Evelyn Partners Investment Management (Europe) LTD Portfolio Holdings

Evelyn Partners Investment Management (Europe) LTD

  • $289 Billion
  • Q3 2025

Evelyn Partners Investment Management (Europe) LTD has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $289 Billion distributed in 179 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Crh PLC with a value of $27.9B, First Trust Water ETF with a value of $20.3B, Spdr Gold Trust with a value of $18.9B, Ishares Msci World ETF with a value of $18.7B, and Microsoft Corp with a value of $15.7B.

Examining the 13F form we can see an increase of $156B in the current position value, from $133B to 289B.

Evelyn Partners Investment Management (Europe) LTD is based out at Dublin,

Below you can find more details about Evelyn Partners Investment Management (Europe) LTD portfolio as well as his latest detailed transactions.

Portfolio value $289 Billion
ETFs: $132 Billion
Financial Services: $43.5 Billion
Technology: $32.8 Billion
Basic Materials: $28.6 Billion
Communication Services: $16.4 Billion
Consumer Cyclical: $11.4 Billion
Healthcare: $9.21 Billion
Consumer Defensive: $5.61 Billion
Other: $2.63 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.87B
$387 Million 0.13% of portfolio
1,200
Q3 2025 Reduced 80.98%
$1.32B
$35.1 Million 0.01% of portfolio
2,614
Q1 2025 Added 65.57%
$828M
$14.9 Million 0.01% of portfolio
985
Q3 2025 New
$1.88B
$22.7 Million 0.01% of portfolio
1,904
Q3 2025 New
$1.92B
$246,000 0.0% of portfolio
23
Q2 2025 Reduced 32.35%
$362M
$710,000 0.0% of portfolio
183
Q2 2025 Added 577.78%
$539M
$13.1 Million 0.0% of portfolio
900
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 179
  • Current Value $289 Billion
  • Prior Value $133 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 85 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
Track This Portfolio

Track Evelyn Partners Investment Management (Europe) LTD Portfolio

Follow Evelyn Partners Investment Management (Europe) LTD 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 Evelyn Partners Investment Management (Europe) LTD, based on Form 13F filings with the SEC.

News

Stay updated on Evelyn Partners Investment Management (Europe) LTD with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email