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Ninety One UK Ltd

· CIK 0001418329
13F Portfolio $46.6B AUM 225 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025
225 New
# Ticker Company Sector Shares Value % Port Chg Shares Chg %
1 MSFT Microsoft Corp Technology 6,592,893 $3.19B 6.84% NEW
2 GOOGL Alphabet Inc Communication Services 8,980,667 $2.81B 6.03% NEW
3 NVDA NVIDIA Corp Technology 12,517,280 $2.33B 5.00% NEW
4 V Visa Inc Financial Services 6,114,846 $2.14B 4.60% NEW
5 JNJ Johnson & Johnson Healthcare 6,810,748 $1.41B 3.02% NEW
6 ADSK Autodesk Inc Technology 4,641,297 $1.37B 2.95% NEW
7 AVGO Broadcom Inc Technology 3,588,876 $1.24B 2.66% NEW
8 PM Philip Morris International Inc Consumer Defensive 7,151,439 $1.15B 2.46% NEW
9 BKNG Booking Holdings Inc Consumer Cyclical 208,465 $1.12B 2.39% NEW
10 TKO TKO Group Holdings Inc Communication Services 5,006,158 $1.05B 2.24% NEW
11 AMZN Amazon.com Inc Consumer Cyclical 4,434,952 $1.02B 2.19% NEW
12 INTU Intuit Inc Technology 1,392,267 $922.3M 1.98% NEW
13 NTES NetEase Inc Technology 6,295,537 $866.4M 1.86% NEW
14 EA Electronic Arts Inc Communication Services 4,156,717 $849.3M 1.82% NEW
15 AAPL Apple Inc Technology 2,994,661 $814.1M 1.75% NEW
16 MA Mastercard Inc Financial Services 1,236,730 $706.0M 1.51% NEW
17 EW Edwards Lifesciences Corp Healthcare 7,734,946 $659.4M 1.41% NEW
18 MNST Monster Beverage Corp Consumer Defensive 8,586,241 $658.3M 1.41% NEW
19 MRSH Marsh & McLennan Cos Inc Financial Services 3,542,004 $657.1M 1.41% NEW
20 JPM JPMorgan Chase & Co Financial Services 2,021,611 $651.4M 1.40% NEW
21 TSM Taiwan Semiconductor Manufacturing Co Ltd Technology 2,012,887 $611.7M 1.31% NEW
22 ADP Automatic Data Processing Inc Industrials 2,375,108 $610.9M 1.31% NEW
23 B Barrick Mining Corp Basic Materials 13,351,515 $581.5M 1.25% NEW
24 LLY Eli Lilly & Co Healthcare 541,004 $581.4M 1.25% NEW
25 ICON PLC 2,945,810 $536.8M 1.15% NEW
26 BSX Boston Scientific Corp Healthcare 5,444,549 $519.1M 1.11% NEW
27 TMO Thermo Fisher Scientific Inc Healthcare 892,461 $517.1M 1.11% NEW
28 MSI Motorola Solutions Inc Technology 1,338,589 $513.1M 1.10% NEW
29 VRSN VeriSign Inc Technology 2,070,523 $503.0M 1.08% NEW
30 TTWO Take-Two Interactive Software Inc Communication Services 1,926,744 $493.3M 1.06% NEW
31 SPGI S&P Global Inc Financial Services 921,032 $481.3M 1.03% NEW
32 CHKP Check Point Software Technologies Ltd Technology 2,549,763 $473.1M 1.01% NEW
33 CRH CRH PLC Basic Materials 3,445,819 $430.1M 0.92% NEW
34 GS Goldman Sachs Group Inc/The Financial Services 487,944 $428.9M 0.92% NEW
35 MCO Moody's Corp Financial Services 835,862 $427.0M 0.92% NEW
36 J Jacobs Solutions Inc Industrials 3,156,313 $418.1M 0.90% NEW
37 UBS UBS Group AG Financial Services 8,829,586 $411.9M 0.88% NEW
38 AER AerCap Holdings NV Industrials 2,804,003 $403.1M 0.86% NEW
39 GD General Motors Co Industrials 4,943,732 $402.0M 0.86% NEW
40 CFG Citizens Financial Group Inc Financial Services 6,574,714 $384.0M 0.82% NEW
41 PLNT Planet Fitness Inc Consumer Cyclical 3,421,505 $371.1M 0.80% NEW
42 ALGN Align Technology Inc Healthcare 2,227,303 $347.8M 0.75% NEW
43 FDS FactSet Research Systems Inc Financial Services 1,194,976 $346.8M 0.74% NEW
44 RACE Ferrari NV Consumer Cyclical 905,123 $338.8M 0.73% NEW
45 ABT Abbott Laboratories Healthcare 2,688,282 $336.8M 0.72% NEW
46 SNX TD SYNNEX Corp Technology 2,229,091 $334.9M 0.72% NEW
47 XOM Exxon Mobil Corp Energy 2,773,290 $333.7M 0.72% NEW
48 ZG Zillow Group Inc Communication Services 4,750,009 $324.0M 0.69% NEW
49 TRU TransUnion Industrials 3,602,070 $308.9M 0.66% NEW
50 IBN ICICI Bank Ltd Financial Services 9,338,223 $278.3M 0.60% NEW
51 META Meta Platforms Inc Communication Services 401,227 $264.8M 0.57% NEW
52 NEM Newmont Corp Basic Materials 2,634,317 $263.0M 0.56% NEW
53 TT Trane Technologies PLC Industrials 674,230 $262.4M 0.56% NEW
54 ICE Intercontinental Exchange Inc Financial Services 1,595,231 $258.4M 0.55% NEW
55 DAL Delta Air Lines Inc Industrials 3,504,661 $243.2M 0.52% NEW
56 FCX Freeport-McMoRan Inc Basic Materials 4,644,040 $235.9M 0.51% NEW
57 DASH DoorDash Inc Communication Services 997,706 $226.0M 0.48% NEW
58 PINS Pinterest Inc Communication Services 7,411,185 $191.9M 0.41% NEW
59 BUZZ Boeing Co/The 856,809 $186.0M 0.40% NEW
60 ELV Elevance Health Inc Healthcare 499,455 $175.1M 0.38% NEW
61 TW Tradeweb Markets Inc Financial Services 1,621,694 $174.4M 0.37% NEW
62 LNG Cheniere Energy Inc Energy 880,563 $171.2M 0.37% NEW
63 AU Anglogold Ashanti Plc Basic Materials 1,988,304 $169.6M 0.36% NEW
64 BROS Dutch Bros Inc Consumer Cyclical 2,625,483 $160.7M 0.34% NEW
65 NEE NextEra Energy Inc Utilities 1,902,061 $152.7M 0.33% NEW
66 OKTA Okta Inc Technology 1,737,024 $150.2M 0.32% NEW
67 ZTS Zoetis Inc Healthcare 1,146,126 $144.2M 0.31% NEW
68 NU Holdings Ltd/Cayman Islands 7,853,707 $131.5M 0.28% NEW
69 ACM AECOM Industrials 1,292,712 $123.2M 0.26% NEW
70 HOOD Robinhood Markets Inc Financial Services 1,083,276 $122.5M 0.26% NEW
71 PAAS Pan American Silver Corp Basic Materials 2,225,237 $115.3M 0.25% NEW
72 BAP Credicorp Ltd Financial Services 400,531 $115.0M 0.25% NEW
73 TEL TE Connectivity PLC Technology 479,947 $109.2M 0.23% NEW
74 XP XP Inc Financial Services 6,186,576 $101.3M 0.22% NEW
75 VALE Vale SA Basic Materials 7,715,768 $100.5M 0.22% NEW
76 GLPI Gaming and Leisure Properties Inc Real Estate 2,208,242 $98.7M 0.21% NEW
77 CME CME Group Inc Financial Services 345,756 $94.4M 0.20% NEW
78 TTEK Tetra Tech Inc Industrials 2,802,991 $94.0M 0.20% NEW
79 TXN Texas Instruments Inc Technology 517,775 $89.8M 0.19% NEW
80 AGI Alamos Gold Inc Basic Materials 2,278,783 $88.1M 0.19% NEW
81 IAG IAMGOLD Corp Basic Materials 5,144,604 $84.8M 0.18% NEW
82 HL Hecla Mining Co Basic Materials 4,311,047 $82.7M 0.18% NEW
83 WM Waste Management Inc Industrials 375,775 $82.6M 0.18% NEW
84 CP Canadian Pacific Kansas City Ltd Industrials 1,001,782 $73.9M 0.16% NEW
85 CNC Centene Corp Healthcare 1,720,422 $70.8M 0.15% NEW
86 TX Ternium SA Basic Materials 1,844,769 $70.5M 0.15% NEW
87 TRMB Trimble Inc Technology 864,598 $67.7M 0.14% NEW
88 AGCO AGCO Corp Industrials 642,042 $67.0M 0.14% NEW
89 VMI Valmont Industries Inc Industrials 164,305 $66.1M 0.14% NEW
90 GNRC Generac Holdings Inc Industrials 481,490 $65.7M 0.14% NEW
91 QCOM QUALCOMM Inc Technology 377,093 $64.5M 0.14% NEW
92 CVX Chevron Corp Energy 417,646 $63.7M 0.14% NEW
93 STNE StoneCo Ltd Technology 4,192,190 $62.0M 0.13% NEW
94 CRL Charles Schwab Corp/The Healthcare 607,564 $60.7M 0.13% NEW
95 CL Colgate-Palmolive Co Consumer Defensive 764,928 $60.4M 0.13% NEW
96 TECK Teck Resources Ltd Basic Materials 1,260,797 $60.4M 0.13% NEW
97 VIST Vista Energy SAB de CV Energy 1,237,870 $60.2M 0.13% NEW
98 TTE TotalEnergies SE Energy 915,180 $59.7M 0.13% NEW
99 ACN Accenture PLC Technology 219,428 $58.9M 0.13% NEW
100 CTVA Corteva Inc Basic Materials 858,349 $57.5M 0.12% NEW
101 HDB HDFC Bank Ltd Financial Services 1,492,417 $54.5M 0.12% NEW
102 CDNS Cadence Design Systems Inc Technology 161,531 $50.5M 0.11% NEW
103 AON Aon PLC Financial Services 138,223 $48.8M 0.10% NEW
104 WMB Williams Cos Inc/The Energy 768,819 $46.2M 0.10% NEW
105 ASML ASML Holding NV Technology 42,926 $45.9M 0.10% NEW
106 CCI Crown Castle Inc Real Estate 409,900 $36.4M 0.08% NEW
107 PG Procter & Gamble Co/The Consumer Defensive 250,978 $36.0M 0.08% NEW
108 ADBE Adobe Inc Technology 100,318 $35.1M 0.07% NEW
109 MCK McKesson Corp Healthcare 42,244 $34.7M 0.07% NEW
110 PLD Prologis Inc Real Estate 263,060 $33.6M 0.07% NEW
111 GSG iShares Broad USD High Yield Corporate Bond ETF Financial Services 864,416 $32.3M 0.07% NEW
112 ROK Rockwell Automation Inc Industrials 82,437 $32.1M 0.07% NEW
113 UNH UnitedHealth Group Inc Healthcare 93,059 $30.7M 0.07% NEW
114 GOOGL Alphabet Inc Communication Services 95,012 $29.8M 0.06% NEW
115 DE Deere & Co Industrials 63,312 $29.5M 0.06% NEW
116 HLT Hilton Worldwide Holdings Inc Consumer Cyclical 102,500 $29.4M 0.06% NEW
117 KGC Kinross Gold Corp Basic Materials 1,025,239 $28.9M 0.06% NEW
118 HUM Humana Inc Healthcare 112,501 $28.8M 0.06% NEW
119 WST West Pharmaceutical Services Inc Healthcare 101,888 $28.0M 0.06% NEW
120 AEM Agnico Eagle Mines Ltd Basic Materials 164,412 $27.9M 0.06% NEW
121 NKE NIKE Inc Consumer Cyclical 435,461 $27.7M 0.06% NEW
122 VLO Valero Energy Corp Energy 168,007 $27.3M 0.06% NEW
123 DLB Dolby Laboratories Inc Technology 398,913 $25.6M 0.06% NEW
124 GSG iShares 0-5 Year High Yield Corporate Bond ETF Financial Services 577,751 $24.8M 0.05% NEW
125 TFPM Triple Flag Precious Metals Corp Basic Materials 733,987 $24.4M 0.05% NEW
126 CSGP CoStar Group Inc Real Estate 354,804 $23.9M 0.05% NEW
127 CCC CCC Intelligent Solutions Holdings Inc Technology 2,867,339 $22.8M 0.05% NEW
128 STLD Steel Dynamics Inc Basic Materials 134,186 $22.7M 0.05% NEW
129 YUM Yum! Brands Inc Consumer Cyclical 150,154 $22.7M 0.05% NEW
130 DLR Digital Realty Trust Inc Real Estate 145,000 $22.4M 0.05% NEW
131 TSLA Tesla Inc Consumer Cyclical 48,797 $21.9M 0.05% NEW
132 YUMC Yum China Holdings Inc Consumer Cyclical 451,714 $21.6M 0.05% NEW
133 BKR Baker Hughes Co Energy 469,329 $21.4M 0.05% NEW
134 GD General Electric Co Industrials 68,982 $21.2M 0.05% NEW
135 GSG iShares MSCI Saudi Arabia ETF Financial Services 578,437 $21.1M 0.04% NEW
136 STT State Street Blackstone Senior Loan ETF Financial Services 499,591 $20.6M 0.04% NEW
137 MOS Mosaic Co/The Basic Materials 855,286 $20.6M 0.04% NEW
138 SYK Stryker Corp Healthcare 57,619 $20.3M 0.04% NEW
139 FTI TechnipFMC PLC Energy 440,185 $19.6M 0.04% NEW
140 CPRT Copart Inc Industrials 500,510 $19.6M 0.04% NEW
141 NOV NOV Inc Energy 1,253,097 $19.6M 0.04% NEW
142 ALC Alcon AG Healthcare 246,275 $19.4M 0.04% NEW
143 DAR Darling Ingredients Inc Consumer Defensive 518,796 $18.7M 0.04% NEW
144 VEEV Veeva Systems Inc Healthcare 81,340 $18.2M 0.04% NEW
145 SPOT Spotify Technology SA Communication Services 31,227 $18.1M 0.04% NEW
146 SLB SLB Ltd Energy 470,037 $18.0M 0.04% NEW
147 TRGP Targa Resources Corp Energy 97,731 $18.0M 0.04% NEW
148 IDXX IDEXX Laboratories Inc Healthcare 26,650 $18.0M 0.04% NEW
149 IVR Invesco Senior Loan ETF Real Estate 846,749 $17.8M 0.04% NEW
150 TWLO Twilio Inc Communication Services 123,952 $17.6M 0.04% NEW
151 FANG Diamondback Energy Inc Energy 112,736 $16.9M 0.04% NEW
152 Kaspi.KZ JSC 215,198 $16.8M 0.04% NEW
153 GSG iShares MSCI India ETF Financial Services 309,763 $16.7M 0.04% NEW
154 PAYC Paycom Software Inc Technology 103,653 $16.5M 0.04% NEW
155 AAL American Express Co Industrials 44,559 $16.5M 0.04% NEW
156 Alibaba Group Holding Ltd 110,102 $16.1M 0.04% NEW
157 HII Huntington Ingalls Industries Inc Industrials 44,802 $15.2M 0.03% NEW
158 INTC Intel Corp Technology 409,673 $15.1M 0.03% NEW
159 VTR Ventas Inc Real Estate 194,483 $15.0M 0.03% NEW
160 SW Smurfit WestRock PLC Consumer Cyclical 376,677 $14.5M 0.03% NEW
161 XRAY DENTSPLY SIRONA Inc Healthcare 1,226,322 $14.0M 0.03% NEW
162 BG Bunge Global SA Consumer Defensive 155,024 $13.8M 0.03% NEW
163 MRK Merck & Co Inc Healthcare 118,890 $12.5M 0.03% NEW
164 EQT EQT Corp Energy 228,933 $12.3M 0.03% NEW
165 BAM Brookfield Infrastructure Corp Financial Services 258,831 $11.8M 0.03% NEW
166 COP ConocoPhillips Energy 122,228 $11.4M 0.03% NEW
167 PEP PepsiCo Inc Consumer Defensive 77,837 $11.2M 0.02% NEW
168 HURN Huron Consulting Group Inc Industrials 59,689 $10.3M 0.02% NEW
169 ORLY O'Reilly Automotive Inc Consumer Cyclical 113,133 $10.3M 0.02% NEW
170 BAM Brookfield Renewable Corp Financial Services 262,230 $10.1M 0.02% NEW
171 CSCO Cisco Systems Inc Technology 120,144 $9.3M 0.02% NEW
172 CF CF Industries Holdings Inc Basic Materials 115,031 $8.9M 0.02% NEW
173 SREA Sempra Utilities 99,056 $8.7M 0.02% NEW
174 VLTO Veralto Corp Industrials 85,140 $8.5M 0.02% NEW
175 FISV Fiserv Inc Technology 119,796 $8.0M 0.02% NEW
176 MMYT MakeMyTrip Ltd Consumer Cyclical 94,655 $7.8M 0.02% NEW
177 MICC Magnum Ice Cream Co NV/The Consumer Defensive 486,802 $7.7M 0.02% NEW
178 DHR Danaher Corp Healthcare 33,088 $7.6M 0.02% NEW
179 IR Ingersoll Rand Inc Industrials 90,648 $7.2M 0.01% NEW
180 SABR Sabre Corp Consumer Cyclical 5,236,534 $7.1M 0.01% NEW
181 HMY Harmony Gold Mining Co Ltd Basic Materials 348,698 $6.9M 0.01% NEW
182 SIRI Sirius XM Holdings Inc Communication Services 342,090 $6.8M 0.01% NEW
183 Fortis Inc/Canada 127,809 $6.7M 0.01% NEW
184 XME Sea Ltd 50,450 $6.4M 0.01% NEW
185 ZG Zillow Group Inc Communication Services 93,755 $6.4M 0.01% NEW
186 HD Home Depot Inc/The Consumer Cyclical 17,511 $6.0M 0.01% NEW
187 KLAC KLA Corp Technology 4,915 $6.0M 0.01% NEW
188 AAL American Tower Corp Industrials 30,581 $5.4M 0.01% NEW
189 SGHC Super Group SGHC Ltd Consumer Cyclical 417,325 $5.0M 0.01% NEW
190 OLPX Olaplex Holdings Inc Consumer Cyclical 3,525,027 $4.7M 0.01% NEW
191 AAL American Electric Power Co Inc Industrials 39,893 $4.6M 0.01% NEW
192 RSG Republic Services Inc Industrials 20,978 $4.4M 0.01% NEW
193 NWL Newell Brands Inc Consumer Defensive 1,139,601 $4.2M 0.01% NEW
194 CCEP Coca-Cola Femsa SAB de CV Consumer Defensive 43,585 $4.1M 0.01% NEW
195 DHI DR Horton Inc Consumer Cyclical 27,904 $4.0M 0.01% NEW
196 Cia Cervecerias Unidas SA 312,746 $4.0M 0.01% NEW
197 LVS Las Vegas Sands Corp Consumer Cyclical 53,201 $3.5M 0.01% NEW
198 MELI MercadoLibre Inc Consumer Cyclical 1,473 $3.0M 0.01% NEW
199 ED Consolidated Edison Inc Utilities 23,935 $2.4M 0.01% NEW
200 BDX Becton Dickinson & Co Healthcare 9,025 $1.8M 0.00% NEW
201 CPB Campbell's Company/The Consumer Defensive 59,602 $1.7M 0.00% NEW
202 FLUT Flutter Entertainment PLC Consumer Cyclical 7,436 $1.6M 0.00% NEW
203 ASX ASE Technology Holding Co Ltd Technology 99,658 $1.6M 0.00% NEW
204 Ryanair Holdings PLC 13,322 $962K 0.00% NEW
205 CNMD CONMED Corp Healthcare 18,367 $746K 0.00% NEW
206 MAR Marriott International Inc/MD Consumer Cyclical 2,037 $632K 0.00% NEW
207 GSG iShares 1-5 Year Investment Grade Corporate Bond ETF Financial Services 9,570 $506K 0.00% NEW
208 BR Broadridge Financial Solutions Inc Technology 2,128 $475K 0.00% NEW
209 VCIT Vanguard Intermediate-Term Corporate Bond ETF 3,110 $260K 0.00% NEW
210 WMT Walmart Inc Consumer Defensive 2,107 $235K 0.00% NEW
211 PLG Platinum Group Metals Ltd Basic Materials 98,258 $232K NEW
212 CPNG Coupang Inc Consumer Cyclical 6,167 $145K NEW
213 JHG Janus Henderson AAA CLO ETF Financial Services 2,691 $136K NEW
214 SHOP Shopify Inc Technology 780 $126K NEW
215 SNOW Snowflake Inc Technology 479 $105K NEW
216 SAP SAP SE Technology 107 $26K NEW
217 IHG InterContinental Hotels Group PLC Consumer Cyclical 117 $16K NEW
218 SHEL Shell PLC Energy 163 $12K NEW
219 BCAL Southern Copper Corp Financial Services 64 $9K NEW
220 NVS Novartis AG Healthcare 52 $7K NEW
221 GFI Gold Fields Ltd Basic Materials 162 $7K NEW
222 BUD Anheuser-Busch InBev SA/NV Consumer Defensive 99 $6K NEW
223 MT ArcelorMittal SA Basic Materials 92 $4K NEW
224 MO Altria Group Inc Consumer Defensive 62 $4K NEW
225 ALB Albemarle Corp Basic Materials 16 $2K NEW
Sector Allocation
Technology 30.6%
Financial Services 17.5%
Communication Services 13.7%
Healthcare 11.1%
Industrials 7.4%
Consumer Cyclical 7.0%
Basic Materials 5.4%
Consumer Defensive 4.3%
Energy 2.0%
Real Estate 0.5%