Ninety One Uk Ltd Top Holdings and 13F Report (2026)

About Ninety One Uk Ltd

Investment Activity

Ninety One Uk Ltd has $43.13 billion in total holdings as of March 31, 2026.
Ninety One Uk Ltd owns shares of 237 different stocks, but just 50 companies or ETFs make up 80% of its holdings.
Approximately 11.98% of the portfolio was purchased this quarter.
About 11.33% of the portfolio was sold this quarter.
This quarter, Ninety One Uk Ltd has purchased 225 new stocks and bought additional shares in 77 stocks.
Ninety One Uk Ltd sold shares of 93 stocks and completely divested from 38 stocks this quarter.

Largest Holdings

Alphabet: $2,379,430,773
Microsoft: $1,997,549,978
NVIDIA: $1,968,477,642
Visa: $1,847,364,570
Johnson & Johnson: $1,623,643,389

Largest New Holdings this Quarter

G0593M107 - AstraZeneca: $396,542,427 Holding
493267108 - KeyCorp: $192,559,716 Holding
780287108 - Royal Gold: $122,567,456 Holding
G54950103 - Linde PLC: $114,017,363 Holding
67077M108 - Nutrien: $107,471,643 Holding

Largest Purchases this Quarter

Apple: 2,068,041 shares (about $524.85M)
AstraZeneca: 2,047,019 shares (about $396.54M)
Edwards Lifesciences: 4,661,197 shares (about $373.27M)
Chevron: 1,596,929 shares (about $330.40M)
ExxonMobil: 1,342,230 shares (about $227.72M)

Largest Sales this Quarter

Microsoft: 1,196,588 shares (about $442.94M)
TKO Group Holdings Inc: 1,386,860 shares (about $279.66M)
Cheniere Energy Inc: 799,901 shares (about $226.98M)
Broadcom: 720,651 shares (about $223.05M)
NVIDIA: 1,230,137 shares (about $214.54M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
GOOGL Alphabet	$2,379,430,773	$203,049,544 â–¼	-7.9%	8,274,555	5.5%	Computer and Technology
MSFT Microsoft	$1,997,549,978	$442,940,926 â–¼	-18.1%	5,396,305	4.6%	Computer and Technology
NVDA NVIDIA	$1,968,477,642	$214,535,882 â–¼	-9.8%	11,287,143	4.6%	Computer and Technology
V Visa	$1,847,364,570	$786,126 â–¼	0.0%	6,112,245	4.3%	Business Services
JNJ Johnson & Johnson	$1,623,643,389	$41,175,669 â–¼	-2.5%	6,642,299	3.8%	Medical
AAPL Apple	$1,284,863,093	$524,848,106 â–²	69.1%	5,062,702	3.0%	Computer and Technology
PM Philip Morris International	$1,184,115,751	$1,697,049 â–²	0.1%	7,161,703	2.7%	Consumer Staples
BKNG Booking	$1,066,785,417	$189,081,225 â–²	21.5%	253,374	2.5%	Retail/Wholesale
EW Edwards Lifesciences	$992,683,018	$373,268,613 â–²	60.3%	12,396,143	2.3%	Medical
ADSK Autodesk	$963,742,616	$147,383,714 â–¼	-13.3%	4,025,659	2.2%	Computer and Technology
AMZN Amazon.com	$927,695,126	$4,027,733 â–²	0.4%	4,454,291	2.2%	Retail/Wholesale
AVGO Broadcom	$887,744,273	$223,048,679 â–¼	-20.1%	2,868,225	2.1%	Computer and Technology
EA Electronic Arts	$851,286,169	$3,856,404 â–²	0.5%	4,175,633	2.0%	Consumer Discretionary
INTU Intuit	$813,182,116	$211,193,813 â–²	35.1%	1,880,712	1.9%	Computer and Technology
TKO Group Holdings Inc	$729,831,412	$279,660,308 â–¼	-27.7%	3,619,298	1.7%	Common Stock
NTES NetEase	$703,678,871	$1,043,393 â–¼	-0.1%	6,286,216	1.6%	Computer and Technology
Marsh & McLennan Cos Inc	$698,854,561	$84,494,072 â–²	13.8%	4,029,142	1.6%	Common Stock
XOM ExxonMobil	$698,239,096	$227,722,733 â–²	48.4%	4,115,520	1.6%	Energy
JPM JPMorgan Chase & Co.	$678,223,800	$83,546,732 â–²	14.0%	2,305,629	1.6%	Finance
MSI Motorola Solutions	$584,035,867	$3,128,489 â–²	0.5%	1,345,798	1.4%	Computer and Technology
MNST Monster Beverage	$540,211,397	$81,947,539 â–¼	-13.2%	7,455,306	1.3%	Consumer Staples
MA Mastercard	$533,506,944	$84,437,540 â–¼	-13.7%	1,067,740	1.2%	Business Services
TSM Taiwan Semiconductor Manufacturing	$533,003,879	$147,251,223 â–¼	-21.6%	1,577,168	1.2%	Computer and Technology
VRSN VeriSign	$515,901,505	$1,666,495 â–²	0.3%	2,077,233	1.2%	Computer and Technology
Barrick Mining Corp	$486,305,706	$58,302,527 â–¼	-10.7%	11,922,181	1.1%	Common Stock
LLY Eli Lilly and Company	$482,162,731	$15,436,499 â–¼	-3.1%	524,221	1.1%	Medical
ADP Automatic Data Processing	$480,282,271	$2,292,073 â–¼	-0.5%	2,363,827	1.1%	Computer and Technology
BSX Boston Scientific	$458,610,867	$116,965,431 â–²	34.2%	7,308,540	1.1%	Medical
CVX Chevron	$416,815,564	$330,404,607 â–²	382.4%	2,014,575	1.0%	Energy
SPGI S&P Global	$416,787,614	$25,035,933 â–²	6.4%	979,893	1.0%	Finance
J Jacobs Solutions	$414,339,914	$12,604,411 â–²	3.1%	3,255,342	1.0%	Business Services
CFG Citizens Financial Group	$405,890,381	$11,604,794 â–²	2.9%	6,768,224	0.9%	Finance
AZNCF AstraZeneca	$396,542,427	$396,542,427 â–²	New Holding	2,047,019	0.9%	Medical
AER Aercap	$385,520,782	$867,663 â–²	0.2%	2,810,328	0.9%	Transportation
ALGN Align Technology	$381,982,664	$156,173 â–²	0.0%	2,228,214	0.9%	Medical
RACE Ferrari	$367,651,611	$66,258,512 â–²	22.0%	1,104,106	0.9%	Auto/Tires/Trucks
MCO Moody's	$366,581,693	$1,936,950 â–²	0.5%	840,302	0.9%	Finance
CHKP Check Point Software Technologies	$366,078,639	$1,845,050 â–²	0.5%	2,562,679	0.8%	Computer and Technology
SNX TD SYNNEX	$353,329,006	$22,740,926 â–¼	-6.0%	2,094,298	0.8%	Computer and Technology
CRH PLC	$349,051,264	$13,173,217 â–¼	-3.6%	3,320,503	0.8%	Common Stock
TT Trane Technologies	$342,160,606	$61,182,013 â–²	21.8%	821,041	0.8%	Construction
GM General Motors	$337,437,827	$30,870,191 â–¼	-8.4%	4,529,367	0.8%	Auto/Tires/Trucks
UBS UBS Group	$332,252,569	$5,415,486 â–¼	-1.6%	8,687,978	0.8%	Finance
ABT Abbott Laboratories	$319,275,555	$43,269,654 â–²	15.7%	3,109,726	0.7%	Medical
TMO Thermo Fisher Scientific	$313,233,367	$125,437,955 â–¼	-28.6%	637,262	0.7%	Medical
META Meta Platforms	$302,565,789	$73,011,795 â–²	31.8%	528,841	0.7%	Computer and Technology
GS The Goldman Sachs Group	$298,444,959	$114,350,773 â–¼	-27.7%	352,776	0.7%	Finance
NEE NextEra Energy	$281,769,446	$105,106,053 â–²	59.5%	3,033,694	0.7%	Utilities
FCX Freeport-McMoRan	$269,461,852	$3,514,809 â–¼	-1.3%	4,584,244	0.6%	Basic Materials
FDS FactSet Research Systems	$259,302,143	$4,340 â–²	0.0%	1,194,996	0.6%	Business Services
QCOM Qualcomm	$253,922,324	$205,360,293 â–²	422.9%	1,971,753	0.6%	Computer and Technology
IBN ICICI Bank	$249,981,119	$8,121,152 â–²	3.4%	9,651,781	0.6%	Finance
BA Boeing	$248,965,418	$78,434,733 â–²	46.0%	1,250,894	0.6%	Aerospace
ICE Intercontinental Exchange	$247,688,769	$3,209,141 â–¼	-1.3%	1,574,827	0.6%	Finance
TRU TransUnion	$245,468,331	$3,758,885 â–¼	-1.5%	3,547,743	0.6%	Business Services
DAL Delta Air Lines	$240,868,202	$7,878,345 â–²	3.4%	3,623,168	0.6%	Transportation
TTWO Take-Two Interactive Software	$228,513,023	$152,018,905 â–¼	-39.9%	1,157,028	0.5%	Consumer Discretionary
NEM Newmont	$219,983,658	$65,181,101 â–¼	-22.9%	2,032,182	0.5%	Basic Materials
PLNT Planet Fitness	$209,354,407	$45,137,130 â–¼	-17.7%	2,814,660	0.5%	Consumer Discretionary
Anglogold Ashanti Plc	$199,098,737	$5,517,488 â–²	2.9%	2,044,975	0.5%	Common Stock
COP ConocoPhillips	$194,893,778	$178,759,682 â–²	1,108.0%	1,476,468	0.5%	Energy
KEY KeyCorp	$192,559,716	$192,559,716 â–²	New Holding	9,603,976	0.4%	Finance
TW Tradeweb Markets	$187,115,160	$3,693,347 â–¼	-1.9%	1,590,304	0.4%	Finance
Z Zillow Group	$161,537,752	$35,017,618 â–¼	-17.8%	3,903,764	0.4%	Computer and Technology
XP XP	$153,380,081	$35,587,681 â–²	30.2%	8,055,677	0.4%	Finance
ELV Elevance Health	$147,815,606	$1,600,171 â–²	1.1%	504,921	0.3%	Medical
PAAS Pan American Silver	$147,529,277	$25,964,597 â–²	21.4%	2,700,518	0.3%	Basic Materials
VIST Vista Energy	$146,002,534	$52,580,480 â–²	56.3%	1,934,577	0.3%	Energy
TotalEnergies SE	$136,449,321	$51,132,371 â–²	59.9%	1,463,668	0.3%	Common Stock
BAP Credicorp	$135,151,365	$700,746 â–¼	-0.5%	398,465	0.3%	Finance
ZTS Zoetis	$131,561,216	$3,922,326 â–¼	-2.9%	1,112,945	0.3%	Medical
RGLD Royal Gold	$122,567,456	$122,567,456 â–²	New Holding	481,620	0.3%	Basic Materials
NU NU	$118,255,086	$5,397,315 â–²	4.8%	8,229,303	0.3%	Finance
Linde PLC	$114,017,363	$114,017,363 â–²	New Holding	229,985	0.3%	Common Stock
NTR Nutrien	$107,471,643	$107,471,643 â–²	New Holding	1,424,220	0.2%	Basic Materials
CTVA Corteva	$106,705,891	$34,853,496 â–²	48.5%	1,274,709	0.2%	Consumer Staples
TE Connectivity PLC	$106,674,163	$6,355,669 â–²	6.3%	510,354	0.2%	Common Stock
VLO Valero Energy	$103,820,052	$62,308,882 â–²	150.1%	420,188	0.2%	Energy
FANG Diamondback Energy	$103,549,792	$81,251,738 â–²	364.4%	523,534	0.2%	Energy
CL Colgate-Palmolive	$103,077,329	$37,882,518 â–²	58.1%	1,209,402	0.2%	Consumer Staples
AGI Alamos Gold	$99,237,785	$1,821,909 â–¼	-1.8%	2,237,701	0.2%	Basic Materials
CME CME Group	$97,243,651	$4,875,340 â–¼	-4.8%	329,249	0.2%	Finance
IAG Iamgold	$95,076,928	$1,744,501 â–¼	-1.8%	5,051,910	0.2%	Basic Materials
GLPI Gaming and Leisure Properties	$95,014,178	$2,965,513 â–¼	-3.0%	2,141,406	0.2%	Finance
WMB Williams Companies	$92,896,537	$36,941,891 â–²	66.0%	1,276,402	0.2%	Energy
TXN Texas Instruments	$92,529,613	$7,991,188 â–¼	-7.9%	476,613	0.2%	Computer and Technology
USHY iShares Broad USD High Yield Corporate Bond ETF	$84,518,257	$52,673,171 â–²	165.4%	2,294,198	0.2%	ETF
TTEK Tetra Tech	$82,279,416	$2,146,652 â–¼	-2.5%	2,731,721	0.2%	Industrials
ACM AECOM	$81,627,608	$28,020,195 â–¼	-25.6%	962,363	0.2%	Construction
CP Canadian Pacific Kansas City	$77,160,969	$1,420,980 â–¼	-1.8%	983,667	0.2%	Transportation
WM Waste Management	$76,874,619	$9,474,699 â–¼	-11.0%	334,543	0.2%	Business Services
DAR Darling Ingredients	$73,132,184	$41,044,651 â–²	127.9%	1,182,412	0.2%	Consumer Staples
FTNT Fortinet	$72,910,828	$72,910,828 â–²	New Holding	892,203	0.2%	Computer and Technology
AGCO AGCO	$72,876,071	$1,517,317 â–¼	-2.0%	628,947	0.2%	Industrials
FDX FedEx	$70,732,006	$70,732,006 â–²	New Holding	198,585	0.2%	Transportation
HL Hecla Mining	$69,024,174	$11,290,616 â–¼	-14.1%	3,705,002	0.2%	Basic Materials
CF CF Industries	$68,859,736	$53,924,111 â–²	361.0%	530,343	0.2%	Basic Materials
DELL Dell Technologies	$67,967,380	$67,967,380 â–²	New Holding	414,107	0.2%	Computer and Technology
VMI Valmont Industries	$64,699,956	$951,376 â–¼	-1.4%	161,924	0.2%	Industrials
CNC Centene	$58,647,953	$2,321,363 â–²	4.1%	1,791,325	0.1%	Medical

Showing largest 100 holdings. View all holdings.

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Ninety One Uk Ltd Top Holdings and 13F Report (2026)

About Ninety One Uk Ltd

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Ninety One Uk Ltd Top Holdings and 13F Report (2026)

About Ninety One Uk Ltd

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofNinety One Uk Ltd

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools