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Sylvie DIMARCO

Perpetual Ltd

Assets Managed
$7.002B
Holdings
419
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
7.4%(2Q avg: 0.86%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Perpetual Ltd's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 419 positions.

Assets under management

The assets under management (AUM) of Perpetual Ltd over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 7.002B in assets, with a quarterly growth rate of 7.4% and a 2-quarter average growth rate of 0.86%. The portfolio is managed by Sylvie DIMARCO, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SRE
Sempra
Recent Activity
Decreased -6.72%
3.76%
$262.805M
2.835M shares@ $92.72 avg price
TEL
Te Connectivity Plc
Recent Activity
Increased 49.25%
3.32%
$231.791M
1.15M shares@ $201.61 avg price
FLUT
Flutter Entertainment Plc-di
Recent Activity
Decreased -12.18%
2.82%
$197.197M
678,211 shares@ $290.76 avg price
ATO
Atmos Energy Corp
Recent Activity
Decreased -8.63%
2.79%
$195.238M
1.133M shares@ $172.27 avg price
CRH
Crh Plc
Recent Activity
Increased 5.66%
2.65%
$185.49M
1.734M shares@ $107.0 avg price
PM
Philip Morris International
Recent Activity
Decreased -14.38%
2.61%
$182.328M
1.008M shares@ $180.92 avg price
ICE
Intercontinental Exchange In
Recent Activity
Increased 8.75%
2.57%
$179.552M
1.458M shares@ $123.11 avg price
BKR
Baker Hughes Co
Recent Activity
Increased 62.38%
2.54%
$177.213M
3.193M shares@ $55.51 avg price
UNP
Union Pacific Corp
Recent Activity
Decreased -8.6%
2.45%
$171.532M
630,634 shares@ $272.0 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -8.11%
2.36%
$164.719M
441,582 shares@ $373.03 avg price

1-10 of 419