Pendal Group Limited

SEC CIK
0001541741

Holdings, Q4 2022

Positions as of Dec 31, 2022, filed Jan 19, 2023.SEC

Positions
490
+43 vs. Q3 2022
Total value
$11.58B
+$1.31B (+12.7%) vs. Q3 2022

Compare with Q3 2022: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q3 2022.

Pendal Group Limited holdings in Q4 2022
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
ULUNILEVER PLCSPON ADR NEW10,061,107$508.64M4.39%+4,518,649+81.5%AddedView
HSICSCHEIN HENRY INCCOM4,184,234$334.19M2.89%−230,144−5.2%ReducedView
TSTENARIS S ASPONSORED ADS13,392,391$298.27M2.57%−6,920,516−34.1%ReducedView
SHELSHELL PLC SPON ADSADR9,686,545$272.81M2.36%−1,086,834−10.1%ReducedView
APTVAPTIV PLCSHS2,861,976$266.54M2.30%−259,331−8.3%ReducedView
ACNACCENTURE PLC IRELAND SHS CLASS AStock983,371$262.4M2.27%−137,118−12.2%ReducedView
GXOGXO LOGISTICS INCORPORATED COMMON STOCKStock5,965,359$254.66M2.20%−140,039−2.3%ReducedView
ITUBITAU UNIBANCO HLDG S ASPON ADR REP PFD51,673,352$243.38M2.10%+6,345,018+14.0%AddedView
GLOBGLOBANT S ACOM1,435,665$241.42M2.08%+67,157+4.9%AddedView
MSFTMICROSOFT CORP COMStock991,901$237.88M2.05%+94,178+10.5%AddedView
ELVELEVANCE HEALTH INC FORMERLY A COMStock432,785$222.01M1.92%−38,588−8.2%ReducedView
QGENQIAGEN NVSHS NEW4,302,433$214.56M1.85%−955,906−18.2%ReducedView
LINLINDE PLCSHS644,205$210.13M1.81%−65,396−9.2%ReducedView
FERGFERGUSON PLC NEWSHS1,638,348$206.77M1.79%−432,873−20.9%ReducedView
ICEINTERCONTINENTAL EXCHANGE INC COMStock2,004,649$205.66M1.78%+69,727+3.6%AddedView
GOOGLALPHABET INC CAP STK CL AStock2,217,339$195.64M1.69%+227,703+11.4%AddedView
TMOTHERMO FISHER SCIENTIFIC INC COMStock353,883$194.88M1.68%−3,253−0.9%ReducedView
SAPSAP SE SPON ADRADR1,861,826$192.12M1.66%−160,695−7.9%ReducedView
RIORIO TINTO PLC SPONSORED ADRADR2,622,987$183.85M1.59%+2,622,987NewView
ICLRICON PLCCOM896,996$174.24M1.50%−168,250−15.8%ReducedView
SRESEMPRA COMStock1,124,539$173.79M1.50%+113,595+11.2%AddedView
UNHUNITEDHEALTH GROUP INC COMStock323,504$171.52M1.48%+139,527+75.8%AddedView
PMPHILIP MORRIS INTL INC COMStock1,640,333$166.02M1.43%−116,137−6.6%ReducedView
ATOATMOS ENERGY CORPCOM1,198,496$134.32M1.16%+70,004+6.2%AddedView
GPNGLOBAL PMTS INC COMStock1,329,782$132.07M1.14%+271,863+25.7%AddedView
EXCEXELON CORP COMStock3,043,985$131.59M1.14%+188,743+6.6%AddedView
AERAERCAP HOLDINGS NVSHS2,246,826$131.03M1.13%−232,500−9.4%ReducedView
MTBM & T BK CORPCOM895,559$129.91M1.12%+4,330+0.5%AddedView
TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADSADR2,507,990$126.43M1.09%−1,808,410−41.9%ReducedView
CNHCNH INDL N VSHS7,158,708$114.97M0.99%−1,836,315−20.4%ReducedView
HDBHDFC BANK LTDSPONSORED ADS2,002,423$114.84M0.99%+43,183+2.2%AddedView
ADBEADOBE INC COMStock336,876$113.37M0.98%+2,719+0.8%AddedView
FISFIDELITY NATL INFORMATION SVCS COMStock1,657,131$112.44M0.97%−356,568−17.7%ReducedView
CHKPCHECK POINT SOFTWARE TECH LTORD852,860$107.6M0.93%−17,500−2.0%ReducedView
PEGPUBLIC SVC ENTERPRISE GROUPCOM1,754,091$107.47M0.93%+21,511+1.2%AddedView
AAGILENT TECHNOLOGIES INCCOM708,721$106.06M0.92%−115,374−14.0%ReducedView
ANSYS INC03662Q105COM434,378$104.94M0.91%+14,275+3.4%Added–
BBDBANCO BRADESCO S ASP ADR PFD NEW35,619,286$102.58M0.89%−1,387,503−3.7%ReducedView
FCXFREEPORT MCMORAN INC CL BStock2,629,207$99.91M0.86%−122,717−4.5%ReducedView
CCJCAMECO CORP COMStock4,382,644$99.34M0.86%+777,878+21.6%AddedView
LBTYKLIBERTY GLOBAL PLCSHS CL C5,095,794$99.01M0.85%−304,663−5.6%ReducedView
BARRICK GOLD CORP067901108COM5,526,582$94.95M0.82%+89,912+1.7%Added–
URIUNITED RENTALS INCCOM257,789$91.62M0.79%−17,286−6.3%ReducedView
NXPINXP SEMICONDUCTORS N VCOM579,521$91.58M0.79%−17,593−2.9%ReducedView
AGCOAGCO CORPCOM659,037$91.4M0.79%−155,801−19.1%ReducedView
NDAQNASDAQ INCCOM1,416,538$86.9M0.75%+5,962+0.4%AddedView
ELLAUDER ESTEE COS INCCL A348,520$86.47M0.75%+4,343+1.3%AddedView
VRTXVERTEX PHARMACEUTICALS INC COMStock297,723$85.98M0.74%+425+0.1%AddedView
DHRDANAHER CORP DEL COMStock322,227$85.53M0.74%+27,682+9.4%AddedView
REGNREGENERON PHARMACEUTICALSCOM118,417$85.44M0.74%+6,651+6.0%AddedView
EPAMEPAM SYS INCCOM255,845$83.85M0.72%+47,006+22.5%AddedView
PRGOPERRIGO CO PLCSHS2,446,256$83.39M0.72%+691,261+39.4%AddedView
KEYSKEYSIGHT TECHNOLOGIES INC COMStock483,862$82.77M0.71%−11,845−2.4%ReducedView
INTUINTUIT COMStock212,647$82.77M0.71%+10,237+5.1%AddedView
MORNMORNINGSTAR INCCOM381,928$82.72M0.71%+31,146+8.9%AddedView
SPGIS&P GLOBAL INC COMStock246,576$82.59M0.71%+8,554+3.6%AddedView
CMSCMS ENERGY CORPCOM1,301,398$82.42M0.71%+696,759+115.2%AddedView
RVTYREVVITY INCCOM581,900$81.59M0.70%+5,743+1.0%AddedView
PGRPROGRESSIVE CORP COMStock618,944$80.28M0.69%−162,985−20.8%ReducedView
DGDOLLAR GEN CORP NEWCOM322,327$79.37M0.69%+41,265+14.7%AddedView
TFIITFI INTERNATIONAL INCCOM786,958$78.82M0.68%−18,732−2.3%ReducedView
RGENREPLIGEN CORPCOM465,171$78.76M0.68%+18,308+4.1%AddedView
TPGTPG INCCOM CL A2,776,021$77.26M0.67%−50,097−1.8%ReducedView
FIRST REP BK SAN FRANCISCO C33616C100COM619,823$75.55M0.65%+619,823New–
LHXL3HARRIS TECHNOLOGIES INC COMStock357,622$74.46M0.64%−53,508−13.0%ReducedView
PWRQUANTA SVCS INCCOM461,572$65.77M0.57%−69,310−13.1%ReducedView
AMCRAMCOR PLCORD5,193,246$62.58M0.54%+5,180,025+39,180.3%AddedView
ACGLARCH CAP GROUP LTD ORDStock993,520$62.37M0.54%−579,432−36.8%ReducedView
LBTYALIBERTY GLOBAL PLCSHS CL A3,232,906$61.2M0.53%+485,108+17.7%AddedView
ABEVAMBEV SASPONSORED ADR21,960,673$59.73M0.52%−72,064−0.3%ReducedView
CXCEMEX SA EURO MTN BE 144ASPON ADR NEW14,481,908$58.65M0.51%+564,200+4.1%AddedView
WTWWILLIS TOWERS WATSON PLC LTDSHS195,511$47.82M0.41%−665−0.3%ReducedView
SUZSUZANO S ASPON ADS5,169,373$47.77M0.41%+175,200+3.5%AddedView
BHPBHP BILLITON LIMITED SPONSORED ADSADR769,479$47.75M0.41%−120,700−13.6%ReducedView
IBNICICI BANK LIMITEDADR2,279,890$41.22M0.36%−208,060−8.4%ReducedView
CHART INDS INC16115Q308COM356,836$41.12M0.35%−90,004−20.1%Reduced–
PHGKONINKLIJKE PHILIPS N VNY REGIS SHS NEW2,740,720$41.08M0.35%+779,800+39.8%AddedView
PBRPETROLEO BRASILEIRO S ASPONSORED ADR3,689,595$39.29M0.34%+131,526+3.7%AddedView
OMABGRUPO AEROPORTUARIO DEL CENTSPON ADR1,276,344$36.5M0.32%+1,276,344NewView
ORCLORACLE CORP COMStock423,558$34.62M0.30%−65,438−13.4%ReducedView
TMETENCENT MUSIC ENTMT GROUPSPON ADS4,066,190$33.67M0.29%00.0%UnchangedView
CNICANADIAN NATL RY CO COMStock252,701$30.02M0.26%+20,573+8.9%AddedView
WFCWELLS FARGO & CO COMStock706,872$29.19M0.25%+8,339+1.2%AddedView
MRKMERCK & CO INC COMStock258,263$28.65M0.25%+41,271+19.0%AddedView
FLEXFLEX LTD ORDStock1,322,857$28.39M0.25%−321,933−19.6%ReducedView
TDTORONTO DOMINION BK ONT COM NEWStock389,159$25.2M0.22%+25,806+7.1%AddedView
WTMWHITE MTNS INS GROUP LTDCOM17,788$25.16M0.22%00.0%UnchangedView
ADIANALOG DEVICES INC COMStock148,440$24.35M0.21%+26,012+21.2%AddedView
XYLXYLEM INCCOM214,742$23.74M0.20%+12,242+6.0%AddedView
EVOQUA WATER TECHNOLOGIES CO30057T105COM542,926$21.5M0.19%−45,638−7.8%Reduced–
TXNTEXAS INSTRS INC COMStock129,917$21.46M0.19%−20,653−13.7%ReducedView
DBDEUTSCHE BK AGNAMEN AKT1,845,068$20.91M0.18%+1,845,068NewView
AMZNAMAZON COM INC COMStock247,569$20.8M0.18%+65,451+35.9%AddedView
BABOEING CO COMStock108,531$20.67M0.18%−1,862−1.7%ReducedView
XOMEXXON MOBIL CORPCOM177,603$19.59M0.17%−29,607−14.3%ReducedView
AZUL S A05501U106SPONSR ADR PFD3,071,077$18.76M0.16%+111,400+3.8%Added–
PTCPTC INC COMStock139,151$16.7M0.14%−13,732−9.0%ReducedView
KOCOCA COLA CO COMStock261,756$16.65M0.14%+62,213+31.2%AddedView
TAPMOLSON COORS BEVERAGE COCL B320,090$16.49M0.14%−3,380−1.0%ReducedView
SUSUNCOR ENERGY INC NEW COMStock518,795$16.46M0.14%+9,939+2.0%AddedView

Sold out since Q3 2022 (59)

Positions held at the end of Q3 2022 that are no longer in this filing.

Pendal Group Limited positions sold out since Q3 2022
SecurityClassShares, Q3 2022Value, Q3 2022% of portfolio, Q3 2022
NVSTENVISTA HOLDINGS CORPORATIONCOM2,261,295$74.19M0.72%
CATALENT INC148806102COM1,009,266$73.03M0.71%
ADPAUTOMATIC DATA PROCESSING INC COMStock48,527$10.98M0.11%
RMDRESMED INCCOM30,700$6.7M0.07%
BAMBROOKFIELD ASSET MGMT INCCL A LTD VT SH122,358$5M0.05%
BCEBCE INCCOM NEW116,373$4.87M0.05%
BIIBBIOGEN INCCOM13,914$3.72M0.04%
ZWSZURN ELKAY WATER SOLNS CORPCOM91,116$2.23M0.02%
TMUST-MOBILE US INC COMStock14,579$1.96M0.02%
XRAYDENTSPLY SIRONA INC COMStock61,673$1.75M0.02%
OKEONEOK INC NEWCOM33,568$1.72M0.02%
ORLYOREILLY AUTOMOTIVE INC COMStock2,329$1.64M0.02%
AVALARA INC05338G106COM14,666$1.35M0.01%
GRMNGARMIN LTDSHS15,586$1.25M0.01%
WRBBERKLEY W R CORPCOM19,194$1.24M0.01%
LIFE STORAGE INC53223X107COM10,436$1.16M0.01%
CBRECBRE GROUP INCCL A16,545$1.12M0.01%
TERMINIX GLOBAL HOLDINGS INC88087E100COM26,835$1.03M0.01%
HIIHUNTINGTON INGALLS INDS INCCOM4,532$1M0.01%
ROGROGERS CORPCOM3,277$793K0.01%
FNVFRANCO NEV CORP COMStock6,215$741K0.01%
KRCKILROY REALTY CORPCOM16,230$683K0.01%
EGEVEREST GROUP LTDCOM2,345$615K0.01%
TEAMATLASSIAN CORP PLCCL A2,887$608K0.01%
LIILENNOX INTL INCCOM2,722$606K0.01%
LNCLINCOLN NATL CORP INDCOM13,691$601K0.01%
WDCWESTERN DIGITAL CORPCOM14,865$484K0.00%
IQVIQVIA HLDGS INC COMStock2,468$447K0.00%
CLXCLOROX CO DEL COMStock3,450$443K0.00%
MTNVAIL RESORTS INCCOM2,011$434K0.00%
ENERPLUS CORP292766102COM30,656$434K0.00%
RHIROBERT HALF INC.COM5,521$422K0.00%
PSXPHILLIPS 66 COMStock5,076$410K0.00%
CIGICOLLIERS INTL GROUP INCSUB VTG SHS4,042$370K0.00%
LIBERTY BROADBAND CORP530307107COM SER A4,862$363K0.00%
SOSOUTHERN CO COMStock4,733$322K0.00%
PPLPPL CORPCOM11,461$291K0.00%
IVZINVESCO LTD SHSStock20,803$285K0.00%
TRICON RESIDENTIAL INC COM NPV89612W102COM31,274$270K0.00%
NVRNVR INCCOM67$267K0.00%
MUMICRON TECHNOLOGY INC COMStock5,282$265K0.00%
UALUNITED AIRLS HLDGS INCCOM7,810$254K0.00%
STLDSTEEL DYNAMICS INCCOM3,573$254K0.00%
FNFFIDELITY NATIONAL FINANCIALCOM SHS6,974$252K0.00%
ELSEQUITY LIFESTYLE PROPERTIESCOM4,010$252K0.00%
STORE CAP CORP862121100COM8,047$252K0.00%
QRVOQORVO INC COMStock3,098$246K0.00%
XELXCEL ENERGY INC COMStock3,830$245K0.00%
GDDYGODADDY INCCL A3,385$240K0.00%
TASKTASKUS INCCLASS A COM14,527$234K0.00%
GLOBAL BLOOD THERAPEUTICS IN37890U108COM3,420$233K0.00%
RGAREINSURANCE GROUP AMER INCCOM NEW1,818$229K0.00%
KNXKNIGHT-SWIFT TRANSN HLDGS INCL A4,668$228K0.00%
QTWOQ2 HLDGS INCCOM6,731$217K0.00%
Nuvei Corp67079A102COM7,963$215K0.00%
HCAHCA HEALTHCARE INCCOM1,160$213K0.00%
ISHARES INC464286400MSCI BRAZIL ETF7,109$211K0.00%
DDOGDATADOG INCCL A COM2,317$206K0.00%
ISHARES TR46429B309MSCI INDONIA ETF8,707$203K0.00%

13F filings by quarter

Pendal Group Limited 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q4 2022Jan 19, 2023490$11.58Bvs. Q3 2022SEC
Q3 2022Oct 18, 2022447$10.28Bvs. Q2 2022SEC
Q2 2022Jul 25, 2022447$10.19Bvs. Q1 2022SEC
Q1 2022Apr 25, 2022483$12.16Bvs. Q4 2021SEC
Q4 2021Jan 18, 2022536$12.49Bvs. Q3 2021SEC
Q3 2021Nov 5, 2021566$12.12Bvs. Q2 2021SEC
Q2 2021Jul 28, 2021546$10.91Bvs. Q1 2021SEC
Q1 2021May 24, 2021Amended528$10.19B–SEC