Northwest & Ethical Investments L.P. Portfolio Holdings

Northwest & Ethical Investments L.P.

  • $3.69 Trillion
  • Q1 2025

Northwest & Ethical Investments L.P. has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $3.69 Trillion distributed in 470 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $180B, Apple Inc. with a value of $84.7B, Nvidia Corp with a value of $80.1B, Royal Bank Of Canada with a value of $57.3B, and Amazon Com Inc with a value of $51.8B.

Examining the 13F form we can see an increase of $4.63B in the current position value, from $3.68T to 3.69T.

Northwest & Ethical Investments L.P. is based out at Toronto, A6

Below you can find more details about Northwest & Ethical Investments L.P. portfolio as well as his latest detailed transactions.

Portfolio value $3.69 Trillion
Technology: $866 Billion
Financial Services: $613 Billion
Healthcare: $410 Billion
Industrials: $408 Billion
Consumer Cyclical: $252 Billion
Communication Services: $241 Billion
Energy: $151 Billion
Utilities: $146 Billion
Other: $372 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$16.3B
$1.08 Billion 0.03% of portfolio
14,707
Q1 2024 Added 75.37%
$25.1B
$1.08 Billion 0.03% of portfolio
71,805
Q1 2024 Reduced 14.97%
$26.5B
$1.05 Billion 0.03% of portfolio
10,678
Q1 2024 Reduced 14.98%
$9.8B
$1.29 Billion 0.03% of portfolio
32,627
Q3 2023 Reduced 59.96%
$146B
$1.05 Billion 0.03% of portfolio
5,140
Q1 2024 Reduced 15.04%
$7.81B
$656 Million 0.02% of portfolio
8,827
Q1 2024 Reduced 61.46%
$15.7B
$867 Million 0.02% of portfolio
17,932
Q1 2024 Reduced 43.64%
$31.2B
$790 Million 0.02% of portfolio
1,886
Q1 2024 Reduced 73.49%
$7.37B
$578 Million 0.02% of portfolio
10,606
Q2 2017 Sold Out
$38.7B
$891 Million 0.02% of portfolio
11,868
Q1 2024 Added 47.32%
$11.5B
$599 Million 0.02% of portfolio
42,220
Q1 2025 Added 246.07%
$15.8B
$640 Million 0.02% of portfolio
4,329
Q1 2024 Reduced 15.06%
$78.9B
$828 Million 0.02% of portfolio
45,391
Q1 2024 Added 119.85%
$15.8B
$593 Million 0.02% of portfolio
8,609
Q3 2023 Sold Out
$59.9B
$617 Million 0.02% of portfolio
15,000
Q1 2024 Added 58.17%
$41.8B
$690 Million 0.02% of portfolio
4,012
Q4 2021 Sold Out
$2.38B
$583 Million 0.02% of portfolio
89,848
Q1 2024 Added 62.4%
$2.38B
$696 Million 0.02% of portfolio
184,592
Q1 2024 Reduced 81.03%
-
$791 Million 0.02% of portfolio
-
Q3 2020 Added 21.41%
$20.8B
$721 Million 0.02% of portfolio
5,778
Q1 2024 Reduced 57.41%
$2.78B
$785 Million 0.02% of portfolio
23,703
Q1 2024 Added 107.82%
$43B
$887 Million 0.02% of portfolio
6,447
Q4 2017 Sold Out
$58.9B
$765 Million 0.02% of portfolio
3,313
Q1 2025 New
$10.4B
$831 Million 0.02% of portfolio
7,480
Q1 2024 Reduced 90.64%
$3.61B
$919 Million 0.02% of portfolio
39,270
Q1 2025 New
$48.1B
$745 Million 0.02% of portfolio
5,871
Q1 2024 Reduced 65.93%
$82B
$633 Million 0.02% of portfolio
5,400
Q1 2024 Added 183.22%
$154B
$743 Million 0.02% of portfolio
1,585
Q3 2023 Sold Out
$32.5B
$918 Million 0.02% of portfolio
21,049
Q1 2024 Added 271.16%
$32.8B
$669 Million 0.02% of portfolio
9,812
Q1 2024 Reduced 77.58%
$5.65B
$747 Million 0.02% of portfolio
7,623
Q1 2024 Added 22.22%
$71B
$723 Million 0.02% of portfolio
4,952
Q1 2024 Reduced 90.91%
$5.37B
$644 Million 0.02% of portfolio
6,441
Q1 2024 Reduced 80.48%
$12.8B
$637 Million 0.02% of portfolio
22,462
Q1 2024 Reduced 31.19%
$59.2B
$587 Million 0.02% of portfolio
997
Q1 2024 Reduced 46.64%
$9.93B
$728 Million 0.02% of portfolio
11,954
Q3 2023 New
$3.21B
$892 Million 0.02% of portfolio
95,460
Q4 2021 Sold Out
$79B
$875 Million 0.02% of portfolio
21,059
Q1 2025 Added 89.72%
$5.25B
$568 Million 0.02% of portfolio
3,437
Q1 2025 New
$16B
$675 Million 0.02% of portfolio
16,862
Q1 2024 Reduced 75.4%
$87.4B
$768 Million 0.02% of portfolio
39,215
Q1 2024 Added 41.68%
$3.3B
$822 Million 0.02% of portfolio
16,553
Q1 2024 Reduced 72.45%
$3.87B
$912 Million 0.02% of portfolio
5,724
Q1 2024 Added 115.5%
$0
$641 Million 0.02% of portfolio
33,600
Q1 2025 Added 277.53%
$4.82B
$509 Million 0.01% of portfolio
6,700
Q1 2025 New
$18.7B
$495 Million 0.01% of portfolio
8,148
Q1 2024 Added 24.71%
$9.63B
$474 Million 0.01% of portfolio
3,750
Q1 2024 Reduced 74.0%
$2.67B
$499 Million 0.01% of portfolio
84,424
Q1 2025 New
$1.94B
$456 Million 0.01% of portfolio
15,400
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 470
  • Current Value $3.69 Trillion
  • Prior Value $3.68 Trillion
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 53 stocks
  • Additional Purchases 255 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 150 stocks
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