| Coal Industry Sector: | Power |
| Coal Share of Revenue: | >85% |
| Expansion Plans: | Yes |
Listed on the Global Coal Exit List 2022
120 results Total investment of current selection: $ 8,008 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 | Government Employees Pension Fund | Eskom Holdings Soc Ltd | Government Employees Pension Fund | investment | South Africa | South Africa | Southern Africa | Southern Africa | $ 5,588 M | $ 5,588 M | $ 5,588 M | $ 5,588 M | ||||||||
| 2 | 1 | Allianz | Eskom Holdings Soc Ltd | Allianz | investment | Germany | South Africa | Europe (EU) | Southern Africa | $ 441 M | $ 441 M | $ 441 M | $ 441 M | ||||||||
| 3 | 1 | M&G | Eskom Holdings Soc Ltd | M&G | investment | United Kingdom | South Africa | Europe (non EU) | Southern Africa | $ 218 M | $ 218 M | $ 218 M | $ 218 M | ||||||||
| 4 | 1 | BlackRock | Eskom Holdings Soc Ltd | BlackRock | investment | United States | South Africa | North America | Southern Africa | $ 207 M | $ 207 M | $ 207 M | $ 207 M | ||||||||
| 5 | 1 | TCW Group | Eskom Holdings Soc Ltd | TCW Group | investment | United States | South Africa | North America | Southern Africa | $ 126 M | $ 126 M | $ 126 M | $ 126 M | ||||||||
| 6 | 1 | Fidelity Investments | Eskom Holdings Soc Ltd | Fidelity Investments | investment | United States | South Africa | North America | Southern Africa | $ 120 M | $ 120 M | $ 120 M | $ 120 M | ||||||||
| 7 | 1 | Sun Life Financial | Eskom Holdings Soc Ltd | Sun Life Financial | investment | Canada | South Africa | North America | Southern Africa | $ 96 M | $ 96 M | $ 96 M | $ 96 M | ||||||||
| 8 | 1 | Prudential Financial (US) | Eskom Holdings Soc Ltd | Prudential Financial (US) | investment | United States | South Africa | North America | Southern Africa | $ 92 M | $ 92 M | $ 92 M | $ 92 M | ||||||||
| 9 | 1 | Ninety One | Eskom Holdings Soc Ltd | Ninety One | investment | South Africa | South Africa | Southern Africa | Southern Africa | $ 84 M | $ 84 M | $ 84 M | $ 84 M | ||||||||
| 10 | 1 | TIAA | Eskom Holdings Soc Ltd | TIAA | investment | United States | South Africa | North America | Southern Africa | $ 83 M | $ 83 M | $ 83 M | $ 83 M | ||||||||
| 11 | 1 | JPMorgan Chase | Eskom Holdings Soc Ltd | JPMorgan Chase | investment | United States | South Africa | North America | Southern Africa | $ 78 M | $ 78 M | $ 78 M | $ 78 M | ||||||||
| 12 | 1 | Allan & Gill Gray Foundation | Eskom Holdings Soc Ltd | Allan & Gill Gray Foundation | investment | Bermuda | South Africa | North America | Southern Africa | $ 77 M | $ 77 M | $ 77 M | $ 77 M | ||||||||
| 13 | 1 | Pensioenfonds Metaal en Techniek (PMT) | Eskom Holdings Soc Ltd | Pensioenfonds Metaal en Techniek (PMT) | investment | Netherlands | South Africa | Europe (EU) | Southern Africa | $ 71 M | $ 71 M | $ 71 M | $ 71 M | ||||||||
| 14 | 1 | Goldman Sachs | Eskom Holdings Soc Ltd | Goldman Sachs | investment | United States | South Africa | North America | Southern Africa | $ 60 M | $ 60 M | $ 60 M | $ 60 M | ||||||||
| 15 | 1 | Vanguard | Eskom Holdings Soc Ltd | Vanguard | investment | United States | South Africa | North America | Southern Africa | $ 47 M | $ 47 M | $ 47 M | $ 47 M | ||||||||
| 16 | 1 | Virtus Investment Partners | Eskom Holdings Soc Ltd | Virtus Investment Partners | investment | United States | South Africa | North America | Southern Africa | $ 43 M | $ 43 M | $ 43 M | $ 43 M | ||||||||
| 17 | 1 | Grantham Mayo Van Otterloo & Co | Eskom Holdings Soc Ltd | Grantham Mayo Van Otterloo & Co | investment | United States | South Africa | North America | Southern Africa | $ 43 M | $ 43 M | $ 43 M | $ 43 M | ||||||||
| 18 | 1 | Standard Bank | Eskom Holdings Soc Ltd | Standard Bank | investment | South Africa | South Africa | Southern Africa | Southern Africa | $ 41 M | $ 41 M | $ 41 M | $ 41 M | ||||||||
| 19 | 1 | UBS | Eskom Holdings Soc Ltd | UBS | investment | Switzerland | South Africa | Europe (non EU) | Southern Africa | $ 28 M | $ 28 M | $ 28 M | $ 28 M | ||||||||
| 20 | 1 | Abrdn | Eskom Holdings Soc Ltd | Abrdn | investment | United Kingdom | South Africa | Europe (non EU) | Southern Africa | $ 28 M | $ 28 M | $ 28 M | $ 28 M | ||||||||
| 21 | 1 | Vontobel | Eskom Holdings Soc Ltd | Vontobel | investment | Switzerland | South Africa | Europe (non EU) | Southern Africa | $ 27 M | $ 27 M | $ 27 M | $ 27 M | ||||||||
| 22 | 1 | Granate Asset Management | Eskom Holdings Soc Ltd | Granate Asset Management | investment | South Africa | South Africa | Southern Africa | Southern Africa | $ 20 M | $ 20 M | $ 20 M | $ 20 M | ||||||||
| 23 | 1 | Equitable Holdings | Eskom Holdings Soc Ltd | Equitable Holdings | investment | United States | South Africa | North America | Southern Africa | $ 20 M | $ 20 M | $ 20 M | $ 20 M | ||||||||
| 24 | 1 | State of Wisconsin Investment Board | Eskom Holdings Soc Ltd | State of Wisconsin Investment Board | investment | United States | South Africa | North America | Southern Africa | $ 20 M | $ 20 M | $ 20 M | $ 20 M | ||||||||
| 25 | 1 | Colchester Global Investors | Eskom Holdings Soc Ltd | Colchester Global Investors | investment | United Kingdom | South Africa | Europe (non EU) | Southern Africa | $ 19 M | $ 19 M | $ 19 M | $ 19 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