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
$60.8B
AUM Growth
-$928M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,593
New
Increased
Reduced
Closed

Top Buys

1 +$29.3M
2 +$24.1M
3 +$21.6M
4
COTY icon
Coty
COTY
+$21.3M
5
PG icon
Procter & Gamble
PG
+$21.1M

Top Sells

1 +$132M
2 +$116M
3 +$56.5M
4
CMCSA icon
Comcast
CMCSA
+$50.3M
5
JPM icon
JPMorgan Chase
JPM
+$50M

Sector Composition

1 Financials 15.67%
2 Technology 14.71%
3 Healthcare 13.19%
4 Industrials 10.67%
5 Consumer Discretionary 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$78.2M 0.13%
2,478,285
-237,600
152
$77.6M 0.13%
1,114,370
-58,200
153
$77.3M 0.13%
820,072
-17,800
154
$77M 0.13%
2,042,339
-91,800
155
$77M 0.13%
1,617,467
-442,200
156
$76.7M 0.13%
4,104,795
-283,500
157
$76.6M 0.13%
658,326
-38,000
158
$76.6M 0.13%
629,062
-34,000
159
$76M 0.13%
3,194,720
-195,600
160
$75.6M 0.12%
7,432,362
-394,500
161
$75.4M 0.12%
1,089,498
-107,800
162
$75.2M 0.12%
1,534,529
-97,300
163
$73.8M 0.12%
530,944
-29,187
164
$73.6M 0.12%
1,389,583
-96,000
165
$73.3M 0.12%
1,739,248
-72,900
166
$72.3M 0.12%
1,837,699
-171,900
167
$71.5M 0.12%
649,500
-36,400
168
$71.4M 0.12%
1,331,870
-55,600
169
$71.3M 0.12%
1,324,165
-71,000
170
$71.1M 0.12%
733,031
-42,400
171
$71.1M 0.12%
687,934
-49,700
172
$70.7M 0.12%
2,990,786
-453,500
173
$70.5M 0.12%
874,800
-20,700
174
$70.3M 0.12%
1,351,200
+32,600
175
$70.3M 0.12%
1,069,300
-23,300