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
$126B
$6.41 Million 0.02% of portfolio
7,157
Q2 2025 Reduced 32.02%
$95.4B
$8.68 Million 0.02% of portfolio
387,452
Q2 2025 Reduced 15.42%
$4.55B
$6.75 Million 0.02% of portfolio
98,500
Q2 2025 Reduced 1.56%
$10.3B
$7.44 Million 0.02% of portfolio
154,656
Q2 2025 New
$34.4B
$7.6 Million 0.02% of portfolio
91,365
Q2 2025 New
$37.5B
$6.75 Million 0.02% of portfolio
2,799,396
Q2 2025 Reduced 9.45%
$25.1B
$9.46 Million 0.02% of portfolio
124,817
Q2 2025 New
$10.4B
$8.11 Million 0.02% of portfolio
219,107
Q2 2025 Reduced 69.66%
$207B
$7.25 Million 0.02% of portfolio
91,579
Q2 2025 Added 61.53%
$14.1B
$9.8 Million 0.02% of portfolio
188,276
Q2 2025 New
$138B
$8.81 Million 0.02% of portfolio
44,619
Q2 2025 Reduced 45.41%
$380B
$7.63 Million 0.02% of portfolio
20,797
Q2 2025 Added 9.26%
$118B
$3.05 Million 0.01% of portfolio
34,008
Q2 2025 New
$18.6B
$4.22 Million 0.01% of portfolio
43,585
Q1 2025 New
$120B
$4.73 Million 0.01% of portfolio
1,810
Q2 2025 Added 117.03%
$2.24B
$4.04 Million 0.01% of portfolio
312,746
Q3 2024 Added 67.77%
$0
$5.66 Million 0.01% of portfolio
150,811
Q1 2025 New
$23.5B
$2.21 Million 0.01% of portfolio
46,314
Q2 2025 New
$974M
$4.67 Million 0.01% of portfolio
3,333,055
Q2 2025 Added 18.49%
$53.3B
$4.52 Million 0.01% of portfolio
35,069
Q2 2025 New
$58.5B
$4.6 Million 0.01% of portfolio
38,683
Q2 2025 Reduced 91.2%
$22.1B
$1.31 Million 0.0% of portfolio
126,345
Q2 2025 Reduced 1.53%
$1.46B
$1 Million 0.0% of portfolio
19,247
Q2 2025 New
Veralto Corp
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 2.97%
$107B
$3,000 0.0% of portfolio
62
Q2 2025 New
Viper Energy Inc
-
$0 0.0% of portfolio
-
Q2 2025 Added 101.23%
$21.1B
$13,000 0.0% of portfolio
117
Q2 2025 Reduced 20.95%
$0
$216,000 0.0% of portfolio
2,610
Q3 2024 New
$0
$343,000 0.0% of portfolio
6,520
Q3 2024 New
Anglogold Ashanti PLC
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 11.56%
Sirius Xm Holdings Inc
-
$0 0.0% of portfolio
-
Q2 2025 Added 78.33%
$51.7B
$1.63 Million 0.0% of portfolio
9,458
Q2 2025 New
$358B
$35,000 0.0% of portfolio
116
Q2 2025 Reduced 62.46%
Brookfield Infrastructure Corp
-
$0 0.0% of portfolio
-
Q2 2025 New
$180M
$150,000 0.0% of portfolio
98,258
Q4 2024 Reduced 77.57%
Brookfield Renewable Corp
-
$0 0.0% of portfolio
-
Q2 2025 New
$88.6B
$583,000 0.0% of portfolio
2,134
Q2 2025 New
Canadian Pacific Kansas City LTD
-
$0 0.0% of portfolio
-
Q2 2025 Added 91.36%
$23.9B
$0 0.0% of portfolio
-
Q2 2025 Added 13.11%
$60.1B
$2,000 0.0% of portfolio
27
Q2 2025 Reduced 64.94%
Barrick Mining Corp
-
$0 0.0% of portfolio
-
Q2 2025 New
Tko Group Holdings Inc
-
$0 0.0% of portfolio
-
Q2 2025 Added 14.42%
$9.66B
$1.42 Million 0.0% of portfolio
46,448
Q2 2025 New
$140B
$5,000 0.0% of portfolio
85
Q2 2025 New
Jacobs Solutions Inc
-
$0 0.0% of portfolio
-
Q2 2025 Added 17.1%
$0
$136,000 0.0% of portfolio
2,691
Q4 2024 Reduced 68.26%
Digital Bridge Group Inc
-
$0 0.0% of portfolio
-
Q2 2025 New
$13B
$0 0.0% of portfolio
-
Q2 2025 Reduced 8.81%
Te Connectivity PLC
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 7.14%

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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