Detailed Portfolio Information

Portfolio Level Reports

APFC publishes quarterly reports to provide additional transparency into the Fund, detailing investments across Public Equities, Private Equity, and Private Income, offering Alaskans and stakeholders insight into the composition of the Permanent Fund’s portfolio.
Holdings of Publicly Traded Companies

Public Equity Holdings

APFC publishes two quarterly reports for the Public Equities portfolio: the Top 50 Stock Holdings and the Stock Holdings by Country. These reports include the shares, book and market values for the asset class.

Public Equities Asset Class
Commitments & Direct/Co-investments

Private Equity Reports

The Private Equity reports, published quarterly with a lag, include total commitments and vintage years for investments, along with total cumulative contributions and distributions for the asset class.
Private Equity Asset Class
Private Income Commitments

Private Income Reports

The Private Income reports, published quarterly with a lag, include total commitments and vintage years for investments, as well as cumulative contributions and distributions for the asset class.

Private Income Asset Class

Alaska Permanent Fund

Financial & Performance Reports

APFC’s financial statements and performance reports offer detailed insight into the Alaska Permanent Fund’s financial position, investment management, and long-term performance. Materials include monthly financial statements, historical data and projections, performance reporting by asset class, and benchmark comparisons used to evaluate results over time. Together, these reports support transparency, accountability, and informed review of the Fund’s management.
Financial & Performance Reports