106 results Total investment of current selection: $ 2,375 M
| # | Name | Name | Name | Type | HQ | Country of HQ | Country of HQ | Sectors | subsidiaries | Shares $M | Bonds $M | Total $M | ||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Exxon Mobil Corporation | Julius Bär | investment | Switzerland | USA | Europe (non EU) | North America | Exxon Mobil Corporation, Imperial Oil Ltd | $ 310 M | $ 2 M | $ 312 M | |||||
| 2 | Shell plc | Julius Bär | investment | Switzerland | United Kingdom | Europe (non EU) | Europe (non EU) | Shell Finance Netherlands BV, Shell Finance Switzerland AG, Shell International Finance BV, Shell plc, Shell Treasury Centre East Pte Ltd, Shell Treasury Centre Ltd, Shell Treasury Luxembourg SARL | $ 201 M | $ 1 M | $ 202 M | |||||
| 3 | ConocoPhillips | Julius Bär | investment | Switzerland | USA | Europe (non EU) | North America | Conoco Funding Co, ConocoPhillips, Polar Tankers Inc | $ 166 M | $ 166 M | ||||||
| 4 | BP plc | Julius Bär | investment | Switzerland | United Kingdom | Europe (non EU) | Europe (non EU) | Arcius Energy Ltd, Atlantic Richfield Co, BP Capital Markets America Inc, BP Capital Markets BV, BP Capital Markets PLC, BP Exploration Operating Company Ltd, BP Finance Australia Pty Ltd, BP plc, Net Zero Teesside Power Ltd | $ 128 M | $ 8 M | $ 135 M | |||||
| 5 | Chevron Corporation | Julius Bär | investment | Switzerland | USA | Europe (non EU) | North America | Chevron Corporation, Texaco Capital Inc, Texaco Capital LLC | $ 104 M | $ 104 M | ||||||
| 6 | EOG Resources Inc | Julius Bär | investment | Switzerland | USA | Europe (non EU) | North America | EOG Resources Inc | $ 98 M | $ 98 M | ||||||
| 7 | BHP Group Ltd | Julius Bär | investment | Switzerland | Australia | Europe (non EU) | Oceania | BHP Billiton Finance (USA) Ltd, BHP Billiton Finance BV, BHP Billiton Finance Ltd, BHP Billiton Finance plc, BHP Finance Ltd, BHP Group Ltd, Hunter Valley Energy Coal Pty Ltd, WMC Finance (USA) Ltd | $ 78 M | $ 5 M | $ 82 M | |||||
| 8 | Duke Energy Corporation | Julius Bär | investment | Switzerland | USA | Europe (non EU) | North America | Duke Capital Financing Trust I, Duke Capital Financing Trust II, Duke Energy Capital Trust II, Duke Energy Carolinas LLC, Duke Energy Corporation, Duke Energy Florida LLC, Duke Energy Florida Project Finance LLC, Duke Energy Indiana LLC, Duke Energy Kentucky Inc, Duke Energy Ohio Inc, Duke Energy Progress LLC, Duke Energy Progress NC Storm Funding LLC, PROGRESS CAPITAL HOLDINGS INC, Progress Energy Inc | $ 66 M | $ 10 M | $ 76 M | |||||
| 9 | The Southern Company | Julius Bär | investment | Switzerland | USA | Europe (non EU) | North America | Alabama Power Capital Trust I, Alabama Power Capital Trust II, Alabama Power Capital Trust III, Alabama Power Capital Trust V, Alabama Power Co, Georgia Power Capital LP, Georgia Power Capital Trust, Georgia Power Capital Trust II, Georgia Power Capital Trust III, Georgia Power Capital Trust V, Georgia Power Capital Trust VI, Georgia Power Capital Trust VII, Georgia Power Co, Southern Co Capital Funding Inc, Southern Co Capital Trust I, Southern Co Capital Trust II, Southern Co Capital Trust III, Southern Co Capital Trust IV, Southern Co Capital Trust V, Southern Co Capital Trust VI, Southern Company Gas Capital Corporation, The Southern Company | $ 70 M | $ 5 M | $ 75 M | |||||
| 10 | Anglo American PLC | Julius Bär | investment | Switzerland | United Kingdom | Europe (non EU) | Europe (non EU) | Anglo American Australia Finance Ltd, Anglo American Capital PLC, Anglo American PLC, Anglo American SA Finance Ltd | $ 50 M | $ 21 M | $ 71 M | |||||
| 11 | Siemens AG | Julius Bär | investment | Switzerland | Germany | Europe (non EU) | Europe (EU) | Siemens AG, Siemens Financieringsmaatschappij NV | $ 57 M | $ 8 M | $ 65 M | |||||
| 12 | EQT Corporation | Julius Bär | investment | Switzerland | USA | Europe (non EU) | North America | EQT Corporation | $ 61 M | $ 2 M | $ 63 M | |||||
| 13 | Expand Energy Corporation | Julius Bär | investment | Switzerland | USA | Europe (non EU) | North America | Expand Energy Corporation | $ 56 M | $ 56 M | ||||||
| 14 | Enel SpA | Julius Bär | investment | Switzerland | Italy | Europe (non EU) | Europe (EU) | Enel Finance International NV, Enel SpA, Nuove Energie SRL | $ 44 M | $ 11 M | $ 55 M | |||||
| 15 | Ecopetrol SA | Julius Bär | investment | Switzerland | Colombia | Europe (non EU) | South America | Ecopetrol SA | $ 55 M | $ 55 M | ||||||
| 16 | ITOCHU Corporation | Julius Bär | investment | Switzerland | Japan | Europe (non EU) | East Asia | ITOCHU Corporation, ITOCHU Treasury Corp | $ 54 M | $ 54 M | ||||||
| 17 | SSE plc | Julius Bär | investment | Switzerland | United Kingdom | Europe (non EU) | Europe (non EU) | SSE plc | $ 52 M | $ 52 M | ||||||
| 18 | YPF SA | Julius Bär | investment | Switzerland | Argentina | Europe (non EU) | South America | YPF SA | $ 38 M | $ 38 M | ||||||
| 19 | Petroleo Brasileiro SA – Petrobras | Julius Bär | investment | Switzerland | Brazil | Europe (non EU) | South America | $ 3 M | $ 35 M | $ 38 M | ||||||
| 20 | Sempra | Julius Bär | investment | Switzerland | USA | Europe (non EU) | North America | Cameron LNG LLC, ECA Liquefaction S de RL de CV, Energia Costa Azul S de RL de CV, Infraestructura Energetica Nova SAPI de CV, Port Arthur LNG Phase II LLC, Port Arthur Pipeline LLC, Sempra, Sempra Infrastructure Partners LP, Southern California Gas Co, Vista Pacifico LNG SAPI de CV | $ 29 M | $ 5 M | $ 34 M | |||||
| 21 | Vedanta Inc | Julius Bär | investment | Switzerland | Bahamas | Europe (non EU) | Caribbean | Vedanta Finance (Jersey) Ltd, Vedanta Inc, Vedanta Resources Finance II PLC, Vedanta Resources Jersey II Ltd, Vedanta Resources Jersey Ltd, Vedanta Resources Ltd | $ 30 M | $ 30 M | ||||||
| 22 | Saudi Arabian Oil Company (Saudi Aramco) | Julius Bär | investment | Switzerland | Saudi Arabia | Europe (non EU) | Middle East | Motiva Enterprises LLC, Saudi Arabian Oil Company (Saudi Aramco) | $ 28 M | $ 28 M | ||||||
| 23 | Reliance Industries Ltd | Julius Bär | investment | Switzerland | India | Europe (non EU) | South Asia | Reliance Industries Ltd | $ 22 M | $ 2 M | $ 24 M | |||||
| 24 | Sasol Ltd | Julius Bär | investment | Switzerland | South Africa | Europe (non EU) | Southern Africa | Sasol Financing (Pty) Ltd, Sasol Financing International Ltd, Sasol Financing USA LLC, Sasol Ltd, Sasol Mining Pty Ltd | $ 21 M | $ 21 M | ||||||
| 25 | JSC NC KazMunayGas (KMG) | Julius Bär | investment | Switzerland | Kazakhstan | Europe (non EU) | Central & Western Asia | JSC NC KazMunayGas (KMG), KazMunaiGaz Finance Sub BV | $ 20 M | $ 20 M |