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Perpetual Ltd
Perpetual Ltd is an institution, managing $8.1B across 401 long positions as of Q3 2025 with SRE as the largest holding (4% allocation).
- Portfolio Value
- $8.1B
- Positions
- 401
- Top Holding
- SRE at 3.61%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Perpetual Ltd's portfolio (29.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Diversified Utilities Utilities | $291.1M | 3.61% | +$108.0M Bought | 0.50% 3.2M shares | |
Software - Infrastructure Technology | $260.8M | 3.24% | +$20.1M Bought | 0.01% 503.6K shares | |
Information Technology Services Technology | $253.7M | 3.15% | +$75.3M Bought | 1.22% 1.6M shares | |
Regulated Gas Utilities | $253.3M | 3.14% | +$12.3M Bought | 0.92% 1.5M shares | |
Gambling, Resorts & Casinos Consumer Cyclical | $236.2M | 2.93% | -$48.4M Sold | 0.52% 929.9K shares | |
Tobacco Consumer Defensive | $229.4M | 2.85% | +$54.8M Bought | 0.09% 1.4M shares | |
Financial - Data & Stock Exchanges Financial Services | $215.3M | 2.67% | -$22.0M Sold | 0.22% 1.3M shares | |
Unknown Unknown | $211.4M | 2.62% | -$68.5M Sold | — 1.2M shares | |
Specialty Retail Consumer Cyclical | $203.7M | 2.53% | -$36.9M Sold | 0.17% 87.2K shares | |
Medical - Diagnostics & Research Healthcare | $203.3M | 2.52% | +$9.3M Bought | 0.11% 419.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Perpetual Ltd's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
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Decreased Positions
| Position | Shares Δ |
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Analytics
Portfolio insights and performance metrics for Perpetual Ltd
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