updated
53 results Total investment of current selection: $ 523 M
| # | Name | Name | Name | Type | Country of HQ | Country of HQ | Country of HQ | Sectors | subsidiaries | Shares $M | Bonds $M | Total $M | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Schlumberger Ltd (SLB) | Edmond de Rothschild | investment | Switzerland | United States | Europe (non EU) | North America | Schlumberger Finance Canada Ltd, Schlumberger Finance BV | $ 141 M | $ 141 M | |||||
| 2 | TotalEnergies SE | Edmond de Rothschild | 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 | $ 41 M | $ 14 M | $ 55 M | ||||
| 3 | NextEra Energy Inc | Edmond de Rothschild | investment | Switzerland | United States | Europe (non EU) | North America | NextEra Energy Capital Holdings Inc, Pipeline Funding Company LLC | $ 53 M | $ <1 M | $ 54 M | ||||
| 4 | Enel SpA | Edmond de Rothschild | 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 | $ 17 M | $ 26 M | $ 44 M | ||||
| 5 | ConocoPhillips | Edmond de Rothschild | investment | Switzerland | United States | Europe (non EU) | North America | Polar Tankers Inc, Conoco Funding Co | $ 39 M | $ 39 M | |||||
| 6 | Ecopetrol SA | Edmond de Rothschild | investment | Switzerland | Colombia | Europe (non EU) | South America | $ 27 M | $ 27 M | ||||||
| 7 | EP Investment Sarl | Edmond de Rothschild | investment | Switzerland | Luxembourg | Europe (non EU) | Europe (EU) | EP Kilroot Ltd, EP Resources CZ as, EP Infrastructure a.s., EP Power Europe as (EPPE), EPH Financing SK as, Kraftwerk Mehrum GmbH, Lausitz Energie Bergbau AG, Lausitz Energie Kraftwerke AG, Lausitz Energie Verwaltungs GmbH, LEAG Holding as, Mitteldeutsche Braunkohlengesellschaft mbH (MIBRAG), EP France SAS, Kraftwerk Schkopau GbR, Kraftwerk Schkopau Betriebsgesellschaft GmbH, EPH Financing CZ as, EP Produzione SpA, Fiume Santo SpA, Gazel Energie Generation SAS, EP Corporate Group as | $ 14 M | $ 14 M | |||||
| 8 | Repsol SA | Edmond de Rothschild | investment | Switzerland | Spain | Europe (non EU) | Europe (EU) | Repsol Europe Finance SARL, Repsol Netherlands Finance BV, Repsol International Finance BV | $ 2 M | $ 9 M | $ 11 M | ||||
| 9 | Electricite de France SA (EDF Group) | Edmond de Rothschild | investment | Switzerland | France | Europe (non EU) | Europe (EU) | $ 10 M | $ 10 M | ||||||
| 10 | Reliance Industries Ltd | Edmond de Rothschild | investment | Switzerland | India | Europe (non EU) | South Asia | $ 9 M | $ 9 M | ||||||
| 11 | Exxon Mobil Corporation | Edmond de Rothschild | investment | Switzerland | United States | Europe (non EU) | North America | Imperial Oil Ltd | $ 9 M | $ 9 M | |||||
| 12 | Frontera Energy Corporation | Edmond de Rothschild | investment | Switzerland | Canada | Europe (non EU) | North America | $ 8 M | $ 8 M | ||||||
| 13 | SSE plc | Edmond de Rothschild | investment | Switzerland | United Kingdom | Europe (non EU) | Europe (non EU) | $ 2 M | $ 6 M | $ 8 M | |||||
| 14 | JSC NC KazMunayGas (KMG) | Edmond de Rothschild | investment | Switzerland | Kazakhstan | Europe (non EU) | Central & Western Asia | KazMunaiGaz Finance Sub BV | $ 7 M | $ 7 M | |||||
| 15 | Pampa Energia SA | Edmond de Rothschild | investment | Switzerland | Argentina | Europe (non EU) | South America | $ 7 M | $ 7 M | ||||||
| 16 | BP plc | Edmond de Rothschild | 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 | $ <1 M | $ 6 M | $ 7 M | ||||
| 17 | Tullow Oil plc | Edmond de Rothschild | investment | Switzerland | United Kingdom | Europe (non EU) | Europe (non EU) | Tullow Oil (Jersey) Ltd, Tullow Oil Finance Ltd | $ 7 M | $ 7 M | |||||
| 18 | Seplat Energy Plc | Edmond de Rothschild | investment | Switzerland | Nigeria | Europe (non EU) | Western Africa | $ 6 M | $ 6 M | ||||||
| 19 | GeoPark Ltd | Edmond de Rothschild | investment | Switzerland | Colombia | Europe (non EU) | South America | Amerisur Resources Ltd | $ 6 M | $ 6 M | |||||
| 20 | INEOS Ltd | Edmond de Rothschild | investment | Switzerland | United Kingdom | Europe (non EU) | Europe (non EU) | $ 5 M | $ 5 M | ||||||
| 21 | A2A SpA | Edmond de Rothschild | investment | Switzerland | France | Europe (non EU) | Europe (EU) | $ 5 M | $ 5 M | ||||||
| 22 | Siemens AG | Edmond de Rothschild | investment | Switzerland | Germany | Europe (non EU) | Europe (EU) | $ 4 M | $ 4 M | ||||||
| 23 | The Carlyle Group Inc | Edmond de Rothschild | investment | Switzerland | United States | Europe (non EU) | North America | Carlyle Finance LLC, Carlyle Holdings Finance LLC | $ 4 M | $ 4 M | |||||
| 24 | Snam SpA | Edmond de Rothschild | investment | Switzerland | Italy | Europe (non EU) | Europe (EU) | Ravenna LNG Terminal SRL, Enura SpA | $ 4 M | $ 4 M | |||||
| 25 | UltraTech Cement Ltd | Edmond de Rothschild | investment | Switzerland | India | Europe (non EU) | South Asia | $ 3 M | $ 3 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!