GQG Partners LLC

data from 30/09/2025

Capitalization

$ 65.089 B -7.38 %

Average holding period

7 ans

Performance

$ 61.627 B 2 436.39 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in GQG Partners LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 PM PHILIP MORRIS INTL INC 13.70% 8.918 B $ 54981850 2019/09/30 -1.030 B $ -10.94 %
2025/09/30 ENB ENBRIDGE INC 6.48% 4.217 B $ 83561980 2024/06/30 388.946 M $ 11.36 %
2025/09/30 CB CHUBB LIMITED 4.70% 3.058 B $ 10833447 2024/09/30 -73.348 M $ -2.58 %
2025/09/30 T AT&T INC 4.63% 3.016 B $ 106785361 2024/09/30 -80.387 M $ -2.42 %
2025/09/30 PBR PETROLEO BRASILEIRO SA PETRO 4.12% 2.683 B $ 211951626 2021/06/30 33.204 M $ 1.20 %
2025/09/30 VZ VERIZON COMMUNICATIONS INC 3.58% 2.329 B $ 52990825 2024/09/30 36.216 M $ 1.57 %
2025/09/30 PGR PROGRESSIVE CORP 3.54% 2.307 B $ 9340398 2024/09/30 -169.985 M $ -7.46 %
2025/09/30 IBN ICICI BANK LIMITED 3.51% 2.286 B $ 75632025 2020/12/31 -260.609 M $ -10.14 %
2025/09/30 AEP AMERICAN ELEC PWR CO INC 3.27% 2.127 B $ 18908983 2024/06/30 175.096 M $ 8.42 %
2025/09/30 CI THE CIGNA GROUP 3.01% 1.958 B $ 6790993 2024/09/30 -244.231 M $ -12.80 %
2025/09/30 HDB HDFC BANK LTD 2.74% 1.783 B $ 52184732 2024/06/30 -1.061 B $ -55.45 %
2025/09/30 MO ALTRIA GROUP INC 2.61% 1.701 B $ 25744009 2024/12/31 214.285 M $ 12.67 %
2025/09/30 BTI BRITISH AMERN TOB PLC 2.33% 1.516 B $ 28554869 2024/09/30 136.171 M $ 12.15 %
2025/09/30 KO COCA COLA CO 2.32% 1.512 B $ 22801287 2024/06/30 -109.880 M $ -6.26 %
2025/09/30 META META PLATFORMS INC 2.27% 1.476 B $ 2009594 2023/03/31 -8.039 M $ -0.50 %
2025/09/30 AIG AMERICAN INTL GROUP INC 2.23% 1.450 B $ 18464036 2023/12/31 -138.851 M $ -8.24 %
2025/09/30 XOM EXXON MOBIL CORP 2.04% 1.330 B $ 11794367 2021/06/30 58.811 M $ 4.59 %
2025/09/30 DUK DUKE ENERGY CORP NEW 1.96% 1.278 B $ 10327052 2024/03/31 62.425 M $ 4.87 %
2025/09/30 CME CME GROUP INC 1.88% 1.222 B $ 4523652 2023/12/31 -19.405 M $ -1.97 %
2025/09/30 EXC EXELON CORP 1.87% 1.215 B $ 26995275 2025/03/31 43.983 M $ 3.66 %
2025/09/30 JNJ JOHNSON & JOHNSON 1.72% 1.119 B $ 6037579 2024/06/30 1.612 M $ 21.39 %
2025/09/30 MSFT MICROSOFT CORP 1.70% 1.106 B $ 2135844 2016/12/31 70.105 M $ 4.13 %
2025/09/30 XEL XCEL ENERGY INC 1.62% 1.054 B $ 13073681 2025/06/30 156.895 M $ 18.43 %
2025/09/30 TSM TAIWAN SEMICONDUCTOR MFG LTD 1.50% 976.344 M $ 3495800 2016/12/31 299.213 M $ 23.31 %
2025/09/30 CL COLGATE PALMOLIVE CO 1.40% 908.551 M $ 11365410 2024/06/30 -155.929 M $ -12.06 %
2025/09/30 V VISA INC 1.37% 894.350 M $ 2619780 2016/12/31 -41.415 M $ -3.85 %
2025/09/30 ALL ALLSTATE CORP 1.33% 866.242 M $ 4035567 2024/09/30 57.513 M $ 6.63 %
2025/09/30 KR KROGER CO 1.25% 811.425 M $ 12037126 2025/06/30 -53.335 M $ -6.02 %
2025/09/30 NEE NEXTERA ENERGY INC 1.22% 792.817 M $ 10502243 2023/12/31 83.386 M $ 8.74 %
2025/09/30 MELI MERCADOLIBRE INC 1.19% 776.556 M $ 332296 2023/12/31 -122.921 M $ -10.59 %
2025/09/30 DB DEUTSCHE BANK A G 1.08% 706.077 M $ 20063955 2025/03/31 135.376 M $ 20.75 %
2025/09/30 ITUB ITAU UNIBANCO HLDG S A 1.03% 669.567 M $ 91221709 2021/06/30 50.378 M $ 8.10 %
2025/09/30 DTE DTE ENERGY CO 0.95% 616.554 M $ 4359398 2025/06/30 47.188 M $ 6.77 %
2025/09/30 AWK AMERICAN WTR WKS CO INC NEW 0.85% 550.289 M $ 3953478 2024/12/31 117.849 K $ 0.06 %
2025/09/30 UL UNILEVER PLC 0.85% 550.132 M $ 9280226 2024/06/30 -18.876 M $ -3.09 %
2025/09/30 VALE VALE S A 0.76% 496.684 M $ 45735176 2020/09/30 53.137 M $ 11.84 %
2025/09/30 ERJ EMBRAER S.A. 0.75% 488.060 M $ 8073775 2025/03/31 28.708 M $ 6.22 %
2025/09/30 CMS CMS ENERGY CORP 0.61% 397.191 M $ 5421659 2024/06/30 21.859 M $ 5.74 %
2025/09/30 FNV FRANCO NEV CORP 0.59% 382.036 M $ 1716000 2025/09/30 0.000 $ 0.00 %
2025/09/30 ABEV AMBEV SA 0.54% 353.457 M $ 158500692 2024/09/30 -27.155 M $ -7.47 %
2025/09/30 INFY INFOSYS LTD 0.54% 350.570 M $ 21547039 2025/09/30 0.000 $ 0.00 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.49% 317.188 M $ 2064356 2023/12/31 -27.062 M $ -3.56 %
2025/09/30 CINF CINCINNATI FINL CORP 0.45% 294.500 M $ 1862717 2025/03/31 19.574 M $ 6.16 %
2025/09/30 NVS NOVARTIS AG 0.45% 290.194 M $ 2262867 2024/06/30 452.128 K $ 5.97 %
2025/09/30 BAP CREDICORP LTD 0.39% 254.305 M $ 955028 2024/12/31 41.859 M $ 19.13 %
2025/09/30 CNP CENTERPOINT ENERGY INC 0.37% 243.292 M $ 6270390 2025/03/31 14.753 M $ 5.61 %
2025/09/30 CVX CHEVRON CORP NEW 0.36% 231.496 M $ 1490710 2024/06/30 902.417 K $ 8.45 %
2025/09/30 PPL PPL CORP 0.29% 190.308 M $ 5121294 2025/06/30 18.972 M $ 9.65 %
2025/09/30 TRP TC ENERGY CORP 0.20% 127.972 M $ 2353098 2025/09/30 0.000 $ 0.00 %
2025/09/30 DEO DIAGEO PLC 0.20% 127.344 M $ 1334402 2025/09/30 0.000 $ 0.00 %
2025/09/30 ATO ATMOS ENERGY CORP 0.19% 122.869 M $ 719556 2025/06/30 13.745 M $ 10.80 %
2025/09/30 ICE INTERCONTINENTAL EXCHANGE IN 0.17% 111.181 M $ 659877 2025/09/30 0.000 $ 0.00 %
2025/09/30 KKS.F KASPI KZ JSC 0.14% 90.431 M $ 1107143 2024/03/31 -3.249 M $ -2.59 %
2025/09/30 GGAL GRUPO FINANCIERO GALICIA S.A 0.13% 86.101 M $ 3124144 2025/06/30 -71.407 M $ -45.31 %
2025/09/30 ACGL ARCH CAP GROUP LTD 0.12% 78.567 M $ 865941 2025/03/31 -276.590 K $ -0.35 %
2025/09/30 FLUT FLUTTER ENTMT PLC 0.11% 71.427 M $ 281210 2025/09/30 0.000 $ 0.00 %
2025/09/30 SLDE SLIDE INS HLDGS INC 0.07% 47.197 M $ 2989964 2025/06/30 -29.445 M $ -27.10 %
2025/09/30 ETOR ETORO GROUP LTD 0.05% 34.770 M $ 842502 2025/06/30 -22.078 M $ -38.02 %
2025/09/30 CIB GRUPO CIBEST SA 0.04% 26.268 M $ 505743 2025/06/30 10.438 M $ 12.45 %
2025/09/30 TTE TOTALENERGIES SE 0.02% 15.556 M $ 260611 2022/03/31 -466.779 K $ -2.77 %
2025/09/30 SPY SPDR S&P 500 ETF TR 0.02% 11.552 M $ 17336 2024/03/31 927.162 K $ 7.82 %
2025/09/30 ASR GRUPO AEROPORTUARIO DEL SURE 0.02% 9.776 M $ 30236 2025/09/30 0.000 $ 0.00 %
2025/09/30 AZN ASTRAZENECA PLC 0.01% 6.749 M $ 87964 2018/09/30 1.431 M $ 9.79 %
2025/09/30 VLO VALERO ENERGY CORP 0.01% 5.749 M $ 33766 2025/03/31 1.280 M $ 26.66 %
2025/09/30 SO SOUTHERN CO 0.01% 5.157 M $ 54413 2024/06/30 172.104 K $ 3.20 %
2025/09/30 E ENI S P A 0.01% 4.938 M $ 141300 2022/03/31 334.521 K $ 7.80 %
2025/09/30 HII HUNTINGTON INGALLS INDS INC 0.01% 4.672 M $ 16227 2025/06/30 789.975 K $ 19.24 %
2025/09/30 MRK MERCK & CO INC 0.01% 4.457 M $ 53099 2021/03/31 271.866 K $ 6.03 %
2025/09/30 USB US BANCORP DEL 0.01% 4.137 M $ 85600 2025/06/30 274.628 K $ 6.81 %
2025/09/30 SNY SANOFI SA 0.01% 4.048 M $ 85750 2025/03/31 0.000 $ 0.00 %
2025/09/30 PFE PFIZER INC 0.00% 2.488 M $ 97656 2025/09/30 0.000 $ 0.00 %
2025/09/30 ACWI ISHARES TR 0.00% 2.252 M $ 16290 2024/12/31 54.890 K $ 7.50 %
2025/09/30 BAC BANK AMERICA CORP 0.00% 2.209 M $ 42818 2025/09/30 0.000 $ 0.00 %
2025/09/30 APP APPLOVIN CORP 0.00% 1.914 M $ 2663 2023/06/30 1.015 M $ 105.26 %
2025/09/30 IWB ISHARES TR 0.00% 1.418 M $ 3879 2024/09/30 92.135 K $ 7.63 %
2025/09/30 NVDA NVIDIA CORPORATION 0.00% 1.213 M $ 6501 2023/03/31 11.354 M $ 18.09 %
2025/09/30 AMZN AMAZON COM INC 0.00% 1.066 M $ 4857 2023/06/30 206.071 K $ 0.08 %
2025/09/30 GLD SPDR GOLD TR 0.00% 678.237 K $ 1908 2025/06/30 96.621 K $ 16.61 %
2025/09/30 WMT WALMART INC 0.00% 672.545 K $ 6526 2021/12/31 42.229 K $ 5.40 %
2025/09/30 GOOG ALPHABET INC 0.00% 626.712 K $ 2573 2023/03/31 186.703 K $ 37.29 %
2025/09/30 LLY ELI LILLY & CO 0.00% 612.364 K $ 802 2020/09/30 -4.506 M $ -2.12 %
2025/09/30 NFLX NETFLIX INC 0.00% 601.338 K $ 501 2023/09/30 -207.343 M $ -10.47 %
2025/09/30 SHEL SHELL PLC 0.00% 599.403 K $ 8380 2022/12/31 10.505 K $ 1.59 %
2025/09/30 HSBC HSBC HLDGS PLC 0.00% 512.830 K $ 7225 2023/12/31 73.622 K $ 16.76 %
2025/09/30 SAP SAP SE 0.00% 482.764 K $ 1807 2024/03/31 -267.341 K $ -12.12 %
2025/09/30 RY ROYAL BK CDA 0.00% 450.652 K $ 3059 2024/06/30 48.240 K $ 11.99 %
2025/09/30 VV VANGUARD INDEX FDS 0.00% 445.770 K $ 1448 2024/12/31 63.551 K $ 7.91 %
2025/09/30 NOW SERVICENOW INC 0.00% 440.624 K $ 479 2025/03/31 -53.145 K $ -10.49 %
2025/09/30 AVGO BROADCOM INC 0.00% 310.280 K $ 940 2022/09/30 59.740 K $ 19.68 %
2025/09/30 NGG NATIONAL GRID PLC 0.00% 291.043 K $ 4005 2024/09/30 -6.968 K $ -2.34 %
2025/09/30 GS GOLDMAN SACHS GROUP INC 0.00% 259.937 K $ 326 2023/12/31 34.111 K $ 12.51 %
2025/09/30 AAPL APPLE INC 0.00% 230.602 K $ 906 2024/06/30 55.098 K $ 24.10 %
2025/09/30 EBR CENTRAIS ELETRICAS BRASILEIR 0.00% 182.885 K $ 18436 2025/06/30 52.511 K $ 33.51 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 0.00% 0.000 $ 0 2016/12/31 0.000 $ 0.00 %
2025/09/30 ELV ELEVANCE HEALTH INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 SPOT SPOTIFY TECHNOLOGY S A 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 BCS BARCLAYS PLC 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 MCK MCKESSON CORP 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 NVO NOVO-NORDISK A S 0.00% 0.000 $ 0 2019/12/31 0.000 $ 0.00 %
2025/09/30 BMY BRISTOL-MYERS SQUIBB CO 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %