| Coal Industry Sector: | Power |
| Coal Share of Revenue: | >30% |
| Expansion Plans: | No |
Listed on the Global Coal Exit List 2022
943 results Total investment of current selection: $ 17,238 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 | Vanguard | PPL Corp | Vanguard | investment | United States | United States | North America | North America | $ 2,376 M | $ 183 M | $ 2,559 M | $ 2,376 M | $ 183 M | $ 2,559 M | ||||||
| 2 | 1 | BlackRock | PPL Corp | BlackRock | investment | United States | United States | North America | North America | $ 1,487 M | $ 81 M | $ 1,568 M | $ 1,487 M | $ 81 M | $ 1,568 M | ||||||
| 3 | 1 | State Street | PPL Corp | State Street | investment | United States | United States | North America | North America | $ 1,156 M | $ 23 M | $ 1,179 M | $ 1,156 M | $ 23 M | $ 1,179 M | ||||||
| 4 | 1 | Invesco | PPL Corp | Invesco | investment | United States | United States | North America | North America | $ 527 M | $ 7 M | $ 533 M | $ 527 M | $ 7 M | $ 533 M | ||||||
| 5 | 1 | Hotchkis & Wiley Capital Management | PPL Corp | Hotchkis & Wiley Capital Management | investment | United States | United States | North America | North America | $ 464 M | $ 464 M | $ 464 M | $ 464 M | ||||||||
| 6 | 1 | Fidelity Investments | PPL Corp | Fidelity Investments | investment | United States | United States | North America | North America | $ 384 M | $ 11 M | $ 395 M | $ 384 M | $ 11 M | $ 395 M | ||||||
| 7 | 1 | Geode Capital Holdings | PPL Corp | Geode Capital Holdings | investment | United States | United States | North America | North America | $ 394 M | $ 394 M | $ 394 M | $ 394 M | ||||||||
| 8 | 1 | Mitsubishi UFJ Financial | PPL Corp | Mitsubishi UFJ Financial | investment | Japan | United States | East Asia | North America | $ 348 M | $ 2 M | $ 349 M | $ 348 M | $ 2 M | $ 349 M | ||||||
| 9 | 1 | Franklin Resources | PPL Corp | Franklin Resources | investment | United States | United States | North America | North America | $ 245 M | $ 72 M | $ 317 M | $ 245 M | $ 72 M | $ 317 M | ||||||
| 10 | 1 | UBS | PPL Corp | UBS | investment | Switzerland | United States | Europe (non EU) | North America | $ 304 M | $ 11 M | $ 315 M | $ 304 M | $ 11 M | $ 315 M | ||||||
| 11 | 1 | Prudential Financial (US) | PPL Corp | Prudential Financial (US) | investment | United States | United States | North America | North America | $ 66 M | $ 217 M | $ 283 M | $ 66 M | $ 217 M | $ 283 M | ||||||
| 12 | 1 | TIAA | PPL Corp | TIAA | investment | United States | United States | North America | North America | $ 47 M | $ 206 M | $ 253 M | $ 47 M | $ 206 M | $ 253 M | ||||||
| 13 | 1 | Bank of New York Mellon | PPL Corp | Bank of New York Mellon | investment | United States | United States | North America | North America | $ 240 M | $ 7 M | $ 247 M | $ 240 M | $ 7 M | $ 247 M | ||||||
| 14 | 1 | Macquarie Group | PPL Corp | Macquarie Group | investment | Australia | United States | Oceania | North America | $ 93 M | $ 128 M | $ 221 M | $ 93 M | $ 128 M | $ 221 M | ||||||
| 15 | 1 | Federated Investors | PPL Corp | Federated Investors | investment | United States | United States | North America | North America | $ 189 M | $ 3 M | $ 192 M | $ 189 M | $ 3 M | $ 192 M | ||||||
| 16 | 1 | Barclays | PPL Corp | Barclays | investment | United Kingdom | United States | Europe (non EU) | North America | $ 187 M | $ 187 M | $ 187 M | $ 187 M | ||||||||
| 17 | 1 | Legal & General | PPL Corp | Legal & General | investment | United Kingdom | United States | Europe (non EU) | North America | $ 186 M | $ <1 M | $ 186 M | $ 186 M | $ <1 M | $ 186 M | ||||||
| 18 | 1 | Citadel | PPL Corp | Citadel | investment | United States | United States | North America | North America | $ 182 M | $ 182 M | $ 182 M | $ 182 M | ||||||||
| 19 | 1 | Northern Trust | PPL Corp | Northern Trust | investment | United States | United States | North America | North America | $ 181 M | $ <1 M | $ 181 M | $ 181 M | $ <1 M | $ 181 M | ||||||
| 20 | 1 | Morgan Stanley | PPL Corp | Morgan Stanley | investment | United States | United States | North America | North America | $ 167 M | $ <1 M | $ 167 M | $ 167 M | $ <1 M | $ 167 M | ||||||
| 21 | 1 | Manulife Financial | PPL Corp | Manulife Financial | investment | Canada | United States | North America | North America | $ 51 M | $ 114 M | $ 165 M | $ 51 M | $ 114 M | $ 165 M | ||||||
| 22 | 1 | Cohen & Steers | PPL Corp | Cohen & Steers | investment | United States | United States | North America | North America | $ 159 M | $ 159 M | $ 159 M | $ 159 M | ||||||||
| 23 | 1 | American International Group (AIG) | PPL Corp | American International Group (AIG) | investment | United States | United States | North America | North America | $ 5 M | $ 153 M | $ 158 M | $ 5 M | $ 153 M | $ 158 M | ||||||
| 24 | 1 | JPMorgan Chase | PPL Corp | JPMorgan Chase | investment | United States | United States | North America | North America | $ 99 M | $ 51 M | $ 150 M | $ 99 M | $ 51 M | $ 150 M | ||||||
| 25 | 1 | Virtus Investment Partners | PPL Corp | Virtus Investment Partners | investment | United States | United States | North America | North America | $ 150 M | $ 150 M | $ 150 M | $ 150 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