Ninety One Uk LTD Portfolio Holdings

Ninety One Uk LTD

  • $40 Billion
  • Q2 2025

Ninety One Uk LTD has filed its 13F form on July 18, 2025 for Q2 2025 where it was disclosed a total value porftolio of $40 Billion distributed in 202 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $3.73B, Visa Inc. with a value of $2.22B, Nvidia Corp with a value of $1.74B, Alphabet Inc. with a value of $1.59B, and Philip Morris International Inc. with a value of $1.36B.

Examining the 13F form we can see an increase of $5.61B in the current position value, from $34.4B to 40B.

Ninety One Uk LTD is based out at London, X0

Below you can find more details about Ninety One Uk LTD portfolio as well as his latest detailed transactions.

Portfolio value $40 Billion
Technology: $12.8 Billion
Financial Services: $7.1 Billion
Communication Services: $4.73 Billion
Healthcare: $4.25 Billion
Consumer Cyclical: $4.03 Billion
Industrials: $2.34 Billion
Consumer Defensive: $2.26 Billion
Basic Materials: $985 Million
Other: $1.49 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.81T
$3.73 Billion 9.32% of portfolio
7,498,375
Q2 2025 Added 7.32%
$572B
$2.22 Billion 5.54% of portfolio
6,240,048
Q2 2025 Reduced 0.16%
$431B
$1.74 Billion 4.35% of portfolio
11,032,293
Q2 2025 Added 26.13%
$1.07T
$1.59 Billion 3.98% of portfolio
9,042,177
Q2 2025 Added 5.52%
$278B
$1.36 Billion 3.41% of portfolio
7,486,288
Q2 2025 Reduced 16.66%
$53.1B
$1.31 Billion 3.28% of portfolio
5,338,125
Q2 2025 Added 3.72%
$226B
$1.26 Billion 3.15% of portfolio
218,016
Q2 2025 Added 1.12%
$213B
$1.15 Billion 2.87% of portfolio
1,458,792
Q2 2025 Added 3.63%
$116B
$1.13 Billion 2.83% of portfolio
4,102,194
Q2 2025 Added 24.62%
$426B
$1.07 Billion 2.68% of portfolio
7,016,164
Q2 2025 Added 1.35%
$2.28T
$1.04 Billion 2.6% of portfolio
4,736,222
Q2 2025 Reduced 17.28%
$87.5B
$844 Million 2.11% of portfolio
6,267,769
Q2 2025 Added 2.2%
$29.8B
$793 Million 1.98% of portfolio
2,747,020
Q2 2025 Reduced 29.11%
$125B
$741 Million 1.85% of portfolio
2,402,723
Q2 2025 Added 5.77%
$41.7B
$696 Million 1.74% of portfolio
4,355,950
Q2 2025 Added 4.65%
$850B
$660 Million 1.65% of portfolio
2,278,247
Q2 2025 Added 12.82%
$27.3B
$574 Million 1.43% of portfolio
2,592,778
Q2 2025 Added 2.56%
$31.1B
$560 Million 1.4% of portfolio
8,944,479
Q2 2025 Added 4.91%
$150B
$553 Million 1.38% of portfolio
5,146,218
Q2 2025 Added 33.47%
$105B
$553 Million 1.38% of portfolio
2,527,744
Q2 2025 Added 6.63%
$47.1B
$543 Million 1.36% of portfolio
6,939,542
Q2 2025 Reduced 0.93%
$16.6B
$533 Million 1.33% of portfolio
1,192,634
Q2 2025 Added 0.06%
$3.38T
$513 Million 1.28% of portfolio
2,500,633
Q2 2025 Added 8.26%
$171B
$490 Million 1.22% of portfolio
928,559
Q2 2025 Added 0.82%
$1.27T
$454 Million 1.13% of portfolio
2,005,767
Q2 2025 Added 1.25%
$57.9B
$440 Million 1.1% of portfolio
1,808,825
Q2 2025 Added 20.04%
$38.9B
$438 Million 1.09% of portfolio
1,801,582
Q2 2025 Added 22.84%
$12B
$435 Million 1.09% of portfolio
2,993,652
Q2 2025 Added 2.59%
$92B
$420 Million 1.05% of portfolio
837,471
Q2 2025 Added 1.11%
$241B
$409 Million 1.02% of portfolio
577,577
Q2 2025 New
$13.6B
$400 Million 1.0% of portfolio
2,949,709
Q2 2025 Added 14.99%
$15B
$363 Million 0.91% of portfolio
1,916,309
Q2 2025 Reduced 1.1%
$724B
$332 Million 0.83% of portfolio
425,459
Q2 2025 Added 38.7%
$12.3B
$330 Million 0.82% of portfolio
4,731,948
Q2 2025 Added 17.43%
$167B
$327 Million 0.82% of portfolio
805,793
Q2 2025 Added 41.6%
$28B
$327 Million 0.82% of portfolio
2,794,925
Q2 2025 Added 44.77%
$9.28B
$314 Million 0.79% of portfolio
2,883,906
Q2 2025 Added 35.73%
$69.3B
$276 Million 0.69% of portfolio
74,400
Q2 2025 Added 349.52%
$102B
$278 Million 0.69% of portfolio
1,513,558
Q2 2025 Added 23.08%
$14B
$274 Million 0.69% of portfolio
2,744,524
Q2 2025 Added 52.06%
$465B
$271 Million 0.68% of portfolio
2,514,348
Q2 2025 Added 18.31%
$93.9B
$272 Million 0.68% of portfolio
1,699,639
Q2 2025 Added 0.94%
$116B
$263 Million 0.66% of portfolio
7,828,003
Q2 2025 Added 17.56%
$70.3B
$249 Million 0.62% of portfolio
592,252
Q2 2025 Added 1.13%
$104B
$245 Million 0.61% of portfolio
561,231
Q2 2025 Reduced 29.48%
$21.2B
$240 Million 0.6% of portfolio
6,689,112
Q2 2025 Added 10.98%
$63.5B
$236 Million 0.59% of portfolio
5,446,597
Q2 2025 Added 21.63%
$75.6B
$236 Million 0.59% of portfolio
4,793,495
Q2 2025 Added 13.34%
$1.01T
$231 Million 0.58% of portfolio
725,830
Q2 2025 Reduced 47.57%

Summary

  • Portfolio
  • No. of Stocks 202
  • Current Value $40 Billion
  • Prior Value $34.4 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 18, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 31 stocks
  • Additional Purchases 82 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 75 stocks
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