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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
BNS icon
76
Scotiabank
BNS
$106B
– –
-23,000
Closed -$1.49M
LRCX icon
77
Lam Research
LRCX
$398B
– –
-75,000
Closed -$10M
MRVL icon
78
Marvell Technology
MRVL
$196B
– –
-2,089,158
Closed -$176M
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.