California Public Employees Retirement System

California Public Employees Retirement System Portfolio holdings

AUM $175B
1-Year Est. Return 26.71%
 

The California Public Employees’ Retirement System (CalPERS), established in 1932 and headquartered in Sacramento, California, is the largest public pension fund in the U.S., managing over $510 billion in assets as of late 2024 to provide retirement and health benefits to more than 2 million state and local government employees, retirees, and their families. Operating as a defined benefit plan, CalPERS invests globally across equities, fixed income, real estate, private equity, and infrastructure, guided by a 13-member board and a commitment to sustainable investing and ESG (environmental, social, governance) principles under Chief Investment Officer Ben Meng since 2024. Known for its influential shareholder activism—pushing for corporate governance reforms—CalPERS serves over 3,000 employers, including state agencies and school districts, balancing long-term funding needs with a $100 billion unfunded liability challenge. As a cornerstone of California’s public sector, it blends financial stewardship with a mission to secure retiree livelihoods.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$58.8B
AUM Growth
-$7.72B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,738
New
Increased
Reduced
Closed

Top Buys

1 +$110M
2 +$109M
3 +$101M
4
BABA icon
Alibaba
BABA
+$61.5M
5
T icon
AT&T
T
+$55.9M

Top Sells

1 +$798M
2 +$134M
3 +$129M
4
EBAY icon
eBay
EBAY
+$115M
5
AAPL icon
Apple
AAPL
+$59.7M

Sector Composition

1 Financials 16.47%
2 Technology 14.26%
3 Healthcare 14.2%
4 Industrials 10.84%
5 Consumer Discretionary 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3526
$46K ﹤0.01%
24,500
3527
$46K ﹤0.01%
131,400
3528
$45K ﹤0.01%
33,742
3529
$45K ﹤0.01%
42,800
3530
$44K ﹤0.01%
20,416
3531
$44K ﹤0.01%
25,700
3532
$43K ﹤0.01%
12,059
3533
$43K ﹤0.01%
129
3534
$43K ﹤0.01%
16,907
3535
$43K ﹤0.01%
25,182
3536
$43K ﹤0.01%
14,606
3537
$42K ﹤0.01%
25
3538
$42K ﹤0.01%
1,860
3539
$42K ﹤0.01%
15,980
3540
$41K ﹤0.01%
1,935
3541
$41K ﹤0.01%
142,200
3542
$40K ﹤0.01%
25,860
3543
$40K ﹤0.01%
8,020
3544
$40K ﹤0.01%
3,340
3545
$38K ﹤0.01%
18,300
3546
$38K ﹤0.01%
29
3547
$37K ﹤0.01%
313
3548
$37K ﹤0.01%
14,900
3549
$37K ﹤0.01%
129,017
3550
$37K ﹤0.01%
11,600