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BSPF

British Steel Pension Fund Portfolio holdings

AUM $410M
1-Year Est. Return 11.96%
This Fund
S&P 500
This Quarter Est. Return
-7.02%
1 Year Est. Return
+11.96%
3 Year Est. Return
+29.72%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$587M
AUM Growth
–
Cap. Flow
+$575M
Cap. Flow %
97.95%
Top 10 Hldgs %
48.04%
Holding
178
New
178
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
UNP icon
Union Pacific
UNP
+$43.4M
2
NEE icon
NextEra Energy
NEE
+$35.7M
3
ENB icon
Enbridge
ENB
+$34.1M
4
XEL icon
Xcel Energy
XEL
+$30.3M
5
CSX icon
CSX Corp
CSX
+$26.3M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Utilities 37.4%
2 Industrials 20.77%
3 Energy 15.37%
4 Real Estate 5.14%
5 Communication Services 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CHX
176
DELISTED
ChampionX
CHX
$90K 0.02%
+2,199
New +$80.8K
PRSP
177
DELISTED
Perspecta Inc. Common Stock
PRSP
$62K 0.01%
+2,510
New +$55.6K
BHF icon
178
Brighthouse Financial
BHF
$3.5B
$32K 0.01%
+732
New +$28.6K
4 5 6 7
8

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British Steel Pension Fund's Q4 2018 Portfolio in Review

Q4 2018 is the first quarter with a 13F filing on record for British Steel Pension Fund, which disclosed 178 positions worth $587M. Its ten largest holdings account for 48% of the portfolio.

Its largest position is Union Pacific: 293,235 shares worth $47.7M.

By sector, the portfolio is most concentrated in Utilities at 37% of assets, followed by Industrials and Energy.

  • British Steel Pension Fund's largest Q4 2018 buy was Union Pacific: 293,235 shares worth $47.7M.
  • British Steel Pension Fund's ten largest holdings make up 48% of its $587M portfolio in Q4 2018.
  • British Steel Pension Fund disclosed 178 positions in Q4 2018, its first 13F filing on record.

Based on British Steel Pension Fund's 13F filing for Q4 2018, filed 21 Feb 2019.