Evelyn Partners Asset Management LTD Portfolio Holdings

Evelyn Partners Asset Management LTD

  • $443 Billion
  • Q3 2025

Evelyn Partners Asset Management LTD has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $443 Billion distributed in 280 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Gold Trust with a value of $30.1B, Vanguard Total World Stk Index with a value of $28.7B, Microsoft Corp with a value of $23.5B, Alphabet Inc. with a value of $17.9B, and Amazon Com Inc with a value of $14.6B.

Examining the 13F form we can see an increase of $221B in the current position value, from $222B to 443B.

Evelyn Partners Asset Management LTD is based out at London,

Below you can find more details about Evelyn Partners Asset Management LTD portfolio as well as his latest detailed transactions.

Portfolio value $443 Billion
ETFs: $167 Billion
Technology: $68.8 Billion
Healthcare: $45.6 Billion
Financial Services: $45.1 Billion
Communication Services: $39.4 Billion
Consumer Cyclical: $29.7 Billion
Consumer Defensive: $21.2 Billion
Industrials: $12.5 Billion
Other: $9.39 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$23.5 Billion 5.3% of portfolio
45,333
Q4 2024 Added 5.5%
$1.65T
$17.9 Billion 4.03% of portfolio
73,455
Q4 2024 Added 11.3%
$2.39T
$14.6 Billion 3.29% of portfolio
66,291
Q4 2024 Reduced 3.86%
$533B
$13.5 Billion 3.04% of portfolio
39,491
Q4 2024 Added 7.82%
$136B
$12 Billion 2.7% of portfolio
32,369
Q4 2024 Added 3.36%
$104B
$11.4 Billion 2.56% of portfolio
38,665
Q4 2024 Added 5.53%
$193B
$11.3 Billion 2.56% of portfolio
99,117
Q4 2024 Reduced 8.94%
$4.3T
$10.2 Billion 2.3% of portfolio
40,032
Q4 2024 Reduced 59.82%
$512B
$10.1 Billion 2.29% of portfolio
17,806
Q4 2024 Added 9.81%
$182B
$9.93 Billion 2.24% of portfolio
14,539
Q4 2024 Added 8.4%
$73.2B
$9.84 Billion 2.22% of portfolio
2,293
Q4 2024 Added 10.6%
$22.7B
$8.34 Billion 1.88% of portfolio
27,809
Q4 2024 Added 1.31%
$55.6B
$7.93 Billion 1.79% of portfolio
54,217
Q4 2024 Reduced 32.21%
$405B
$7.46 Billion 1.68% of portfolio
7,704
Q4 2024 Reduced 7.74%
$109B
$6.74 Billion 1.52% of portfolio
121,458
Q4 2024 Reduced 41.81%
$71.6B
$6.21 Billion 1.4% of portfolio
92,636
Q4 2024 Reduced 6.35%
$152B
$5.57 Billion 1.26% of portfolio
22,603
Q4 2024 Reduced 21.9%
$1.46T
$5.23 Billion 1.18% of portfolio
18,726
Q4 2024 Reduced 8.6%
$22.8B
$4.75 Billion 1.07% of portfolio
45,144
Q3 2025 New
$662B
$4.54 Billion 1.03% of portfolio
9,031
Q4 2024 Reduced 8.79%
$79.2B
$4.46 Billion 1.01% of portfolio
93,287
Q4 2024 Reduced 14.01%
$1.37T
$4.19 Billion 0.95% of portfolio
5,701
Q4 2024 Reduced 7.14%
$465B
$4.08 Billion 0.92% of portfolio
21,890
Q4 2024 Added 1.41%
$346B
$4.04 Billion 0.91% of portfolio
26,292
Q4 2024 Added 90.53%
$100B
$3.82 Billion 0.86% of portfolio
14,151
Q4 2024 Reduced 99.9%
$522B
$3.22 Billion 0.73% of portfolio
17,373
Q4 2024 Reduced 13.84%
$53B
$2.48 Billion 0.56% of portfolio
26,018
Q4 2024 Reduced 21.81%
$191B
$2.39 Billion 0.54% of portfolio
443
Q4 2024 Reduced 13.77%
$123B
$2.33 Billion 0.53% of portfolio
8,242
Q4 2024 Reduced 11.47%
$65.7B
$2.17 Billion 0.49% of portfolio
27,168
Q4 2024 Added 1.85%
$224B
$2.13 Billion 0.48% of portfolio
7,011
Q4 2024 Reduced 9.23%
$193B
$2.13 Billion 0.48% of portfolio
4,758
Q4 2024 Reduced 11.1%
$204B
$2.06 Billion 0.47% of portfolio
14,684
Q4 2024 Added 60.34%
$265B
$2.05 Billion 0.46% of portfolio
2,577
Q4 2024 Reduced 97.01%
$76.2B
$2 Billion 0.45% of portfolio
32,091
Q4 2024 Reduced 9.21%
$4.16B
$1.84 Billion 0.42% of portfolio
1,563
Q3 2025 New
$277B
$1.77 Billion 0.4% of portfolio
23,091
Q4 2024 Reduced 6.49%
$222B
$1.32 Billion 0.3% of portfolio
2,712
Q4 2024 Added 25.96%
$114B
$1.14 Billion 0.26% of portfolio
17,211
Q4 2024 Reduced 18.07%
$413B
$966 Million 0.22% of portfolio
18,730
Q4 2024 Added 6.02%
$1.74T
$837 Million 0.19% of portfolio
3,437
Q4 2024 Reduced 1.25%
$971B
$853 Million 0.19% of portfolio
1,118
Q4 2024 Reduced 99.55%
$319B
$747 Million 0.17% of portfolio
10,916
Q4 2024 Added 20.53%
$268B
$767 Million 0.17% of portfolio
4,583
Q4 2024 Added 3.27%
$37.7B
$601 Million 0.14% of portfolio
2,700
Q3 2025 New
$490B
$531 Million 0.12% of portfolio
4,707
Q4 2024 Reduced 5.12%
$47.4B
$519 Million 0.12% of portfolio
7,672
Q2 2025 Added 16.68%
$130B
$528 Million 0.12% of portfolio
11,192
Q4 2024 Reduced 42.24%
$47.1B
$470 Million 0.11% of portfolio
4,200
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 280
  • Current Value $443 Billion
  • Prior Value $222 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 145 stocks
  • Additional Purchases 55 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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