| Coal Industry Sector: | Mining |
| Coal Share of Revenue: | >70% |
| Expansion Plans: | Yes |
Listed on the Global Coal Exit List 2022
175 results Total investment of current selection: $ 2,328 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 | Exxaro Resources Ltd | Government Employees Pension Fund | investment | South Africa | South Africa | Southern Africa | Southern Africa | $ 627 M | $ 627 M | $ 627 M | $ 627 M | ||||||||
| 2 | 1 | Public Investment Corporation | Exxaro Resources Ltd | Public Investment Corporation | investment | South Africa | South Africa | Southern Africa | Southern Africa | $ 499 M | $ 499 M | $ 499 M | $ 499 M | ||||||||
| 3 | 1 | Coronation Fund Managers | Exxaro Resources Ltd | Coronation Fund Managers | investment | South Africa | South Africa | Southern Africa | Southern Africa | $ 255 M | $ 255 M | $ 255 M | $ 255 M | ||||||||
| 4 | 1 | M&G | Exxaro Resources Ltd | M&G | investment | United Kingdom | South Africa | Europe (non EU) | Southern Africa | $ 250 M | $ <1 M | $ 251 M | $ 250 M | $ <1 M | $ 251 M | ||||||
| 5 | 1 | Vanguard | Exxaro Resources Ltd | Vanguard | investment | United States | South Africa | North America | Southern Africa | $ 102 M | $ 102 M | $ 102 M | $ 102 M | ||||||||
| 6 | 1 | BlackRock | Exxaro Resources Ltd | BlackRock | investment | United States | South Africa | North America | Southern Africa | $ 97 M | $ 97 M | $ 97 M | $ 97 M | ||||||||
| 7 | 1 | Sanlam | Exxaro Resources Ltd | Sanlam | investment | South Africa | South Africa | Southern Africa | Southern Africa | $ 44 M | $ <1 M | $ 44 M | $ 44 M | $ <1 M | $ 44 M | ||||||
| 8 | 1 | Dimensional Fund Advisors | Exxaro Resources Ltd | Dimensional Fund Advisors | investment | United States | South Africa | North America | Southern Africa | $ 40 M | $ 40 M | $ 40 M | $ 40 M | ||||||||
| 9 | 1 | American Century Investments | Exxaro Resources Ltd | American Century Investments | investment | United States | South Africa | North America | Southern Africa | $ 37 M | $ 37 M | $ 37 M | $ 37 M | ||||||||
| 10 | 1 | PSG Konsult | Exxaro Resources Ltd | PSG Konsult | investment | South Africa | South Africa | Southern Africa | Southern Africa | $ 31 M | $ 31 M | $ 31 M | $ 31 M | ||||||||
| 11 | 1 | Government Pension Investment Fund (GPIF) | Exxaro Resources Ltd | Government Pension Investment Fund (GPIF) | investment | Japan | South Africa | East Asia | Southern Africa | $ 24 M | $ 24 M | $ 24 M | $ 24 M | ||||||||
| 12 | 1 | Jupiter Fund Management | Exxaro Resources Ltd | Jupiter Fund Management | investment | United Kingdom | South Africa | Europe (non EU) | Southern Africa | $ 24 M | $ 24 M | $ 24 M | $ 24 M | ||||||||
| 13 | 1 | Ninety One | Exxaro Resources Ltd | Ninety One | investment | South Africa | South Africa | Southern Africa | Southern Africa | $ 17 M | $ 17 M | $ 17 M | $ 17 M | ||||||||
| 14 | 1 | Standard Bank | Exxaro Resources Ltd | Standard Bank | investment | South Africa | South Africa | Southern Africa | Southern Africa | $ 16 M | $ 16 M | $ 16 M | $ 16 M | ||||||||
| 15 | 1 | Truffle Asset Management | Exxaro Resources Ltd | Truffle Asset Management | investment | South Africa | South Africa | Southern Africa | Southern Africa | $ 16 M | $ 16 M | $ 16 M | $ 16 M | ||||||||
| 16 | 1 | Geode Capital Holdings | Exxaro Resources Ltd | Geode Capital Holdings | investment | United States | South Africa | North America | Southern Africa | $ 12 M | $ 12 M | $ 12 M | $ 12 M | ||||||||
| 17 | 1 | Bank of New York Mellon | Exxaro Resources Ltd | Bank of New York Mellon | investment | United States | South Africa | North America | Southern Africa | $ 12 M | $ 12 M | $ 12 M | $ 12 M | ||||||||
| 18 | 1 | Momentum Outcome-based Solutions | Exxaro Resources Ltd | Momentum Outcome-based Solutions | investment | South Africa | South Africa | Southern Africa | Southern Africa | $ 11 M | $ 11 M | $ 11 M | $ 11 M | ||||||||
| 19 | 1 | Charles Schwab | Exxaro Resources Ltd | Charles Schwab | investment | United States | South Africa | North America | Southern Africa | $ 10 M | $ 10 M | $ 10 M | $ 10 M | ||||||||
| 20 | 1 | Victory Capital | Exxaro Resources Ltd | Victory Capital | investment | United States | South Africa | North America | Southern Africa | $ 10 M | $ 10 M | $ 10 M | $ 10 M | ||||||||
| 21 | 1 | Mirae Asset Financial Group | Exxaro Resources Ltd | Mirae Asset Financial Group | investment | South Korea | South Africa | East Asia | Southern Africa | $ 10 M | $ 10 M | $ 10 M | $ 10 M | ||||||||
| 22 | 1 | TIAA | Exxaro Resources Ltd | TIAA | investment | United States | South Africa | North America | Southern Africa | $ 8 M | $ 8 M | $ 8 M | $ 8 M | ||||||||
| 23 | 1 | State Street | Exxaro Resources Ltd | State Street | investment | United States | South Africa | North America | Southern Africa | $ 8 M | $ 8 M | $ 8 M | $ 8 M | ||||||||
| 24 | 1 | Peregrine Financial Services Holdings | Exxaro Resources Ltd | Peregrine Financial Services Holdings | investment | South Africa | South Africa | Southern Africa | Southern Africa | $ 7 M | $ 7 M | $ 7 M | $ 7 M | ||||||||
| 25 | 1 | MMI Holdings | Exxaro Resources Ltd | MMI Holdings | investment | South Africa | South Africa | Southern Africa | Southern Africa | $ 6 M | $ 6 M | $ 6 M | $ 6 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