updated
26 results Total investment of current selection: $ 578 M
| # | Name | Name | Name | Type | Country of HQ | Country of HQ | Country of HQ | Sectors | subsidiaries | Shares $M | Bonds $M | Total $M | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Enea SA | PZU Group | investment | Poland | Poland | Europe (EU) | Europe (EU) | Enea Elektrownia Polaniec SA, Enea Wytwarzanie SA, Lubelski Wegiel Bogdanka SA | $ 8 M | $ 97 M | $ 105 M | ||||
| 2 | PGE Polska Grupa Energetyczna SA | PZU Group | investment | Poland | Poland | Europe (EU) | Europe (EU) | Zespol Elektrocieplowni Wroclawskich KOGENERACJA SA, PGE Elektrocieplownia Gorzow, PGE Elektrownia Opole SA, PGE Elektrownia Turow SA, PGE Energia Ciepła Oddział Wybrzeże, PGE Energia Ciepła SA, PGE Gornictwo i Energetyka Konwencjonalna SA, PGE Kopalnia Wegla Brunatnego Belchatow SA, PGE Kopalnia Węgla Brunatnego Turow SA, PGE Sweden AB, Zespół Elektrowni Dolna Odra SA, PGE Zespoł Elektrociepłowni Bydgoszcz SA, PGE Elektrownia Rybnik SA, PGE Elektrownia Bełchatów SA | $ 30 M | $ 43 M | $ 73 M | ||||
| 3 | Synthos SA | PZU Group | investment | Poland | Poland | Europe (EU) | Europe (EU) | $ 55 M | $ 55 M | ||||||
| 4 | ORLEN SA | PZU Group | investment | Poland | Poland | Europe (EU) | Europe (EU) | ORLEN Unipetrol a.s., CCGT Gdansk Sp. z o.o., CCGT Ostroleka Sp. z o.o., CCGT Grudziadz Sp. z o.o., Elektrownia Ostroleka SA, Energa SA, ENERGA Finance AB, PGNIG TERMIKA Energetyka Przemyslowa SA, PGNiG Termika SA | $ 37 M | $ 16 M | $ 53 M | ||||
| 5 | Petroleos Mexicanos (PEMEX) | PZU Group | investment | Poland | Mexico | Europe (EU) | Central America | Pemex Finance Ltd | $ 49 M | $ 49 M | |||||
| 6 | Grupa Azoty SA | PZU Group | investment | Poland | Poland | Europe (EU) | Europe (EU) | $ 48 M | $ 48 M | ||||||
| 7 | TAURON Polska Energia SA | PZU Group | investment | Poland | Poland | Europe (EU) | Europe (EU) | Tameh Holding sp Z oo, Tauron Cieplo Sp, Tauron Wydobycie SA, Tauron Wytwarzanie SA | $ 11 M | $ 36 M | $ 47 M | ||||
| 8 | ZE PAK SA (Zespol Elektrowni Patnow-Adamow-Konin SA) | PZU Group | investment | Poland | Poland | Europe (EU) | Europe (EU) | PAK CCGT Sp. z o.o., Elektrownia Patnow II Sp z o o, PAK KWB Konin | $ 23 M | $ 23 M | |||||
| 9 | Bulgarian Energy Holding EAD | PZU Group | investment | Poland | Bulgaria | Europe (EU) | Europe (EU) | Mini Maritsa iztok EAD (MMI), TPP Maritsa East 2 EAD | $ 23 M | $ 23 M | |||||
| 10 | MOL NyRt | PZU Group | investment | Poland | Hungary | Europe (EU) | Europe (EU) | MOL Group Finance SA, FGSZ Foldgazszallito Zrt | $ 22 M | $ 22 M | |||||
| 11 | Ecopetrol SA | PZU Group | investment | Poland | Colombia | Europe (EU) | South America | $ 21 M | $ 21 M | ||||||
| 12 | Petroleo Brasileiro SA – Petrobras | PZU Group | investment | Poland | Brazil | Europe (EU) | South America | Petrobras Global Finance BV | $ 20 M | $ 20 M | |||||
| 13 | JSC NC KazMunayGas (KMG) | PZU Group | investment | Poland | Kazakhstan | Europe (EU) | Central & Western Asia | KazMunaiGaz Finance Sub BV | $ 15 M | $ 15 M | |||||
| 14 | CEZ a.s. | PZU Group | investment | Poland | Czech Republic | Europe (EU) | Europe (EU) | CEZ Finance BV, CEZ Polska Sp z o o, Severoceske doly AS | $ 10 M | $ 10 M | |||||
| 15 | Grenevia SA | PZU Group | investment | Poland | Poland | Europe (EU) | Europe (EU) | Hansen Sicherheitstechnik AG, TAIAN FAMUR COAL MINING EQUIPMENT SERVICES, ELGOR + HANSEN | $ 4 M | $ 4 M | |||||
| 16 | EP Investment Sarl | PZU Group | investment | Poland | Luxembourg | Europe (EU) | Europe (EU) | EP Kilroot Ltd, EP Resources CZ as, EP Infrastructure a.s., EP Power Europe as (EPPE), EPH Financing SK as, Kraftwerk Mehrum GmbH, Lausitz Energie Bergbau AG, Lausitz Energie Kraftwerke AG, Lausitz Energie Verwaltungs GmbH, LEAG Holding as, Mitteldeutsche Braunkohlengesellschaft mbH (MIBRAG), EP France SAS, Kraftwerk Schkopau GbR, Kraftwerk Schkopau Betriebsgesellschaft GmbH, EPH Financing CZ as, EP Produzione SpA, Fiume Santo SpA, Gazel Energie Generation SAS, EP Corporate Group as | $ 2 M | $ 2 M | |||||
| 17 | Chevron Corporation | PZU Group | investment | Poland | United States | Europe (EU) | North America | Texaco Capital Inc, Texaco Capital LLC, Tengizchevroil LLP | $ 2 M | $ 2 M | |||||
| 18 | MVM Energetika Zrt | PZU Group | investment | Poland | Hungary | Europe (EU) | Europe (EU) | $ 1 M | $ 1 M | ||||||
| 19 | TotalEnergies SE | PZU Group | investment | Poland | France | Europe (EU) | Europe (EU) | Total Finance SAS, Total Treasury SAS, TotalEnergies Capital SA, TotalEnergies Capital Canada Ltd, TotalEnergies Capital International SA, East African Crude Oil Pipeline (EACOP) Ltd | $ 1 M | $ 1 M | |||||
| 20 | OMV AG | PZU Group | investment | Poland | Austria | Europe (EU) | Europe (EU) | OMV Petrom SA | $ 1 M | $ 1 M | |||||
| 21 | Siemens AG | PZU Group | investment | Poland | Germany | Europe (EU) | Europe (EU) | $ <1 M | $ <1 M | ||||||
| 22 | NextEra Energy Inc | PZU Group | investment | Poland | United States | Europe (EU) | North America | NextEra Energy Capital Holdings Inc, Pipeline Funding Company LLC | $ <1 M | $ <1 M | |||||
| 23 | Ameren Corp | PZU Group | investment | Poland | United States | Europe (EU) | North America | Union Electric Co | $ <1 M | $ <1 M | |||||
| 24 | Barrick Gold Corporation | PZU Group | investment | Poland | Canada | Europe (EU) | North America | Barrick (PD) Australia Finance Pty Ltd | $ <1 M | $ <1 M | |||||
| 25 | EOG Resources Inc | PZU Group | investment | Poland | United States | Europe (EU) | North America | $ <1 M | $ <1 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!