SEC 13F Intelligence

Managers / Q4 2018 · view latest →

COMMONWEALTH BANK OF AUSTRALIA

CIK 0000008565 · COMMONWEALTH BANK PLACE SOUTH, LEVEL 1, 11 HARBOUR STREET, SYDNEY, NSW, 2000 · (61-2) 9118 7208

Reported Value
$9.0B
Q4 2018
Positions
2,346
Filings on Record
10
2019–present window
Filed
Feb 13, 2019
original filing

Summary

Commonwealth Bank Of Australia reported $9.0B in U.S.-listed holdings across 2,346 positions for Q4 2018.

Its largest position, D, represents 5.0% of the portfolio.

Portfolio Metrics

Top-10 Concentration
+31.1%
share of reported value
Largest Position
+5.0%
Dominion Energy

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $9.0BQ4 ’18Q1 ’19: $10.4BQ2 ’19: $10.3BQ2 ’19Q3 ’19: $0Q4 ’19: $0Q4 ’19Q1 ’20: $0Q2 ’20: $0Q2 ’20Q4 ’25: $510MQ1 ’26: $231MQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 71.8%REIT: 11.0%ADR: 10.8%Other: 5.8%MLP: 0.6%Other: 0.0%
  • Common Stock · 71.8% · $6.5B
  • REIT · 11.0% · $990M
  • ADR · 10.8% · $973M
  • Other · 5.8% · $523M
  • MLP · 0.6% · $52M
  • Other · 0.0% · $227,000

Quarter-over-Quarter Changes full breakdown →

IssuerMoveShare ΔShares nowValue ΔValue now
DDominion Energy IncNEW+6.35M6.35M+$454M$454M
NEENextera Energy IncNEW+2.17M2.17M+$377M$377M
KMIKinder Morgan IncNEW+21.62M21.62M+$332M$332M
TransCanada CorpNEW+8.76M8.76M+$313M$313M
EXPDExpeditors International of Washington IncNEW+4.18M4.18M+$285M$285M
AEPAmerican Electric Power Company IncNEW+3.68M3.68M+$275M$275M
EVRGEvergy IncNEW+3.40M3.40M+$194M$194M
WMBWilliams Companies IncNEW+8.63M8.63M+$190M$190M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q4 2018

417 positions
#IssuerClass% PortfolioValueShares
1DDominion Energy Inchistory →COM5.04%$454M6.35M
2NEENextera Energy Inchistory →COM4.19%$377M2.17M
3KMIKinder Morgan Inchistory →COM3.69%$332M21.62M
4TransCanada CorpCOM3.48%$313M8.76M
5EXPDExpeditors International of Washington Inchistory →COM3.15%$283M4.16M
6AEPAmerican Electric Power Company Inchistory →COM3.05%$275M3.68M
7EVRGEvergy Inchistory →COM2.15%$194M3.39M
8WMBWilliams Companies Inchistory →COM2.11%$190M8.63M
9UNPUnion Pacific Corphistory →COM2.10%$189M1.37M
10KTKT Corphistory →SPONSORED ADR2.09%$188M13.23M
11CCICrown Castle International Corphistory →COM2.00%$180M1.66M
12AMTAmerican Tower Corphistory →COM1.97%$177M1.12M
13CTSHCognizant Technology Solutions Corphistory →CL A1.85%$167M2.80M
14SBACSBA Communications Corphistory →CL A1.85%$166M1.03M
15ESEversource Energyhistory →COM1.68%$151M2.33M
16Ctrip.Com International LtdAMERICAN DEP SHS1.64%$147M5.45M
17BIDUBaidu Inchistory →SPON ADR REP A1.51%$136M855.0K
18Banco Santander Mexico SA Institucion de Banca Multiple Grupo Financiero SantandSPONSORED ADS B1.44%$130M21.04M
19LNTAlliant Energy Corphistory →COM1.43%$129M3.05M
20CLColgate-Palmolive Cohistory →COM1.33%$119M2.01M
21FMXFomento Economico Mexicano SAB de CVhistory →SPON ADR UNITS1.26%$114M1.32M
22Cerner CorpCOM1.20%$108M2.07M
23NINiSource Inchistory →COM1.11%$100M3.96M
24SOSouthern Cohistory →COM1.06%$96M2.15M
25NSCNorfolk Southern Corphistory →COM1.05%$95M631.8K
26BRK/BBerkshire Hathaway IncCL B NEW · CL A0.99%$89M254.4K
27PCGPG&E Corphistory →COM0.97%$88M3.70M
28AAPLApple Inchistory →COM0.93%$83M529.2K
29WATWaters Corphistory →COM0.85%$77M406.1K
30PORPortland General Electric Cohistory →COM NEW0.82%$74M1.62M
31RDYDr.Reddy's Laboratories Ltdhistory →ADR0.72%$65M1.72M
32WMTWalmart Inchistory →COM0.69%$62M666.5K
33HDBHDFC Bank Ltdhistory →ADR REPS 3 SHS0.68%$61M588.9K
34EXMOCExxon Mobil Corphistory →COM0.66%$60M876.5K
35SPGSimon Property Group Inchistory →COM0.59%$53M313.8K
3651job IncSP ADR REP COM0.59%$53M848.9K
37PLDPrologis Inchistory →COM0.58%$52M879.3K
38PAAPlains All American Pipeline LPhistory →UNIT LTD PARTN0.56%$50M2.52M
39MSFTMicrosoft Corphistory →COM0.55%$49M486.7K
40EQREquity Residentialhistory →SH BEN INT0.54%$49M727.9K
41JNJJohnson & Johnsonhistory →COM0.54%$48M375.7K
42TAT&T Inchistory →COM0.51%$46M1.62M
43JPMJPMorgan Chase & Cohistory →COM0.50%$45M458.8K
44INTCIntel Corphistory →COM0.49%$44M943.6K
45CVXChevron Corphistory →COM0.45%$40M370.3K
46WFCWells Fargo & Cohistory →COM0.44%$40M866.2K
47INVHInvitation Homes Inchistory →COM0.44%$40M1.95M
48VZVerizon Communications Inchistory →COM0.42%$37M666.0K
49PFEPfizer Inchistory →COM0.40%$36M826.2K
50AVBAvalonBay Communities Inchistory →COM0.39%$35M199.7K
51AOSA. O. Smith Corphistory →COM0.39%$35M813.9K
52BACBank of America Corphistory →COM0.37%$33M1.35M
53UGIUGI Corphistory →COM0.36%$33M614.7K
54PGProcter & Gamble Cohistory →COM0.36%$32M349.4K
55KRCKilroy Realty Corphistory →COM0.36%$32M501.7K
56AKXANSYS Inchistory →COM0.35%$32M222.4K
57VREXVarex Imaging Corphistory →COM0.35%$32M1.34M
58Hudson Pacific Properties IncCOM0.33%$29M993.5K
59LLoews Corphistory →COM0.32%$29M629.5K
60American Campus Communities IncCOM0.31%$28M665.3K
61CVSCVS Health Corphistory →COM0.30%$27M406.6K
62CMCSAComcast Corphistory →CL A0.28%$25M738.3K
63CCUCompania Cervecerias Unidas SAhistory →SPONSORED ADR0.27%$25M977.9K
64MRKMerck & Co Inchistory →COM0.27%$24M320.3K
65IBMInternational Business Machines Corphistory →COM0.27%$24M213.0K
66CCitigroup Inchistory →COM NEW0.26%$24M454.1K
67DISWalt Disney Cohistory →COM DISNEY0.25%$23M209.4K
68GMGeneral Motors Cohistory →COM0.25%$23M679.6K
69GOOGLAlphabet IncCAP STK CL A · CAP STK CL C0.25%$23M21.7K
70EQIXEquinix Inchistory →COM PAR $0.0010.25%$22M61.9K
71CSCOCisco Systems Inchistory →COM0.23%$21M477.4K
72Healthcare Trust Of America IncCL A NEW0.23%$21M800.5K
73UNHUnitedHealth Group Inchistory →COM0.23%$20M81.4K
74ORCLOracle Corphistory →COM0.22%$20M445.4K
75MMM3M Cohistory →COM0.22%$20M103.7K
76CICigna Corphistory →COM0.21%$19M100.2K
77PEBPebblebrook Hotel Trusthistory →COM0.21%$19M661.9K
78HDHome Depot Inchistory →COM0.21%$19M108.8K
79PEPPepsiCo Inchistory →COM0.21%$19M168.1K
80PRUPrudential Financial Inchistory →COM0.20%$18M221.9K
81LYBLyondellBasell Industries NVhistory →SHS - A -0.19%$17M202.4K
82KOCoca-Cola Cohistory →COM0.19%$17M354.9K
83Playa Hotels & Resorts NVSHS0.18%$16M2.29M
84GILDGilead Sciences Inchistory →COM0.18%$16M257.3K
85VLOValero Energy Corphistory →COM0.17%$15M206.5K
86Duke Realty CorpCOM NEW0.17%$15M573.1K
87Sprint CorpCOM SER 10.17%$15M2.57M
88MCKMcKesson Corphistory →COM0.16%$15M133.4K
89RYRoyal Bank of Canadahistory →COM0.16%$15M213.4K
90Federal Realty Investment TrustSH BEN INT NEW0.16%$14M116.6K
91PSXPhillips 66history →COM0.15%$14M159.7K
92FFord Motor Cohistory →COM PAR $0.010.15%$14M1.79M
93AIGAmerican International Group Inchistory →COM NEW0.15%$14M346.2K
94BABoeing Cohistory →COM0.15%$13M41.8K
95GSGoldman Sachs Group Inchistory →COM0.15%$13M79.3K
96General Electric CoCOM0.15%$13M1.73M
97AMGNAmgen Inchistory →COM0.14%$13M65.8K
98WBAWalgreens Boots Alliance Inchistory →COM0.14%$13M185.8K
99COPConocoPhillipshistory →COM0.14%$13M202.3K
100TDToronto-Dominion Bankhistory →COM NEW0.14%$13M251.5K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$231M2May 13, 202613F-HRchanges · EDGAR ↗
Q4 2025$510M2Feb 12, 202613F-HRchanges · EDGAR ↗
Q2 2020$01Aug 13, 202013F-HRchanges · EDGAR ↗
Q1 2020$01May 14, 202013F-HRchanges · EDGAR ↗
Q4 2019$01Feb 13, 202013F-HRchanges · EDGAR ↗
Q3 2019$01Nov 13, 201913F-HRchanges · EDGAR ↗
Q2 2019$10.3B2,225Aug 13, 201913F-HRchanges · EDGAR ↗
Q1 2019$10.4B2,333May 10, 201913F-HRchanges · EDGAR ↗
Q4 2018$9.0B2,346Feb 13, 201913F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 15 additional managers.

  • NORTHERN TRUST CORP028-00290
  • RUSSELL INVESTMENTS GROUP LTD028-17598
  • MERCER TRUST CO028-14465
  • Colonial Holding Company Ltd028-14422
  • Commonwealth Insurance Holdings Limited028-14418
  • Colonial First State Group Limited028-14425
  • Capital 121 Pty Ltd028-14417
  • Colonial First State Investments Limited028-14421
  • Realindex Investment Pty Limited028-14419
  • Colonial First State Asset Management (Australia) Limited028-14423
  • First State Investment Management (UK) Limited028-06518
  • First State Investments (Hong Kong) Limited028-14420
  • First State Investments International Limited028-14523
  • First State Investments (Singapore)028-16989
  • Colonial First State Managed Infrastructure Limited

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.