PIMCO

United States

$1.8T in AUM

Qualitative Analysis

FinanceMap scores this financial institution in the following areas. Please navigate to the relevant tab for in-depth analysis

FinanceMap Scores

Stewardship Score

Top Line Target

Portfolio Analysis

FinanceMap assesses these portfolios for this financial institution. Please navigate to the relevant tab for in-depth analysis.

Activity Stream
Value Assessed
Portfolio Paris Alignment Score
Exposure to Fossil Fuels
Equity Asset Management
$5.77B
-19%
6.9%

Exposure Analysis

Last Updated - 28/02/2023

Fossil fuel production companies are defined as those with primary sector of operations in the up-, mid-, and/or downstream segments of fossil fuel production. Green companies are defined as companies having over 75% revenue deriving from Substantial Contribution to Mitigation activities under the EU Taxonomy.

Portfolio Paris Alignment

Equity Portfolio Paris Alignment

Portion of AUM Assessed: $5.77B

Portfolio Paris Alignment by Sector

Sector Paris Alignment scores for the sectors in which the asset manager has shareholdings. FinanceMap Paris Alignment analysis is limited to the automotive, upstream fossil fuel, and power sectors.
Sector
% of Portfolio Value
Sector Paris Alignment

Portfolio Forecast Production in Sector

Holding NameContribution to Sector Production
Korea Electric Power Corp25.7%
Vistra Corp12.4%
China Resources Power Holdings Co Ltd8.2%
Electric Power Development Co Ltd4.5%
AGL Energy Ltd3.8%
Tohoku Electric Power Co Inc3.4%
Enel SpA3.3%
Renew Energy Global PLC2.9%
NTPC Ltd2.8%
OGE Energy Corp2.5%

Portfolio Forecast Production in Sector

Holding NameContribution to Sector Production
Kia Corp28.8%
Nissan Motor Co Ltd22.6%
Mazda Motor Corp14.0%
Renault SA9.9%
Subaru Corp4.3%
Mercedes Benz Group AG3.8%
Bayerische Motoren Werke AG2.5%
Mahindra and Mahindra Ltd2.3%
Hyundai Motor Co1.9%
General Motors Co1.7%

Portfolio Forecast Production in Sector

Holding NameContribution to Sector Production
China Shenhua Energy Co Ltd38.8%
Coal India Ltd27.9%
Warrior Met Coal Inc12.0%
Adaro Energy Indonesia TBK PT7.4%
Arch Resources Inc4.1%
Peabody Energy Corp3.6%
Bukit Asam Tbk PT2.7%
Semirara Mining and Power Corporation1.2%
Glencore PLC1.1%
Yankuang Energy Group Co Ltd0.6%

Portfolio Forecast Production in Sector

Holding NameContribution to Sector Production
EQT Corp14.4%
China Petroleum & Chemical Corp13.6%
Chesapeake Energy Corp11.2%
PetroChina Co Ltd7.3%
Eni SpA6.4%
CNX Resources Corp5.5%
Oil and Natural Gas Corporation Ltd4.1%
Exxon Mobil Corp3.4%
Shell PLC3.4%
Conocophillips3.3%

Funds Assessed

All equity funds that FinanceMap has identified as being managed by this asset manager. Click through to a fund's profile page to view in-depth analysis.
Fund Name
Fund Domicile
TNA
Exposure
Portfolio Paris Alignment
United States
$1.97B
N/A
N/A
United States
$1.91B
N/A
N/A
Ireland
$1.2B
N/A
N/A
United States
$1.19B
N/A
N/A
United States
$1.16B
13.0%
-13%
United States
$1.15B
15.2%
-25%
United States
$1.08B
N/A
N/A
United States
$713M
11.6%
-18%
United States
$694M
21.6%
-17%
United States
$689M
N/A
N/A
United States
$192M
N/A
N/A
United States
$179M
N/A
N/A
United States
$166M
N/A
N/A
United States
$162M
N/A
N/A
United States
$91.3M
N/A
N/A
United States
$31.3M
2.3%
N/A
Ireland
$10.1M
N/A
N/A

Stewardship

B+
Performance Band

N/A
Voting Percentage

Detailed Evidence Used to Assess PIMCO

The following table outlines the key queries and data sources, which FinanceMap uses to assess asset managers' corporate engagement programs. Every evidence piece is assessed on a five-point scale of -2,-1,0,1,2 or NA (not applicable)/NS (not scored). All queries, data sources, and evidence pieces are weighted against one another in a matrix system to arrive at a final top-level score. Clicking on specific cells will load the underlying evidence and information on how it has been assessed.