SIEMENS PENSION TRUST E V

CIK 1209767 · View on SEC EDGAR ↗

Portfolio value
$431.3M
#4,179 of 9,443 by 13F value · top 44.3%
Positions
1
As of
June 30, 2026

Portfolio value QoQ: -1.3% 13F does not disclose cash

Top 10 holdings weight
100.00%
Top 25 holdings weight
100.00%
Positions above 1%
1
Effective number of positions
1.0

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 0.0% Est. buys $0 · sells $200,120,310

Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 100.0% still held

New positions
0
Increased
0
Decreased
1
Closed
0
On this page

Performance vs S&P 500

Tracked Q4 2024–Q2 2026
+25.2%
S&P 500 total return (same window)
+28.1%
Excess return
-2.9%

Annualized: +16.2% · S&P 500: +18.0%

Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.

Priceable coverage: 100.0% · Options excluded: 0.0%

Sector breakdown

Industrials
100.0%

Full portfolio 1 positions

Type Streak 8Q trend
FLNC Fluence Energy, Inc. - Class A Common Stock $431,290,974 100.00% 21,694,717 $-5,742,189 Down ×1

Top movers (QoQ)

Security Action Shares Δ Value Δ
FLNC Trimmed -10.1M -$5.7M