Northwest & Ethical Investments L.p.

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-13
Total Holdings: 470
Total Value: 3685992194
Accession Number: 0002033536-25-000006
Form Type: 13F-HR
CIK: 0002033536
Manager Name: Northwest & Ethical Investments L.p.

Data Enrichment

95% identified

446 identified24 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

470 positions • $3,685,992.194K total value

470 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

Page 4 of 24

Sort by:

RB GLOBAL INC.

RBA.TO|74935Q107

193376(+2.6%)

Value:

$19.4B(+14.3%)

BANK OF MONTREAL /CAN/

BMO|063671101

202639(+40.6%)

Value:

$19.4B(+38.6%)

Veralto Corp

VLTO|92338C103

196330(-1.1%)

Value:

$19.1B(-5.4%)

ServiceNow, Inc.

NOW|81762P102

23922(+24.4%)

Value:

$19.0B(-6.5%)

Autodesk, Inc.

ADSK|052769106

71684(-1.2%)

Value:

$18.8B(-12.4%)

PROGRESSIVE CORP/OH/

PGR|743315103

65978(+13.9%)

Value:

$18.7B(+34.5%)

Alphabet Inc.

GOOGL|02079K305

120132(-30.1%)

Value:

$18.6B(-42.9%)

VERIZON COMMUNICATIONS INC

VZ|92343V104

402743(+6.0%)

Value:

$18.3B(+20.2%)

STANTEC INC

STN|85472N109

216924(+9.6%)

Value:

$18.0B(+15.9%)

PENTAIR plc

PNR|G7S00T104

205181(-1.2%)

Value:

$17.9B(-14.1%)

ORACLE CORP

ORCL|68389X105

127205(-18.1%)

Value:

$17.8B(-31.3%)

COMCAST CORP

CMCSA|20030N101

459858(+5.6%)

Value:

$17.0B(+3.8%)

Genpact LTD

G|G3922B107

332336(+9.1%)

Value:

$16.7B(+28.0%)

Marvell Technology, Inc.

MRVL|573874104

265486

Value:

$16.3B

Nutrien Ltd.

NTR|67077M108

327983(-9.0%)

Value:

$16.3B(+1.1%)

ABBOTT LABORATORIES

ABT|002824100

122438(+5.9%)

Value:

$16.2B(+24.2%)

MANULIFE FINANCIAL CORP

MFC|56501R106

516568(+5.8%)

Value:

$16.1B(+7.5%)

Booking Holdings Inc.

BKNG|09857L108

3454(+7.1%)

Value:

$15.9B(-0.7%)

Salesforce, Inc.

CRM|79466L302

57217(+44.6%)

Value:

$15.4B(+16.1%)

MAGNA INTERNATIONAL INC

MGA|559222401

442017(-5.5%)

Value:

$15.0B(-23.0%)

Instrument	Shares		Other Manager	Value
Rb Global Inc.(RBA.TOcusip74935Q107)	193.4K	QoQ +2.59% (+4.9K) YoY-	All Managers (Combined)	$19.4M	QoQ +14.35% (+$2.4M) YoY-
Bank Of Montreal /Can/(BMOcusip063671101)	202.6K	QoQ +40.61% (+58.5K) YoY-	All Managers (Combined)	$19.4M	QoQ +38.64% (+$5.4M) YoY-
Veralto Corp(VLTOcusip92338C103)	196.3K	QoQ -1.15% (-2.3K) YoY-	All Managers (Combined)	$19.1M	QoQ -5.42% (-$1.1M) YoY-
Servicenow, Inc.(NOWcusip81762P102)	23.9K	QoQ +24.42% (-4.7K) YoY-	All Managers (Combined)	$19.0M	QoQ -6.55% (-$1.3M) YoY-
Autodesk, Inc.(ADSKcusip052769106)	71.7K	QoQ -1.16% (-842) YoY-	All Managers (Combined)	$18.8M	QoQ -12.45% (-$2.7M) YoY-
Progressive Corp/Oh/(PGRcusip743315103)	66.0K	QoQ +13.87% (+8.0K) YoY-	All Managers (Combined)	$18.7M	QoQ +34.48% (+$4.8M) YoY-
Alphabet Inc.(GOOGLcusip02079K305)	120.1K	QoQ -30.11% (-51.8K) YoY-	All Managers (Combined)	$18.6M	QoQ -42.91% (-$14.0M) YoY-
Verizon Communications Inc(VZcusip92343V104)	402.7K	QoQ +6.00% (+22.8K) YoY-	All Managers (Combined)	$18.3M	QoQ +20.24% (+$3.1M) YoY-
Stantec Inc(STNcusip85472N109)	216.9K	QoQ +9.55% (+18.9K) YoY-	All Managers (Combined)	$18.0M	QoQ +15.87% (+$2.5M) YoY-
Pentair Plc(PNRcusipG7S00T104)	205.2K	QoQ -1.16% (-2.4K) YoY-	All Managers (Combined)	$17.9M	QoQ -14.08% (-$2.9M) YoY-
Oracle Corp(ORCLcusip68389X105)	127.2K	QoQ -18.12% (-28.2K) YoY-	All Managers (Combined)	$17.8M	QoQ -31.30% (-$8.1M) YoY-
Comcast Corp(CMCSAcusip20030N101)	459.9K	QoQ +5.59% (+24.4K) YoY-	All Managers (Combined)	$17.0M	QoQ +3.82% (+$624.9K) YoY-
Genpact Ltd(GcusipG3922B107)	332.3K	QoQ +9.11% (+27.8K) YoY-	All Managers (Combined)	$16.7M	QoQ +27.98% (+$3.7M) YoY-
Marvell Technology, Inc.(MRVLcusip573874104)	265.5K	QoQ NEW(+265.5K) YoY-	All Managers (Combined)	$16.3M	QoQ NEW(+$16.3M) YoY-
Nutrien Ltd.(NTRcusip67077M108)	328.0K	QoQ -9.01% (-32.5K) YoY-	All Managers (Combined)	$16.3M	QoQ +1.15% (-$186.1K) YoY-
Abbott Laboratories(ABTcusip002824100)	122.4K	QoQ +5.88% (+6.8K) YoY-	All Managers (Combined)	$16.2M	QoQ +24.17% (+$3.2M) YoY-
Manulife Financial Corp(MFCcusip56501R106)	516.6K	QoQ +5.77% (+28.2K) YoY-	All Managers (Combined)	$16.1M	QoQ +7.54% (+$1.1M) YoY-
Booking Holdings Inc.(BKNGcusip09857L108)	3.5K	QoQ +7.06% (-228) YoY-	All Managers (Combined)	$15.9M	QoQ -0.72% (-$115.9K) YoY-
Salesforce, Inc.(CRMcusip79466L302)	57.2K	QoQ +44.61% (+17.7K) YoY-	All Managers (Combined)	$15.4M	QoQ +16.07% (+$2.1M) YoY-
Magna International Inc(MGAcusip559222401)	442.0K	QoQ -5.49% (-25.7K) YoY-	All Managers (Combined)	$15.0M	QoQ -22.97% (-$4.5M) YoY-