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 |
Coca-Cola
KO
|
+$203M |
| 2 |
PepsiCo
PEP
|
+$200M |
| 3 |
NextEra Energy, Inc.
NEE
|
+$113M |
| 4 |
Newmont
NEM
|
+$111M |
| 5 |
McDonald's
MCD
|
+$104M |
Top Sells
| 1 |
Apollo Global Management
APO
|
+$512M |
| 2 |
Apple
AAPL
|
+$248M |
| 3 |
Microsoft
MSFT
|
+$209M |
| 4 |
JPMorgan Chase
JPM
|
+$134M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$92.7M |
Sector Composition
| 1 | Technology | 16.08% |
| 2 | Financials | 14.88% |
| 3 | Healthcare | 13.46% |
| 4 | Consumer Discretionary | 9.93% |
| 5 | Consumer Staples | 9.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
951
Silicon Laboratories
SLAB
$4.34B
| $6.72M | 0.01% |
65,028
-3,216
| -5% | -$333K |
|
|
AMED
952
DELISTED
Amedisys
AMED
| $6.72M | 0.01% |
55,369
-1,656
| -3% | -$201K |
|
953
Fulton Financial
FULT
$3.51B
| $6.72M | 0.01% |
410,238
-99,773
| -20% | -$1.63M |
|
954
Alcoa
AA
$8.36B
| $6.7M | 0.01% |
286,250
-40,604
| -12% | -$951K |
|
955
Moog
MOG.A
$6.24B
| $6.66M | 0.01% |
71,120
-14,911
| -17% | -$1.4M |
|
956
First Citizens BancShares
FCNCA
$25.4B
| $6.65M | 0.01% |
14,772
-2,944
| -17% | -$1.33M |
|
957
Evercore
EVR
$13.3B
| $6.64M | 0.01% |
74,974
+5,942
| +9% | +$526K |
|
958
Arrowhead Research
ARWR
$4.11B
| $6.62M | 0.01% |
249,752
-17,558
| -7% | -$465K |
|
959
RBC Bearings
RBC
$11.9B
| $6.61M | 0.01% |
39,617
-2,195
| -5% | -$366K |
|
960
Viavi Solutions
VIAV
$2.66B
| $6.57M | 0.01% |
494,164
+18,107
| +4% | +$241K |
|
961
Murphy Oil
MUR
$3.69B
| $6.57M | 0.01% |
266,374
-78,401
| -23% | -$1.93M |
|
962
Apple Hospitality REIT
APLE
$3.01B
| $6.51M | 0.01% |
410,617
-88,028
| -18% | -$1.4M |
|
963
nVent Electric
NVT
$15.4B
| $6.51M | 0.01% |
262,666
-11,414
| -4% | -$283K |
|
964
Spire
SR
$4.5B
| $6.5M | 0.01% |
77,503
+3,072
| +4% | +$258K |
|
965
Hyatt Hotels
H
$13.6B
| $6.5M | 0.01% |
85,312
+1,639
| +2% | +$125K |
|
966
Cousins Properties
CUZ
$4.91B
| $6.49M | 0.01% |
179,426
+25,480
| +17% | +$922K |
|
|
EQM
967
DELISTED
EQM Midstream Partners, LP
EQM
| $6.49M | 0.01% |
145,169
-18,364
| -11% | -$820K |
|
968
First Industrial Realty Trust
FR
$6.77B
| $6.46M | 0.01% |
175,738
+5,985
| +4% | +$220K |
|
969
Zscaler
ZS
$44.6B
| $6.45M | 0.01% |
84,179
+25,960
| +45% | +$1.99M |
|
|
JBTM
970
JBT Marel Corporation
JBTM
$7.09B
| $6.44M | 0.01% |
53,185
-1,833
| -3% | -$222K |
|
|
ISBC
971
DELISTED
Investors Bancorp, Inc.
ISBC
| $6.44M | 0.01% |
577,789
-128,051
| -18% | -$1.43M |
|
972
First Bancorp
FBP
$3.52B
| $6.42M | 0.01% |
581,904
-147,752
| -20% | -$1.63M |
|
973
Quaker Houghton
KWR
$2.42B
| $6.42M | 0.01% |
31,629
-3,363
| -10% | -$682K |
|
|
SGI
974
Somnigroup International Inc.
SGI
$17.9B
| $6.41M | 0.01% |
349,192
-20,076
| -5% | -$368K |
|
975
Hancock Whitney
HWC
$5.38B
| $6.39M | 0.01% |
159,480
-48,772
| -23% | -$1.95M |
|