The Ten Largest Holding of CalPERS, the Biggest U.S. Investor

by: Stockerblog

Can you name the biggest American investor? No, it's not Warren Buffett; as a matter of fact, it is not a person. It is CalPERS, the California Public Employees' Retirement System, which handles the retirement for well over a million California employees. It's total investments are now at about $254 billion, with investments in stocks, bonds, mutual funds, private equity, real estate, and venture capital.

The CalPERS portfolio has had an average annual return of 14.62% over the last three years, which is not too shabby for a behemoth portfolio of this size with 4,691 stocks in its portfolio.

You should check out the entire list of stocks in their portfolio at, where you can download the entire list which can be sorted and changed.

Many of the companies are fairly common, but some I've never heard of and several may even be considered penny stocks as they sell for less than a dollar a share.

Here is a list of CalPERS largest shareholdings:

  • Exxon Mobil Corp. (NYSE:XOM) has a P/E of 13, and a yield of 1.5%.

  • General Electric Co. (NYSE:GE) has a P/E of 17, and a yield of 3%.

  • Microsoft Corporation (NASDAQ:MSFT) has a P/E of 23, and a yield of 1.3%.

  • Citigroup Inc. (NYSE:C) has a P/E of 9, and a yield of 6.3%.

  • Bank of America Corporation (NYSE:BAC) has a P/E of 10, and a yield of 5.6%.

  • Johnson & Johnson (NYSE:JNJ) has a P/E of 19, and a yield of 2.4%.

  • Wal-Mart Stores Inc. (NYSE:WMT) has a P/E of 16, and a yield of 1.8%.

  • Pfizer Inc. (NYSE:PFE) has a P/E of 12, and a yield of 4.8%.

  • Procter & Gamble Co. (NYSE:PG) has a P/E of 23, and a yield of 1.9%.

  • JPMorgan Chase & Co (NYSE:JPM) has a P/E of 10, and a yield of 3.3%.

  • Disclosure: The author owns MSFT and PFE.