Northwest & Ethical Investments L.P. Top Holdings and 13F Report (2025)

About Northwest & Ethical Investments L.P.

Investment Activity

Northwest & Ethical Investments L.P. has $3.68 billion in total holdings as of December 31, 2024.
Northwest & Ethical Investments L.P. owns shares of 494 different stocks, but just 129 companies or ETFs make up 80% of its holdings.
Approximately 10.91% of the portfolio was purchased this quarter.
About 11.48% of the portfolio was sold this quarter.
This quarter, Northwest & Ethical Investments L.P. has purchased 506 new stocks and bought additional shares in 194 stocks.
Northwest & Ethical Investments L.P. sold shares of 174 stocks and completely divested from 90 stocks this quarter.

Largest Holdings

Microsoft: $192,211,728
NVIDIA: $89,406,684
Apple: $78,028,799
Broadcom: $68,372,310
Amazon.com: $61,096,391

Largest New Holdings this Quarter

Lululemon Athletica: $17,774,799 Holding
APTIV PLC: $13,829,417 Holding
Ameren: $8,596,572 Holding
iShares TIPS Bond ETF: $7,652,101 Holding
iShares International Dividend Growth ETF: $7,589,909 Holding

Largest Purchases this Quarter

Xylem: 220,386 shares (about $25.57M)
Amazon.com: 89,634 shares (about $19.66M)
Lululemon Athletica: 46,481 shares (about $17.77M)
Invesco S&P 500 Equal Weight ETF: 99,092 shares (about $17.36M)
APTIV PLC: 228,661 shares (about $13.83M)

Largest Sales this Quarter

UnitedHealth Group: 39,398 shares (about $19.93M)
Walmart: 155,986 shares (about $14.09M)
iShares Core MSCI EAFE ETF: 174,120 shares (about $12.24M)
NextEra Energy: 158,225 shares (about $11.34M)
Broadcom: 48,757 shares (about $11.30M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MSFT Microsoft	$192,211,728	$6,020,658 ▲	3.2%	456,022	5.2%	Computer and Technology
NVDA NVIDIA	$89,406,684	$4,521,719 ▲	5.3%	665,787	2.4%	Computer and Technology
AAPL Apple	$78,028,799	$799,079 ▼	-1.0%	311,596	2.1%	Computer and Technology
AVGO Broadcom	$68,372,310	$11,303,655 ▼	-14.2%	294,916	1.9%	Computer and Technology
AMZN Amazon.com	$61,096,391	$19,664,381 ▲	47.5%	278,489	1.7%	Retail/Wholesale
GOOG Alphabet	$54,998,310	$9,623,695 ▼	-14.9%	288,796	1.5%	Computer and Technology
RY Royal Bank of Canada	$52,257,780	$622,013 ▲	1.2%	434,184	1.4%	Finance
WM Waste Management	$45,617,858	$4,134,677 ▼	-8.3%	226,066	1.2%	Business Services
A Agilent Technologies	$45,409,472	$2,423,225 ▲	5.6%	338,019	1.2%	Medical
FI Fiserv	$41,835,426	$818,599 ▼	-1.9%	203,658	1.1%	Business Services
LINDE PLC	$41,367,108	$1,024,904 ▼	-2.4%	98,806	1.1%	SHS
SLF Sun Life Financial	$40,835,212	$5,909,297 ▲	16.9%	688,974	1.1%	Finance
V Visa	$35,820,922	$370,083 ▲	1.0%	113,343	1.0%	Business Services
ENB Enbridge	$35,739,379	$223,699 ▲	0.6%	843,563	1.0%	Oils/Energy
ABBV AbbVie	$34,731,465	$1,132,838 ▲	3.4%	195,450	0.9%	Medical
WAT Waters	$34,205,840	$3,371,095 ▲	10.9%	92,204	0.9%	Medical
TXN Texas Instruments	$33,211,209	$3,733,887 ▼	-10.1%	177,117	0.9%	Computer and Technology
GOOGL Alphabet	$32,538,090	$939,671 ▲	3.0%	171,889	0.9%	Computer and Technology
AZO AutoZone	$32,003,990	$10,851,578 ▼	-25.3%	9,995	0.9%	Retail/Wholesale
META Meta Platforms	$31,695,207	$871,803 ▲	2.8%	54,134	0.9%	Computer and Technology
CNI Canadian National Railway	$31,038,353	$8,965,514 ▲	40.6%	306,201	0.8%	Transportation
TD Toronto-Dominion Bank	$30,797,209	$5,101,628 ▼	-14.2%	579,497	0.8%	Finance
UNP Union Pacific	$30,561,693	$2,277,892 ▲	8.1%	134,019	0.8%	Transportation
ADP Automatic Data Processing	$29,652,085	$3,670,834 ▲	14.1%	101,295	0.8%	Business Services
UNH UnitedHealth Group	$29,505,296	$19,929,872 ▼	-40.3%	58,327	0.8%	Medical
GIB CGI	$29,123,717	$2,204,495 ▼	-7.0%	266,652	0.8%	Computer and Technology
MRK Merck & Co., Inc.	$29,010,861	$1,359,276 ▲	4.9%	291,629	0.8%	Medical
AMAT Applied Materials	$27,574,404	$2,966,534 ▼	-9.7%	169,553	0.7%	Computer and Technology
SNPS Synopsys	$27,315,648	$648,917 ▼	-2.3%	56,280	0.7%	Computer and Technology
BAC Bank of America	$26,849,082	$6,229,337 ▲	30.2%	610,914	0.7%	Finance
XYL Xylem	$26,350,694	$25,569,183 ▲	3,271.8%	227,122	0.7%	Business Services
ORCL Oracle	$25,890,133	$6,093,933 ▼	-19.1%	155,368	0.7%	Computer and Technology
MTD Mettler-Toledo International	$25,582,254	$1,803,704 ▲	7.6%	20,906	0.7%	Medical
TE CONNECTIVITY PLC	$25,486,404	$631,498 ▼	-2.4%	178,264	0.7%	ORD SHS
INTU Intuit	$25,199,079	$1,867,902 ▲	8.0%	40,094	0.7%	Computer and Technology
PG Procter & Gamble	$25,051,446	$1,235,237 ▲	5.2%	149,428	0.7%	Consumer Staples
RSP Invesco S&P 500 Equal Weight ETF	$24,618,413	$17,363,891 ▲	239.4%	140,492	0.7%	ETF
ANSS ANSYS	$24,330,601	$1,822,257 ▼	-7.0%	72,127	0.7%	Computer and Technology
HUBB Hubbell	$23,305,783	$2,755,877 ▼	-10.6%	55,637	0.6%	Industrial Products
MA Mastercard	$23,299,774	$2,241,041 ▲	10.6%	44,249	0.6%	Business Services
GILD Gilead Sciences	$22,556,292	$888,877 ▲	4.1%	244,195	0.6%	Medical
CARR Carrier Global	$22,449,144	$1,872,372 ▼	-7.7%	328,877	0.6%	Computer and Technology
JPM JPMorgan Chase & Co.	$22,398,427	$5,000,760 ▲	28.7%	93,441	0.6%	Finance
MCK McKesson	$22,347,881	$1,192,822 ▲	5.6%	39,213	0.6%	Medical
TT Trane Technologies	$22,219,727	$2,743,901 ▼	-11.0%	60,159	0.6%	Construction
MMC Marsh & McLennan Companies	$22,097,650	$880,864 ▲	4.2%	104,033	0.6%	Finance
BN Brookfield	$22,052,425	$39,072 ▼	-0.2%	384,364	0.6%	Finance
ADSK Autodesk	$21,436,510	$3,655,610 ▼	-14.6%	72,526	0.6%	Computer and Technology
CGNX Cognex	$21,355,813	$1,692,735 ▼	-7.3%	595,533	0.6%	Computer and Technology
RSG Republic Services	$21,309,992	$4,795,528 ▼	-18.4%	105,925	0.6%	Business Services
RNR RenaissanceRe	$21,098,590	$5,492,232 ▲	35.2%	84,798	0.6%	Finance
LLY Eli Lilly and Company	$21,088,309	$6,144,999 ▼	-22.6%	27,317	0.6%	Medical
PNR Pentair	$20,891,958	$8,936,530 ▼	-30.0%	207,591	0.6%	Business Services
NOW ServiceNow	$20,381,409	$103,889 ▼	-0.5%	19,226	0.6%	Computer and Technology
VERALTO CORP	$20,230,402	$500,082 ▼	-2.4%	198,630	0.5%	COM SHS
IEX IDEX	$20,122,815	$2,670,331 ▼	-11.7%	96,148	0.5%	Industrial Products
FTS Fortis	$20,121,539	$924,095 ▲	4.8%	485,110	0.5%	Utilities
MGA Magna International	$19,514,829	$450,591 ▲	2.4%	467,742	0.5%	Auto/Tires/Trucks
ADBE Adobe	$19,336,910	$1,794,284 ▼	-8.5%	43,485	0.5%	Computer and Technology
SHEL Shell	$18,538,574	$1,678,018 ▼	-8.3%	295,907	0.5%	Oils/Energy
LULU Lululemon Athletica	$17,774,799	$17,774,799 ▲	New Holding	46,481	0.5%	Consumer Discretionary
KO Coca-Cola	$17,555,639	$979,661 ▲	5.9%	281,973	0.5%	Consumer Staples
CP Canadian Pacific Kansas City	$17,478,282	$3,194,322 ▲	22.4%	241,826	0.5%	Transportation
SHOP Shopify	$17,423,546	$788,419 ▼	-4.3%	163,955	0.5%	Computer and Technology
RBA RB Global	$16,982,072	$8,379 ▼	0.0%	188,490	0.5%	Business Services
AEP American Electric Power	$16,787,612	$4,055,630 ▼	-19.5%	182,019	0.5%	Utilities
MELI MercadoLibre	$16,436,453	$474,423 ▼	-2.8%	9,666	0.4%	Retail/Wholesale
CMCSA Comcast	$16,343,865	$268,940 ▼	-1.6%	435,488	0.4%	Consumer Discretionary
DOX Amdocs	$16,180,857	$1,193,237 ▲	8.0%	190,050	0.4%	Computer and Technology
NTR Nutrien	$16,101,551	$761,015 ▲	5.0%	360,490	0.4%	Basic Materials
BNS Bank of Nova Scotia	$16,066,442	$2,565,871 ▲	19.0%	299,730	0.4%	Finance
BKNG Booking	$16,028,123	$2,126,484 ▲	15.3%	3,226	0.4%	Retail/Wholesale
STE STERIS	$15,975,507	$2,779,994 ▼	-14.8%	77,717	0.4%	Medical
RNW ReNew Energy Global	$15,686,977	$926,179 ▲	6.3%	2,296,800	0.4%	Oils/Energy
NYT New York Times	$15,614,427	$1,535,475 ▲	10.9%	299,989	0.4%	Consumer Staples
STN Stantec	$15,518,933	$41,932 ▼	-0.3%	198,004	0.4%	Business Services
FNV Franco-Nevada	$15,393,335	$77,068 ▼	-0.5%	131,227	0.4%	Basic Materials
AWK American Water Works	$15,278,533	$7,243,077 ▼	-32.2%	122,729	0.4%	Utilities
VZ Verizon Communications	$15,192,881	$3,083,149 ▼	-16.9%	379,917	0.4%	Computer and Technology
CWEN Clearway Energy	$15,074,904	$371,696 ▲	2.5%	579,804	0.4%	Oils/Energy
CBOE Cboe Global Markets	$15,008,088	$6,506,625 ▲	76.5%	76,807	0.4%	Financial Services
TSM Taiwan Semiconductor Manufacturing	$15,004,660	$12,383,253 ▲	472.4%	75,979	0.4%	Computer and Technology
MFC Manulife Financial	$14,976,184	$1,120,506 ▲	8.1%	488,364	0.4%	Finance
CI The Cigna Group	$14,498,178	$3,606,664 ▼	-19.9%	52,503	0.4%	Medical
BNDX Vanguard Total International Bond ETF	$14,094,027	$1,452,371 ▼	-9.3%	287,340	0.4%	ETF
BMO Bank of Montreal	$13,965,175	$2,736,964 ▲	24.4%	144,108	0.4%	Finance
QCOM QUALCOMM	$13,950,232	$520,925 ▼	-3.6%	90,810	0.4%	Computer and Technology
CNQ Canadian Natural Resources	$13,896,599	$335,832 ▲	2.5%	450,913	0.4%	Oils/Energy
PGR Progressive	$13,882,314	$906,160 ▼	-6.1%	57,940	0.4%	Finance
APTIV PLC	$13,829,417	$13,829,417 ▲	New Holding	228,661	0.4%	COM SHS
EXC Exelon	$13,756,178	$195,728 ▲	1.4%	365,467	0.4%	Utilities
EA Electronic Arts	$13,259,023	$2,189,965 ▼	-14.2%	90,629	0.4%	Consumer Discretionary
CRM Salesforce	$13,227,097	$12,655,407 ▲	2,213.7%	39,564	0.4%	Computer and Technology
WMT Walmart	$13,172,241	$14,092,684 ▼	-51.7%	145,798	0.4%	Retail/Wholesale
G Genpact	$13,081,797	$619,167 ▲	5.0%	304,582	0.4%	Business Services
ABT Abbott Laboratories	$13,079,701	$5,058,053 ▲	63.1%	115,637	0.4%	Medical
TFII TFI International	$13,023,925	$68,657 ▼	-0.5%	96,555	0.4%	Transportation
EG Everest Group	$12,920,612	$23,560 ▲	0.2%	35,647	0.4%	Finance
IMO Imperial Oil	$12,308,155	$481,329 ▼	-3.8%	200,069	0.3%	Oils/Energy
COST Costco Wholesale	$12,254,195	$640,473 ▼	-5.0%	13,374	0.3%	Retail/Wholesale

Showing largest 100 holdings. View all holdings.

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Northwest & Ethical Investments L.P. Top Holdings and 13F Report (2025)

About Northwest & Ethical Investments L.P.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Northwest & Ethical Investments L.P. Top Holdings and 13F Report (2025)

About Northwest & Ethical Investments L.P.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofNorthwest & Ethical Investments L.P.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools