| Coal Industry Sector: | Power, Mining, Services |
| Coal Share of Revenue: | <10% |
| Expansion Plans: | Yes |
Listed on the Global Coal Exit List 2022
| Oil & Gas Production: in 2021 |
20 mmboe |
| Short-Term Expansion: (Next 1–7 Years) |
41 mmboe |
| Capital spent on Exploration: (3-Year-Average) |
$ 14 M |
Listed on the Global Oil & Gas Exit List 2022
369 results Total investment of current selection: $ 7,666 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 | National Pension Service | Posco | National Pension Service | investment | South Korea | South Korea | East Asia | East Asia | $ 1,864 M | $ 450 M | $ 2,314 M | $ 1,864 M | $ 450 M | $ 2,314 M | ||||||
| 2 | 1 | 1 | BlackRock | Posco | BlackRock | investment | United States | South Korea | North America | East Asia | $ 981 M | $ 24 M | $ 1,005 M | $ 14 M | $ 14 M | $ 995 M | $ 24 M | $ 1,019 M | |||
| 3 | 1 | 1 | Fidelity Investments | Posco | Fidelity Investments | investment | United States | South Korea | North America | East Asia | $ 533 M | $ 2 M | $ 535 M | $ 2 M | $ 2 M | $ 535 M | $ 2 M | $ 537 M | |||
| 4 | 1 | 1 | Vanguard | Posco | Vanguard | investment | United States | South Korea | North America | East Asia | $ 459 M | $ 3 M | $ 462 M | $ 24 M | $ 24 M | $ 482 M | $ 3 M | $ 486 M | |||
| 5 | 1 | 1 | Samsung Life Insurance | Posco | Samsung Life Insurance | investment | South Korea | South Korea | East Asia | East Asia | $ 186 M | $ 186 M | $ 10 M | $ 10 M | $ 196 M | $ 196 M | |||||
| 6 | 1 | 1 | Dimensional Fund Advisors | Posco | Dimensional Fund Advisors | investment | United States | South Korea | North America | East Asia | $ 166 M | $ 166 M | $ 17 M | $ 17 M | $ 184 M | $ 184 M | |||||
| 7 | 1 | GQG Partners | Posco | GQG Partners | investment | United States | South Korea | North America | East Asia | $ 132 M | $ 132 M | $ 132 M | $ 132 M | ||||||||
| 8 | 1 | Lazard | Posco | Lazard | investment | Bermuda | South Korea | North America | East Asia | $ 126 M | $ 126 M | $ 126 M | $ 126 M | ||||||||
| 9 | 1 | 1 | Geode Capital Holdings | Posco | Geode Capital Holdings | investment | United States | South Korea | North America | East Asia | $ 111 M | $ 111 M | $ <1 M | $ <1 M | $ 112 M | $ 112 M | |||||
| 10 | 1 | 1 | Government Pension Investment Fund (GPIF) | Posco | Government Pension Investment Fund (GPIF) | investment | Japan | South Korea | East Asia | East Asia | $ 107 M | $ <1 M | $ 108 M | $ <1 M | $ <1 M | $ 108 M | $ <1 M | $ 108 M | |||
| 11 | 1 | T. Rowe Price | Posco | T. Rowe Price | investment | United States | South Korea | North America | East Asia | $ 96 M | $ 10 M | $ 106 M | $ 96 M | $ 10 M | $ 106 M | ||||||
| 12 | 1 | JPMorgan Chase | Posco | JPMorgan Chase | investment | United States | South Korea | North America | East Asia | $ 92 M | $ 6 M | $ 97 M | $ 92 M | $ 6 M | $ 97 M | ||||||
| 13 | 1 | 1 | Invesco | Posco | Invesco | investment | United States | South Korea | North America | East Asia | $ 84 M | $ 5 M | $ 89 M | $ <1 M | $ <1 M | $ 84 M | $ 5 M | $ 90 M | |||
| 14 | 1 | 1 | Mirae Asset Financial Group | Posco | Mirae Asset Financial Group | investment | South Korea | South Korea | East Asia | East Asia | $ 84 M | $ 84 M | $ 4 M | $ 4 M | $ 88 M | $ 88 M | |||||
| 15 | 1 | 1 | Franklin Resources | Posco | Franklin Resources | investment | United States | South Korea | North America | East Asia | $ 85 M | $ 85 M | $ <1 M | $ <1 M | $ 86 M | $ 86 M | |||||
| 16 | 1 | Baird | Posco | Baird | investment | United States | South Korea | North America | East Asia | $ 79 M | $ 79 M | $ 79 M | $ 79 M | ||||||||
| 17 | 1 | 1 | Charles Schwab | Posco | Charles Schwab | investment | United States | South Korea | North America | East Asia | $ 60 M | $ 60 M | $ 4 M | $ 4 M | $ 65 M | $ 65 M | |||||
| 18 | 1 | 1 | State Street | Posco | State Street | investment | United States | South Korea | North America | East Asia | $ 58 M | $ 2 M | $ 59 M | $ 2 M | $ 2 M | $ 60 M | $ 2 M | $ 62 M | |||
| 19 | 1 | 1 | TIAA | Posco | TIAA | investment | United States | South Korea | North America | East Asia | $ 46 M | $ 7 M | $ 52 M | $ 1 M | $ 1 M | $ 47 M | $ 7 M | $ 53 M | |||
| 20 | 1 | 1 | California Public Employees' Retirement System (CalPERS) | Posco | California Public Employees' Retirement System (CalPERS) | investment | United States | South Korea | North America | East Asia | $ 48 M | $ 48 M | $ 2 M | $ 2 M | $ 51 M | $ 51 M | |||||
| 21 | 1 | 1 | Caisse de Dépôt et Placement du Québec (CDPQ) | Posco | Caisse de Dépôt et Placement du Québec (CDPQ) | investment | Canada | South Korea | North America | East Asia | $ 45 M | $ 45 M | $ <1 M | $ <1 M | $ 45 M | $ 45 M | |||||
| 22 | 1 | 1 | Aviva | Posco | Aviva | investment | United Kingdom | South Korea | Europe (non EU) | East Asia | $ 45 M | $ 45 M | $ <1 M | $ <1 M | $ 45 M | $ 45 M | |||||
| 23 | 1 | 1 | KB Financial Group | Posco | KB Financial Group | investment | South Korea | South Korea | East Asia | East Asia | $ 40 M | $ 40 M | $ 4 M | $ 4 M | $ 44 M | $ 44 M | |||||
| 24 | 1 | British Columbia Investment Management | Posco | British Columbia Investment Management | investment | Canada | South Korea | North America | East Asia | $ 43 M | $ 43 M | $ 43 M | $ 43 M | ||||||||
| 25 | 1 | 1 | Deutsche Bank | Posco | Deutsche Bank | investment | Germany | South Korea | Europe (EU) | East Asia | $ 20 M | $ 22 M | $ 41 M | $ <1 M | $ <1 M | $ 20 M | $ 22 M | $ 41 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