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Perpetual LTD
Perpetual Limited is an ASX-listed, diversified financial services company headquartered in Sydney, Australia, established in 1886. With over 1,800 employees, Perpetual offers asset management, private wealth, and trustee services with operations spanning Australia, Asia, Europe, the UK, and the US. The firm mainly serves institutional investors, not-for-profits, businesses, advisers, individuals, and families, acting as one of Australia’s longest-standing and most trusted investment managers. In 2023, Perpetual acquired Pendal Group, creating a global leader in multi-boutique asset management.
Investment Strategy
Perpetual’s investment strategy centers on a multi-boutique structure, offering diverse investment capabilities across Australian and global equities, fixed income, credit, multi-asset, and ESG strategies, managed by specialist teams. The firm emphasizes active management and a client-first approach, aiming for superior, long-term outcomes. The integration of brands such as Pendal, Barrow Hanley, J O Hambro, Regnan, Trillium, and TSW expands Perpetual’s reach to sustainable, impact-driven investment, with dedicated ESG-focused firms. Each boutique maintains independent processes and styles, supporting a global, diversified platform with tailored solutions for varied client needs.
Latest 13F Filing Activity
Perpetual LTD filed their most recent 13F report on Sep 30, 2025 disclosing 397 equity positions with a total 13F market value of $8B. The fund increased holdings in Sempra, Millicom Intl Cellular S A, Union Pac Corp. among other positions. Perpetual LTD reduced exposure to CMS Energy Corp., Oracle Corp., Progressive Corp. among others.
Top Holdings
Equity Positions (397)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SRE | SEMPRA | 3.61% | $291.1M | 3,235,107 | $80.37 | $89.98 | +$136.9M |
M MSFT | MICROSOFT CORP | 3.24% | $260.8M | 503,612 | $333.94 | $517.95 | +$29.7M |
C CDW | CDW CORP | 3.15% | $253.7M | 1,593,035 | $191.17 | $159.28 | +$53.6M |
A ATO | ATMOS ENERGY CORP | 3.14% | $253.3M | 1,483,365 | $122.71 | $170.75 | +$35.8M |
F FLUT | FLUTTER ENTMT PLC | 2.93% | $236.2M | 929,876 | $186.33 | $254.00 | -$83.9M |
Industry Allocation
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