NO

Ninety One UK Ltd

13F
Ninety One UK Ltd
Last update 2025-04-30 193 Stocks (21 new)
Value $35.94 Bil Turnover 8 %
Countries:
Top Holdings: MSFT(7.30%)V(6.09%)PM(3.97%)ADSK(3.75%)GOOGL(3.69%)
Summary Stock Picks Current Portfolio
Ninety One UK Ltd Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT
Microsoft Corp
6,986,974
2,622,840.2
+6.56%
7.300
+0.45%
0.090
+29.81%
+19.87%
3,740,948.0
Software
V
Visa Inc
6,250,073
2,190,400.6
-11.79%
6.090
-0.71%
0.330
+4.53%
+10.46%
679,681.4
Credit Services
PM
Philip Morris International Inc
8,983,291
1,425,917.8
-1.60%
3.970
-0.05%
0.580
+17.79%
+51.94%
280,033.0
Tobacco Products
ADSK
Autodesk Inc
5,146,677
1,347,400.0
+1.58%
3.750
+0.06%
2.410
+8.49%
-5.14%
59,987.9
Software
GOOGL
Alphabet Inc
8,568,820
1,325,082.3
+0.88%
3.690
+0.03%
0.070
+14.81%
-4.59%
2,192,674.9
Interactive Media
JNJ
Johnson & Johnson
6,923,045
1,148,117.8
-5.33%
3.190
-0.15%
0.290
+4.29%
+10.30%
377,512.9
Drug Manufacturers
AMZN
Amazon.com Inc
5,725,899
1,089,409.5
+9.25%
3.030
+0.26%
0.050
+21.72%
+2.57%
2,388,891.6
Retail - Cyclical
BKNG
Booking Holdings Inc
215,598
993,240.6
-1.48%
2.760
-0.04%
0.660
+24.86%
+15.50%
186,036.4
Travel & Leisure
VRSN
VeriSign Inc
3,875,260
983,812.3
-0.93%
2.740
-0.02%
4.130
+14.17%
+36.33%
26,422.5
Software
NVDA
NVIDIA Corp
8,746,809
947,979.2
-10.00%
2.640
-0.35%
0.040
+48.68%
+22.83%
4,021,995.9
Semiconductors

Ninety One UK Ltd's Historical Top Holdings Breakdowns

Ninety One UK Ltd's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
MMC
Marsh & McLennan Companies Inc
2025-03-31
Add
Add
+0.98%
●
208.48 ($226.88) 244.03
$211.74
-6.67%
Add 153.65%
2,370,678
1,436,044
MCO
Moodys Corp
2025-03-31
Reduce
Reduce
-0.87%
●
437.8 ($481.85) 527.48
$499.53
3.67%
Reduce -45.42%
828,299
-689,426
V
Visa Inc
2025-03-31
Reduce
Reduce
-0.71%
●
306.92 ($338.38) 362.71
$347.93
2.82%
Reduce -11.79%
6,250,073
-835,768
IBN
ICICI Bank Ltd
2025-03-31
Add
Add
+0.54%
●
27.55 ($29.02) 31.67
$33.28
14.68%
Add 1246.5%
6,658,755
6,164,232
TPR
Tapestry Inc
2025-03-31
Sold Out
Sold Out
-0.54%
●
65.63 ($75.68) 89.21
$98.43
30.06%
Sold Out
0
-3,115,194
CHKP
Check Point Software Technologies Ltd
Check Point Software Technologies Ltd
2025-03-31
Reduce
Reduce
-0.53%
●
179.88 ($211.9) 231.31
$215.50
1.70%
Reduce -29.57%
2,528,033
-1,061,553
OKTA
Okta Inc
2025-03-31
New Buy
New Buy
+0.53%
●
78.83 ($97.68) 116.72
$91.56
-6.27%
New holding
1,804,935
1,804,935
EPAM
EPAM Systems Inc
2025-03-31
New Buy
New Buy
+0.52%
●
168.84 ($220.54) 267.63
$169.88
-22.97%
New holding
1,103,292
1,103,292
MSFT
Microsoft Corp
2025-03-31
Add
Add
+0.45%
●
375.39 ($407.71) 447.2
$503.32
23.45%
Add 6.56%
6,986,974
430,357
SYF
Synchrony Financial
2025-03-31
Sold Out
Sold Out
-0.45%
●
51.9 ($61.84) 70.63
$70.61
14.18%
Sold Out
0
-2,595,277

Ninety One UK Ltd Total Holding History ($B)

To

Ninety One UK Ltd's Asset Allocation

To

Ninety One UK Ltd Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Ninety One UK Ltd's Hypothetical Growth since 2025-03-31

Ninety One UK Ltd's Yearly Returns

Year Portfolio % % Excess Gain %

Ninety One UK Ltd's Holdings Heat Map

Size field:

Ninety One UK Ltd's Holdings Bubble Chart

Ninety One UK Ltd News

  • 1

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