California Public Employees Retirement System Portfolio holdings
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.
Top Buys
| 1 |
Apple
AAPL
|
$1.04B |
| 2 |
Financial Select Sector SPDR Fund
XLF
|
$530M |
| 3 |
Microsoft
MSFT
|
$397M |
| 4 |
JPMorgan Chase
JPM
|
$226M |
| 5 |
Amazon
AMZN
|
$179M |
Top Sells
| 1 |
Walmart
WMT
|
$274M |
| 2 |
Eli Lilly
LLY
|
$164M |
| 3 |
NextEra Energy, Inc.
NEE
|
$159M |
| 4 |
Cisco
CSCO
|
$115M |
| 5 |
Accenture
ACN
|
$111M |
Sector Composition
| 1 | Technology | 22.76% |
| 2 | Healthcare | 16.97% |
| 3 | Financials | 12.96% |
| 4 | Consumer Staples | 8.85% |
| 5 | Consumer Discretionary | 8.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
651
Selective Insurance
SIGI
$4.85B
| $17.8M | 0.02% |
201,039
+64,754
| +48% | +$5.74M |
|
652
Williams-Sonoma
WSM
$24.8B
| $17.8M | 0.02% |
309,284
-12,202
| -4% | -$701K |
|
653
Cleveland-Cliffs
CLF
$5.45B
| $17.8M | 0.02% |
1,102,736
-88,183
| -7% | -$1.42M |
|
654
Bruker
BRKR
$4.67B
| $17.8M | 0.02% |
259,799
-3,075
| -1% | -$210K |
|
|
DOC
655
DELISTED
PHYSICIANS REALTY TRUST
DOC
| $17.8M | 0.02% |
1,226,957
+107,889
| +10% | +$1.56M |
|
656
Zions Bancorporation
ZION
$8.42B
| $17.7M | 0.02% |
360,021
-3,792
| -1% | -$186K |
|
657
Liberty Global Class A
LBTYA
$3.99B
| $17.7M | 0.02% |
934,639
-62,384
| -6% | -$1.18M |
|
658
Churchill Downs
CHDN
$7.01B
| $17.7M | 0.02% |
167,348
+6,362
| +4% | +$673K |
|
659
Repligen
RGEN
$6.79B
| $17.7M | 0.02% |
104,450
-8,870
| -8% | -$1.5M |
|
660
Whirlpool
WHR
$5.34B
| $17.6M | 0.02% |
124,723
-1,665
| -1% | -$236K |
|
661
American Airlines Group
AAL
$8.54B
| $17.6M | 0.02% |
1,386,775
-48,231
| -3% | -$613K |
|
662
Rivian
RIVN
$17B
| $17.6M | 0.02% |
956,850
-95,991
| -9% | -$1.77M |
|
663
Ally Financial
ALLY
$12.7B
| $17.5M | 0.01% |
717,045
-32,031
| -4% | -$783K |
|
|
BERY
664
DELISTED
Berry Global Group, Inc.
BERY
| $17.5M | 0.01% |
315,932
-22,389
| -7% | -$1.24M |
|
665
Acadia Healthcare
ACHC
$2.08B
| $17.5M | 0.01% |
212,854
+7,801
| +4% | +$642K |
|
|
MZTI
666
The Marzetti Company Common Stock
MZTI
$5.07B
| $17.5M | 0.01% |
88,685
+16,950
| +24% | +$3.34M |
|
667
Lear
LEA
$6B
| $17.5M | 0.01% |
140,923
+1,721
| +1% | +$213K |
|
668
White Mountains Insurance
WTM
$4.55B
| $17.4M | 0.01% |
12,333
+21
| +0.2% | +$29.7K |
|
669
Exponent
EXPO
$3.59B
| $17.4M | 0.01% |
175,485
+53,390
| +44% | +$5.29M |
|
670
Franklin Resources
BEN
$12.9B
| $17.4M | 0.01% |
658,341
-37,999
| -5% | -$1M |
|
671
Paylocity
PCTY
$9.54B
| $17.3M | 0.01% |
89,123
-269
| -0.3% | -$52.3K |
|
672
Lennox International
LII
$20.4B
| $17.3M | 0.01% |
72,250
+230
| +0.3% | +$55K |
|
673
Exelixis
EXEL
$10.1B
| $17.3M | 0.01% |
1,076,399
+333,555
| +45% | +$5.35M |
|
674
Sealed Air
SEE
$4.86B
| $17.1M | 0.01% |
343,668
+3,176
| +0.9% | +$158K |
|
675
HF Sinclair
DINO
$9.56B
| $17.1M | 0.01% |
330,023
-19,478
| -6% | -$1.01M |
|