Perpetual Ltd
All 13F Filings
- Location
- Sydney, New South Wales, C3
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 6,913,922
- Description
- Sydney, New South Wales based institutional asset management platform with a continental governance structure and a cycle aware and portfolio focused investment mandate. The approach emphasizes active stewardship and governance oversight, valuation discipline and downside awareness, and fundamental research depth for research led investment portfolios. Portfolio governance emphasizes clear accountability, measured exposure, and resilient implementation through governance continuity discipline and mandate continuity.
- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/20/2026 | 411 | 6,913,922 | 13F-HR | Perpetual Ltd |
| Q3 2025 | 10/10/2025 | 400 | 8,055,905 | 13F-HR | Perpetual Ltd |
| Q2 2025 | 7/11/2025 | 416 | 8,520,062 | 13F-HR | Perpetual Ltd |
| Q1 2025 | 4/24/2025 | 411 | 8,280,156 | 13F-HR | Perpetual Ltd |
| Q4 2024 | 1/17/2025 | 409 | 8,517,715 | 13F-HR | Perpetual Ltd |
| Q3 2024 | 10/9/2024 | 418 | 9,225,647 | 13F-HR | Perpetual Ltd |
| Q2 2024 | 7/30/2024 | 424 | 9,199,152 | 13F-HR | Perpetual Ltd |
| Q1 2024 | 4/16/2024 | 433 | 10,230,734 | 13F-HR/A - RESTATEMENT | Perpetual Ltd |
| Q1 2024 | 4/10/2024 | 432 | 10,230,608 | 13F-HR | Perpetual Ltd |
| Q4 2023 | 2/15/2024 | 431 | 9,692,167 | 13F-HR | Perpetual Ltd |
| Q3 2023 | 10/10/2023 | 442 | 9,679,112 | 13F-HR | Perpetual Ltd |
| Q2 2023 | 7/13/2023 | 460 | 11,662,450 | 13F-HR | Perpetual Ltd |
| Q1 2023 | 5/8/2023 | 495 | 11,557,970 | 13F-HR | Perpetual Ltd |
| Q3 2020 | 12/8/2020 | 331 | 1,389,587 | 13F-HR | Perpetual Ltd |
| Q2 2020 | 12/8/2020 | 226 | 1,069,672 | 13F-HR/A - RESTATEMENT | Perpetual Ltd |
| Q2 2020 | 11/18/2020 | 226 | 2,273,118 | 13F-HR | Perpetual Ltd |
| Q1 2020 | 12/8/2020 | 161 | 706,853 | 13F-HR/A - RESTATEMENT | Perpetual Ltd |
| Q1 2020 | 11/18/2020 | 161 | 1,886,919 | 13F-HR | Perpetual Ltd |
| Q4 2019 | 2/12/2020 | 167 | 673,563 | 13F-HR | Perpetual Ltd |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 6.874 M | 99.4% | 0 | 1.069 M | -1.069 M |
| Other | 39.98 K | 0.6% | 0 | 73.34 K | -73.34 K |
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Fund Snapshot
Q4 2025
Latest filed
1/20/2026
Total value ($000)
6,913,922
Holdings
411
QoQ value change ($000)
-1,141,983
(-14.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.