SEC 13F Intelligence

Managers / Q1 2019 · 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
$10.4B
Q1 2019
Positions
2,333
Filings on Record
10
2019–present window
Filed
May 10, 2019
original filing

Summary

Commonwealth Bank Of Australia reported $10.4B in U.S.-listed holdings across 2,333 positions for Q1 2019.

Its largest position, D, represents 4.8% of the portfolio.

Compared with Q4 2018, the fund opened 25 new positions and exited 23.

Portfolio Metrics

Turnover
+5.6%
vs prior filed quarter
Top-10 Concentration
+31.4%
share of reported value
Largest Position
+4.8%
Dominion Energy
New / Exited
25 / 23
positions this quarter

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: 70.5%REIT: 11.6%ADR: 10.9%Other: 5.9%MLP: 0.9%Other: 0.0%
  • Common Stock · 70.5% · $7.4B
  • REIT · 11.6% · $1.2B
  • ADR · 10.9% · $1.1B
  • Other · 5.9% · $620M
  • MLP · 0.9% · $99M
  • Other · 0.0% · $5M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2018 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
Magellan Midstream Partners LPNEW+1.60M1.60M+$97M$97M
IBNICICI Bank LtdNEW+248.3K248.3K+$3M$3M
FOXAFox CorpNEW+77.6K77.6K+$3M$3M
TURiShares MSCI Turkey Investable Market Index FundNEW+91.9K91.9K+$2M$2M
GIBCGI IncNEW+30.5K30.5K+$2M$2M
SIGSignet Jewelers LtdNEW+76.8K76.8K+$2M$2M
CPRICapri Holdings LtdNEW+36.0K36.0K+$2M$2M
EWZiShares MSCI Brazil ETFNEW+31.9K31.9K+$1M$1M

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

Holdings — Q1 2019

419 positions
#IssuerClass% PortfolioValueShares
1DDominion Energy Inchistory →COM4.84%$506M6.60M
2NEENextera Energy Inchistory →COM4.20%$439M2.27M
3TransCanada CorpCOM3.92%$409M9.09M
4EXPDExpeditors International of Washington Inchistory →COM3.02%$316M4.16M
5WMBWilliams Companies Inchistory →COM2.74%$286M9.97M
6CCICrown Castle International Corphistory →COM2.66%$278M2.17M
7KMIKinder Morgan Inchistory →COM2.66%$278M13.90M
8AEPAmerican Electric Power Company Inchistory →COM2.63%$275M3.28M
9SBACSBA Communications Corphistory →CL A2.45%$256M1.28M
10UNPUnion Pacific Corphistory →COM2.31%$241M1.44M
11EVRGEvergy Inchistory →COM2.24%$234M4.03M
12Ctrip.Com International LtdSPONSORED ADS2.18%$228M5.22M
13CTSHCognizant Technology Solutions Corphistory →CL A1.93%$202M2.79M
14ESEversource Energyhistory →COM1.69%$176M2.48M
15BIDUBaidu Inchistory →SPON ADR REP A1.64%$171M1.04M
16AMTAmerican Tower Corphistory →COM1.62%$169M856.8K
17KTKT Corphistory →SPONSORED ADR1.57%$164M13.19M
18LNTAlliant Energy Corphistory →COM1.54%$161M3.41M
19NINiSource Inchistory →COM1.45%$151M5.29M
20UGIUGI Corphistory →COM1.45%$151M2.73M
21Banco Santander Mexico SA Institucion de Banca Multiple Grupo Financiero SantandSPONSORED ADS B1.34%$140M20.67M
22CLColgate-Palmolive Cohistory →COM1.22%$128M1.86M
23FMXFomento Economico Mexicano SAB de CVhistory →SPON ADR UNITS1.21%$126M1.37M
24Cerner CorpCOM1.20%$126M2.20M
25AAPLApple Inchistory →COM1.05%$110M578.7K
26Magellan Midstream Partners LPCOM UNIT RP LP0.93%$97M1.60M
2751job IncSPONSORED ADS0.81%$85M1.09M
28EXMOCExxon Mobil Corphistory →COM0.72%$75M931.7K
29WMTWalmart Inchistory →COM0.70%$73M750.8K
30BRK/BBerkshire Hathaway IncCL B NEW · CL A0.69%$72M250.7K
31HDBHDFC Bank Ltdhistory →SPONSORED ADS0.65%$68M589.4K
32RDYDr.Reddy's Laboratories Ltdhistory →ADR0.64%$67M1.66M
33SPGSimon Property Group Inchistory →COM0.59%$61M336.5K
34TAT&T Inchistory →COM0.56%$59M1.88M
35NSCNorfolk Southern Corphistory →COM0.54%$56M300.4K
36PORPortland General Electric Cohistory →COM NEW0.54%$56M1.08M
37JNJJohnson & Johnsonhistory →COM0.53%$55M395.6K
38MSFTMicrosoft Corphistory →COM0.53%$55M465.6K
39JPMJPMorgan Chase & Cohistory →COM0.52%$54M531.8K
40EQREquity Residentialhistory →SH BEN INT0.51%$53M703.1K
41AOSA. O. Smith Corphistory →COM0.48%$50M944.7K
42AVBAvalonBay Communities Inchistory →COM0.48%$50M250.5K
43WATWaters Corphistory →COM0.48%$50M199.1K
44PLDPrologis Inchistory →COM0.48%$50M691.0K
45INTCIntel Corphistory →COM0.48%$50M925.0K
46WFCWells Fargo & Cohistory →COM0.46%$48M999.6K
47VZVerizon Communications Inchistory →COM0.44%$46M777.3K
48INVHInvitation Homes Inchistory →COM0.42%$44M1.79M
49CVXChevron Corphistory →COM0.41%$43M345.1K
50AKXANSYS Inchistory →COM0.40%$42M231.0K
51PFEPfizer Inchistory →COM0.40%$42M986.3K
52PGProcter & Gamble Cohistory →COM0.36%$38M365.1K
53BACBank of America Corphistory →COM0.36%$38M1.37M
54VREXVarex Imaging Corphistory →COM0.36%$38M1.12M
55CCitigroup Inchistory →COM NEW0.34%$36M572.3K
56IBMInternational Business Machines Corphistory →COM0.34%$35M250.2K
57CMCSAComcast Corphistory →CL A0.32%$34M841.3K
58KRCKilroy Realty Corphistory →COM0.30%$32M418.6K
59American Campus Communities IncCOM0.30%$31M649.7K
60DISWalt Disney Cohistory →COM DISNEY0.29%$31M277.4K
61LLoews Corphistory →COM0.29%$30M628.8K
62CCUCompania Cervecerias Unidas SAhistory →SPONSORED ADR0.29%$30M1.04M
63GMGeneral Motors Cohistory →COM0.28%$30M801.4K
64HDHome Depot Inchistory →COM0.27%$28M148.2K
65Federal Realty Investment TrustSH BEN INT NEW0.25%$26M192.0K
66MRKMerck & Co Inchistory →COM0.25%$26M311.9K
67PEPPepsiCo Inchistory →COM0.24%$26M208.6K
68GOOGAlphabet IncCAP STK CL C · CAP STK CL A0.24%$25M21.5K
69UNHUnitedHealth Group Inchistory →COM0.24%$25M101.5K
70Healthcare Trust Of America IncCL A NEW0.24%$25M873.8K
71Hudson Pacific Properties IncCOM0.24%$25M718.3K
72CSCOCisco Systems Inchistory →COM0.23%$24M449.3K
73CVSCVS Health Corphistory →COM0.23%$24M449.5K
74Liberty Property TrustSH BEN INT0.22%$23M471.4K
75ORCLOracle Corphistory →COM0.22%$23M421.7K
76GILDGilead Sciences Inchistory →COM0.21%$22M336.1K
77PRUPrudential Financial Inchistory →COM0.21%$22M234.6K
78FFord Motor Cohistory →COM0.20%$21M2.44M
79LYBLyondellBasell Industries NVhistory →SHS - A -0.20%$21M246.2K
80BABoeing Cohistory →COM0.20%$21M54.2K
81PEBPebblebrook Hotel Trusthistory →COM0.20%$21M661.2K
82RYRoyal Bank of Canadahistory →COM0.19%$20M267.5K
83General Electric CoCOM0.19%$20M2.02M
84VLOValero Energy Corphistory →COM0.19%$20M231.4K
85Duke Realty CorpCOM NEW0.18%$19M625.4K
86PSXPhillips 66history →COM0.17%$18M188.0K
87MCKMcKesson Corphistory →COM0.17%$18M151.1K
88Playa Hotels & Resorts NVSHS0.17%$17M2.29M
89CUBECubeSmarthistory →COM0.16%$17M530.2K
90ELVAnthem Inchistory →COM0.16%$16M57.0K
91AIGAmerican International Group Inchistory →COM NEW0.16%$16M377.6K
92KOCoca-Cola Cohistory →COM0.16%$16M346.5K
93METMetLife Inchistory →COM0.15%$16M380.5K
94TGTTarget Corphistory →COM0.15%$16M201.3K
95UPSUnited Parcel Service Inchistory →CL B0.15%$16M142.1K
96CICigna Corphistory →COM0.15%$16M97.8K
97AMGNAmgen Inchistory →COM0.15%$16M82.4K
98WBAWalgreens Boots Alliance Inchistory →COM0.15%$16M246.8K
99MSMorgan Stanleyhistory →COM NEW0.15%$15M367.3K
100INFYInfosys Ltdhistory →SPONSORED ADR0.15%$15M1.41M

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 Limited028-19145

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 ↗.