| Oil & Gas Production: in 2021 |
<1 mmboe |
| Short-Term Expansion: (Next 1–7 Years) |
34 mmboe |
| Capital spent on Exploration: (3-Year-Average) |
$ 5 M |
Listed on the Global Oil & Gas Exit List 2022
483 results Total investment of current selection: $ 6,158 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 | Mubadala Investment Company | The Carlyle Group Inc | Mubadala Investment Company | investment | United Arab Emirates | United States | Middle East | North America | $ 852 M | $ 852 M | $ 852 M | $ 852 M | ||||||||
| 2 | 1 | Vanguard | The Carlyle Group Inc | Vanguard | investment | United States | United States | North America | North America | $ 626 M | $ 626 M | $ 626 M | $ 626 M | ||||||||
| 3 | 1 | Morgan Stanley | The Carlyle Group Inc | Morgan Stanley | investment | United States | United States | North America | North America | $ 596 M | $ 596 M | $ 596 M | $ 596 M | ||||||||
| 4 | 1 | Capital Group | The Carlyle Group Inc | Capital Group | investment | United States | United States | North America | North America | $ 414 M | $ 414 M | $ 414 M | $ 414 M | ||||||||
| 5 | 1 | Vulcan Value Partners | The Carlyle Group Inc | Vulcan Value Partners | investment | United States | United States | North America | North America | $ 368 M | $ 368 M | $ 368 M | $ 368 M | ||||||||
| 6 | 1 | BlackRock | The Carlyle Group Inc | BlackRock | investment | United States | United States | North America | North America | $ 319 M | $ 319 M | $ 319 M | $ 319 M | ||||||||
| 7 | 1 | Alkeon Capital Management | The Carlyle Group Inc | Alkeon Capital Management | investment | United States | United States | North America | North America | $ 280 M | $ 280 M | $ 280 M | $ 280 M | ||||||||
| 8 | 1 | State Street | The Carlyle Group Inc | State Street | investment | United States | United States | North America | North America | $ 138 M | $ 138 M | $ 138 M | $ 138 M | ||||||||
| 9 | 1 | Affiliated Managers Group | The Carlyle Group Inc | Affiliated Managers Group | investment | United States | United States | North America | North America | $ 113 M | $ 113 M | $ 113 M | $ 113 M | ||||||||
| 10 | 1 | Government Pension Fund Global (GPFG) | The Carlyle Group Inc | Government Pension Fund Global (GPFG) | investment | Norway | United States | Europe (non EU) | North America | $ 101 M | $ 101 M | $ 101 M | $ 101 M | ||||||||
| 11 | 1 | Legal & General | The Carlyle Group Inc | Legal & General | investment | United Kingdom | United States | Europe (non EU) | North America | $ 89 M | $ 89 M | $ 89 M | $ 89 M | ||||||||
| 12 | 1 | Geode Capital Holdings | The Carlyle Group Inc | Geode Capital Holdings | investment | United States | United States | North America | North America | $ 80 M | $ 80 M | $ 80 M | $ 80 M | ||||||||
| 13 | 1 | Security Benefit Corporation | The Carlyle Group Inc | Security Benefit Corporation | investment | United States | United States | North America | North America | $ 68 M | $ 68 M | $ 68 M | $ 68 M | ||||||||
| 14 | 1 | National Bank of Canada | The Carlyle Group Inc | National Bank of Canada | investment | Canada | United States | North America | North America | $ 68 M | $ 68 M | $ 68 M | $ 68 M | ||||||||
| 15 | 1 | Healthcare of Ontario Pension Plan | The Carlyle Group Inc | Healthcare of Ontario Pension Plan | investment | Canada | United States | North America | North America | $ 66 M | $ 66 M | $ 66 M | $ 66 M | ||||||||
| 16 | 1 | Oppenheimer Holdings | The Carlyle Group Inc | Oppenheimer Holdings | investment | United States | United States | North America | North America | $ 60 M | $ 60 M | $ 60 M | $ 60 M | ||||||||
| 17 | 1 | Baron Capital | The Carlyle Group Inc | Baron Capital | investment | United States | United States | North America | North America | $ 58 M | $ 58 M | $ 58 M | $ 58 M | ||||||||
| 18 | 1 | Allianz | The Carlyle Group Inc | Allianz | investment | Germany | United States | Europe (EU) | North America | $ 48 M | $ 48 M | $ 48 M | $ 48 M | ||||||||
| 19 | 1 | Bank of America | The Carlyle Group Inc | Bank of America | investment | United States | United States | North America | North America | $ 44 M | $ 44 M | $ 44 M | $ 44 M | ||||||||
| 20 | 1 | LGT | The Carlyle Group Inc | LGT | investment | Liechtenstein | United States | Europe (non EU) | North America | $ 44 M | $ 44 M | $ 44 M | $ 44 M | ||||||||
| 21 | 1 | Government Pension Investment Fund (GPIF) | The Carlyle Group Inc | Government Pension Investment Fund (GPIF) | investment | Japan | United States | East Asia | North America | $ 43 M | $ 43 M | $ 43 M | $ 43 M | ||||||||
| 22 | 1 | Argent Capital Management | The Carlyle Group Inc | Argent Capital Management | investment | United States | United States | North America | North America | $ 43 M | $ 43 M | $ 43 M | $ 43 M | ||||||||
| 23 | 1 | Northern Trust | The Carlyle Group Inc | Northern Trust | investment | United States | United States | North America | North America | $ 41 M | $ 41 M | $ 41 M | $ 41 M | ||||||||
| 24 | 1 | Artisan Partners | The Carlyle Group Inc | Artisan Partners | investment | United States | United States | North America | North America | $ 40 M | $ 40 M | $ 40 M | $ 40 M | ||||||||
| 25 | 1 | Assenagon | The Carlyle Group Inc | Assenagon | investment | Luxembourg | United States | Europe (EU) | North America | $ 40 M | $ 40 M | $ 40 M | $ 40 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