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EPFB

Employees Provident Fund Board Portfolio holdings

AUM $17.4B
1-Year Est. Return 49.08%
This Fund
S&P 500
This Quarter Est. Return
+19.02%
1 Year Est. Return
+49.08%
3 Year Est. Return
+125.51%
5 Year Est. Return
+167.05%
10 Year Est. Return
+526.03%
AUM
$11.6B
AUM Growth
+$2.76B
Cap. Flow
+$1.19B
Cap. Flow %
10.28%
Top 10 Hldgs %
43.7%
Holding
92
New
6
Increased
44
Reduced
15
Closed
6
Avg Time Held
10.9 quarters
Top 10 Avg Time Held
12.3 quarters
Top 20 Avg Time Held
8.5 quarters

Top Buys

Rank Stock Value
1
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$211M
2
AAPL icon
Apple
AAPL
+$173M
3
META icon
Meta Platforms (Facebook)
META
+$162M
4
MA icon
Mastercard
MA
+$140M
5
LLY icon
Eli Lilly
LLY
+$127M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$166M
2
PWR icon
Quanta Services
PWR
+$151M
3
NEM icon
Newmont
NEM
+$147M
4
DDOG icon
Datadog
DDOG
+$74.5M
5
ORCL icon
Oracle
ORCL
+$69.9M

Sector Composition

Rank Sector Weight
1 Technology 48.64%
2 Healthcare 17.49%
3 Communication Services 11.05%
4 Financials 6.58%
5 Consumer Discretionary 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
MCO icon
26
Moody's
MCO
$79.4B
$176M 1.52%
350,000
+51,851
+17% +$24M
2020 Q2
20 quarters
CRM icon
27
Salesforce
CRM
$187B
$175M 1.52%
643,458
+190,054
+42% +$50.8M
2018 Q4
26 quarters
NEE icon
28
NextEra Energy
NEE
$161B
$167M 1.44%
2,400,000
+700,000
+41% +$48.6M
2020 Q2
20 quarters
ADBE icon
29
Adobe
ADBE
$95.8B
$163M 1.41%
421,741
– –
2023 Q2
8 quarters
MRK icon
30
Merck
MRK
$351B
$134M 1.16%
1,689,034
+179,000
+12% +$14.2M
2013 Q2
48 quarters
B
31
Barrick Mining
B
$65.8B
$132M 1.14%
6,356,156
+900,000
+16% +$17.6M
2021 Q3
15 quarters
NXPI icon
32
NXP Semiconductors
NXPI
$58.3B
$129M 1.12%
591,346
– –
2021 Q3
15 quarters
DIS icon
33
Walt Disney
DIS
$185B
$124M 1.07%
1,000,000
+111,227
+13% +$11.6M
2022 Q2
12 quarters
ARM icon
34
Arm
ARM
$294B
$119M 1.03%
733,519
-266,481
-27% -$33.1M
2024 Q2
4 quarters
DDOG icon
35
Datadog
DDOG
$98.3B
$114M 0.99%
850,000
-672,643
-44% -$74.5M
2022 Q4
10 quarters
RMD icon
36
ResMed
RMD
$31.9B
$106M 0.91%
409,842
+39,014
+11% +$9.31M
2022 Q1
13 quarters
SLB icon
37
SLB Ltd
SLB
$72.7B
$94.5M 0.82%
2,797,057
– –
2024 Q2
4 quarters
BMY icon
38
Bristol-Myers Squibb
BMY
$122B
$91.6M 0.79%
1,978,000
+152,140
+8% +$7.47M
2023 Q1
9 quarters
BIIB icon
39
Biogen
BIIB
$32.3B
$88.4M 0.76%
704,196
– –
2019 Q4
22 quarters
ALGN icon
40
Align Technology
ALGN
$10B
$74.9M 0.65%
395,688
– –
2022 Q2
12 quarters
AEM icon
41
Agnico Eagle Mines
AEM
$93.1B
$71.1M 0.61%
+597,900
New +$69.4M
2025 Q2
0 quarters
C icon
42
Citigroup
C
$215B
$68.1M 0.59%
800,000
-700,000
-47% -$50.6M
2024 Q2
4 quarters
DG icon
43
Dollar General
DG
$27.4B
$67M 0.58%
585,851
– –
2018 Q2
28 quarters
UNH icon
44
UnitedHealth
UNH
$333B
$65.5M 0.57%
210,000
– –
2024 Q2
4 quarters
MDB icon
45
MongoDB
MDB
$29.9B
$61.4M 0.53%
292,603
– –
2023 Q4
6 quarters
OIH icon
46
VanEck Oil Services ETF
OIH
$1.86B
$56.1M 0.48%
243,479
– –
2024 Q2
4 quarters
TSLA icon
47
Tesla
TSLA
$1.48T
$55.6M 0.48%
175,000
-79,989
-31% -$24.1M
2023 Q3
7 quarters
IAT icon
48
iShares US Regional Banks ETF
IAT
$609M
$49.5M 0.43%
1,000,000
+600,000
+150% +$27.3M
2025 Q1
1 quarter
GILD icon
49
Gilead Sciences
GILD
$182B
$45.3M 0.39%
408,301
+261,301
+178% +$27.8M
2019 Q3
23 quarters
SYK icon
50
Stryker
SYK
$106B
$44.9M 0.39%
113,560
+20,200
+22% +$7.56M
2024 Q4
2 quarters
1
2
3 4

Similar funds

LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
AI
Advent International Boston, Massachusetts $17.7B AUM 5.23% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.56% 1-Year Est. Return
TI
Trexquant Investment Stamford, Connecticut $17B AUM 39.66% 1-Year Est. Return

Employees Provident Fund Board's Q2 2025 Portfolio in Review

As of Q2 2025, Employees Provident Fund Board held 92 positions worth $11.6B, up 31% from $8.81B the previous quarter. Its ten largest holdings account for 44% of the portfolio.

Employees Provident Fund Board deployed $1.19B of net new capital in Q2 2025, opening 6 new positions and adding to 44 existing holdings. Its largest new stake was Agnico Eagle Mines: 597,900 shares worth $71.1M.

By sector, the portfolio is most concentrated in Technology at 49% of assets, up from 46% a quarter earlier, followed by Healthcare and Communication Services.

On the sell side, the largest reduction was NVIDIA, an estimated $166M trimmed.

  • Employees Provident Fund Board's largest Q2 2025 buy was Agnico Eagle Mines: 597,900 shares worth $71.1M.
  • Employees Provident Fund Board added most to Alphabet (Google) Class A in Q2 2025, an estimated $211M increase.
  • Employees Provident Fund Board's biggest Q2 2025 reduction was NVIDIA, cutting an estimated $166M.
  • Employees Provident Fund Board fully exited Newmont in Q2 2025, selling an estimated $147M.
  • Employees Provident Fund Board's ten largest holdings make up 44% of its $11.6B portfolio in Q2 2025.
  • Employees Provident Fund Board opened 6 new positions and closed 6 in Q2 2025.
  • Employees Provident Fund Board's portfolio value rose 31% quarter-over-quarter to $11.6B.

Based on Employees Provident Fund Board's 13F filing for Q2 2025, filed 17 Mar 2026.