updated
149 results Total investment of current selection: $ 553 M
| # | Name | Name | Name | Type | Country of HQ | Country of HQ | Country of HQ | Sectors | subsidiaries | Shares $M | Bonds $M | Total $M | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Sasol Ltd | Old Mutual | investment | South Africa | South Africa | Southern Africa | 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 | $ 253 M | $ 253 M | |||||
| 2 | Glencore plc | Old Mutual | investment | South Africa | Switzerland | Southern Africa | 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 | $ 51 M | $ 51 M | |||||
| 3 | Ecopetrol SA | Old Mutual | investment | South Africa | Colombia | Southern Africa | South America | $ 49 M | $ 49 M | ||||||
| 4 | Exxaro Resources Ltd | Old Mutual | investment | South Africa | South Africa | Southern Africa | Southern Africa | $ 28 M | $ 28 M | ||||||
| 5 | Marubeni Corporation | Old Mutual | investment | South Africa | Japan | Southern Africa | East Asia | Marubeni Finance Europe PLC, Kamisu Power Co Ltd, Marubeni America Finance Corp, Marubeni Finance Holland BV, Marubeni Financial Service Corp, Marubeni International Finance PLC, Marubeni Investment Corp | $ 9 M | $ 9 M | |||||
| 6 | AGL Energy Ltd | Old Mutual | investment | South Africa | Australia | Southern Africa | Oceania | AGL Newcastle Power Station Pty Ltd, AGL Loy Yang Pty Ltd, AGL Macquarie Pty Ltd | $ 8 M | $ 8 M | |||||
| 7 | Engie SA | Old Mutual | investment | South Africa | France | Southern Africa | Europe (EU) | Engie Finance SA, GRTgaz SA, ENGIE Energia Chile SA | $ 8 M | $ 8 M | |||||
| 8 | WEC Energy Group Inc | Old Mutual | investment | South Africa | United States | Southern Africa | North America | WE Power LLC, Wisconsin Public Service Corp, Wisconsin Electric Power Co, Elm Road Generating Station Supercritical LLC | $ 8 M | $ 8 M | |||||
| 9 | Exxon Mobil Corporation | Old Mutual | investment | South Africa | United States | Southern Africa | North America | Imperial Oil Ltd | $ 7 M | $ 7 M | |||||
| 10 | Sojitz Corporation | Old Mutual | investment | South Africa | Japan | Southern Africa | East Asia | $ 7 M | $ 7 M | ||||||
| 11 | Eskom Holdings SOC Ltd | Old Mutual | investment | South Africa | South Africa | Southern Africa | Southern Africa | Eskom Finance Co SOC Ltd | $ 7 M | $ 7 M | |||||
| 12 | Portland General Electric Co | Old Mutual | investment | South Africa | United States | Southern Africa | North America | $ 7 M | $ 7 M | ||||||
| 13 | Evergy Inc | Old Mutual | investment | South Africa | United States | Southern Africa | North America | Evergy Metro Inc, Evergy Missouri West Inc, Aquila Capital LP, Evergy Kansas Central Inc, Evergy Kansas South Inc | $ 7 M | $ 7 M | |||||
| 14 | Xcel Energy Inc | Old Mutual | investment | South Africa | United States | Southern Africa | North America | Northern States Power Co, Public Service Company of Colorado, Southwestern Public Service Capital I, Southwestern Public Service Company | $ 7 M | $ 7 M | |||||
| 15 | BP plc | Old Mutual | investment | South Africa | United Kingdom | Southern Africa | Europe (non EU) | Atlantic Richfield Co, BP Finance Australia Pty Ltd, BP Capital Markets PLC, BP Capital Markets America Inc, BP Capital Markets BV | $ 6 M | $ 6 M | |||||
| 16 | ConocoPhillips | Old Mutual | investment | South Africa | United States | Southern Africa | North America | Polar Tankers Inc, Conoco Funding Co | $ 6 M | $ 6 M | |||||
| 17 | ArcelorMittal SA | Old Mutual | investment | South Africa | Luxembourg | Southern Africa | Europe (EU) | $ 6 M | $ 6 M | ||||||
| 18 | Whitehaven Coal Ltd | Old Mutual | investment | South Africa | Australia | Southern Africa | Oceania | $ 6 M | $ 6 M | ||||||
| 19 | OGE Energy Corp | Old Mutual | investment | South Africa | United States | Southern Africa | North America | OG & E Financing I, Oklahoma Gas and Electric Co | $ 5 M | $ 5 M | |||||
| 20 | Yangzijiang Shipbuilding (Holdings) Ltd | Old Mutual | investment | South Africa | China | Southern Africa | East Asia | $ 5 M | $ 5 M | ||||||
| 21 | J-POWER (Electric Power Development Co Ltd) | Old Mutual | investment | South Africa | Japan | Southern Africa | East Asia | Kashima Power Co Ltd, J-Power Australia Pty Ltd | $ 5 M | $ 5 M | |||||
| 22 | FirstEnergy Corp | Old Mutual | investment | South Africa | United States | Southern Africa | North America | GPU CAPITAL INC, Monongahela Power Co | $ 4 M | $ 4 M | |||||
| 23 | Jardine Matheson Holdings Ltd | Old Mutual | investment | South Africa | China (Hong Kong) | Southern Africa | East Asia | Jardine Cycle & Carriage Ltd, PT United Tractors Tbk, PT Pamapersada Nusantara, PT Prima Multi Mineral, PT Tuah Turangga Agung, PT Kalimantan Prima Persada, PT Astra International Tbk, PT Surya Artha Nusantara Finance | $ 4 M | $ 4 M | |||||
| 24 | INPEX Corporation | Old Mutual | investment | South Africa | Japan | Southern Africa | East Asia | INPEX Idemitsu Norge AS | $ 4 M | $ 4 M | |||||
| 25 | Barrick Gold Corporation | Old Mutual | investment | South Africa | Canada | Southern Africa | North America | Barrick (PD) Australia Finance Pty Ltd | $ 4 M | $ 4 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!