| Coal Industry Sector: | Services, Power |
| Coal Share of Revenue: | >30% |
| Expansion Plans: | No |
Listed on the Global Coal Exit List 2022
44 results Total investment of current selection: $ 586 M
| # | Name | Name | Name | Type | Country of HQ | Country of HQ | Country of HQ | Shares | Bonds | Total | Shares | Bonds | Total | Shares $M | Bonds $M | Total $M | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 1 | Life Insurance Corporation of India | Bharat Heavy Electricals Ltd | Life Insurance Corporation of India | investment | India | India | South Asia | South Asia | $ 336 M | $ 336 M | $ 336 M | $ 336 M | ||||||||
| 2 | 1 | Nippon Life Insurance | Bharat Heavy Electricals Ltd | Nippon Life Insurance | investment | Japan | India | East Asia | South Asia | $ 45 M | $ 45 M | $ 45 M | $ 45 M | ||||||||
| 3 | 1 | Fidelity Investments | Bharat Heavy Electricals Ltd | Fidelity Investments | investment | United States | India | North America | South Asia | $ 38 M | $ 38 M | $ 38 M | $ 38 M | ||||||||
| 4 | 1 | Vanguard | Bharat Heavy Electricals Ltd | Vanguard | investment | United States | India | North America | South Asia | $ 37 M | $ 37 M | $ 37 M | $ 37 M | ||||||||
| 5 | 1 | Dimensional Fund Advisors | Bharat Heavy Electricals Ltd | Dimensional Fund Advisors | investment | United States | India | North America | South Asia | $ 16 M | $ 16 M | $ 16 M | $ 16 M | ||||||||
| 6 | 1 | Sun Life Financial | Bharat Heavy Electricals Ltd | Sun Life Financial | investment | Canada | India | North America | South Asia | $ 15 M | $ 15 M | $ 15 M | $ 15 M | ||||||||
| 7 | 1 | Tata Group | Bharat Heavy Electricals Ltd | Tata Group | investment | India | India | South Asia | South Asia | $ 14 M | $ 14 M | $ 14 M | $ 14 M | ||||||||
| 8 | 1 | BlackRock | Bharat Heavy Electricals Ltd | BlackRock | investment | United States | India | North America | South Asia | $ 14 M | $ 14 M | $ 14 M | $ 14 M | ||||||||
| 9 | 1 | HDFC Bank | Bharat Heavy Electricals Ltd | HDFC Bank | investment | India | India | South Asia | South Asia | $ 8 M | $ 8 M | $ 8 M | $ 8 M | ||||||||
| 10 | 1 | Kotak Mahindra Bank | Bharat Heavy Electricals Ltd | Kotak Mahindra Bank | investment | India | India | South Asia | South Asia | $ 8 M | $ 8 M | $ 8 M | $ 8 M | ||||||||
| 11 | 1 | ICICI Bank | Bharat Heavy Electricals Ltd | ICICI Bank | investment | India | India | South Asia | South Asia | $ 8 M | $ 8 M | $ 8 M | $ 8 M | ||||||||
| 12 | 1 | DSP Group | Bharat Heavy Electricals Ltd | DSP Group | investment | India | India | South Asia | South Asia | $ 6 M | $ 6 M | $ 6 M | $ 6 M | ||||||||
| 13 | 1 | State Bank of India | Bharat Heavy Electricals Ltd | State Bank of India | investment | India | India | South Asia | South Asia | $ 5 M | $ 5 M | $ 5 M | $ 5 M | ||||||||
| 14 | 1 | State Street | Bharat Heavy Electricals Ltd | State Street | investment | United States | India | North America | South Asia | $ 5 M | $ 5 M | $ 5 M | $ 5 M | ||||||||
| 15 | 1 | Research Affiliates | Bharat Heavy Electricals Ltd | Research Affiliates | investment | United States | India | North America | South Asia | $ 4 M | $ 4 M | $ 4 M | $ 4 M | ||||||||
| 16 | 1 | UTI Asset Management Co Ltd | Bharat Heavy Electricals Ltd | UTI Asset Management Co Ltd | investment | India | India | South Asia | South Asia | $ 4 M | $ 4 M | $ 4 M | $ 4 M | ||||||||
| 17 | 1 | Aditya Birla Capital | Bharat Heavy Electricals Ltd | Aditya Birla Capital | investment | India | India | South Asia | South Asia | $ 3 M | $ 3 M | $ 3 M | $ 3 M | ||||||||
| 18 | 1 | Polunin Capital Partners | Bharat Heavy Electricals Ltd | Polunin Capital Partners | investment | United Kingdom | India | Europe (non EU) | South Asia | $ 2 M | $ 2 M | $ 2 M | $ 2 M | ||||||||
| 19 | 1 | Edelweiss Financial Services | Bharat Heavy Electricals Ltd | Edelweiss Financial Services | investment | India | India | South Asia | South Asia | $ 2 M | $ 2 M | $ 2 M | $ 2 M | ||||||||
| 20 | 1 | Pensioenfonds Zorg en Welzijn (PFZW) | Bharat Heavy Electricals Ltd | Pensioenfonds Zorg en Welzijn (PFZW) | investment | Netherlands | India | Europe (EU) | South Asia | $ 2 M | $ 2 M | $ 2 M | $ 2 M | ||||||||
| 21 | 1 | IDFC | Bharat Heavy Electricals Ltd | IDFC | investment | India | India | South Asia | South Asia | $ 2 M | $ 2 M | $ 2 M | $ 2 M | ||||||||
| 22 | 1 | Charles Schwab | Bharat Heavy Electricals Ltd | Charles Schwab | investment | United States | India | North America | South Asia | $ 2 M | $ 2 M | $ 2 M | $ 2 M | ||||||||
| 23 | 1 | L&T Finance Holdings | Bharat Heavy Electricals Ltd | L&T Finance Holdings | investment | India | India | South Asia | South Asia | $ 1 M | $ 1 M | $ 1 M | $ 1 M | ||||||||
| 24 | 1 | TIAA | Bharat Heavy Electricals Ltd | TIAA | investment | United States | India | North America | South Asia | $ 1 M | $ 1 M | $ 1 M | $ 1 M | ||||||||
| 25 | 1 | American Century Investments | Bharat Heavy Electricals Ltd | American Century Investments | investment | United States | India | North America | South Asia | $ 1 M | $ 1 M | $ 1 M | $ 1 M |
Remarks
Financial data is drawn from the commercial databases Refinitiv and EMAXX. For a selection of pension funds, data was collected from the pension funds' disclosure. The data was retrieved in January 2023, but filings can be older than that and might have changed since. This might especially be the case if an investor introduced a fossil fuel policy in the meantime. We acknowledge that shares and bonds of some Russian companies can't be traded on all markets anymore and were written off some investors’ portfolios.
This report is meant for information purposes only and not as a source of any specific investment recommendation. Nothing herein shall constitute or be construed as a recommendation, endorsement, or sponsorship of any company or fund. You should determine on your own whether you agree with the content of this information and data provided.
Since publications, various corrections to the data were made. The most recent update was made on 8 August 2023.
For any questions or requests for further information, please get in touch with us: financeresearch@urgewald.org