Evelyn Partners Asset Management LTD Portfolio Holdings

Evelyn Partners Asset Management LTD

  • $443 Billion
  • Q3 2025

Evelyn Partners Asset Management LTD has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $443 Billion distributed in 280 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Gold Trust with a value of $30.1B, Vanguard Total World Stk Index with a value of $28.7B, Microsoft Corp with a value of $23.5B, Alphabet Inc. with a value of $17.9B, and Amazon Com Inc with a value of $14.6B.

Examining the 13F form we can see an increase of $221B in the current position value, from $222B to 443B.

Evelyn Partners Asset Management LTD is based out at London,

Below you can find more details about Evelyn Partners Asset Management LTD portfolio as well as his latest detailed transactions.

Portfolio value $443 Billion
ETFs: $167 Billion
Technology: $68.8 Billion
Healthcare: $45.6 Billion
Financial Services: $45.1 Billion
Communication Services: $39.4 Billion
Consumer Cyclical: $29.7 Billion
Consumer Defensive: $21.2 Billion
Industrials: $12.5 Billion
Other: $9.39 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$130B
$30.1 Billion 6.79% of portfolio
84,665
Q2 2025 Reduced 6.33%
$0
$28.7 Billion 6.49% of portfolio
208,608
Q2 2025 Added 3.53%
$3.78T
$23.5 Billion 5.3% of portfolio
45,333
Q2 2025 Reduced 2.96%
$1.65T
$17.9 Billion 4.03% of portfolio
73,455
Q2 2025 Added 16.56%
$2.39T
$14.6 Billion 3.29% of portfolio
66,291
Q2 2025 Added 0.7%
$0
$14.1 Billion 3.19% of portfolio
185,123
Q2 2025 Reduced 2.36%
$533B
$13.5 Billion 3.04% of portfolio
39,491
Q2 2025 Reduced 3.63%
$136B
$12 Billion 2.7% of portfolio
32,369
Q2 2025 Reduced 4.35%
$104B
$11.4 Billion 2.56% of portfolio
38,665
Q2 2025 Reduced 5.42%
$193B
$11.3 Billion 2.56% of portfolio
99,117
Q2 2025 Reduced 10.77%
$4.3T
$10.2 Billion 2.3% of portfolio
40,032
Q2 2025 Reduced 83.72%
$512B
$10.1 Billion 2.29% of portfolio
17,806
Q2 2025 Reduced 5.73%
$182B
$9.93 Billion 2.24% of portfolio
14,539
Q2 2025 Reduced 4.78%
$0
$9.9 Billion 2.23% of portfolio
362,404
Q2 2025 Added 4.0%
$73.2B
$9.84 Billion 2.22% of portfolio
2,293
Q2 2025 Reduced 0.87%
$0
$9.35 Billion 2.11% of portfolio
106,449
Q2 2025 Reduced 3.18%
$0
$8.08 Billion 1.82% of portfolio
169,568
Q2 2025 Reduced 2.87%
$55.6B
$7.93 Billion 1.79% of portfolio
54,217
Q2 2025 Reduced 6.29%
$5.65B
$7.69 Billion 1.74% of portfolio
208,960
Q2 2025 Reduced 4.91%
$0
$7.71 Billion 1.74% of portfolio
61,269
Q2 2025 Reduced 2.33%
$405B
$7.46 Billion 1.68% of portfolio
7,704
Q2 2025 Reduced 6.41%
$109B
$6.74 Billion 1.52% of portfolio
121,458
Q2 2025 Reduced 33.62%
$0
$6.71 Billion 1.51% of portfolio
10,953
Q2 2025 Reduced 1.07%
$71.6B
$6.21 Billion 1.4% of portfolio
92,636
Q2 2025 Reduced 8.05%
$65.3B
$5.86 Billion 1.32% of portfolio
80,497
Q3 2025 New
$150B
$5.74 Billion 1.3% of portfolio
96,820
Q2 2025 Reduced 8.77%
$152B
$5.57 Billion 1.26% of portfolio
22,603
Q2 2025 Reduced 11.8%
$0
$5.57 Billion 1.26% of portfolio
18,953
Q2 2025 Reduced 9.59%
$0
$5.22 Billion 1.18% of portfolio
28,764
Q2 2025 Reduced 3.46%
$1.46T
$5.23 Billion 1.18% of portfolio
18,726
Q2 2025 Reduced 6.18%
$22.8B
$4.75 Billion 1.07% of portfolio
45,144
Q3 2025 New
$662B
$4.54 Billion 1.03% of portfolio
9,031
Q2 2025 Reduced 6.4%
$79.2B
$4.46 Billion 1.01% of portfolio
93,287
Q2 2025 Reduced 12.94%
$0
$4.27 Billion 0.96% of portfolio
102,664
Q3 2025 New
$1.37T
$4.19 Billion 0.95% of portfolio
5,701
Q2 2025 Reduced 3.65%
$465B
$4.08 Billion 0.92% of portfolio
21,890
Q2 2025 Added 2.45%
$346B
$4.04 Billion 0.91% of portfolio
26,292
Q2 2025 Reduced 3.98%
$100B
$3.82 Billion 0.86% of portfolio
14,151
Q2 2025 Reduced 99.9%
Arista Networks Inc
-
$3.75 Billion 0.85% of portfolio
-
Q2 2025 Reduced 2.29%
$522B
$3.22 Billion 0.73% of portfolio
17,373
Q2 2025 Reduced 5.55%
$0
$3.09 Billion 0.7% of portfolio
4,634
Q2 2025 Added 16.49%
$0
$3.06 Billion 0.69% of portfolio
8,078
Q3 2025 New
$53B
$2.48 Billion 0.56% of portfolio
26,018
Q2 2025 Reduced 20.46%
$191B
$2.39 Billion 0.54% of portfolio
443
Q2 2025 Reduced 7.67%
$123B
$2.33 Billion 0.53% of portfolio
8,242
Q2 2025 Reduced 4.66%
$65.7B
$2.17 Billion 0.49% of portfolio
27,168
Q2 2025 Added 1.55%
$224B
$2.13 Billion 0.48% of portfolio
7,011
Q2 2025 Reduced 4.69%
$193B
$2.13 Billion 0.48% of portfolio
4,758
Q2 2025 Reduced 4.77%
$204B
$2.06 Billion 0.47% of portfolio
14,684
Q2 2025 Reduced 5.63%

Summary

  • Portfolio
  • No. of Stocks 280
  • Current Value $443 Billion
  • Prior Value $222 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 145 stocks
  • Additional Purchases 55 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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