Perpetual Ltd

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...