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
$68.9B
$1.09 Billion 0.02% of portfolio
3,767
Q4 2025 Added 15.16%
$21.2B
$1.06 Billion 0.02% of portfolio
2,174
Q4 2025 New
$170B
$1.14 Billion 0.02% of portfolio
7,410
Q4 2025 Added 22.0%
$11.1B
$1.3 Billion 0.02% of portfolio
40,472
Q4 2025 Added 67.85%
$100B
$1.05 Billion 0.02% of portfolio
12,962
Q4 2025 Reduced 54.46%
$4.26B
$1.31 Billion 0.02% of portfolio
27,000
Q4 2025 Reduced 26.47%
$22.4B
$1.09 Billion 0.02% of portfolio
18,112
Q4 2025 Added 61.8%
$40.2B
$1.06 Billion 0.02% of portfolio
3,741
Q4 2025 Reduced 65.31%
$193B
$1.56 Billion 0.02% of portfolio
13,741
Q4 2025 Added 242.24%
$23.5B
$1.27 Billion 0.02% of portfolio
9,550
Q4 2025 Added 3.84%
$65.2B
$1.09 Billion 0.02% of portfolio
2,132
Q4 2025 Added 7.73%
$183B
$1.47 Billion 0.02% of portfolio
4,502
Q4 2025 Added 54.87%
$115B
$1.44 Billion 0.02% of portfolio
3,065
Q4 2025 Added 97.23%
$13.3B
$1.63 Billion 0.02% of portfolio
47,230
Q4 2025 Added 73.75%
$228B
$1.1 Billion 0.02% of portfolio
8,782
Q4 2025 Added 28.15%
$306B
$1.6 Billion 0.02% of portfolio
22,946
Q4 2025 Added 24.59%
$25.4B
$1.26 Billion 0.02% of portfolio
56,370
Q4 2025 Added 579.73%
$13.3B
$377 Million 0.01% of portfolio
19,103
Q4 2025 New
$73.2B
$858 Million 0.01% of portfolio
253
Q4 2025 Added 7.2%
$111B
$742 Million 0.01% of portfolio
1,636
Q4 2025 New
$9.75B
$908 Million 0.01% of portfolio
4,399
Q2 2025 Reduced 0.63%
$3.55B
$612 Million 0.01% of portfolio
27,311
Q4 2025 Reduced 67.7%
$3.12B
$560 Million 0.01% of portfolio
9,212
Q4 2025 Added 35.83%
$32.7B
$586 Million 0.01% of portfolio
3,617
Q4 2025 Reduced 97.59%
$74.3B
$373 Million 0.01% of portfolio
6,202
Q3 2025 New
$39.9B
$468 Million 0.01% of portfolio
4,148
Q4 2025 New
$4.67B
$711 Million 0.01% of portfolio
11,907
Q4 2025 Added 31.16%
$17B
$714 Million 0.01% of portfolio
10,664
Q4 2025 New
$15.4B
$746 Million 0.01% of portfolio
5,488
Q4 2025 Added 7.86%
$20.5B
$357 Million 0.01% of portfolio
5,095
Q4 2025 New
$68.5B
$727 Million 0.01% of portfolio
5,635
Q4 2025 Added 114.75%
$15.6B
$498 Million 0.01% of portfolio
19,230
Q4 2025 Added 167.79%
$132B
$558 Million 0.01% of portfolio
2,449
Q4 2025 Added 56.49%
$72.3B
$391 Million 0.01% of portfolio
3,544
Q4 2025 New
$5.22B
$485 Million 0.01% of portfolio
5,121
Q4 2025 Reduced 12.77%
$6.61B
$465 Million 0.01% of portfolio
13,980
Q4 2025 Reduced 10.96%
$3.1B
$398 Million 0.01% of portfolio
41,298
Q4 2025 Reduced 58.42%
$33.9B
$361 Million 0.01% of portfolio
1,615
Q4 2025 Reduced 74.35%
$17.1B
$346 Million 0.01% of portfolio
8,960
Q4 2025 New
$86.1B
$445 Million 0.01% of portfolio
1,374
Q4 2025 Added 17.44%
$26.6B
$755 Million 0.01% of portfolio
3,900
Q4 2025 Reduced 10.3%
$598M
$587 Million 0.01% of portfolio
29,745
Q4 2025 New
$118B
$816 Million 0.01% of portfolio
3,009
Q4 2025 Added 22.37%
$41.4B
$397 Million 0.01% of portfolio
4,061
Q4 2025 Added 14.85%
$895M
$574 Million 0.01% of portfolio
52,116
Q4 2025 New
$72.4B
$522 Million 0.01% of portfolio
1,479
Q4 2025 Added 7.56%
$277B
$515 Million 0.01% of portfolio
5,606
Q4 2025 Reduced 60.29%
$269B
$683 Million 0.01% of portfolio
3,363
Q4 2025 Added 20.02%
$136B
$696 Million 0.01% of portfolio
1,981
Q4 2025 Added 32.51%

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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