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
$18.1B
$212 Million 0.53% of portfolio
1,705,199
Q2 2025 New
$62.6B
$213 Million 0.53% of portfolio
2,050,826
Q2 2025 Added 7.86%
$17.3B
$204 Million 0.51% of portfolio
2,317,098
Q2 2025 Reduced 11.92%
$72.5B
$188 Million 0.47% of portfolio
1,784,528
Q2 2025 Reduced 24.28%
$13.2B
$180 Million 0.45% of portfolio
1,229,500
Q2 2025 Added 630.66%
$62.2B
$173 Million 0.43% of portfolio
2,961,372
Q2 2025 Added 13.96%
$140B
$167 Million 0.42% of portfolio
2,399,679
Q2 2025 Reduced 1.03%
$39.4B
$154 Million 0.38% of portfolio
3,124,368
Q2 2025 Reduced 5.58%
$75.6B
$148 Million 0.37% of portfolio
381,652
Q2 2025 Added 0.09%
$17.5B
$149 Million 0.37% of portfolio
1,319,548
Q2 2025 Reduced 3.67%
$69.9B
$146 Million 0.36% of portfolio
935,446
Q2 2025 Reduced 14.79%
$40.6B
$118 Million 0.3% of portfolio
1,273,571
Q2 2025 Reduced 0.3%
$21B
$115 Million 0.29% of portfolio
513,117
Q2 2025 Reduced 5.2%
$51.1B
$115 Million 0.29% of portfolio
3,854,974
Q2 2025 Added 20.83%
$1.72T
$104 Million 0.26% of portfolio
141,489
Q2 2025 Reduced 20.2%
$1.9B
$100 Million 0.25% of portfolio
2,791,912
Q2 2025 Reduced 6.63%
$16.5B
$95.1 Million 0.24% of portfolio
562,985
Q2 2025 Added 149.11%
$93.4B
$90.8 Million 0.23% of portfolio
329,576
Q2 2025 Added 34.54%
$29.8B
$83.3 Million 0.21% of portfolio
5,329,502
Q2 2025 Added 26.15%
$48B
$86 Million 0.21% of portfolio
1,198,638
Q2 2025 Reduced 9.07%
$168B
$83.7 Million 0.21% of portfolio
917,619
Q2 2025 Reduced 12.13%
$177B
$81.2 Million 0.2% of portfolio
417,430
Q2 2025 Reduced 20.0%
$89.4B
$81.4 Million 0.2% of portfolio
355,779
Q2 2025 Reduced 39.48%
$153B
$71.8 Million 0.18% of portfolio
240,182
Q2 2025 Reduced 5.51%
$6.69B
$72.5 Million 0.18% of portfolio
2,407,110
Q2 2025 Added 5.18%
$5.65B
$67.4 Million 0.17% of portfolio
783,059
Q2 2025 Added 1.32%
$3.33B
$64 Million 0.16% of portfolio
1,337,817
Q2 2025 Added 74.0%
$38.6B
$62.7 Million 0.16% of portfolio
258,035
Q2 2025 Reduced 5.46%
$7.63B
$59.3 Million 0.15% of portfolio
2,089,660
Q2 2025 Added 3.27%
$21.1B
$59.8 Million 0.15% of portfolio
1,480,334
Q2 2025 Added 436.56%
$31B
$61.4 Million 0.15% of portfolio
596,665
Q2 2025 Reduced 3.84%
$92.9B
$57.5 Million 0.14% of portfolio
186,605
Q2 2025 Reduced 4.56%
$47.7B
$57.1 Million 0.14% of portfolio
5,885,464
Q2 2025 Reduced 6.65%
$13B
$57.7 Million 0.14% of portfolio
2,171,064
Q2 2025 Added 20.16%
$65.4B
$53.9 Million 0.13% of portfolio
702,501
Q2 2025 Added 20.39%
$142B
$51.8 Million 0.13% of portfolio
101,841
Q2 2025 New
$309B
$50.5 Million 0.13% of portfolio
352,360
Q2 2025 Added 47.2%
$10.1B
$47.6 Million 0.12% of portfolio
2,291,101
Q2 2025 Reduced 53.15%
$315B
$48.4 Million 0.12% of portfolio
60,391
Q2 2025 Reduced 7.99%
$40.7B
$44.4 Million 0.11% of portfolio
432,482
Q2 2025 Reduced 3.94%
$51.6B
$38.4 Million 0.1% of portfolio
515,197
Q2 2025 Reduced 0.11%
$9.2B
$39.3 Million 0.1% of portfolio
462,280
Q2 2025 Reduced 9.96%
$5.23B
$39.3 Million 0.1% of portfolio
5,347,405
Q2 2025 Added 127.69%
$373B
$37.4 Million 0.09% of portfolio
234,615
Q2 2025 Reduced 5.15%
$8.35B
$37.9 Million 0.09% of portfolio
1,875,636
Q2 2025 Reduced 8.96%
$90.2B
$37.3 Million 0.09% of portfolio
168,708
Q2 2025 Added 49.63%
$6.53B
$36.6 Million 0.09% of portfolio
6,116,893
Q2 2025 Reduced 10.57%
$1.46T
$34.1 Million 0.09% of portfolio
192,124
Q2 2025 New
$102B
$35 Million 0.09% of portfolio
47,820
Q2 2025 Reduced 42.07%

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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