AMF Tjanstepension AB
Holdings as of 2026-09-30, filed 2026-10-22 · recorded 2026-10-23 03:50:12.487 UTC
This is history, not a current position. These holdings describe 2026-09-30, and the report became public 22 days later. The portfolio has changed since.
Aggregates
computed from the positions belowPositions reported
119
Value reported by manager
$17.2B
Sum of our stored positions
$17.2B
should match the line above
Disclosure lag
22 d
quarter end to filing
Top 5 concentration
33.9%
of the positions shown
New positions
4
vs previous quarter
Exited
6
vs previous quarter
Option positions
0
puts and calls
Positions
119 largest shown| Issuer | Class | Value | Shares | Type | CUSIP |
|---|---|---|---|---|---|
| NVIDIA CORPORATION | COM | $1.8B | 7,860,081 | — | 67066G104 |
| MICROSOFT CORP | COM | $1.4B | 2,820,760 | — | 594918104 |
| APPLE INC | COM | $1.1B | 3,191,341 | — | 037833100 |
| ALPHABET INC | CAP STK CL C | $843.6M | 2,475,768 | — | 02079K107 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $685.2M | 1,502,106 | — | 874039100 |
| ELI LILLY & CO | COM | $628.7M | 543,339 | — | 532457108 |
| AMAZON COM INC | COM | $609.5M | 2,446,140 | — | 023135106 |
| BANK OF AMER CORP | COM | $520.5M | 9,562,619 | — | 060505104 |
| VISA INC | COM CL A | $511.3M | 1,423,049 | — | 92826C839 |
| LINDE PLC | SHS | $422.9M | 890,930 | — | G54950103 |
| PROLOGIS INC. | COM | $401.8M | 3,094,866 | — | 74340W103 |
| WESTERN DIGITAL CORP | COM | $384.9M | 847,047 | — | 958102105 |
| META PLATFORMS INC | CL A | $376.5M | 519,222 | — | 30303M102 |
| INTERCONTINENTAL EXCHANGE IN | COM | $328.7M | 2,162,201 | — | 45866F104 |
| BROADCOM INC | COM | $292.1M | 831,667 | — | 11135F101 |
| ALPHABET INC | CAP STK CL A | $289.4M | 841,228 | — | 02079K305 |
| JPMORGAN CHASE & CO | COM | $282.3M | 853,194 | — | 46625H100 |
| PARKER-HANNIFIN CORP | COM | $268.5M | 281,058 | — | 701094104 |
| MICRON TECHNOLOGY INC | COM | $268M | 251,574 | — | 595112103 |
| MERCADOLIBRE INC | COM | $264.9M | 153,228 | — | 58733R102 |
| COCA COLA CO | COM | $250.5M | 2,910,053 | — | 191216100 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | $233.1M | 2,167,406 | — | 01609W102 |
| SPOTIFY TECHNOLOGY S A | SHS | $231.5M | 475,000 | — | L8681T102 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $204.6M | 410,805 | — | 084670702 |
| VERTEX PHARMACEUTICALS INC | COM | $203.3M | 388,770 | — | 92532F100 |
| PROGRESSIVE CORP | COM | $202.8M | 978,170 | — | 743315103 |
| COMFORT SYS USA INC | COM | $179.7M | 108,624 | — | 199908104 |
| ADOBE INC | COM | $169.2M | 705,217 | — | 00724F101 |
| EATON CORP PLC | SHS | $156.8M | 364,814 | — | G29183103 |
| CITIGROUP INC | COM NEW | $142.4M | 1,099,751 | — | 172967424 |
| GE AEROSPACE | COM NEW | $134.7M | 431,402 | — | 369604301 |
| APPLOVIN CORP | COM CL A | $125.8M | 433,162 | — | 03831W108 |
| LUMENTUM HLDGS INC | COM | $123.3M | 126,905 | — | 55024U109 |
| VERIZON COMMUNICATIONS INC | COM | $116.7M | 2,544,470 | — | 92343V104 |
| KLA CORP | COM NEW | $116.5M | 597,737 | — | 482480100 |
| GOLDMAN SACHS GROUP INC | COM | $114.5M | 127,168 | — | 38141G104 |
| CISCO SYS INC | COM | $110.7M | 1,028,135 | — | 17275R102 |
| HEWLETT PACKARD ENTERPRISE C | COM | $108.6M | 1,699,944 | — | 42824C109 |
| UNITED RENTALS INC | COM | $103.4M | 103,345 | — | 911363109 |
| ITT INC | COM | $102M | 505,575 | — | 45073V108 |
| COSTCO WHOLESALE CORPORATION | COM | $95.4M | 104,753 | — | 22160K105 |
| ELEVANCE HEALTH INC FORMERLY | COM | $92.6M | 238,133 | — | 036752103 |
| GE VERNOVA INC | COM | $88.7M | 93,333 | — | 36828A101 |
| NETFLIX INC. | COM | $84.6M | 1,215,346 | — | 64110L106 |
| CAPITAL ONE FINL CORP | COM | $82.9M | 429,374 | — | 14040H105 |
| ROYAL CARIBBEAN GROUP | COM | $79.3M | 298,223 | — | V7780T103 |
| TRANE TECHNOLOGIES PLC | SHS | $79.1M | 174,917 | — | G8994E103 |
| YUM BRANDS INC | COM | $78.9M | 579,067 | — | 988498101 |
| NEXTERA ENERGY INC | COM | $75.9M | 1,002,143 | — | 65339F101 |
| NEWMONT CORP | COM | $74.9M | 649,774 | — | 651639106 |
| MCDONALDS CORP | COM | $73.8M | 319,360 | — | 580135101 |
| COLGATE PALMOLIVE CO | COM | $72.6M | 850,709 | — | 194162103 |
| INTUITIVE SURGICAL INC | COM NEW | $69.6M | 171,089 | — | 46120E602 |
| MORGAN STANLEY | COM NEW | $67.8M | 360,596 | — | 617446448 |
| HUMANA INC | COM | $59.5M | 155,989 | — | 444859102 |
| AUTOZONE INC | COM | $59.5M | 21,028 | — | 053332102 |
| SPROUTS FMRS MKT INC | COM | $56.8M | 855,628 | — | 85208M102 |
| SLB LIMITED | COM STK | $56.1M | 1,150,790 | — | 806857108 |
| HCA HEALTHCARE INC | COM | $55.1M | 129,154 | — | 40412C101 |
| SHOPIFY INC | CL A SUB VTG SHS | $52M | 350,833 | — | 82509L107 |
| ROLLINS INC | COM | $49M | 1,625,424 | — | 775711104 |
| THE CIGNA GROUP | COM | $45.1M | 166,085 | — | 125523100 |
| ALLSTATE CORP | COM | $45.1M | 203,131 | — | 020002101 |
| SEMPRA | COM | $42.6M | 546,238 | — | 816851109 |
| AFLAC INC | COM | $41.5M | 371,149 | — | 001055102 |
| SAP SE | SPON ADR | $40.8M | 195,895 | — | 803054204 |
| BOSTON SCIENTIFIC CORP | COM | $40.5M | 928,424 | — | 101137107 |
| BAKER HUGHES COMPANY | CL A | $40M | 729,153 | — | 05722G100 |
| ENTERGY CORP NEW | COM | $39.9M | 402,074 | — | 29364G103 |
| DANAHER CORP DEL | COM | $39.7M | 179,251 | — | 235851102 |
| CARDINAL HEALTH INC | COM | $38M | 170,668 | — | 14149Y108 |
| STRYKER CORPORATION | COM | $36.5M | 132,694 | — | 863667101 |
| CENCORA INC | COM | $34.8M | 115,849 | — | 03073E105 |
| ARCH CAP GROUP LTD | ORD | $32.5M | 351,901 | — | G0450A105 |
| ULTA BEAUTY INC | COM | $32.4M | 59,327 | — | 90384S303 |
| PUBLIC SVC ENTERPRISE GROUP | COM | $31.7M | 470,925 | — | 744573106 |
| CONSOLIDATED EDISON INC | COM | $30.1M | 294,856 | — | 209115104 |
| EXELON CORP | COM | $30M | 742,992 | — | 30161N101 |
| VALERO ENERGY CORP | COM | $21.5M | 55,525 | — | 91913Y100 |
| ORACLE CORP | COM | $21.3M | 155,318 | — | 68389X105 |
| AMERICAN WTR WKS CO INC NEW | COM | $20.1M | 155,622 | — | 030420103 |
| AON PLC | SHS CL A | $17M | 61,422 | — | G0403H108 |
| ATMOS ENERGY CORP | COM | $16.5M | 105,704 | — | 049560105 |
| EVERSOURCE ENERGY | COM | $16.2M | 251,833 | — | 30040W108 |
| ADVANCED MICRO DEVICES INC | COM | $12.9M | 21,113 | — | 007903107 |
| HARTFORD INSURANCE GROUP INC | COM | $12.4M | 100,974 | — | 416515104 |
| WELLTOWER INC | COM | $7.7M | 33,337 | — | 95040Q104 |
| LEVI STRAUSS & CO NEW | CL A COM STK | $7.5M | 380,241 | — | 52736R102 |
| ABBVIE INC | COM | $6.3M | 24,119 | — | 00287Y109 |
| MARTIN MARIETTA MATLS INC | COM | $5.4M | 11,264 | — | 573284106 |
| LAM RESEARCH CORP | COM NEW | $5.4M | 16,313 | — | 512807306 |
| MARVELL TECHNOLOGY INC | COM | $5.1M | 19,463 | — | 573874104 |
| NU HLDGS LTD | ORD SHS CL A | $4.6M | 362,742 | — | G6683N103 |
| WOODWARD INC | COM | $4.3M | 12,983 | — | 980745103 |
| AMPHENOL CORP | CL A | $4.2M | 50,182 | — | 032095101 |
| CELESTICA INC | COM | $4.2M | 11,549 | — | 15101Q207 |
| BIRKENSTOCK HOLDING PLC | COM SHS | $3.5M | 108,362 | — | M2029K104 |
| APPLIED MATLS INC | COM | $3.4M | 6,638 | — | 038222105 |
| BANK OF NY MELLON CORP | COM | $3.2M | 21,855 | — | 064058100 |
| GILEAD SCIENCES INC | COM | $3.1M | 21,001 | — | 375558103 |
| HOME DEPOT INC | COM | $2.9M | 10,243 | — | 437076102 |
| BLACKSTONE INC | COM | $2.6M | 23,489 | — | 09260D107 |
| SALESFORCE INC | COM | $2.5M | 10,711 | — | 79466L302 |
| NEBIUS GROUP N.V. | SHS CLASS A | $2.3M | 9,832 | — | N97284108 |
| MERCK & CO INC | COM | $2.3M | 15,947 | — | 58933Y105 |
| VEEVA SYS INC | CL A COM | $2.2M | 7,723 | — | 922475108 |
| MCKESSON CORP | COM | $2.2M | 2,523 | — | 58155Q103 |
| NEXTPOWER INC | COM | $2.1M | 26,977 | — | 65290E101 |
| YUM CHINA HLDGS INC | COM | $1.8M | 44,506 | — | 98850P109 |
| PRUDENTIAL FINL INC | COM | $1.7M | 14,827 | — | 744320102 |
| EDISON INTL | COM | $1.3M | 24,208 | — | 281020107 |
| CREDICORP LTD | COM | $1.3M | 3,400 | — | G2519Y108 |
| AGILENT TECHNOLOGIES INC | COM | $1.1M | 6,424 | — | 00846U101 |
| IDEXX LABS INC | COM | $1.1M | 2,092 | — | 45168D104 |
| C H ROBINSON WORLDWIDE IN | COM NEW | $1M | 6,772 | — | 12541W209 |
| NXP SEMICONDUCTORS N V | COM | $736.3K | 3,100 | — | N6596X109 |
| FLEX LTD | ORD | $701.3K | 6,376 | — | Y2573F102 |
| EDWARDS LIFESCIENCES CORP | COM | $565.1K | 6,547 | — | 28176E108 |
| ZOETIS INC | CL A | $522.4K | 7,481 | — | 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 2026-10-22