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EPFB

Employees Provident Fund Board Portfolio holdings

AUM $13.2B
1-Year Est. Return 29.65%
This Fund
S&P 500
This Quarter Est. Return
+6.73%
1 Year Est. Return
+29.65%
3 Year Est. Return
+81.69%
5 Year Est. Return
+112.98%
10 Year Est. Return
+350.37%
AUM
$13.6B
AUM Growth
+$1.14B
Cap. Flow
+$541M
Cap. Flow %
3.98%
Top 10 Hldgs %
48.65%
Holding
78
New
1
Increased
32
Reduced
19
Closed
5

Top Buys

Rank Stock Value
1
BAC icon
Bank of America
BAC
+$241M
2
META icon
Meta Platforms (Facebook)
META
+$223M
3
NVDA icon
NVIDIA
NVDA
+$207M
4
MSFT icon
Microsoft
MSFT
+$140M
5
AEM icon
Agnico Eagle Mines
AEM
+$62.7M

Top Sells

Rank Stock Value
1
LLY icon
Eli Lilly
LLY
+$291M
2
MRVL icon
Marvell Technology
MRVL
+$176M
3
CRWD icon
CrowdStrike
CRWD
+$82.6M
4
AMAT icon
Applied Materials
AMAT
+$50.7M
5
ALGN icon
Align Technology
ALGN
+$49.5M

Sector Composition

Rank Sector Weight
1 Technology 48.61%
2 Healthcare 15.12%
3 Communication Services 13.15%
4 Financials 7.82%
5 Consumer Discretionary 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MDB icon
26
MongoDB
MDB
$28.9B
$203M 1.49%
484,559
-28,151
-5% -$10.2M
DIS icon
27
Walt Disney
DIS
$170B
$197M 1.45%
1,734,806
+134,806
+8% +$14.8M
ZTS icon
28
Zoetis
ZTS
$32.6B
$193M 1.42%
1,537,130
– –
AMAT icon
29
Applied Materials
AMAT
$406B
$189M 1.39%
735,281
-211,500
-22% -$50.7M
NKE icon
30
Nike
NKE
$62.7B
$186M 1.37%
2,920,713
-528,060
-15% -$34.4M
AEM icon
31
Agnico Eagle Mines
AEM
$74.5B
$183M 1.35%
1,079,713
+372,855
+53% +$62.7M
MCO icon
32
Moody's
MCO
$82.9B
$153M 1.13%
300,000
+18,022
+6% +$8.79M
ADBE icon
33
Adobe
ADBE
$101B
$148M 1.08%
421,741
– –
DXCM icon
34
DexCom
DXCM
$32.7B
$145M 1.07%
2,190,029
– –
NXPI icon
35
NXP Semiconductors
NXPI
$55.6B
$128M 0.94%
591,346
– –
BIIB icon
36
Biogen
BIIB
$29.8B
$124M 0.91%
704,196
– –
ARM icon
37
Arm
ARM
$252B
$120M 0.88%
1,100,000
+300,000
+38% +$43.6M
BMY icon
38
Bristol-Myers Squibb
BMY
$132B
$111M 0.82%
2,059,000
+81,000
+4% +$3.9M
SLB icon
39
SLB Ltd
SLB
$73.2B
$107M 0.79%
2,797,057
– –
UNH icon
40
UnitedHealth
UNH
$378B
$99M 0.73%
300,000
+90,000
+43% +$30.5M
RMD icon
41
ResMed
RMD
$31.2B
$86.3M 0.63%
358,101
+62,402
+21% +$16M
DG icon
42
Dollar General
DG
$28B
$77.8M 0.57%
585,851
– –
OIH icon
43
VanEck Oil Services ETF
OIH
$1.89B
$69.3M 0.51%
243,479
– –
GILD icon
44
Gilead Sciences
GILD
$161B
$57.2M 0.42%
466,000
+26,500
+6% +$3.22M
JNJ icon
45
Johnson & Johnson
JNJ
$609B
$50M 0.37%
241,584
+27
+0% +$5.34K
DOV icon
46
Dover
DOV
$27.6B
$47.3M 0.35%
242,479
+1,779
+0.7% +$324K
TJX icon
47
TJX Companies
TJX
$172B
$47M 0.35%
306,000
+76,526
+33% +$11.3M
SYK icon
48
Stryker
SYK
$129B
$39.9M 0.29%
113,560
– –
CMI icon
49
Cummins
CMI
$89.3B
$39.7M 0.29%
77,800
+27,131
+54% +$12.7M
ABBV icon
50
AbbVie
ABBV
$434B
$33.1M 0.24%
145,000
– –
1
2
3 4

Similar funds

RCMU
Rokos Capital Management (UK) London, United Kingdom $13.2B AUM 85.71% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

Employees Provident Fund Board's Q4 2025 Portfolio in Review

As of Q4 2025, Employees Provident Fund Board held 78 positions worth $13.6B, up 9.1% from $12.5B the previous quarter. Its ten largest holdings account for 49% of the portfolio.

Employees Provident Fund Board deployed $541M of net new capital in Q4 2025, opening 1 new position and adding to 32 existing holdings. Its largest new stake was Bank of America: 4,562,000 shares worth $251M.

By sector, the portfolio is most concentrated in Technology at 49% of assets, down from 51% a quarter earlier, followed by Healthcare and Communication Services.

On the sell side, the largest reduction was Eli Lilly, an estimated $291M trimmed.

  • Employees Provident Fund Board's largest Q4 2025 buy was Bank of America: 4,562,000 shares worth $251M.
  • Employees Provident Fund Board added most to Meta Platforms (Facebook) in Q4 2025, an estimated $223M increase.
  • Employees Provident Fund Board's biggest Q4 2025 reduction was Eli Lilly, cutting an estimated $291M.
  • Employees Provident Fund Board fully exited Marvell Technology in Q4 2025, selling an estimated $176M.
  • Employees Provident Fund Board's ten largest holdings make up 49% of its $13.6B portfolio in Q4 2025.
  • Employees Provident Fund Board opened 1 new position and closed 5 in Q4 2025.
  • Employees Provident Fund Board's portfolio value rose 9.1% quarter-over-quarter to $13.6B.

Based on Employees Provident Fund Board's 13F filing for Q4 2025, filed 3 Mar 2026.