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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 6,658 across all filing types
Latest filing 2026-05-01 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 - NCC Group plc
Major Shareholding Notification Classification · 100% confidence The document is a Form 8.3, which is a public opening position disclosure/dealing disclosure by a person with interests in relevant securities representing 1% or more, as per Rule 8.3 of the Takeover Code. It details shareholdings and transactions by Perpetual Limited in NCC Group plc securities. This type of document is a notification of significant shareholding or dealings by a major shareholder, not a financial report, earnings release, or management information. It fits the definition of Major Shareholding Notification (MRQ). The document length is 7594 characters, which is sufficient for a full disclosure form, not just an announcement. Therefore, the correct classification is MRQ with high confidence.
2026-05-01 English
Form 8.3 - Treatt plc
Major Shareholding Notification Classification · 100% confidence The document is a Form 8.3 filing under Rule 8.3 of the Takeover Code, which requires disclosure of a person's interests in relevant securities representing 1% or more. It details the shareholding position of Perpetual Limited in Treatt Plc, including the number of shares and percentage ownership. There is no financial data, management discussion, or report content. This type of filing is a notification of major shareholding changes or positions, consistent with the definition of Major Shareholding Notification (MRQ). The document is 7,627 characters long, so it is not a brief announcement but a full disclosure form. Therefore, the correct classification is MRQ with high confidence.
2026-04-30 English
Form 8.3 - DCC plc
Major Shareholding Notification Classification · 100% confidence The document is a Form 8.3 filing under the Irish Takeover Panel rules, specifically an Opening Position Disclosure under Rule 8.3 of the Irish Takeover Panel Act, 1997, Takeover Rules, 2022. It details interests and short positions held by Perpetual Limited in the securities of DCC plc, including ownership percentages and dates. This type of filing is a notification of significant shareholdings or positions relevant to takeover regulations. It is not a financial report, earnings release, or management information. The content matches the definition of a Major Shareholding Notification, which involves disclosure of interests in relevant securities representing 1% or more. Therefore, the correct classification is Major Shareholding Notification (MRQ). The document length and detail support a high confidence in this classification.
2026-04-30 English
Change in substantial holding for QAL 5 pages 273.1KB
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, including annexures listing transactions and holdings. This type of filing is a notification of changes in significant share ownership levels, which corresponds to the category Major Shareholding Notification (MRQ). The document is not a financial report, earnings release, or management report, but a regulatory disclosure of shareholding changes.
2026-04-29 English
Change in substantial holding for GWA 5 pages 268.3KB
Major Shareholding Notification Classification · 95% confidence The document is an Australian Corporations Act Form 604 “Notice of change of interests of substantial holder,” detailing share count changes by Perpetual Limited and its associates. This is a notification of changes in significant share ownership levels, matching the Major Shareholding Notification category.
2026-04-27 English
Ceasing to be a substantial holder for DOW 4 pages 280.3KB
Major Shareholding Notification Classification · 92% confidence The document is in the format of ASIC Form 605 under the Corporations Act 2001, titled “Notice of ceasing to be a substantial holder,” detailing changes in relevant interests and share transactions by Perpetual Limited. This is a mandatory notification of changes in significant share ownership levels (crossing below the substantial holder threshold). It clearly falls under Major Shareholding Notification (MRQ).
2026-04-27 English

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