University Endowment Pool Disclosure
As part of our commitment to responsible investment, the University of Alberta is disclosing the investment holdings of the University Endowment Pool (UEP) every year.
The endowment pool consists of the university’s endowed trust funds and other funds of a permanent or long-term nature.
The University Endowment Pool includes contributions from donors. Endowments do not include tuition or public funds. The earnings from these investments support students, university research and innovation, scholarships, and offsets some operational costs.
Endowment pool investment holdings
The below reports include a comprehensive listing of all the shares that the university directly or indirectly holds in publicly traded companies and constitutes about half of the University Endowment Pool’s investments. Additional investments are managed by third parties through agreements which do not allow public disclosure of their investments. The assets are grouped by type and strategy with market values included in the listing. All investment manager relationships are detailed in the UEP and NEIP External Investment Relationships report.
- UEP Investment Holdings as of March 31, 2024.
- UEP Investment Holdings as of March 31, 2023.
- UEP Investment Holdings as of March 31, 2022.
Understanding the University of Alberta Endowment Pool.
Learn more about responsible investments at the U of A:
Additional Information
Contact Investment + Treasury: riquest@ualberta.ca
- U of A Investment Reports
- U of A Board Investment Committee Terms of Reference
- U of A Investment and Treasury Governance + Board Investment Committee Statement of Investment Principles and Beliefs
- University of Alberta Funds Investment Policy
- University of Alberta Endowment Pool (UEP) Spending Policy