updated
46 results Total investment of current selection: $ 596 M
| # | Name | Name | Name | Type | Country of HQ | Country of HQ | Country of HQ | Sectors | subsidiaries | Shares $M | Bonds $M | Total $M | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | TotalEnergies SE | Rothschild Group | investment | France | 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 | $ 77 M | $ 24 M | $ 100 M | ||||
| 2 | Schlumberger Ltd (SLB) | Rothschild Group | investment | France | United States | Europe (EU) | North America | Schlumberger Finance Canada Ltd, Schlumberger Finance BV | $ 76 M | $ 76 M | |||||
| 3 | Wintershall Dea AG | Rothschild Group | investment | France | Germany | Europe (EU) | Europe (EU) | Wintershall Dea Finance BV, Wintershall Dea Finance 2 BV | $ 59 M | $ 59 M | |||||
| 4 | Siemens AG | Rothschild Group | investment | France | Germany | Europe (EU) | Europe (EU) | $ 55 M | $ 55 M | ||||||
| 5 | Enel SpA | Rothschild Group | investment | France | Italy | Europe (EU) | Europe (EU) | Endesa SA, Nuove Energie SRL, Enel Finance International NV, Enel Investment Holding BV, Endesa Financiación Filiales SA, Enel Finance America LLC | $ 7 M | $ 34 M | $ 41 M | ||||
| 6 | ArcelorMittal SA | Rothschild Group | investment | France | Luxembourg | Europe (EU) | Europe (EU) | $ 27 M | $ 4 M | $ 31 M | |||||
| 7 | Aker BP ASA | Rothschild Group | investment | France | Norway | Europe (EU) | Europe (non EU) | $ 27 M | $ 27 M | ||||||
| 8 | Engie SA | Rothschild Group | investment | France | France | Europe (EU) | Europe (EU) | Engie Finance SA, GRTgaz SA, ENGIE Energia Chile SA | $ 18 M | $ 18 M | |||||
| 9 | Electricite de France SA (EDF Group) | Rothschild Group | investment | France | France | Europe (EU) | Europe (EU) | $ 17 M | $ 17 M | ||||||
| 10 | MOL NyRt | Rothschild Group | investment | France | Hungary | Europe (EU) | Europe (EU) | MOL Group Finance SA, FGSZ Foldgazszallito Zrt | $ 17 M | $ 17 M | |||||
| 11 | Eni SpA | Rothschild Group | investment | France | Italy | Europe (EU) | Europe (EU) | Vaar Energi ASA, Eni Finance International SA | $ 16 M | $ 16 M | |||||
| 12 | Barrick Gold Corporation | Rothschild Group | investment | France | Canada | Europe (EU) | North America | Barrick (PD) Australia Finance Pty Ltd | $ 15 M | $ 15 M | |||||
| 13 | BP plc | Rothschild Group | investment | France | United Kingdom | Europe (EU) | Europe (non EU) | Atlantic Richfield Co, BP Finance Australia Pty Ltd, BP Capital Markets PLC, BP Capital Markets America Inc, BP Capital Markets BV | $ 3 M | $ 12 M | $ 14 M | ||||
| 14 | CEZ a.s. | Rothschild Group | investment | France | Czech Republic | Europe (EU) | Europe (EU) | CEZ Finance BV, CEZ Polska Sp z o o, Severoceske doly AS | $ 11 M | $ 11 M | |||||
| 15 | RWE AG | Rothschild Group | investment | France | Germany | Europe (EU) | Europe (EU) | RWE Power AG, RWE Supply & Trading GmbH | $ 11 M | $ 11 M | |||||
| 16 | Exxon Mobil Corporation | Rothschild Group | investment | France | United States | Europe (EU) | North America | Imperial Oil Ltd | $ 9 M | $ 9 M | |||||
| 17 | International Petroleum Corporation (IPC) | Rothschild Group | investment | France | Canada | Europe (EU) | North America | $ 8 M | $ 8 M | ||||||
| 18 | Sempra Energy | Rothschild Group | investment | France | United States | Europe (EU) | North America | Southern California Gas Co, Infraestructura Energetica Nova SAPI de CV, Port Arthur LNG Phase II LLC, ECA Liquefaction S de RL de CV, Energia Costa Azul S de RL de CV, Vista Pacifico LNG SAPI de CV | $ 8 M | $ 8 M | |||||
| 19 | Snam SpA | Rothschild Group | investment | France | Italy | Europe (EU) | Europe (EU) | Ravenna LNG Terminal SRL, Enura SpA | $ <1 M | $ 7 M | $ 7 M | ||||
| 20 | ConocoPhillips | Rothschild Group | investment | France | United States | Europe (EU) | North America | Polar Tankers Inc, Conoco Funding Co | $ 7 M | $ 7 M | |||||
| 21 | A2A SpA | Rothschild Group | investment | France | France | Europe (EU) | Europe (EU) | $ 7 M | $ 7 M | ||||||
| 22 | NextEra Energy Inc | Rothschild Group | investment | France | United States | Europe (EU) | North America | NextEra Energy Capital Holdings Inc, Pipeline Funding Company LLC | $ 7 M | $ 7 M | |||||
| 23 | Chevron Corporation | Rothschild Group | investment | France | United States | Europe (EU) | North America | Texaco Capital Inc, Texaco Capital LLC, Tengizchevroil LLP | $ 7 M | $ 7 M | |||||
| 24 | Shell plc | Rothschild Group | investment | France | United Kingdom | Europe (EU) | Europe (non EU) | Shell Finance Netherlands BV, Shell Finance Switzerland AG, Shell Treasury Centre East Pte Ltd, Shell Treasury Centre Ltd, Shell Treasury Luxembourg SARL, Shell International Finance BV | $ 2 M | $ 3 M | $ 5 M | ||||
| 25 | General Electric Company | Rothschild Group | investment | France | United States | Europe (EU) | North America | Shady Hills Energy Center LLC | $ 5 M | $ 5 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!