AMF Tjanstepension AB

Holdings as of 2026-06-30, filed 2026-08-06

This is history, not a current position. These holdings describe 2026-06-30, and the report became public 37 days later. The portfolio has changed since.

Aggregates

computed from the positions below
Positions reported
121
Value reported by manager
$16.9B
Sum of our stored positions
$16.9B
should match the line above
Disclosure lag
37 d
quarter end to filing
Top 5 concentration
30.9%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls

Positions

121 largest shown
IssuerClassValueSharesTypeCUSIP
NVIDIA CORPORATIONCOM$1.6B7,974,68367066G104
MICROSOFT CORPCOM$1.1B2,825,808594918104
APPLE INCCOM$943M3,258,851037833100
ALPHABET INCCAP STK CL C$874.8M2,475,76802079K107
TAIWAN SEMICONDUCTOR MANUFACSPONSORED ADS$742.7M1,555,194874039100
AMAZON COM INCCOM$587.8M2,466,179023135106
ELI LILLY & COCOM$573.4M478,077532457108
BANK OF AMER CORPCOM$544.9M9,562,619060505104
WESTERN DIGITAL CORPCOM$543.5M850,847958102105
VISA INCCOM CL A$488.2M1,423,04992826C839
LINDE PLCSHS$462.3M890,930G54950103
PROLOGIS INC.COM$420.1M3,101,09774340W103
PARKER-HANNIFIN CORPCOM$352.8M360,645701094104
BROADCOM INCCOM$314.2M831,66711135F101
ALPHABET INCCAP STK CL A$300.6M841,22802079K305
META PLATFORMS INCCL A$293.3M520,69930303M102
MICRON TECHNOLOGY INCCOM$292.4M253,300595112103
JPMORGAN CHASE & COCOM$279.3M853,19446625H100
INTERCONTINENTAL EXCHANGE INCOM$266.2M2,162,20145866F104
MERCADOLIBRE INCCOM$265M156,12858733R102
COCA COLA COCOM$236.5M2,910,053191216100
SPOTIFY TECHNOLOGY S ASHS$229.6M500,000L8681T102
COMFORT SYS USA INCCOM$217.2M109,590199908104
ALIBABA GROUP HLDG LTDSPONSORED ADS$207.4M2,160,59101609W102
BERKSHIRE HATHAWAY INC DELCL B NEW$206.4M412,511084670702
KLA CORPCOM NEW$203.8M675,450482480100
GE AEROSPACECOM NEW$164.2M439,350369604301
VERTEX PHARMACEUTICALS INCCOM$156.4M314,76592532F100
CITIGROUP INCCOM NEW$153.9M1,099,751172967424
EATON CORP PLCSHS$153.3M359,646G29183103
ROLLINS INCCOM$148.4M3,555,642775711104
SALESFORCE INCCOM$145.9M931,12679466L302
ADOBE INCCOM$141.3M689,04700724F101
GOLDMAN SACHS GROUP INCCOM$130.3M128,84838141G104
PROGRESSIVE CORPCOM$121.5M556,076743315103
GE VERNOVA INCCOM$109.7M93,33336828A101
VERIZON COMMUNICATIONS INCCOM$107.7M2,544,47092343V104
CISCO SYS INCCOM$98.6M839,13317275R102
COSTCO WHOLESALE CORPORATIONCOM$98M104,75322160K105
ROYAL CARIBBEAN GROUPCOM$96.8M304,790V7780T103
UNITED RENTALS INCCOM$94.8M83,698911363109
YUM BRANDS INCCOM$92.6M579,067988498101
ELEVANCE HEALTH INC FORMERLYCOM$92.1M238,133036752103
NETFLIX INC.COM$90.5M1,267,85764110L106
NEXTERA ENERGY INCCOM$88M1,002,14365339F101
MCDONALDS CORPCOM$86.3M319,360580135101
CAPITAL ONE FINL CORPCOM$86.1M429,37414040H105
TRANE TECHNOLOGIES PLCSHS$85.9M174,917G8994E103
COLGATE PALMOLIVE COCOM$78M850,709194162103
HEWLETT PACKARD ENTERPRISE CCOM$76.7M1,699,94442824C109
MORGAN STANLEYCOM NEW$75.4M360,596617446448
SPROUTS FMRS MKT INCCOM$72.4M855,62885208M102
GILEAD SCIENCES INCCOM$68.5M542,262375558103
INTUITIVE SURGICAL INCCOM NEW$68M171,08946120E602
DANAHER CORP DELCOM$67.4M353,691235851102
AUTOZONE INCCOM$64.4M20,147053332102
HUMANA INCCOM$62M155,989444859102
NEWMONT CORPCOM$60.7M649,774651639106
SLB LIMITEDCOM STK$53.5M1,150,790806857108
SEMPRACOM$50.6M546,238816851109
HCA HEALTHCARE INCCOM$50.4M129,15440412C101
ALLSTATE CORPCOM$48.3M203,131020002101
ENTERGY CORP NEWCOM$46.2M402,07429364G103
THE CIGNA GROUPCOM$45.8M166,085125523100
AFLAC INCCOM$43.5M371,149001055102
MARSH & MCLENNAN COS INCCOM$42.9M257,521571748102
STRYKER CORPORATIONCOM$41M130,128863667101
AON PLCSHS CL A$40.7M122,843G0403H108
CARDINAL HEALTH INCCOM$40.5M170,66814149Y108
BAKER HUGHES COMPANYCL A$40.4M729,15305722G100
SHOPIFY INCCL A SUB VTG SHS$40.1M350,83382509L107
BOSTON SCIENTIFIC CORPCOM$39.6M928,424101137107
TRAVELERS COMPANIES INCCOM$39.2M118,84189417E109
PUBLIC SVC ENTERPRISE GROUPCOM$38.2M470,925744573106
EXELON CORPCOM$34.6M742,99230161N101
CENCORA INCCOM$32.8M115,84903073E105
CONSOLIDATED EDISON INCCOM$32.6M294,856209115104
SAP SESPON ADR$30.2M195,895803054204
HARTFORD INSURANCE GROUP INCCOM$26.8M201,947416515104
ULTA BEAUTY INCCOM$26.7M59,24790384S303
APPLOVIN CORPCOM CL A$23.7M45,92503831W108
ORACLE CORPCOM$22.8M155,31868389X105
AMERICAN WTR WKS CO INC NEWCOM$20.5M155,622030420103
WILLIS TOWERS WATSON PLC LTDSHS$18.3M69,828G96629103
ATMOS ENERGY CORPCOM$18.2M105,704049560105
EVERSOURCE ENERGYCOM$18.2M251,83330040W108
VALERO ENERGY CORPCOM$14.5M55,52591913Y100
ADVANCED MICRO DEVICES INCCOM$14.3M24,687007903107
ITT INCCOM$8.9M44,85445073V108
WELLTOWER INCCOM$8.4M37,04095040Q104
ABBVIE INCCOM$7.8M30,90900287Y109
LAM RESEARCH CORPCOM NEW$7.8M17,916512807306
NEXTPOWER INCCLASS A COM$7M59,11765290E101
LEVI STRAUSS & CO NEWCL A COM STK$6.2M249,51052736R102
MARVELL TECHNOLOGY INCCOM$5.8M19,463573874104
WOODWARD INCCOM$5.5M12,983980745103
AMPHENOL CORPCL A$5.4M30,362032095101
NU HLDGS LTDORD SHS CL A$4.8M362,742G6683N103
CELESTICA INCCOM$4.2M11,54915101Q207
ARCH CAP GROUP LTDORD$4.2M43,035G0450A105
BANK OF NY MELLON CORPCOM$3.9M27,274064058100
HOME DEPOT INCCOM$3.6M10,243437076102
COHERENT CORPCOM$2.2M5,50319247G107
MERCK & CO INCCOM$2M15,94758933Y105
VEEVA SYS INCCL A COM$2M11,323922475108
APTIV PLCCOM SHS$1.9M31,748G3265R107
NXP SEMICONDUCTORS N VCOM$1.9M6,897N6596X109
MCKESSON CORPCOM$1.9M2,52358155Q103
NEBIUS GROUP N.V.SHS CLASS A$1.9M6,735N97284108
YUM CHINA HLDGS INCCOM$1.8M44,50698850P109
EDISON INTLCOM$1.8M24,208281020107
BIRKENSTOCK HOLDING PLCCOM SHS$1.6M37,359M2029K104
PRUDENTIAL FINL INCCOM$1.6M14,827744320102
EDWARDS LIFESCIENCES CORPCOM$1.4M15,98528176E108
CREDICORP LTDCOM$1.3M3,400G2519Y108
C H ROBINSON WORLDWIDE INCOM NEW$1.3M6,77212541W209
IDEXX LABS INCCOM$1.1M2,09245168D104
FLEX LTDORD$1M6,376Y2573F102
FIRST SOLAR INCCOM$931.8K3,949336433107
AGILENT TECHNOLOGIES INCCOM$853.3K6,42400846U101
ZOETIS INCCL A$537.6K7,48198978V103
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.

Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-08-06

AMF Tjanstepension AB — 121 positions reported for 2026Q2 — Tapewire