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General Pension Society Pzu Joint Stock Co.
General Pension Society PZU Joint Stock Co is a Polish pension and investment management firm headquartered in Warsaw, Poland. It operates as part of the PZU Group, the country's largest insurance conglomerate, providing pension fund management, auxiliary insurance activities, and annuity solutions. The firm manages substantial investment assets for Polish pension savers and is recognized as one of the major institutional investors in the region. Founded as part of the post-communist pension reform, the firm is dedicated to serving individual pension plan members and institutional clients.
Investment Strategy
The firm's investment strategy centers on diversified asset allocation with a strong emphasis on equities, including significant holdings in global technology and industrial stocks. General Pension Society PZU Joint Stock Co balances risk through sectoral diversification and long-term investment horizons, aiming for stable returns for its pension fund participants. Its portfolio reflects a blend of domestic (Polish) and international assets, managed using a disciplined approach within a strictly regulated pension fund framework.
Latest 13F Filing Activity
General Pension Society Pzu Joint Stock Co. filed their most recent 13F report on Jun 30, 2025 disclosing 16 equity positions with a total 13F market value of $360M. The fund increased holdings in Freeport-mcmoran Inc., Microsoft Corp., Alphabet Inc. among other positions. General Pension Society Pzu Joint Stock Co. reduced exposure to Paypal HLDGS Inc., General MTRS Co., HP Inc. among others.
Top Holdings
Equity Positions (16)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
F FCX | FREEPORT-MCMORAN INC | 16.78% | $60.3M | 1,392,153 | $33.60 | $43.35 | +$15.5M |
S SCCO | SOUTHERN COPPER CORP | 10.96% | $39.4M | 389,354 | $62.00 | $101.17 | +$4.1M |
I INTC | INTEL CORP | 8.29% | $29.8M | 1,330,000 | $24.44 | $22.40 | +$64.6K |
G GOOG | ALPHABET INC | 8.00% | $28.8M | 162,200 | $86.03 | $177.39 | +$7.8M |
| ALPHABET INC | 7.95% | $28.6M | 162,240 | $85.73 | $176.23 | +$7.8M |
Industry Allocation
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