Northwest & Ethical Investments L.P. Portfolio Holdings

Northwest & Ethical Investments L.P.

  • $4.03 Trillion
  • Q2 2025

Northwest & Ethical Investments L.P. has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $4.03 Trillion distributed in 490 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $236B, Nvidia Corp with a value of $123B, Apple Inc. with a value of $83.9B, Royal Bank Of Canada with a value of $65.8B, and Broadcom Inc. with a value of $62.6B.

Examining the 13F form we can see an increase of $344B in the current position value, from $3.69T to 4.03T.

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 $4.03 Trillion
Technology: $1.08 Trillion
Financial Services: $628 Billion
Industrials: $454 Billion
Healthcare: $384 Billion
Consumer Cyclical: $281 Billion
Communication Services: $257 Billion
Utilities: $183 Billion
Energy: $136 Billion
Other: $349 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Allied Gold Corp
-
$569 Million 0.01% of portfolio
-
Q2 2025 New
$6.19B
$435 Million 0.01% of portfolio
15,500
Q2 2025 New
$1.99B
$208 Million 0.01% of portfolio
3,700
Q2 2025 Added 362.5%
$4.81B
$452 Million 0.01% of portfolio
7,727
Q2 2025 Reduced 12.46%
$20.6B
$251 Million 0.01% of portfolio
2,000
Q1 2024 Added 328.35%
$2.29B
$207 Million 0.01% of portfolio
45,092
Q2 2025 Reduced 75.57%
$15.4B
$344 Million 0.01% of portfolio
2,700
Q2 2025 New
$4.24B
$450 Million 0.01% of portfolio
9,800
Q2 2025 New
Coherent Corp
-
$297 Million 0.01% of portfolio
-
Q2 2025 New
$10.4B
$473 Million 0.01% of portfolio
3,980
Q2 2025 Reduced 46.79%
$2.03B
$391 Million 0.01% of portfolio
15,427
Q2 2025 New
$18.5B
$442 Million 0.01% of portfolio
8,148
Q1 2024 Added 24.71%
$4.71B
$569 Million 0.01% of portfolio
157,480
Q2 2025 Added 14.49%
Brookfield Infrastructure CO
-
$411 Million 0.01% of portfolio
-
Q2 2025 Added 0.2%
$260B
$446 Million 0.01% of portfolio
3,100
Q2 2025 New
$12B
$255 Million 0.01% of portfolio
12,100
Q2 2025 New
South Bow Corp
-
$457 Million 0.01% of portfolio
-
Q2 2025 New
$834M
$423 Million 0.01% of portfolio
14,900
Q2 2025 Added 28.45%
$172B
$462 Million 0.01% of portfolio
3,700
Q2 2025 Reduced 24.49%
$812M
$594 Million 0.01% of portfolio
39,912
Q2 2025 Added 4.92%
$7.65B
$353 Million 0.01% of portfolio
2,100
Q1 2024 Reduced 52.38%
$1.86B
$218 Million 0.01% of portfolio
9,400
Q2 2025 New
$25B
$499 Million 0.01% of portfolio
28,146
Q2 2025 Added 35.97%
$2.02B
$274 Million 0.01% of portfolio
9,942
Q1 2025 New
$0
$528 Million 0.01% of portfolio
116,174
Q1 2025 Added 221.11%
Smartstop Self Storag Reit I
-
$224 Million 0.01% of portfolio
-
Q2 2025 New
$4.41B
$237 Million 0.01% of portfolio
2,400
Q2 2025 Reduced 18.75%
$970M
$253 Million 0.01% of portfolio
12,100
Q2 2025 New
$4.72B
$564 Million 0.01% of portfolio
45,362
Q2 2025 Added 528.11%
$85.7M
$274 Million 0.01% of portfolio
46,200
Q1 2024 Reduced 62.34%
$780M
$381 Million 0.01% of portfolio
8,023
Q2 2025 Reduced 3.37%
$81.8B
$571 Million 0.01% of portfolio
3,076
Q1 2024 Added 181.11%
$3.85B
$408 Million 0.01% of portfolio
40,670
Q2 2025 Reduced 57.4%
Or Royalties Inc.
-
$395 Million 0.01% of portfolio
-
Q2 2025 New
$4.18B
$303 Million 0.01% of portfolio
4,900
Q2 2025 New
$5.65B
$591 Million 0.01% of portfolio
10,948
Q2 2025 Added 218.53%
$102B
$431 Million 0.01% of portfolio
19,007
Q2 2025 Reduced 21.8%
$19.4B
$488 Million 0.01% of portfolio
4,900
Q2 2025 Added 226.67%
$26.9B
$238 Million 0.01% of portfolio
509
Q2 2025 New
$11.9B
$534 Million 0.01% of portfolio
3,750
Q1 2024 Reduced 74.0%
$3.52B
$258 Million 0.01% of portfolio
23,952
Q2 2025 Reduced 14.22%
Ul Solutions Inc
-
$442 Million 0.01% of portfolio
-
Q1 2025 Added 191.67%
Granite Real Estate Invt Tr
-
$276 Million 0.01% of portfolio
-
Q1 2025 Added 30.95%
$4.3B
$534 Million 0.01% of portfolio
10,606
Q2 2017 Sold Out
$6.64B
$279 Million 0.01% of portfolio
12,667
Q1 2024 Reduced 11.99%
$7.09B
$338 Million 0.01% of portfolio
11,054
Q2 2020 Sold Out
$8.16B
$313 Million 0.01% of portfolio
2,400
Q2 2025 Reduced 35.31%
$11.5B
$349 Million 0.01% of portfolio
1,938
Q2 2025 New
$2.84B
$312 Million 0.01% of portfolio
37,665
Q2 2025 Added 47.27%

Summary

  • Portfolio
  • No. of Stocks 490
  • Current Value $4.03 Trillion
  • Prior Value $3.69 Trillion
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 71 stocks
  • Additional Purchases 167 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 156 stocks
Track This Portfolio

Track Northwest & Ethical Investments L.P. Portfolio

Follow Northwest & Ethical Investments L.P. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Northwest & Ethical Investments L.P., based on Form 13F filings with the SEC.

News

Stay updated on Northwest & Ethical Investments L.P. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email