Evelyn Partners Group Ltd has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists the firm’s address as 45 Gresham Street in London, with Matthew Francis Dean serving as the Head of Central Oversight responsible for the report.
The filing details a portfolio of 1,328 individual equity securities. The data includes the names of the issuers, the number of shares held, and the sole voting and dispositive power over those shares.
The portfolio includes a mix of major technology, healthcare, and financial services companies. Notable positions include Alphabet Inc. Class A and Class C shares, Amazon.com Inc., Apple Inc., and Bank of America Corp. The filing also lists significant holdings in healthcare names such as AbbVie Inc. and AstraZeneca PLC, as well as industrial and materials companies like Boeing Co. and Barrick Gold Corp.
The report lists four related entities managing the assets, including Evelyn Partners Investment Management LLP, Evelyn Partners Investment Management Services Ltd, Evelyn Partners Asset Management Ltd, and Evelyn Partners Investment Management (Europe) Ltd.
