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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
-4.72%
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
$13.2B
AUM Growth
-$371M
Cap. Flow
+$710M
Cap. Flow %
5.36%
Top 10 Hldgs %
50.16%
Holding
76
New
3
Increased
30
Reduced
19
Closed
6

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$325M
2
LLY icon
Eli Lilly
LLY
+$210M
3
PWR icon
Quanta Services
PWR
+$184M
4
AEM icon
Agnico Eagle Mines
AEM
+$161M
5
AAPL icon
Apple
AAPL
+$116M

Top Sells

Rank Stock Value
1
MCO icon
Moody's
MCO
+$153M
2
ADBE icon
Adobe
ADBE
+$148M
3
XOM icon
ExxonMobil
XOM
+$142M
4
NXPI icon
NXP Semiconductors
NXPI
+$128M
5
B
Barrick Mining
B
+$105M

Sector Composition

Rank Sector Weight
1 Technology 48.01%
2 Healthcare 15.42%
3 Communication Services 12.68%
4 Financials 6.93%
5 Consumer Discretionary 5.01%

No holdings matched the selected filter criteria.

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 Q1 2026 Portfolio in Review

As of Q1 2026, Employees Provident Fund Board held 76 positions worth $13.2B, down 2.7% from $13.6B the previous quarter. Its ten largest holdings account for 50% of the portfolio.

Employees Provident Fund Board deployed $710M of net new capital in Q1 2026, opening 3 new positions and adding to 30 existing holdings. Its largest new stake was Western Digital: 405,167 shares worth $110M.

By sector, the portfolio is most concentrated in Technology at 48% of assets, down from 49% a quarter earlier, followed by Healthcare and Communication Services.

On the sell side, the largest reduction was ExxonMobil, an estimated $142M trimmed.

  • Employees Provident Fund Board's largest Q1 2026 buy was Western Digital: 405,167 shares worth $110M.
  • Employees Provident Fund Board added most to Microsoft in Q1 2026, an estimated $325M increase.
  • Employees Provident Fund Board's biggest Q1 2026 reduction was ExxonMobil, cutting an estimated $142M.
  • Employees Provident Fund Board fully exited Moody's in Q1 2026, selling an estimated $153M.
  • Employees Provident Fund Board's ten largest holdings make up 50% of its $13.2B portfolio in Q1 2026.
  • Employees Provident Fund Board opened 3 new positions and closed 6 in Q1 2026.
  • Employees Provident Fund Board's portfolio value fell 2.7% quarter-over-quarter to $13.2B.

Based on Employees Provident Fund Board's 13F filing for Q1 2026, filed 12 May 2026.