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General Pension Society Pzu Joint Stock Co.

CIK:0002057421
Pension Fund
$359M AUM
16 holdings
Warsaw, Poland
Founded:1999
200 employees
Latest filing:Jun 30, 2025

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.

Top Buys
F
FCXFREEPORT-MCMORAN INC
+$15.5M
M
MSFTMICROSOFT CORP
+$13.0M
G
GOOGLALPHABET INC
+$7.8M
G
GOOGALPHABET INC
+$7.8M
B
BACBANK AMERICA CORP
+$6.5M
Top Sells
P
PYPLPAYPAL HLDGS INC
-$6.1M
S
SCCOSOUTHERN COPPER CORP
+$4.1M
G
GMGENERAL MTRS CO
-$3.9M
A
AMZNAMAZON COM INC
+$2.0M
R
RTXRTX CORPORATION
+$1.9M

Top Holdings

F
FCXFREEPORT-MCMORAN INC
+16.8%$60.3M
S
SCCOSOUTHERN COPPER CORP
+11.0%$39.4M
I
INTCINTEL CORP
+8.3%$29.8M
G
GOOGALPHABET INC
+8.0%$28.8M
G
GOOGLALPHABET INC
+8.0%$28.6M

Equity Positions (16)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
F
FCX
FREEPORT-MCMORAN INC16.78%$60.3M1,392,153$33.60$43.35+$15.5M
S
SCCO
SOUTHERN COPPER CORP10.96%$39.4M389,354$62.00$101.17+$4.1M
I
INTC
INTEL CORP8.29%$29.8M1,330,000$24.44$22.40+$64.6K
G
GOOG
ALPHABET INC8.00%$28.8M162,200$86.03$177.39+$7.8M
G
GOOGL
ALPHABET INC7.95%$28.6M162,240$85.73$176.23+$7.8M

Industry Allocation

METAL MINING
+27.7%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+24.0%
SEMICONDUCTORS & RELATED DEVICES
+9.8%
RETAIL-CATALOG & MAIL-ORDER HOUSES
+7.9%
AIR COURIER SERVICES
+7.2%