Updated:
Wells Fargo & Company
Wells Fargo & Company Pension Plan was established in 1949. It functions as a defined contribution plan for eligible employees of the diversified financial...
Wells Fargo & Company
Wells Fargo & Company Pension Plan was established in 1949. It functions as a defined contribution plan for eligible employees of the diversified financial services firm. The plan allocates to private equity at 0.7 percent. Confirmed holdings include minority stakes in Trovata and Talos Trading through Wells Fargo Strategic Capital. Additional positions span public equities such as Microsoft, Apple, and NVIDIA as of Q4 2025 filings. Geographic exposure centers on the United States with select global commodity and ETF holdings. The plan reports 8,528 million USD in assets. It maintains direct ownership of commercial properties including 3 Wells Fargo in Charlotte and 30 Hudson Yards in New York. The Wells Fargo Foundation, established in 1979, handles separate philanthropic giving focused on housing and small business. Corporate governance ties the pension directly to the parent bank's board and CFO structure under Mike Santomassimo. No independent investment committee or external manager mandate is disclosed in available records.
General information
Firm type
Pension Fund
Year founded
1949
AUM
8528 (Altss estimate)
Location
Region
North America
Country
United States
City
St. Louis
Corporate office
420 Montgomery Street, San Francisco, CA, United States
Principals
Charlie Scharf
Chairman and CEO
Sector focus
Frequently asked questions
Who runs investment decisions at Wells Fargo & Company Pension Plan?
Investment decisions sit with the parent company's finance function under CFO Mike Santomassimo. No separate CIO for the plan is named in records.
Does the plan participate in fund commitments or only direct deals?
The plan shows direct equity holdings and real estate ownership. Private equity allocation appears through Wells Fargo Strategic Capital vehicles.
What asset classes does the plan hold?
Holdings include public equities, private equity at 0.7 percent, commercial real estate, Bitcoin ETFs, and physical commodities.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: