Northwest & Ethical Investments L.P. Portfolio Holdings

Northwest & Ethical Investments L.P.

  • $4.03 Trillion
  • Q2 2025

Northwest & Ethical Investments L.P. has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $4.03 Trillion distributed in 490 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $236B, Nvidia Corp with a value of $123B, Apple Inc. with a value of $83.9B, Royal Bank Of Canada with a value of $65.8B, and Broadcom Inc. with a value of $62.6B.

Examining the 13F form we can see an increase of $344B in the current position value, from $3.69T to 4.03T.

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 $4.03 Trillion
Technology: $1.08 Trillion
Financial Services: $628 Billion
Industrials: $454 Billion
Healthcare: $384 Billion
Consumer Cyclical: $281 Billion
Communication Services: $257 Billion
Utilities: $183 Billion
Energy: $136 Billion
Other: $349 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$249B
$911 Million 0.02% of portfolio
1,287
Q2 2025 Reduced 65.93%
$8.63B
$923 Million 0.02% of portfolio
24,944
Q2 2025 New
$9.46B
$658 Million 0.02% of portfolio
23,832
Q2 2025 Added 6.1%
$5.44B
$908 Million 0.02% of portfolio
11,400
Q2 2025 Added 70.15%
$57.9B
$829 Million 0.02% of portfolio
15,889
Q2 2025 Added 106.65%
$0
$910 Million 0.02% of portfolio
19,096
Q2 2025 Added 3.47%
$25.5B
$625 Million 0.02% of portfolio
37,600
Q2 2025 Reduced 47.64%
$70.8B
$841 Million 0.02% of portfolio
45,391
Q1 2024 Added 119.85%
$90.2B
$762 Million 0.02% of portfolio
34,836
Q2 2025 Reduced 11.17%
$11B
$856 Million 0.02% of portfolio
11,700
Q2 2025 Added 172.09%
$2.72B
$771 Million 0.02% of portfolio
5,940
Q2 2025 Added 3.77%
$144B
$667 Million 0.02% of portfolio
1,300
Q2 2025 Reduced 17.98%
$25.5B
$980 Million 0.02% of portfolio
4,534
Q2 2020 Sold Out
$97.8B
$740 Million 0.02% of portfolio
4,071
Q2 2025 Added 32.56%
$59.2B
$846 Million 0.02% of portfolio
6,571
Q2 2025 Added 11.92%
$0
$928 Million 0.02% of portfolio
12,847
Q2 2025 Reduced 73.37%
$9.43B
$748 Million 0.02% of portfolio
24,404
Q1 2024 Added 115.83%
$19.8B
$760 Million 0.02% of portfolio
1,886
Q1 2024 Reduced 73.49%
Aris Mng Corp
-
$878 Million 0.02% of portfolio
-
Q2 2025 New
$63.6B
$974 Million 0.02% of portfolio
3,066
Q1 2024 Added 182.39%
$21.6B
$683 Million 0.02% of portfolio
19,000
Q2 2025 New
$13.3B
$651 Million 0.02% of portfolio
5,700
Q2 2025 Reduced 36.67%
$4.03B
$946 Million 0.02% of portfolio
16,553
Q1 2024 Reduced 72.45%
Fortuna Mng Corp
-
$867 Million 0.02% of portfolio
-
Q2 2025 Reduced 26.96%
$38B
$727 Million 0.02% of portfolio
400
Q2 2025 New
$30.9B
$911 Million 0.02% of portfolio
5,260
Q2 2025 Added 15.71%
$3.69B
$707 Million 0.02% of portfolio
102,831
Q2 2025 Added 23.27%
$17.1B
$674 Million 0.02% of portfolio
16,862
Q1 2024 Reduced 75.4%
$21.4B
$864 Million 0.02% of portfolio
7,378
Q2 2025 Added 27.69%
$409M
$865 Million 0.02% of portfolio
109,609
Q2 2025 Reduced 46.3%
$19.2B
$938 Million 0.02% of portfolio
7,733
Q2 2025 New
$7.91B
$620 Million 0.02% of portfolio
4,666
Q1 2025 Added 305.74%
Dexcom Inc
-
$294 Million 0.01% of portfolio
-
Q3 2021 Added 7.69%
$16.4B
$588 Million 0.01% of portfolio
8,609
Q3 2023 Sold Out
$73.9B
$499 Million 0.01% of portfolio
4,175
Q1 2024 Added 113.22%
$8.02B
$380 Million 0.01% of portfolio
4,000
Q1 2024 Added 5.15%
$2.79B
$357 Million 0.01% of portfolio
61,959
Q2 2025 Added 71.72%
$6.55B
$269 Million 0.01% of portfolio
5,300
Q2 2025 New
$16.5B
$410 Million 0.01% of portfolio
918
Q1 2024 Reduced 27.02%
$4.7B
$451 Million 0.01% of portfolio
22,155
Q2 2025 Added 6.44%
$63B
$404 Million 0.01% of portfolio
4,002
Q1 2024 Reduced 27.54%
$1.34B
$312 Million 0.01% of portfolio
18,499
Q2 2025 Added 130.29%
$12.4B
$458 Million 0.01% of portfolio
1,700
Q2 2025 New
$23.8B
$203 Million 0.01% of portfolio
6,300
Q3 2020 Sold Out
$2.78B
$288 Million 0.01% of portfolio
43,272
Q2 2025 Reduced 51.84%
$545M
$230 Million 0.01% of portfolio
64,001
Q1 2025 New
$3.38B
$425 Million 0.01% of portfolio
23,400
Q2 2025 Added 143.75%
$81.5B
$419 Million 0.01% of portfolio
2,931
Q1 2024 Added 40.94%
$12.2B
$370 Million 0.01% of portfolio
9,500
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 490
  • Current Value $4.03 Trillion
  • Prior Value $3.69 Trillion
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 71 stocks
  • Additional Purchases 167 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 156 stocks
Track This Portfolio

Track Northwest & Ethical Investments L.P. Portfolio

Follow Northwest & Ethical Investments L.P. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Northwest & Ethical Investments L.P., based on Form 13F filings with the SEC.

News

Stay updated on Northwest & Ethical Investments L.P. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email