PL

PACE Large Co Value Equity Investments | PCLVX

Mutual Fund
PACE SELECT ADVISORS TRUST
Last update 2025-06-29 115 Stocks (5 new)
Value $695.00 Mil Turnover 12 %
Countries:
Top Holdings: ELV(4.16%)AIG(2.41%)BRK.B(2.29%)PCAR(2.29%)UL(2.17%)
Summary Stock Picks Current Portfolio
PACE Large Co Value Equity Inv... Top Holdings of 2025-04-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
ELV
Elevance Health Inc
68,672
28,882.1
-8.40%
4.160
-0.33%
0.030
-34.44%
-24.24%
62,394.7
Healthcare Plans
AIG
American International Group Inc
205,205
16,728.3
-13.73%
2.410
-0.32%
0.040
+0.61%
+12.68%
46,803.8
Insurance
BRK.B
Berkshire Hathaway Inc
29,876
15,931.4
-5.07%
2.290
-0.10%
0.000
-8.57%
+4.53%
1,022,296.6
Insurance
PCAR
PACCAR Inc
176,364
15,909.8
+17.92%
2.290
+0.35%
0.030
+6.61%
-9.35%
49,178.2
Farm & Heavy Construction Machinery
UL
Unilever PLC
236,908
15,055.5
+35.79%
2.170
+0.57%
0.010
-5.69%
+7.07%
146,371.3
Consumer Packaged Goods
C
Citigroup Inc
216,573
14,809.3
-4.26%
2.130
-0.10%
0.010
+48.93%
+34.75%
172,032.1
Banks
SCHW
Charles Schwab Corp
181,478
14,772.3
-3.02%
2.130
-0.06%
0.010
+26.21%
+30.29%
174,065.8
Capital Markets
GOOGL
Alphabet Inc
92,197
14,640.9
-2.16%
2.110
-0.05%
0.000
+22.57%
-2.01%
2,250,461.0
Interactive Media
PPL
PPL Corp
388,527
14,181.2
-12.01%
2.040
-0.23%
0.050
+1.54%
+12.64%
26,598.7
Utilities - Regulated
BK
Bank of New York Mellon Corp
174,605
14,040.0
-11.60%
2.020
-0.26%
0.020
+30.28%
+30.16%
69,706.0
Banks

PACE Large Co Value Equity Investments's Historical Top Holdings Breakdowns

PACE Large Co Value Equity Investments's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
LSE:SHEL
Shell PLC
2025-04-30
New Buy
New Buy
+1.90%
●
22.92 (£25.93) 28.31
£26.20
1.04%
New holding
405,277
405,277
XPAR:BN
Danone SA
2025-04-30
Sold Out
Sold Out
-1.52%
●
65.42 (€70.53) 75.96
€68.06
-3.50%
Sold Out
0
-165,558
LHX
L3Harris Technologies Inc
2025-04-30
New Buy
New Buy
+1.42%
●
194.65 ($209.99) 222.69
$264.77
26.09%
New holding
44,715
44,715
AVGO
Broadcom Inc
2025-04-30
New Buy
New Buy
+1.42%
●
146.29 ($194.12) 236.35
$283.34
45.96%
New holding
51,348
51,348
AEP
American Electric Power Co Inc
2025-04-30
New Buy
New Buy
+1.38%
●
97.88 ($104.63) 109.27
$107.40
2.65%
New holding
88,369
88,369
LSE:BA.
BAE Systems PLC
2025-04-30
Sold Out
Sold Out
-1.38%
●
11.81 (£15.12) 17.44
£19.40
28.31%
Sold Out
0
-689,480
CSCO
Cisco Systems Inc
2025-04-30
Sold Out
Sold Out
-1.33%
●
53.19 ($60.45) 64.87
$68.05
12.57%
Sold Out
0
-166,630
BABA
Alibaba Group Holding Ltd
2025-04-30
Sold Out
Sold Out
-1.21%
●
98.61 ($123.91) 147.57
$120.23
-2.97%
Sold Out
0
-92,851
RIO
Rio Tinto PLC
2025-04-30
Sold Out
Sold Out
-1.17%
●
52.32 ($60.82) 64.29
$60.54
-0.46%
Sold Out
0
-147,139
PM
Philip Morris International Inc
2025-04-30
Sold Out
Sold Out
-1.13%
●
130.2 ($153.72) 171.36
$178.73
16.27%
Sold Out
0
-65,983

PACE Large Co Value Equity Investments Total Holding History ($B)

To

PACE Large Co Value Equity Investments's Asset Allocation

To

PACE Large Co Value Equity Investments Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

PACE Large Co Value Equity Investments's Hypothetical Growth since 2025-04-30

PACE Large Co Value Equity Investments's Yearly Returns

Year Portfolio % % Excess Gain %

PACE Large Co Value Equity Investments's Holdings Heat Map

Size field:

PACE Large Co Value Equity Investments's Holdings Bubble Chart

PACE Large Co Value Equity Investments News

  • 1

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