Northwest & Ethical Investments L.P. Portfolio Holdings

Northwest & Ethical Investments L.P.

  • $3.69 Trillion
  • Q1 2025

Northwest & Ethical Investments L.P. has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $3.69 Trillion distributed in 470 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $180B, Apple Inc. with a value of $84.7B, Nvidia Corp with a value of $80.1B, Royal Bank Of Canada with a value of $57.3B, and Amazon Com Inc with a value of $51.8B.

Examining the 13F form we can see an increase of $4.63B in the current position value, from $3.68T to 3.69T.

Northwest & Ethical Investments L.P. is based out at Toronto, A6

Below you can find more details about Northwest & Ethical Investments L.P. portfolio as well as his latest detailed transactions.

Portfolio value $3.69 Trillion
Technology: $866 Billion
Financial Services: $613 Billion
Healthcare: $410 Billion
Industrials: $408 Billion
Consumer Cyclical: $252 Billion
Communication Services: $241 Billion
Energy: $151 Billion
Utilities: $146 Billion
Other: $372 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$22.8B
$945 Million 0.03% of portfolio
9,670
Q2 2023 Sold Out
$47.4B
$942 Million 0.03% of portfolio
7,372
Q1 2024 Reduced 14.99%
$60.7B
$1.07 Billion 0.03% of portfolio
1,708
Q1 2024 Added 1,924.47%
Veren Inc
-
$967 Million 0.03% of portfolio
-
Q1 2025 Added 224.9%
$58.2B
$967 Million 0.03% of portfolio
3,809
Q1 2024 Reduced 54.37%
$6.39B
$1.01 Billion 0.03% of portfolio
9,438
Q1 2024 Reduced 92.58%
$1.38B
$952 Million 0.03% of portfolio
38,042
Q1 2025 New
$26.9B
$1.24 Billion 0.03% of portfolio
34,412
Q1 2024 Reduced 80.41%
$89.1B
$1.17 Billion 0.03% of portfolio
4,607
Q4 2021 Sold Out
$9.82B
$974 Million 0.03% of portfolio
24,404
Q1 2024 Added 115.83%
Lineage Inc
-
$1.13 Billion 0.03% of portfolio
-
Q1 2025 Reduced 47.9%
$8.31B
$1.26 Billion 0.03% of portfolio
20,635
Q1 2024 Added 203.26%
$22.2B
$1.22 Billion 0.03% of portfolio
3,579
Q1 2024 Added 116.21%
$0
$1.28 Billion 0.03% of portfolio
14,087
Q3 2023 Added 213.05%
$65B
$1.06 Billion 0.03% of portfolio
3,066
Q1 2024 Added 182.39%
$54.2B
$1.12 Billion 0.03% of portfolio
9,969
Q1 2025 Added 276.19%
$0
$970 Million 0.03% of portfolio
67,360
Q1 2025 Added 11.89%
$11B
$1.06 Billion 0.03% of portfolio
18,788
Q1 2024 Added 164.55%
$2.34B
$1.1 Billion 0.03% of portfolio
31,233
Q1 2024 Reduced 86.95%
$0
$1.16 Billion 0.03% of portfolio
31,400
Q2 2017 Sold Out
$3.02B
$1.12 Billion 0.03% of portfolio
302,062
Q1 2024 Reduced 84.26%
$27.5B
$995 Million 0.03% of portfolio
12,855
Q1 2024 Reduced 66.25%
$89.1B
$1.28 Billion 0.03% of portfolio
6,231
Q1 2024 Added 379.09%
$10.1B
$1.1 Billion 0.03% of portfolio
41,059
Q1 2024 Added 17.37%
$15.7B
$1.28 Billion 0.03% of portfolio
21,217
Q1 2024 Added 75.45%
Fortuna Mng Corp
-
$1.1 Billion 0.03% of portfolio
-
Q1 2025 Added 799.28%
Arista Networks Inc
-
$992 Million 0.03% of portfolio
-
Q1 2025 New
Atlassian Corporation
-
$946 Million 0.03% of portfolio
-
Q1 2025 Added 208.0%
$14B
$1.03 Billion 0.03% of portfolio
9,000
Q1 2024 Reduced 88.89%
$3.38B
$1.2 Billion 0.03% of portfolio
192,291
Q1 2024 Reduced 82.56%
$15.1B
$1.08 Billion 0.03% of portfolio
14,707
Q1 2024 Added 75.37%
$24B
$1.08 Billion 0.03% of portfolio
71,805
Q1 2024 Reduced 14.97%
$26.8B
$1.05 Billion 0.03% of portfolio
10,678
Q1 2024 Reduced 14.98%
Blackrock Inc
-
$1.01 Billion 0.03% of portfolio
-
Q1 2025 Added 42.08%
$9.75B
$1.29 Billion 0.03% of portfolio
32,627
Q3 2023 Reduced 59.96%
$148B
$1.05 Billion 0.03% of portfolio
5,140
Q1 2024 Reduced 15.04%
$7.31B
$656 Million 0.02% of portfolio
8,827
Q1 2024 Reduced 61.46%
$15.9B
$867 Million 0.02% of portfolio
17,932
Q1 2024 Reduced 43.64%
$28.2B
$790 Million 0.02% of portfolio
1,886
Q1 2024 Reduced 73.49%
$7.53B
$578 Million 0.02% of portfolio
10,606
Q2 2017 Sold Out
$40.5B
$891 Million 0.02% of portfolio
11,868
Q1 2024 Added 47.32%
$11.7B
$599 Million 0.02% of portfolio
42,220
Q1 2025 Added 246.07%
$15.5B
$640 Million 0.02% of portfolio
4,329
Q1 2024 Reduced 15.06%
$74.2B
$828 Million 0.02% of portfolio
45,391
Q1 2024 Added 119.85%
$16B
$593 Million 0.02% of portfolio
8,609
Q3 2023 Sold Out
$60.3B
$617 Million 0.02% of portfolio
15,000
Q1 2024 Added 58.17%
$41.3B
$690 Million 0.02% of portfolio
4,012
Q4 2021 Sold Out
$31.4B
$665 Million 0.02% of portfolio
4,546
Q1 2025 Added 198.1%
$2.45B
$583 Million 0.02% of portfolio
89,848
Q1 2024 Added 62.4%

Summary

  • Portfolio
  • No. of Stocks 470
  • Current Value $3.69 Trillion
  • Prior Value $3.68 Trillion
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 53 stocks
  • Additional Purchases 255 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 150 stocks
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