Institutional manager
Perpetual Ltd
Holds positions in 263 of the S&P 500, worth $4.53bn as reported for the quarter ended 31-mar-2026.
Positions held263of 488 index companies covered
Reported value$4.53bnS&P 500 positions only
Top ten weight43%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 263 held. The rest are smaller than every one of these.
SempraSRE3.0m$295mUtilitiesAtmos EnergyATO1.2m$229mUtilitiesIntercontinental ExchangeICE1.3m$211mFinancialsPhilip Morris InternationalPM1.2m$195mConsumer StaplesCSX CorporationCSX4.5m$186mIndustrialsMicrosoftMSFT480,573$178mInformation TechnologyCRH plcCRH1.6m$172mMaterialsUnion Pacific CorporationUNP690,045$167mIndustrialsThermo Fisher ScientificTMO339,734$167mHealth CareTE ConnectivityTEL770,370$161mInformation TechnologyCortevaCTVA1.9m$155mMaterialsFreeport-McMoRanFCX2.6m$150mMaterialsBaker HughesBKR2.0m$120mEnergyNvidiaNVDA594,085$104mInformation TechnologyEmerson ElectricEMR704,749$92mIndustrialsAlphabet Inc. (Class A)GOOGL319,099$92mCommunication ServicesNews Corp (Class A)NWSA2.5m$72mCommunication ServicesMerck & Co.MRK594,443$72mHealth CareGE HealthCareGEHC999,383$71mHealth CareChevron CorporationCVX343,342$71mEnergyPinnacle West CapitalPNW588,277$59mUtilitiesHewlett Packard EnterpriseHPE2.4m$58mInformation TechnologyAmazonAMZN269,020$56mConsumer DiscretionaryBroadcomAVGO180,519$56mInformation TechnologyHalliburtonHAL1.3m$50mEnergyMicrochip TechnologyMCHP765,254$49mInformation TechnologyNewmontNEM451,150$49mMaterialsFerguson EnterprisesFERG207,803$48mIndustrialsEverest GroupEG131,919$43mFinancialsPublic StoragePSA157,263$43mReal EstateAir ProductsAPD140,701$41mMaterialsFortiveFTV732,359$40mIndustrialsEntergyETR352,286$40mUtilitiesAmerican TowerAMT226,291$39mReal EstateCarnival CorporationCCL1.4m$35mConsumer DiscretionaryNetflixNFLX366,199$35mCommunication ServicesQualcommQCOM272,221$35mInformation TechnologyPG&E CorporationPCG1.9m$33mUtilitiesLilly (Eli)LLY32,943$30mHealth CarePrologisPLD228,305$30mReal EstateApple Inc.AAPL113,403$29mInformation TechnologyUberUBER399,867$29mIndustrialsKeurig Dr PepperKDP1.1m$28mConsumer StaplesTKO Group HoldingsTKO137,567$28mCommunication ServicesCboe Global MarketsCBOE93,989$26mFinancialsMid-America Apartment CommunitiesMAA211,902$26mReal EstateGE AerospaceGE89,045$25mIndustrialsQnity ElectronicsQ217,029$25mInformation TechnologyMorgan StanleyMS150,534$25mFinancialsGoldman SachsGS28,640$24mFinancialsUnitedHealth GroupUNH80,162$22mHealth CareAmerican Water WorksAWK135,780$18mUtilitiesWaste ManagementWM72,760$17mIndustrialsHumanaHUM91,819$16mHealth CareRepublic ServicesRSG70,785$16mIndustrialsXylem Inc.XYL112,257$13mIndustrialsPentairPNR149,250$13mIndustrialsEcolabECL48,736$13mMaterialsSterisSTE54,799$12mHealth CareVeraltoVLTO134,608$12mIndustrials
What this page is not
Positions in S&P 500 constituents only, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.