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Perpetual Limited - Investor Relations & Filings

Listed IPO Jun 1964
Ticker · PPT ISIN · AU000000PPT9 LEI · 549300US8OE0UQWXPO82 ASX Financial and insurance activities
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Filings indexed 6,662 across all filing types
Latest filing 2026-01-27 Regulatory Filings
Country AU Australia
Listing ASX PPT · 5 venues

About Perpetual Limited

https://www.perpetual.com.au/

Perpetual Limited is a financial services organization providing asset management, wealth management, and corporate trustee services. The company operates a multi-boutique asset management business, offering investment products and portfolio management to a global client base. Its wealth management division delivers financial advice and planning for high-net-worth individuals, families, and businesses. As a provider of corporate trustee services, it offers solutions for fixed income and debt markets. The firm also provides philanthropic and advisory services. Founded in 1886, the company focuses on creating enduring prosperity and building long-term, trusted client relationships.

Recent filings

Filing Released Lang Actions
Form 8.3
Regulatory Filings Classification · 98% confidence The document is a 'Form 8.3' disclosure, which is a standard regulatory filing under the UK Takeover Code. It details the opening position and dealings in relevant securities by a person with interests representing 1% or more in a company involved in a takeover (Dowlais Group plc). This type of disclosure is a specific regulatory requirement for M&A activity, and while it relates to M&A, it is a formal regulatory disclosure rather than a general M&A announcement (TAR). Given the specific nature of the form and its regulatory purpose, it falls under the 'Regulatory Filings' category.
2026-01-27 English
Form 8.3 - Rio Tinto PLC and Rio Tinto Limited
Major Shareholding Notification Classification · 100% confidence The document is a 'Form 8.3' disclosure, which is a standard regulatory requirement under the UK Takeover Code for persons with interests in relevant securities representing 1% or more of an offeror or offeree company. This document details shareholdings and recent dealings by Perpetual Limited in relation to Rio Tinto. Since it is a specific regulatory disclosure regarding share ownership thresholds and dealings during a takeover period, it falls under the 'Major Shareholding Notification' category.
2026-01-26 English
Form 8.3 - NCC Group PLC
Regulatory Filings Classification · 100% confidence The document is a 'Form 8.3' disclosure, which is a standard regulatory filing under the UK Takeover Code. It details share dealings and positions by a person with interests in relevant securities (Perpetual Limited) regarding an offeror/offeree (NCC Group plc). This type of disclosure is a mandatory regulatory requirement for market transparency during takeover situations and falls under the category of Regulatory Filings (RNS).
2026-01-26 English
Form 8.3 - NCC Group plc
Major Shareholding Notification Classification · 100% confidence The document is a 'Form 8.3' disclosure, which is a standard regulatory requirement under the UK Takeover Code for persons with interests in relevant securities representing 1% or more of an offeror or offeree company. This document details shareholdings and recent dealings (purchases/sales) by Perpetual Limited in relation to NCC Group plc. Since this is a mandatory regulatory disclosure regarding major shareholding and dealing activity during a takeover period, it falls under the category of Major Shareholding Notification (MRQ).
2026-01-23 English
Form 8.3 - American Axle & Manufacturing Holdings
Major Shareholding Notification Classification · 98% confidence The document is a 'Form 8.3' disclosure, which is a standard regulatory requirement under the UK Takeover Code for persons with interests in relevant securities representing 1% or more during an M&A transaction. It details shareholdings and dealings in American Axle & Manufacturing Holdings, Inc. by Perpetual Limited. While it relates to M&A activity, it is specifically a regulatory disclosure of share positions and dealings, not a corporate announcement of a merger or acquisition itself. Therefore, it falls under the 'Regulatory Filings' (RNS) category as it is a mandatory disclosure filed via a Regulatory Information Service.
2026-01-23 English
Form 8.3 - Rio Tinto PLC and Rio Tinto Limited
Major Shareholding Notification Classification · 100% confidence The document is a 'FORM 8.3' disclosure, which is a standard regulatory requirement under the UK Takeover Code for persons with interests in relevant securities representing 1% or more of an offeror or offeree. This document details shareholdings and recent dealings in Rio Tinto PLC and Rio Tinto Limited by Perpetual Limited. Since this is a specific regulatory disclosure regarding major shareholding and dealing activity in the context of a takeover, it falls under the 'Major Shareholding Notification' category.
2026-01-23 English

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