DOSSIER · 13F-HR · Q3 2026
Perpetual Ltd
$6.6B in tracked AUM across 693 positions as of Q3 2026.
PL
CIK 0001647273 · last filed Sep 30, 2026
AI Analysis · Q3 2026
SEC 13F Filing Analysis: Perpetual Ltd
1. Portfolio Overview
Perpetual Ltd reported a significant portfolio contraction for the quarter ending December 31, 2025, with total assets under management (AUM) decreasing by 14.2%, falling from $8.06 billion to $6.91 billion. This reduction in capital coincides with a period of high portfolio turnover, characterized by a distinct pivot in asset allocation rather than mere passive market depreciation.
The portfolio remains highly diversified, hol...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q3 2026. Methodology
Quarter at a glance — Q3 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q3 2026.
Filing history
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