Evelyn Partners Investment Management (Europe) LTD Portfolio Holdings

Evelyn Partners Investment Management (Europe) LTD

  • $289 Billion
  • Q3 2025

Evelyn Partners Investment Management (Europe) LTD has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $289 Billion distributed in 179 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Crh PLC with a value of $27.9B, First Trust Water ETF with a value of $20.3B, Spdr Gold Trust with a value of $18.9B, Ishares Msci World ETF with a value of $18.7B, and Microsoft Corp with a value of $15.7B.

Examining the 13F form we can see an increase of $156B in the current position value, from $133B to 289B.

Evelyn Partners Investment Management (Europe) LTD is based out at Dublin,

Below you can find more details about Evelyn Partners Investment Management (Europe) LTD portfolio as well as his latest detailed transactions.

Portfolio value $289 Billion
ETFs: $132 Billion
Financial Services: $43.5 Billion
Technology: $32.8 Billion
Basic Materials: $28.6 Billion
Communication Services: $16.4 Billion
Consumer Cyclical: $11.4 Billion
Healthcare: $9.21 Billion
Consumer Defensive: $5.61 Billion
Other: $2.63 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$23.9B
$27.9 Billion 9.68% of portfolio
-
Q4 2024 Added 15.7%
$3.78T
$15.7 Billion 5.45% of portfolio
30,363
Q4 2024 Added 16.37%
$662B
$14 Billion 4.85% of portfolio
27,831
Q4 2024 Added 4.42%
$1.65T
$10.1 Billion 3.49% of portfolio
41,408
Q4 2024 Added 14.6%
$512B
$7.4 Billion 2.56% of portfolio
13,015
Q4 2024 Added 9.77%
$4.3T
$7.28 Billion 2.52% of portfolio
28,593
Q4 2024 Added 5.62%
$2.39T
$5.45 Billion 1.89% of portfolio
24,831
Q4 2024 Added 2.69%
$98.1B
$5.16 Billion 1.79% of portfolio
30,175
Q4 2024 Added 21.71%
$881B
$4.52 Billion 1.57% of portfolio
14,338
Q4 2024 Added 17.09%
$465B
$4.45 Billion 1.54% of portfolio
23,828
Q4 2024 Reduced 4.89%
$522B
$3.48 Billion 1.2% of portfolio
18,747
Q4 2024 Added 23.84%
$224B
$3.34 Billion 1.16% of portfolio
11,001
Q4 2024 Added 2.97%
$265B
$3.27 Billion 1.13% of portfolio
4,100
Q4 2024 Reduced 3.0%
$533B
$3.25 Billion 1.13% of portfolio
9,525
Q4 2024 Added 4.28%
$49.1B
$3.01 Billion 1.04% of portfolio
2,512
Q4 2024 Reduced 0.52%
$191B
$2.08 Billion 0.72% of portfolio
385
Q4 2024 Added 2.34%
$42.8B
$1.61 Billion 0.56% of portfolio
18,197
Q4 2024 Reduced 6.24%
$404B
$1.58 Billion 0.55% of portfolio
1,704
Q4 2024 Added 2.17%
$1.74T
$1.4 Billion 0.49% of portfolio
5,760
Q4 2024 Added 10.09%
$1.37T
$1.34 Billion 0.46% of portfolio
1,820
Q4 2024 Reduced 7.36%
$40.3B
$1.19 Billion 0.41% of portfolio
3,538
Q4 2024 Reduced 97.65%
$222B
$1.15 Billion 0.4% of portfolio
2,363
Q4 2024 Reduced 14.64%
$300B
$1.17 Billion 0.4% of portfolio
3,385
Q4 2024 Added 1.74%
$237B
$1.15 Billion 0.4% of portfolio
4,867
Q4 2024 Reduced 5.65%
$136B
$1.04 Billion 0.36% of portfolio
2,804
Q4 2024 Added 17.33%
$346B
$773 Million 0.27% of portfolio
5,030
Q4 2024 Added 30.64%
$86.4B
$761 Million 0.26% of portfolio
2,167
Q4 2024 Reduced 20.77%
$1.46T
$745 Million 0.26% of portfolio
2,668
Q3 2025 Reduced 41.89%
$65.7B
$724 Million 0.25% of portfolio
9,061
Q4 2024 Added 27.92%
$123B
$732 Million 0.25% of portfolio
2,592
Q4 2024 Reduced 16.55%
$61.4B
$683 Million 0.24% of portfolio
3,355
Q4 2024 Reduced 13.98%
$132B
$650 Million 0.23% of portfolio
3,089
Q4 2024 Added 7.12%
$160B
$621 Million 0.22% of portfolio
3,131
Q4 2024 Added 15.27%
$204B
$548 Million 0.19% of portfolio
3,904
Q4 2024 Added 9.81%
$55.4B
$505 Million 0.18% of portfolio
1,655
Q4 2024 Added 10.33%
$306B
$528 Million 0.18% of portfolio
7,963
Q4 2024 Added 24.24%
$159B
$500 Million 0.17% of portfolio
1,027
Q4 2024 Reduced 2.92%
$279B
$462 Million 0.16% of portfolio
4,481
Q2 2025 Added 165.62%
$193B
$441 Million 0.15% of portfolio
987
Q4 2024 Added 1.11%
$55.6B
$408 Million 0.14% of portfolio
2,785
Q4 2024 Added 5.03%
$27.9B
$417 Million 0.14% of portfolio
218
Q3 2025 Reduced 8.4%
$414B
$408 Million 0.14% of portfolio
1,760
Q2 2025 Reduced 8.81%
$1.87B
$387 Million 0.13% of portfolio
1,200
Q3 2025 Reduced 80.98%
$490B
$384 Million 0.13% of portfolio
3,405
Q3 2025 Added 17.21%
$193B
$356 Million 0.12% of portfolio
3,105
Q4 2024 Added 7.57%
$76.2B
$335 Million 0.12% of portfolio
5,370
Q4 2024 Added 28.98%
$54.5B
$319 Million 0.11% of portfolio
1,703
Q4 2024 Added 69.99%
$190B
$328 Million 0.11% of portfolio
3,230
Q4 2024 Added 44.89%
$92.7B
$260 Million 0.09% of portfolio
1,000
Q3 2025 Added 14.94%

Summary

  • Portfolio
  • No. of Stocks 179
  • Current Value $289 Billion
  • Prior Value $133 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 85 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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