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 |
Costco
COST
|
+$253M |
| 2 |
Walmart
WMT
|
+$201M |
| 3 |
Amazon
AMZN
|
+$110M |
| 4 |
United Parcel Service
UPS
|
+$103M |
| 5 |
Pool Corp
POOL
|
+$87M |
Top Sells
| 1 |
TJX Companies
TJX
|
+$413M |
| 2 |
Chubb
CB
|
+$336M |
| 3 |
Coca-Cola
KO
|
+$252M |
| 4 |
McCormick & Company Non-Voting
MKC
|
+$169M |
| 5 |
Apple
AAPL
|
+$152M |
Sector Composition
| 1 | Technology | 23.04% |
| 2 | Healthcare | 14.63% |
| 3 | Financials | 12.69% |
| 4 | Consumer Discretionary | 10.7% |
| 5 | Communication Services | 9.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1226
AllianceBernstein
AB
$4.24B
| $1.69M | ﹤0.01% |
36,270
-157,140
| -81% | -$7.32M |
|
|
PPBI
1227
DELISTED
Pacific Premier Bancorp
PPBI
| $1.69M | ﹤0.01% |
39,847
-123,238
| -76% | -$5.21M |
|
1228
American States Water
AWR
$2.82B
| $1.67M | ﹤0.01% |
20,931
-64,738
| -76% | -$5.15M |
|
1229
ServisFirst Bancshares
SFBS
$4.57B
| $1.65M | ﹤0.01% |
24,249
-74,999
| -76% | -$5.1M |
|
1230
Avista
AVA
$2.95B
| $1.65M | ﹤0.01% |
38,550
-119,226
| -76% | -$5.09M |
|
1231
Simmons First National
SFNC
$2.96B
| $1.59M | ﹤0.01% |
54,100
-167,322
| -76% | -$4.91M |
|
1232
California Water Service
CWT
$2.76B
| $1.57M | ﹤0.01% |
28,324
-87,602
| -76% | -$4.87M |
|
1233
FirstCash
FCFS
$6.49B
| $1.55M | ﹤0.01% |
20,235
-62,585
| -76% | -$4.78M |
|
1234
CVB Financial
CVBF
$2.77B
| $1.53M | ﹤0.01% |
74,184
-229,437
| -76% | -$4.72M |
|
1235
Integer Holdings
ITGR
$3.55B
| $1.51M | ﹤0.01% |
15,978
-49,417
| -76% | -$4.65M |
|
1236
Forward Air
FWRD
$904M
| $1.49M | ﹤0.01% |
16,548
-51,182
| -76% | -$4.59M |
|
1237
Casella Waste Systems
CWST
$5.79B
| $1.46M | ﹤0.01% |
22,947
-70,972
| -76% | -$4.5M |
|
1238
Golub Capital BDC
GBDC
$3.93B
| $1.45M | ﹤0.01% |
94,080
-284,304
| -75% | -$4.38M |
|
1239
WesBanco
WSBC
$3.03B
| $1.44M | ﹤0.01% |
40,272
-124,555
| -76% | -$4.44M |
|
|
ESGR
1240
DELISTED
Enstar Group
ESGR
| $1.43M | ﹤0.01% |
5,995
-18,544
| -76% | -$4.43M |
|
1241
Arcosa
ACA
$4.67B
| $1.42M | ﹤0.01% |
24,195
-74,831
| -76% | -$4.39M |
|
1242
WSFS Financial
WSFS
$3.13B
| $1.41M | ﹤0.01% |
30,179
-93,338
| -76% | -$4.35M |
|
1243
Atlantic Union Bankshares
AUB
$5.05B
| $1.41M | ﹤0.01% |
38,793
-119,979
| -76% | -$4.35M |
|
1244
International Bancshares
IBOC
$4.39B
| $1.39M | ﹤0.01% |
32,409
-100,236
| -76% | -$4.31M |
|
1245
Moog
MOG.A
$6.27B
| $1.39M | ﹤0.01% |
16,486
-53,738
| -77% | -$4.52M |
|
1246
Columbia Banking Systems
COLB
$7.8B
| $1.38M | ﹤0.01% |
35,756
-110,588
| -76% | -$4.27M |
|
|
IBTX
1247
DELISTED
Independent Bank Group, Inc.
IBTX
| $1.37M | ﹤0.01% |
18,575
-57,449
| -76% | -$4.25M |
|
1248
First Merchants
FRME
$2.31B
| $1.37M | ﹤0.01% |
32,911
-96,952
| -75% | -$4.04M |
|
1249
Dorman Products
DORM
$4.93B
| $1.36M | ﹤0.01% |
13,158
-40,697
| -76% | -$4.22M |
|
1250
BOK Financial
BOKF
$7.06B
| $1.36M | ﹤0.01% |
15,714
-48,601
| -76% | -$4.21M |
|