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 HDB

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Shares Held

Position Value (USD)

15 of 15 shown
Report Date Value (USD) Shares
2026-03-31 $38,693,523 1,555,206
2025-12-31 $81,475,246 2,229,755
2025-09-30 $76,073,089 2,226,964
2025-06-30 $42,238,805 1,101,834
2025-03-31 $36,097,084 1,086,607
2024-12-31 $36,461,791 1,141,929
2024-09-30 $34,053,627 1,088,671
2024-06-30 $32,974,399 1,025,164
2024-03-31 $33,512,400 1,197,513
2023-12-31 $40,914,718 1,219,333
2023-09-30 $41,800,057 1,416,711
2023-06-30 $44,573,149 1,279,000
2023-03-31 $42,215,209 1,266,393
2020-09-30 $3,849,193 154,091
2020-03-31 $3,269,176 170,004