IR
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IBM Retirement Fund13F | |
| IBM Retirement Fund | |
| Last update 2022-07-20 | 1 Stocks (0 new) |
| Value $72.00 Mil | Turnover 0 % |
| Portfolio Report | |
IBM Retirement Fund Profile
The IBM Retirement Fund is a private investment management organization that provides benefit services for IBM employees. The fund was established in 1983 and is currently based out of White Plains, New York, which the company relocated to from its previous headquarters in Stamford, Connecticut. The IBM Retirement Fund is one of the largest retirement focused pension funds in the world. The corporate pension fund invests in a variety of public equity, alternative, and fixed income markets mainly within the U.S. IBM Retirement Fund typically invests in private equity, venture capital, real estate opportunities, and mezzanine, preferring to allocate approximately 10% of its total held assets into alternative investments. The fund established the IBM Pernsonal Pension Plan in 1999, which would replace the IBM Retirement Plan in the US. The funds of the IBM Retirement Fund are split into two main pools of capital – a pool for its defined benefit plan and a pool for its defined contribution plan.
IBM Retirement Fund Top Holdings of 2022-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IWM | iShares Russell 2000 ETF | 425,893 | 72129.000 | 0% | 100.000 | 0% | 0.150 | +8.54% | +8.46% | 69932.854 | ||
LNG | Cheniere Energy Inc | 0 | 0.000 | Sold Out | 0.000 | -0.07% | 0.000 | +6.12% | +6.12% | 40668.071 | Oil & Gas | |
AAPL | Apple Inc | 0 | 0.000 | Sold Out | 0.000 | -6.06% | 0.000 | +8.40% | +18.02% | 3441760.493 | Hardware | |
ABMD | Abiomed Inc | 0 | 0.000 | Sold Out | 0.000 | -0.03% | 0.000 | +55.18% | +6.08% | 17180.643 | Medical Devices & Instruments | |
ACGL | Arch Capital Group Ltd | 0 | 0.000 | Sold Out | 0.000 | -0.04% | 0.000 | +10.69% | +52.24% | 42520.860 | Insurance | |
ADBE | Adobe Inc | 0 | 0.000 | Sold Out | 0.000 | -0.48% | 0.000 | -1.70% | -13.19% | 229636.860 | Software | |
ADI | Analog Devices Inc | 0 | 0.000 | Sold Out | 0.000 | -0.19% | 0.000 | -1.22% | +15.59% | 112525.277 | Semiconductors | |
ADP | Automatic Data Processing Inc | 0 | 0.000 | Sold Out | 0.000 | -0.21% | 0.000 | +11.37% | +20.12% | 112254.150 | Software | |
ADSK | Autodesk Inc | 0 | 0.000 | Sold Out | 0.000 | -0.11% | 0.000 | +10.50% | +10.07% | 57756.282 | Software | |
AKAM | Akamai Technologies Inc | 0 | 0.000 | Sold Out | 0.000 | -0.04% | 0.000 | +12.91% | -15.81% | 15098.028 | Software |
IBM Retirement Fund's Historical Top Holdings Breakdowns
IBM Retirement Fund Total Holding History ($B)
IBM Retirement Fund's Asset Allocation
IBM Retirement Fund Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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IBM Retirement Fund's Hypothetical Growth since 2022-06-30
IBM Retirement Fund's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
IBM Retirement Fund's Holdings Heat Map
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IBM Retirement Fund's Holdings Bubble Chart
IBM Retirement Fund News
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