Polar Capital Global Healthcare Trust reveals top portfolio holdings

Published 04/07/2025, 16:26
Polar Capital Global Healthcare Trust reveals top portfolio holdings

LONDON - Polar Capital Global Healthcare Trust plc has disclosed its top equity holdings and sector exposures as of June 30, 2025, according to a press release statement issued Friday.

Eli Lilly & Co (NYSE:LLY) leads the trust’s portfolio with a 6.1% allocation, followed by Abbott Laboratories (NYSE:ABT) at 5.1% and AstraZeneca (NASDAQ:AZN) at 5.0%. Other significant holdings include Intuitive Surgical (NASDAQ:ISRG) (4.6%), UCB (4.0%), and UnitedHealth Group (NYSE:UNH) (3.7%).

The top ten equity positions collectively represent 40.8% of the trust’s portfolio.

In terms of sector allocation, pharmaceuticals constitute the largest exposure at 26.4%, with healthcare equipment following at 24.7% and biotechnology at 20.1%. The trust maintains a 1.0% cash position.

Geographically, United States investments dominate the portfolio at 45.7%, while European countries represent significant allocations with Denmark at 12.1%, Switzerland at 10.8%, and the United Kingdom (TADAWUL:4280) at 7.1%.

The trust noted that its monthly factsheet, which includes commentary from the investment manager, will be available on the company’s website approximately ten working days after month-end.

Polar Capital Global Healthcare Trust is listed on the London Stock Exchange (LON:LSEG) and focuses on investments across the global healthcare sector.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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