AMF Tjanstepension AB

Holdings as of 2026-06-30, filed 2026-08-06 · recorded 2026-08-07 03:50:17.343 UTC

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$1.6B7,974,683—67066G104
MICROSOFT CORPCOM$1.1B2,825,808—594918104
APPLE INCCOM$943M3,258,851—037833100
ALPHABET INCCAP STK CL C$874.8M2,475,768—02079K107
TAIWAN SEMICONDUCTOR MANUFACSPONSORED ADS$742.7M1,555,194—874039100
AMAZON COM INCCOM$587.8M2,466,179—023135106
ELI LILLY & COCOM$573.4M478,077—532457108
BANK OF AMER CORPCOM$544.9M9,562,619—060505104
WESTERN DIGITAL CORPCOM$543.5M850,847—958102105
VISA INCCOM CL A$488.2M1,423,049—92826C839
LINDE PLCSHS$462.3M890,930—G54950103
PROLOGIS INC.COM$420.1M3,101,097—74340W103
PARKER-HANNIFIN CORPCOM$352.8M360,645—701094104
BROADCOM INCCOM$314.2M831,667—11135F101
ALPHABET INCCAP STK CL A$300.6M841,228—02079K305
META PLATFORMS INCCL A$293.3M520,699—30303M102
MICRON TECHNOLOGY INCCOM$292.4M253,300—595112103
JPMORGAN CHASE & COCOM$279.3M853,194—46625H100
INTERCONTINENTAL EXCHANGE INCOM$266.2M2,162,201—45866F104
MERCADOLIBRE INCCOM$265M156,128—58733R102
COCA COLA COCOM$236.5M2,910,053—191216100
SPOTIFY TECHNOLOGY S ASHS$229.6M500,000—L8681T102
COMFORT SYS USA INCCOM$217.2M109,590—199908104
ALIBABA GROUP HLDG LTDSPONSORED ADS$207.4M2,160,591—01609W102
BERKSHIRE HATHAWAY INC DELCL B NEW$206.4M412,511—084670702
KLA CORPCOM NEW$203.8M675,450—482480100
GE AEROSPACECOM NEW$164.2M439,350—369604301
VERTEX PHARMACEUTICALS INCCOM$156.4M314,765—92532F100
CITIGROUP INCCOM NEW$153.9M1,099,751—172967424
EATON CORP PLCSHS$153.3M359,646—G29183103
ROLLINS INCCOM$148.4M3,555,642—775711104
SALESFORCE INCCOM$145.9M931,126—79466L302
ADOBE INCCOM$141.3M689,047—00724F101
GOLDMAN SACHS GROUP INCCOM$130.3M128,848—38141G104
PROGRESSIVE CORPCOM$121.5M556,076—743315103
GE VERNOVA INCCOM$109.7M93,333—36828A101
VERIZON COMMUNICATIONS INCCOM$107.7M2,544,470—92343V104
CISCO SYS INCCOM$98.6M839,133—17275R102
COSTCO WHOLESALE CORPORATIONCOM$98M104,753—22160K105
ROYAL CARIBBEAN GROUPCOM$96.8M304,790—V7780T103
UNITED RENTALS INCCOM$94.8M83,698—911363109
YUM BRANDS INCCOM$92.6M579,067—988498101
ELEVANCE HEALTH INC FORMERLYCOM$92.1M238,133—036752103
NETFLIX INC.COM$90.5M1,267,857—64110L106
NEXTERA ENERGY INCCOM$88M1,002,143—65339F101
MCDONALDS CORPCOM$86.3M319,360—580135101
CAPITAL ONE FINL CORPCOM$86.1M429,374—14040H105
TRANE TECHNOLOGIES PLCSHS$85.9M174,917—G8994E103
COLGATE PALMOLIVE COCOM$78M850,709—194162103
HEWLETT PACKARD ENTERPRISE CCOM$76.7M1,699,944—42824C109
MORGAN STANLEYCOM NEW$75.4M360,596—617446448
SPROUTS FMRS MKT INCCOM$72.4M855,628—85208M102
GILEAD SCIENCES INCCOM$68.5M542,262—375558103
INTUITIVE SURGICAL INCCOM NEW$68M171,089—46120E602
DANAHER CORP DELCOM$67.4M353,691—235851102
AUTOZONE INCCOM$64.4M20,147—053332102
HUMANA INCCOM$62M155,989—444859102
NEWMONT CORPCOM$60.7M649,774—651639106
SLB LIMITEDCOM STK$53.5M1,150,790—806857108
SEMPRACOM$50.6M546,238—816851109
HCA HEALTHCARE INCCOM$50.4M129,154—40412C101
ALLSTATE CORPCOM$48.3M203,131—020002101
ENTERGY CORP NEWCOM$46.2M402,074—29364G103
THE CIGNA GROUPCOM$45.8M166,085—125523100
AFLAC INCCOM$43.5M371,149—001055102
MARSH & MCLENNAN COS INCCOM$42.9M257,521—571748102
STRYKER CORPORATIONCOM$41M130,128—863667101
AON PLCSHS CL A$40.7M122,843—G0403H108
CARDINAL HEALTH INCCOM$40.5M170,668—14149Y108
BAKER HUGHES COMPANYCL A$40.4M729,153—05722G100
SHOPIFY INCCL A SUB VTG SHS$40.1M350,833—82509L107
BOSTON SCIENTIFIC CORPCOM$39.6M928,424—101137107
TRAVELERS COMPANIES INCCOM$39.2M118,841—89417E109
PUBLIC SVC ENTERPRISE GROUPCOM$38.2M470,925—744573106
EXELON CORPCOM$34.6M742,992—30161N101
CENCORA INCCOM$32.8M115,849—03073E105
CONSOLIDATED EDISON INCCOM$32.6M294,856—209115104
SAP SESPON ADR$30.2M195,895—803054204
HARTFORD INSURANCE GROUP INCCOM$26.8M201,947—416515104
ULTA BEAUTY INCCOM$26.7M59,247—90384S303
APPLOVIN CORPCOM CL A$23.7M45,925—03831W108
ORACLE CORPCOM$22.8M155,318—68389X105
AMERICAN WTR WKS CO INC NEWCOM$20.5M155,622—030420103
WILLIS TOWERS WATSON PLC LTDSHS$18.3M69,828—G96629103
ATMOS ENERGY CORPCOM$18.2M105,704—049560105
EVERSOURCE ENERGYCOM$18.2M251,833—30040W108
VALERO ENERGY CORPCOM$14.5M55,525—91913Y100
ADVANCED MICRO DEVICES INCCOM$14.3M24,687—007903107
ITT INCCOM$8.9M44,854—45073V108
WELLTOWER INCCOM$8.4M37,040—95040Q104
ABBVIE INCCOM$7.8M30,909—00287Y109
LAM RESEARCH CORPCOM NEW$7.8M17,916—512807306
NEXTPOWER INCCLASS A COM$7M59,117—65290E101
LEVI STRAUSS & CO NEWCL A COM STK$6.2M249,510—52736R102
MARVELL TECHNOLOGY INCCOM$5.8M19,463—573874104
WOODWARD INCCOM$5.5M12,983—980745103
AMPHENOL CORPCL A$5.4M30,362—032095101
NU HLDGS LTDORD SHS CL A$4.8M362,742—G6683N103
CELESTICA INCCOM$4.2M11,549—15101Q207
ARCH CAP GROUP LTDORD$4.2M43,035—G0450A105
BANK OF NY MELLON CORPCOM$3.9M27,274—064058100
HOME DEPOT INCCOM$3.6M10,243—437076102
COHERENT CORPCOM$2.2M5,503—19247G107
MERCK & CO INCCOM$2M15,947—58933Y105
VEEVA SYS INCCL A COM$2M11,323—922475108
APTIV PLCCOM SHS$1.9M31,748—G3265R107
NXP SEMICONDUCTORS N VCOM$1.9M6,897—N6596X109
MCKESSON CORPCOM$1.9M2,523—58155Q103
NEBIUS GROUP N.V.SHS CLASS A$1.9M6,735—N97284108
YUM CHINA HLDGS INCCOM$1.8M44,506—98850P109
EDISON INTLCOM$1.8M24,208—281020107
BIRKENSTOCK HOLDING PLCCOM SHS$1.6M37,359—M2029K104
PRUDENTIAL FINL INCCOM$1.6M14,827—744320102
EDWARDS LIFESCIENCES CORPCOM$1.4M15,985—28176E108
CREDICORP LTDCOM$1.3M3,400—G2519Y108
C H ROBINSON WORLDWIDE INCOM NEW$1.3M6,772—12541W209
IDEXX LABS INCCOM$1.1M2,092—45168D104
FLEX LTDORD$1M6,376—Y2573F102
FIRST SOLAR INCCOM$931.8K3,949—336433107
AGILENT TECHNOLOGIES INCCOM$853.3K6,424—00846U101
ZOETIS INCCL A$537.6K7,481—98978V103
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