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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
PWR icon
51
Quanta Services
PWR
$102B
$31.2M 0.23%
74,000
-8,000
-10% -$3.52M
GPC icon
52
Genuine Parts
GPC
$17.7B
$27.1M 0.2%
220,000
– –
AMGN icon
53
Amgen
AMGN
$204B
$25.7M 0.19%
78,500
-2,500
-3% -$793K
FSLR icon
54
First Solar
FSLR
$25B
$25.5M 0.19%
97,733
-16,238
-14% -$4.1M
COR icon
55
Cencora
COR
$60B
$24.3M 0.18%
72,000
+8,000
+13% +$2.73M
CL icon
56
Colgate-Palmolive
CL
$71.6B
$21.1M 0.16%
267,100
+8,199
+3% +$643K
CI icon
57
Cigna
CI
$74.5B
$20.9M 0.15%
76,000
– –
EFX icon
58
Equifax
EFX
$20.5B
$20.1M 0.15%
92,500
– –
TT icon
59
Trane Technologies
TT
$101B
$19.1M 0.14%
49,000
+22,500
+85% +$9.31M
PNC icon
60
PNC Financial Services
PNC
$100B
$17.8M 0.13%
85,500
-20,500
-19% -$3.96M
CLX icon
61
Clorox
CLX
$11.9B
$17.3M 0.13%
171,680
– –
CSL icon
62
Carlisle Companies
CSL
$14.8B
$16.8M 0.12%
52,500
– –
EQT icon
63
EQT Corp
EQT
$33.5B
$13.2M 0.1%
247,000
-30,323
-11% -$1.7M
V icon
64
Visa
V
$683B
$11.7M 0.09%
33,500
+1,500
+5% +$511K
AKAM icon
65
Akamai
AKAM
$17.1B
$9.12M 0.07%
104,500
-17,300
-14% -$1.42M
CEG icon
66
Constellation Energy
CEG
$97.7B
$8.45M 0.06%
23,928
-72
-0.3% -$26.2K
GWW icon
67
W.W. Grainger
GWW
$64.7B
$7.87M 0.06%
7,803
– –
GIS icon
68
General Mills
GIS
$19.2B
$7.53M 0.06%
162,000
-33,811
-17% -$1.61M
GEV icon
69
GE Vernova
GEV
$268B
$6.86M 0.05%
10,500
– –
CPB icon
70
Campbell Soup
CPB
$6.67B
$5.31M 0.04%
190,505
-46,459
-20% -$1.4M
HSY icon
71
Hershey
HSY
$35.7B
$4.91M 0.04%
27,000
-500
-2% -$91.4K
VZ icon
72
Verizon
VZ
$197B
$3.5M 0.03%
86,000
– –
ACN icon
73
Accenture
ACN
$101B
$3.11M 0.02%
11,582
-4,223
-27% -$1.07M
ALGN icon
74
Align Technology
ALGN
$12.4B
– –
-395,688
Closed -$49.5M
AVTR icon
75
Avantor
AVTR
$9.25B
– –
-62,000
Closed -$774K
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
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
AAMU
APG Asset Management US New York $13B AUM 5.3% 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.