfolio
2,310
Q4 2025 Added 54.83%
$33.2B
$892 Million 0.01% of portfolio
8,143
Q3 2025 Reduced 16.99%
$6.2B
$802 Million 0.01% of portfolio
8,792
Q4 2025 Added 11.87%
$140B
$469 Million 0.01% of portfolio
1,943
Q4 2025 Added 46.97%
$4.78B
$551 Million 0.01% of portfolio
7,427
Q4 2025 Added 11.23%
$31.5B
$493 Million 0.01% of portfolio
6,711
Q3 2025 Added 10.02%
$13.9B
$388 Million 0.01% of portfolio
2,739
Q4 2025 New
$14.8B
$734 Million 0.01% of portfolio
4,684
Q4 2025 Added 27.08%
$147B
$517 Million 0.01% of portfolio
5,421
Q4 2025 Added 42.36%
$1.41B
$140 Million 0.0% of portfolio
37,728
Q4 2025 New
$29.2B
$216 Million 0.0% of portfolio
7,683
Q4 2025 Reduced 0.01%
$89.3B
$341 Million 0.0% of portfolio
2,937
Q4 2025 Added 46.12%
$67.6B
$290 Million 0.0% of portfolio
5,428
Q4 2025 New
$20.9B
$217 Million 0.0% of portfolio
1,046
Q4 2025 Reduced 12.83%
$5.75B
$256 Million 0.0% of portfolio
2,520
Q4 2025 Reduced 85.7%
$52.1B
$303 Million 0.0% of portfolio
23,057
Q3 2025 Reduced 56.33%
$21.1B
$343 Million 0.0% of portfolio
3,892
Q4 2025 New
$114B
$215 Million 0.0% of portfolio
991
Q3 2025 New
$26.5B
$284 Million 0.0% of portfolio
1,890
Q3 2025 Added 8.25%
$14.7B
$214 Million 0.0% of portfolio
2,652
Q4 2025 Reduced 1.67%
$34.9B
$204 Million 0.0% of portfolio
621
Q4 2025 Reduced 99.3%
$51.8B
$242 Million 0.0% of portfolio
1,117
Q4 2025 Reduced 36.17%
$23.5B
$334 Million 0.0% of portfolio
9,121
Q4 2025 Reduced 70.05%
$20B
$345 Million 0.0% of portfolio
3,972
Q4 2025 New
$79.2B
$252 Million 0.0% of portfolio
3,957
Q4 2025 New
$46.9B
$293 Million 0.0% of portfolio
2,158
Q4 2025 Added 0.98%
$57.9B
$295 Million 0.0% of portfolio
1,417
Q4 2025 Reduced 60.06%
$64.7B
$311 Million 0.0% of portfolio
2,962
Q4 2025 Added 25.19%

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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