Perpetual Ltd

CIK
1647273
City
SYDNEY, NEW SOUTH WALES
State / Country
C3

Top Portfolio Positions

420 positions · $6,284,176,921 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
SRE
Sempra
Utilities
3,039,155 $295,314,690 4.70%
ATO
Atmos Energy Corp
Utilities
1,240,469 $229,139,432 3.65%
ICE
Intercontinental Exchange, Inc.
Financial Services
1,341,146 $210,935,442 3.36%
PM
Philip Morris International Inc.
Consumer Defensive
1,177,113 $194,623,862 3.10%
CSX
Csx Corp
Industrials
4,535,052 $186,163,882 2.96%
MSFT
Microsoft Corp
Technology
480,573 $177,893,706 2.83%
CRH
Crh Public Ltd Co
Basic Materials
1,640,756 $172,476,269 2.74%
UNP
Union Pacific Corp
Industrials
690,045 $167,418,717 2.66%
TMO
Thermo Fisher Scientific Inc.
Healthcare
339,734 $166,989,451 2.66%
TEL
TE Connectivity plc
Technology
770,370 $161,022,736 2.56%

Portfolio Trend

39 quarters · across all stocks

Holdings in FLUT

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Shares Held

Position Value (USD)

8 of 8 shown
Report Date Value (USD) Shares
2026-03-31 $78,742,203 772,361
2025-12-31 $207,137,064 963,249
2025-09-30 $236,188,504 929,876
2025-06-30 $320,118,924 1,120,237
2025-03-31 $248,251,427 1,120,521
2024-12-31 $314,591,542 1,217,224
2024-09-30 $354,367,239 1,493,456
2024-06-30 $272,232,843 1,492,832