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
$4.63B
$31.4 Million 0.08% of portfolio
422,205
Q2 2025 Reduced 9.35%
$0
$31.4 Million 0.08% of portfolio
564,774
Q2 2025 Reduced 3.39%
$44.3B
$31.1 Million 0.08% of portfolio
57,928
Q2 2025 Reduced 10.34%
$95B
$33 Million 0.08% of portfolio
464,073
Q2 2025 Reduced 4.65%
$267B
$32.8 Million 0.08% of portfolio
105,070
Q2 2025 Reduced 33.58%
$12.4B
$26.5 Million 0.07% of portfolio
726,265
Q2 2025 Added 19.21%
$40.8B
$27.4 Million 0.07% of portfolio
82,437
Q1 2025 Reduced 85.61%
$74.1B
$28.2 Million 0.07% of portfolio
105,858
Q2 2025 New
$173B
$26.9 Million 0.07% of portfolio
69,627
Q2 2025 Reduced 10.35%
$161B
$27.5 Million 0.07% of portfolio
150,093
Q2 2025 New
$40.1B
$28.4 Million 0.07% of portfolio
98,701
Q2 2025 Reduced 10.35%
$14B
$22.7 Million 0.06% of portfolio
98,042
Q2 2025 Reduced 15.77%
$16.2B
$22 Million 0.06% of portfolio
100,625
Q2 2025 Reduced 10.56%
$34.6B
$25.7 Million 0.06% of portfolio
320,015
Q2 2025 Reduced 10.35%
$227B
$22.6 Million 0.06% of portfolio
70,886
Q2 2025 Reduced 30.52%
$51.6B
$25.3 Million 0.06% of portfolio
145,000
Q1 2021 Reduced 21.85%
$149B
$24.1 Million 0.06% of portfolio
60,948
Q2 2025 Reduced 10.35%
$20.4B
$20.2 Million 0.05% of portfolio
451,533
Q2 2025 New
$69.9B
$20.5 Million 0.05% of portfolio
326,102
Q2 2025 Reduced 15.35%
$5.99B
$18.9 Million 0.05% of portfolio
210,030
Q2 2025 Added 1,244.71%
$3.6B
$19 Million 0.05% of portfolio
824,459
Q2 2025 Reduced 30.5%
$73.3B
$20.7 Million 0.05% of portfolio
57,949
Q2 2025 Reduced 2.48%
$43.5B
$21.9 Million 0.05% of portfolio
248,302
Q2 2025 Reduced 10.41%
$3.78B
$21.3 Million 0.05% of portfolio
1,329,819
Q2 2025 New
$0
$18.3 Million 0.05% of portfolio
423,751
Q4 2024 Added 17.72%
$3.54B
$18.4 Million 0.05% of portfolio
1,159,840
Q2 2025 New
$4.99B
$17.5 Million 0.04% of portfolio
1,404,570
Q2 2025 Added 51.17%
$8.28B
$14.9 Million 0.04% of portfolio
445,660
Q2 2025 Reduced 71.54%
$1.01B
$15.6 Million 0.04% of portfolio
4,950,524
Q2 2025 New
$79.5B
$15 Million 0.04% of portfolio
119,762
Q2 2025 New
$48.7B
$15 Million 0.04% of portfolio
444,537
Q2 2025 Added 24.6%
$45.6B
$14 Million 0.04% of portfolio
1,023,447
Q2 2025 Added 33.05%
$320B
$15.3 Million 0.04% of portfolio
135,070
Q2 2025 New
$0
$17.9 Million 0.04% of portfolio
431,500
Q1 2025 Added 117.49%
$19.9B
$15.6 Million 0.04% of portfolio
268,253
Q2 2025 Added 72.18%
$42.3B
$14.8 Million 0.04% of portfolio
100,063
Q2 2025 New
$14.4B
$15.5 Million 0.04% of portfolio
449,640
Q2 2025 Reduced 36.62%
$0
$17.7 Million 0.04% of portfolio
846,749
Q4 2024 Added 18.48%
$26.8B
$12.3 Million 0.03% of portfolio
194,483
Q4 2018 Added 986.5%
$177B
$13.9 Million 0.03% of portfolio
87,168
Q2 2025 New
$101B
$11.4 Million 0.03% of portfolio
108,886
Q2 2025 Added 482.62%
$40.1B
$12.9 Million 0.03% of portfolio
335,432
Q2 2025 Reduced 31.2%
$10.1B
$10.2 Million 0.03% of portfolio
42,379
Q2 2025 Reduced 42.06%
$10B
$10.4 Million 0.03% of portfolio
154,235
Q2 2025 Reduced 14.38%
$36.8B
$13.1 Million 0.03% of portfolio
75,291
Q2 2025 Added 4.33%
$18.3B
$13.4 Million 0.03% of portfolio
146,036
Q2 2025 Added 1.28%
$201B
$12.9 Million 0.03% of portfolio
97,900
Q2 2025 Added 0.5%
$280B
$10.3 Million 0.03% of portfolio
148,120
Q2 2025 Reduced 24.31%
$17.2B
$8.81 Million 0.02% of portfolio
89,761
Q2 2025 Added 0.77%

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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