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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$28.9B
$283 Billion 4.1% of portfolio
3,208,880
Q4 2025 Reduced 0.81%
$3.78T
$238 Billion 3.44% of portfolio
491,186
Q4 2025 Reduced 2.47%
$24.5B
$234 Billion 3.39% of portfolio
1,398,334
Q4 2025 Reduced 5.73%
$237B
$232 Billion 3.35% of portfolio
1,445,252
Q4 2025 Added 2.21%
$84.9B
$216 Billion 3.13% of portfolio
1,335,571
Q4 2025 Added 4.52%
$23.9B
$216 Billion 3.13% of portfolio
-
Q4 2025 Added 4.47%
Flutter Entmt PLC
-
$207 Billion 3.0% of portfolio
-
Q4 2025 Added 3.59%
$47.4B
$175 Billion 2.54% of portfolio
2,615,779
Q4 2025 Added 78,688.52%
$73.4B
$175 Billion 2.53% of portfolio
4,818,959
Q4 2025 Added 20.12%
$136B
$166 Billion 2.4% of portfolio
718,637
Q4 2025 Added 40.3%
$222B
$158 Billion 2.28% of portfolio
272,061
Q4 2025 Reduced 35.09%
$19.6B
$148 Billion 2.14% of portfolio
1,087,505
Q4 2025 Reduced 31.73%
$79.1B
$140 Billion 2.02% of portfolio
1,095,702
Q4 2025 Reduced 7.34%
$57.4B
$130 Billion 1.87% of portfolio
2,551,350
Q4 2025 Reduced 8.5%
$465B
$120 Billion 1.74% of portfolio
645,261
Q4 2025 Added 370.83%
$5.88B
$114 Billion 1.65% of portfolio
2,168,467
Q4 2025 Reduced 20.03%
$75.4B
$109 Billion 1.57% of portfolio
818,259
Q4 2025 Reduced 21.91%
$123B
$104 Billion 1.5% of portfolio
178,857
Q4 2025 Reduced 11.75%
$1.46T
$104 Billion 1.5% of portfolio
342,284
Q4 2025 Added 45.92%
Barrick Mng Corp
-
$104 Billion 1.5% of portfolio
-
Q4 2025 Reduced 22.52%
$14.6B
$102 Billion 1.47% of portfolio
8,866,448
Q4 2025 Reduced 3.64%
Ferguson Enterprises Inc
-
$101 Billion 1.46% of portfolio
-
Q4 2025 Reduced 23.39%
$1.65T
$97.2 Billion 1.41% of portfolio
310,458
Q4 2025 Reduced 15.08%
$74.9B
$96.5 Billion 1.4% of portfolio
13,477,395
Q4 2025 Added 3.94%
$68.4B
$81.5 Billion 1.18% of portfolio
2,229,755
Q4 2025 Added 0.13%
$2.39T
$66.1 Billion 0.96% of portfolio
286,284
Q4 2025 Reduced 9.9%
$139B
$65.4 Billion 0.95% of portfolio
188,928
Q4 2025 Reduced 27.51%
$103B
$64.1 Billion 0.93% of portfolio
31,808
Q4 2025 Reduced 63.52%
$59.1B
$61.2 Billion 0.89% of portfolio
715,870
Q4 2025 Added 60.41%
$235B
$59.3 Billion 0.86% of portfolio
563,716
Q4 2025 Added 1.67%
$3.93B
$48.3 Billion 0.7% of portfolio
3,443,381
Q4 2025 Added 17.24%
$19.3B
$48.1 Billion 0.7% of portfolio
519,976
Q4 2025 Added 2.84%
$8.51B
$46.9 Billion 0.68% of portfolio
557,894
Q4 2025 Added 55.7%
$56.3B
$46.7 Billion 0.67% of portfolio
2,787,570
Q4 2025 Added 110.67%
$9.99B
$44.3 Billion 0.64% of portfolio
499,007
Q4 2025 Added 1.2%
$303B
$44.4 Billion 0.64% of portfolio
291,440
Q4 2025 Added 2.48%
$6.08B
$42.5 Billion 0.61% of portfolio
370,357
Q4 2025 Added 116.34%
$29.5B
$42 Billion 0.61% of portfolio
659,828
Q4 2025 Added 2.94%
$69.1B
$41.2 Billion 0.6% of portfolio
412,871
Q4 2025 Added 3.65%
$187B
$39.6 Billion 0.57% of portfolio
231,500
Q4 2025 Added 3.29%
$85.6B
$39.3 Billion 0.57% of portfolio
3,313,257
Q4 2025 Added 0.55%
$14.5B
$38.7 Billion 0.56% of portfolio
113,986
Q4 2025 Added 4.08%
$6.38B
$38.3 Billion 0.55% of portfolio
1,186,312
Q4 2025 Added 29.26%
Ge Healthcare Technologies I
-
$37.7 Billion 0.54% of portfolio
-
Q4 2025 New
$971B
$36.7 Billion 0.53% of portfolio
34,170
Q4 2025 Added 1,148.9%
$29B
$35.8 Billion 0.52% of portfolio
1,171,529
Q4 2025 Reduced 29.89%
$29.6B
$36.2 Billion 0.52% of portfolio
101,433
Q4 2025 New
$48.1B
$35.4 Billion 0.51% of portfolio
136,273
Q4 2025 Added 2.91%
$11.7B
$35.2 Billion 0.51% of portfolio
418,090
Q4 2025 Added 2.67%

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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