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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 2026-01-14 Major Shareholding Noti…
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 - Dowlais Group plc
Major Shareholding Notification Classification · 95% 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 'Dowlais Group plc' by 'Perpetual Limited'. Since this is a specific regulatory disclosure regarding share ownership and M&A-related activity, it falls under the 'Major Shareholding Notification' category, which covers notifications of significant share ownership levels and related regulatory disclosures.
2026-01-14 English
Form 8.3 - NCC Group plc
Major Shareholding Notification Classification · 95% 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 specific form details shareholdings and dealings in NCC Group plc by Perpetual Limited. While it relates to M&A activity, it is a specific regulatory disclosure of share ownership and transactions rather than a general M&A announcement or a major shareholding notification (which typically refers to TR-1 filings). Given the specific nature of Rule 8.3 disclosures, it falls under the 'Major Shareholding Notification' category as it reports significant ownership and changes in position.
2026-01-14 English
Form 8.3 - American Axle & Manufacturing Holdings
Major Shareholding Notification Classification · 95% confidence The document is a 'FORM 8.3' disclosure, which is a standard regulatory filing under the UK Takeover Code. It details a person's interests and dealings in the relevant securities of an offeror or offeree (in this case, American Axle & Manufacturing Holdings, Inc.). This type of disclosure is specifically used to report major shareholding positions and dealings during an M&A process. While it relates to M&A activity, it is a specific regulatory disclosure form rather than a general M&A announcement (TAR). Therefore, it is best classified as a Major Shareholding Notification (MRQ).
2026-01-14 English
Change in substantial holding for QAL 5 pages 602.4KB
Major Shareholding Notification Classification · 100% confidence The document is a Form 604 Notice of change of interests of substantial holder under the Corporations Act 2001. It details changes in voting power and relevant interests of a substantial shareholder (Perpetual Limited) in Qualitas Limited. The form includes transaction details, voting power percentages, and associated annexures listing specific share transactions and holdings. This type of filing is a notification of changes in major shareholding levels, which corresponds to the category of Major Shareholding Notification (MRQ). The document is not an annual report, earnings release, or any other financial report but a regulatory disclosure about shareholding changes.
2026-01-14 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 filing required under the UK Takeover Code for persons with interests in relevant securities representing 1% or more of an offeror or offeree. It details shareholdings and recent dealings in Rio Tinto PLC and Rio Tinto Limited. This type of disclosure is a specific regulatory requirement for market transparency during takeover situations and falls under the category of Major Shareholding Notification (MRQ) as it reports significant holdings and changes in ownership levels.
2026-01-13 English
Form 8.3 - American Axle & Manufacturing Holdings
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 shareholding positions and dealings of a person with interests in relevant securities (Perpetual Limited) in relation to an offeror/offeree (American Axle & Manufacturing Holdings, Inc.). This type of disclosure is specifically used to notify the market of significant shareholding changes during M&A activity. While it relates to M&A, it is a formal regulatory disclosure rather than a corporate M&A announcement (TAR), and it fits the definition of a Major Shareholding Notification (MRQ) as it reports ownership levels and dealings.
2026-01-13 English

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