updated
49 results Total investment of current selection: $ 350 M
| # | Name | Name | Name | Type | Country of HQ | Country of HQ | Country of HQ | Sectors | subsidiaries | Shares $M | Bonds $M | Total $M | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Partners Group Holding AG | Union Bancaire Privée | investment | Switzerland | Switzerland | Europe (non EU) | Europe (non EU) | $ 140 M | $ 140 M | ||||||
| 2 | TC Energy Corporation | Union Bancaire Privée | investment | Switzerland | Canada | Europe (non EU) | North America | TC PipeLines LP, TransCanada PipeLines Ltd, NOVA Gas Transmission Ltd, TransCanada Trust | $ 24 M | $ 24 M | |||||
| 3 | The Williams Companies Inc | Union Bancaire Privée | investment | Switzerland | United States | Europe (non EU) | North America | Transcontinental Gas Pipe Line Company LLC | $ 16 M | $ 16 M | |||||
| 4 | Dominion Energy Inc | Union Bancaire Privée | investment | Switzerland | United States | Europe (non EU) | North America | Virginia Electric and Power Co, Dominion Energy South Carolina Inc | $ 13 M | $ 13 M | |||||
| 5 | Duke Energy Corporation | Union Bancaire Privée | investment | Switzerland | United States | Europe (non EU) | North America | Duke Capital Finance Trust I, Duke Capital Finance Trust II, Duke Energy Capital Trust II, Duke Energy Florida LLC, Duke Energy Florida Project Finance LLC, Duke Energy Indiana Inc, Duke Energy Kentucky Inc, Duke Energy Ohio Inc, Duke Energy Progress LLC, PROGRESS CAPITAL HOLDINGS INC, Progress Energy Inc, Duke Energy Carolinas LLC | $ 11 M | $ 11 M | |||||
| 6 | Kinder Morgan Inc | Union Bancaire Privée | investment | Switzerland | United States | Europe (non EU) | North America | El Paso Energy Capital Trust I, Coastal Finance I, Colorado Interstate Gas Company LLC, El Paso Natural Gas Co LLC, Tennessee Gas Pipeline Company LLC, Gulf LNG Liquefaction Company LLC | $ 11 M | $ 11 M | |||||
| 7 | Enel SpA | Union Bancaire Privée | investment | Switzerland | Italy | Europe (non EU) | Europe (EU) | Endesa SA, Nuove Energie SRL, Enel Finance International NV, Enel Investment Holding BV, Endesa Financiación Filiales SA, Enel Finance America LLC | $ <1 M | $ 11 M | $ 11 M | ||||
| 8 | Enbridge Inc | Union Bancaire Privée | investment | Switzerland | Canada | Europe (non EU) | North America | Enbridge Gas Inc, Alliance Pipeline LP, Rio Bravo Pipeline Company LLC, East Tennessee Natural Gas LLC, Westcoast Connector Gas Transmission Ltd | $ 11 M | $ 11 M | |||||
| 9 | RWE AG | Union Bancaire Privée | investment | Switzerland | Germany | Europe (non EU) | Europe (EU) | RWE Power AG, RWE Supply & Trading GmbH | $ 11 M | $ 11 M | |||||
| 10 | E.ON SE | Union Bancaire Privée | investment | Switzerland | Germany | Europe (non EU) | Europe (EU) | $ 9 M | $ 9 M | ||||||
| 11 | Ecopetrol SA | Union Bancaire Privée | investment | Switzerland | Colombia | Europe (non EU) | South America | $ 8 M | $ 8 M | ||||||
| 12 | NextEra Energy Inc | Union Bancaire Privée | investment | Switzerland | United States | Europe (non EU) | North America | NextEra Energy Capital Holdings Inc, Pipeline Funding Company LLC | $ 7 M | $ 7 M | |||||
| 13 | TotalEnergies SE | Union Bancaire Privée | investment | Switzerland | France | Europe (non 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 | $ 3 M | $ 4 M | $ 7 M | ||||
| 14 | BP plc | Union Bancaire Privée | investment | Switzerland | United Kingdom | Europe (non 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 | $ 6 M | $ 6 M | |||||
| 15 | Aker BP ASA | Union Bancaire Privée | investment | Switzerland | Norway | Europe (non EU) | Europe (non EU) | $ 5 M | $ 5 M | ||||||
| 16 | Reliance Industries Ltd | Union Bancaire Privée | investment | Switzerland | India | Europe (non EU) | South Asia | $ 5 M | $ 5 M | ||||||
| 17 | SSE plc | Union Bancaire Privée | investment | Switzerland | United Kingdom | Europe (non EU) | Europe (non EU) | $ 5 M | $ 5 M | ||||||
| 18 | GeoPark Ltd | Union Bancaire Privée | investment | Switzerland | Colombia | Europe (non EU) | South America | Amerisur Resources Ltd | $ 5 M | $ 5 M | |||||
| 19 | Sasol Ltd | Union Bancaire Privée | investment | Switzerland | South Africa | Europe (non EU) | Southern Africa | Sasol Financing (Pty) Ltd, Sasol Financing Pty Ltd, Sasol Financing USA LLC, Sasol Mining Pty Ltd, Sasol Financing International Ltd, Sasol Financing International Ltd/Isle of Man | $ 4 M | $ 4 M | |||||
| 20 | Petroleo Brasileiro SA – Petrobras | Union Bancaire Privée | investment | Switzerland | Brazil | Europe (non EU) | South America | Petrobras Global Finance BV | $ 4 M | $ 4 M | |||||
| 21 | Exxon Mobil Corporation | Union Bancaire Privée | investment | Switzerland | United States | Europe (non EU) | North America | Imperial Oil Ltd | $ 2 M | $ 1 M | $ 3 M | ||||
| 22 | CEZ a.s. | Union Bancaire Privée | investment | Switzerland | Czech Republic | Europe (non EU) | Europe (EU) | CEZ Finance BV, CEZ Polska Sp z o o, Severoceske doly AS | $ 3 M | $ 3 M | |||||
| 23 | Siemens AG | Union Bancaire Privée | investment | Switzerland | Germany | Europe (non EU) | Europe (EU) | $ 3 M | $ 3 M | ||||||
| 24 | ORLEN SA | Union Bancaire Privée | investment | Switzerland | Poland | Europe (non 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 | $ 3 M | $ 3 M | |||||
| 25 | CMS Energy Corp | Union Bancaire Privée | investment | Switzerland | United States | Europe (non EU) | North America | Consumers Energy Co Finance II, Consumers Energy Co Finance IV, Consumers Energy Co, Consumers Power Co Financing I, Consumers Energy Co Finance III | $ 3 M | $ 3 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!