updated
62 results Total investment of current selection: $ 504 M
| # | Name | Name | Name | Type | Country of HQ | Country of HQ | Country of HQ | Sectors | subsidiaries | Shares $M | Bonds $M | Total $M | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Shell plc | EFG International | investment | Switzerland | United Kingdom | Europe (non EU) | Europe (non EU) | Shell Finance Netherlands BV, Shell Finance Switzerland AG, Shell Treasury Centre East Pte Ltd, Shell Treasury Centre Ltd, Shell Treasury Luxembourg SARL, Shell International Finance BV | $ 113 M | $ <1 M | $ 114 M | ||||
| 2 | BP plc | EFG International | investment | Switzerland | United Kingdom | Europe (non EU) | Europe (non EU) | Atlantic Richfield Co, BP Finance Australia Pty Ltd, BP Capital Markets PLC, BP Capital Markets America Inc, BP Capital Markets BV | $ 19 M | $ 33 M | $ 52 M | ||||
| 3 | Enel SpA | EFG International | investment | Switzerland | Italy | Europe (non EU) | Europe (EU) | Endesa SA, Nuove Energie SRL, Enel Finance International NV, Enel Investment Holding BV, Endesa Financiación Filiales SA, Enel Finance America LLC | $ 32 M | $ 32 M | |||||
| 4 | Comision Federal de Electricidad EPE (CFE) | EFG International | investment | Switzerland | Mexico | Europe (non EU) | Central America | $ 28 M | $ 28 M | ||||||
| 5 | National Grid plc | EFG International | investment | Switzerland | United Kingdom | Europe (non EU) | Europe (non EU) | $ 20 M | $ 3 M | $ 23 M | |||||
| 6 | Diamondback Energy Inc | EFG International | investment | Switzerland | United States | Europe (non EU) | North America | $ 18 M | $ 18 M | ||||||
| 7 | Equinor ASA | EFG International | investment | Switzerland | Norway | Europe (non EU) | Europe (non EU) | $ 15 M | $ 15 M | ||||||
| 8 | Petroleos Mexicanos (PEMEX) | EFG International | investment | Switzerland | Mexico | Europe (non EU) | Central America | Pemex Finance Ltd | $ 14 M | $ 14 M | |||||
| 9 | Reliance Industries Ltd | EFG International | investment | Switzerland | India | Europe (non EU) | South Asia | $ 13 M | $ 13 M | ||||||
| 10 | Indian Railways | EFG International | investment | Switzerland | India | Europe (non EU) | South Asia | Indian Railway Finance Corp Ltd | $ 11 M | $ 11 M | |||||
| 11 | TotalEnergies SE | EFG International | investment | Switzerland | France | Europe (non EU) | Europe (EU) | Total Finance SAS, Total Treasury SAS, TotalEnergies Capital SA, TotalEnergies Capital Canada Ltd, TotalEnergies Capital International SA, East African Crude Oil Pipeline (EACOP) Ltd | $ 7 M | $ 4 M | $ 11 M | ||||
| 12 | SSE plc | EFG International | investment | Switzerland | United Kingdom | Europe (non EU) | Europe (non EU) | $ 11 M | $ 11 M | ||||||
| 13 | QatarEnergy | EFG International | investment | Switzerland | Qatar | Europe (non EU) | Middle East | Ras Laffan Liquefied Natural Gas Co Ltd, Golden Pass LNG Terminal LLC | $ 11 M | $ 11 M | |||||
| 14 | PT Indonesia Asahan Aluminium | EFG International | investment | Switzerland | Indonesia | Europe (non EU) | South-East Asia | PT Bukit Asam Tbk, PT Bukit Asam Prima, PT Bukit Pembangkit Innovative, PT Internasional Prima Coal | $ 10 M | $ 10 M | |||||
| 15 | Glencore plc | EFG International | investment | Switzerland | Switzerland | Europe (non EU) | Europe (non EU) | CMC - Coal Marketing Co Ltd, Goedgevonden Joint Venture, Carbones del Cerrejon Ltd, Bulga Coal Management Pty Ltd, Glencore Finance (Europe) Ltd, Glencore Funding LLC, Liddell Coal Operations Pty Ltd, Mt Owen Pty Ltd, Ravensworth Operations Pty Ltd, Ulan Coal Mines Ltd, Glencore Group Funding Ltd, Glencore Finance (Bermuda) Ltd, Glencore Queensland Ltd, Glencore Capital Finance DAC, Finges Investment BV, Glencore (Schweiz) AG, Glencore Australia Investment Holdings Pty Ltd, Glencore Operations Australia Pty Ltd, Glencore Investment Pty Ltd, Oakbridge Pty Ltd, Rolleston Coal Holdings Pty Ltd, Mangoola Coal Operations Pty Ltd, NC Coal Co Pty Ltd, Wandoan Holdings Pty Ltd, Saxonvale Coal Pty Ltd, Enex Oakbridge Pty Ltd | $ 9 M | $ 9 M | |||||
| 16 | UltraTech Cement Ltd | EFG International | investment | Switzerland | India | Europe (non EU) | South Asia | $ 9 M | $ 9 M | ||||||
| 17 | Kinder Morgan Inc | EFG International | investment | Switzerland | United States | Europe (non EU) | North America | El Paso Energy Capital Trust I, Coastal Finance I, Colorado Interstate Gas Company LLC, El Paso Natural Gas Co LLC, Tennessee Gas Pipeline Company LLC, Gulf LNG Liquefaction Company LLC | $ 8 M | $ 8 M | |||||
| 18 | ConocoPhillips | EFG International | investment | Switzerland | United States | Europe (non EU) | North America | Polar Tankers Inc, Conoco Funding Co | $ 8 M | $ 8 M | |||||
| 19 | Sasol Ltd | EFG International | investment | Switzerland | South Africa | Europe (non EU) | Southern Africa | Sasol Financing (Pty) Ltd, Sasol Financing Pty Ltd, Sasol Financing USA LLC, Sasol Mining Pty Ltd, Sasol Financing International Ltd, Sasol Financing International Ltd/Isle of Man | $ 7 M | $ 7 M | |||||
| 20 | Blackstone Inc | EFG International | investment | Switzerland | United States | Europe (non EU) | North America | Magnolia Power LLC | $ 7 M | $ 7 M | |||||
| 21 | Chevron Corporation | EFG International | investment | Switzerland | United States | Europe (non EU) | North America | Texaco Capital Inc, Texaco Capital LLC, Tengizchevroil LLP | $ 6 M | $ 6 M | |||||
| 22 | Electricite de France SA (EDF Group) | EFG International | investment | Switzerland | France | Europe (non EU) | Europe (EU) | $ 6 M | $ 6 M | ||||||
| 23 | Mitsui & Co Ltd | EFG International | investment | Switzerland | Japan | Europe (non EU) | East Asia | Mitsui Oil Exploration Co Ltd, Mitsui & Co Financial Services (Asia) Ltd, Mitsui & Co Financial Services (Europe) PLC | $ 5 M | $ 5 M | |||||
| 24 | Engie SA | EFG International | investment | Switzerland | France | Europe (non EU) | Europe (EU) | Engie Finance SA, GRTgaz SA, ENGIE Energia Chile SA | $ 5 M | $ 5 M | |||||
| 25 | Wanhua Chemical Group Co Ltd | EFG International | investment | Switzerland | China | Europe (non EU) | East Asia | Wanhua Chemical (Ningbo) Thermal Power Co Ltd, Wanhua Chemical (YANTAI) CHLOR-ALKALI Thermal POWER Co Ltd | $ 5 M | $ 5 M |
Remarks
Financial data is drawn from the commercial database Refinitiv (now known as LSEG Data & Analytics). For a selection of pension and sovereign wealth funds, data was collected from the fund disclosures and SEC filings in individual cases. The data was retrieved in May 2024, 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.
For more information read our detailed Methodology!