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AMF Tjanstepension AB

Q2 2025 · 13F-HR

AMF Tjanstepension ABholdings as filed

Filed 2025-07-22 · accession 0001062993-25-013013

$15.03B
Reported value
170
Positions
2025-06-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$1.34B8.91%2,691,094CommonSOLE
67066G104NVDANVIDIA CORPORATION$1.32B8.76%8,328,234CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$766.5M5.10%998,894CommonSOLE
037833100AAPLAPPLE INC$658.9M4.38%3,211,366CommonSOLE
023135106AMZNAMAZON COM INC$521.4M3.47%2,376,792CommonSOLE
92826C839VVISA INC$492.7M3.28%1,387,546CommonSOLE
060505104BACBANK AMERICA CORP$421.6M2.81%8,904,561CommonSOLE
02079K107GOOGALPHABET INC$412.0M2.74%2,322,256CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$411.2M2.74%1,815,014CommonSOLE
79466L302CRMSALESFORCE INC$394.9M2.63%1,447,757CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$392.6M2.61%2,139,390CommonSOLE
30303M102METAMETA PLATFORMS INC$374.8M2.49%507,808CommonSOLE
701094104PHPARKER-HANNIFIN CORP$373.0M2.48%533,895CommonSOLE
74340W103PLDPROLOGIS INC.$362.9M2.41%3,449,394CommonSOLE
G54950103LINLINDE PLC$358.3M2.38%763,645CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$305.7M2.03%2,691,686CommonSOLE
532457108LLYELI LILLY & CO$267.5M1.78%343,119CommonSOLE
58733R102MELIMERCADOLIBRE INC$249.9M1.66%95,602CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$220.6M1.47%760,777CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$213.6M1.42%2,348,176CommonSOLE
775711104ROLROLLINS INC$199.9M1.33%3,542,898CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$198.4M1.32%408,382CommonSOLE
11135F101AVGOBROADCOM INC$158.5M1.05%574,883CommonSOLE
36828A101GEVGE VERNOVA INC$147.5M0.98%278,822CommonSOLE
64110L106NFLXNETFLIX INC$142.6M0.95%106,515CommonSOLE
02079K305GOOGLALPHABET INC$140.9M0.94%799,460CommonSOLE
191216100KOCOCA COLA CO$126.8M0.84%1,791,246CommonSOLE
958102105WDCWESTERN DIGITAL CORP$119.4M0.79%1,865,535CommonSOLE
369604301GEGE AEROSPACE$117.8M0.78%457,850CommonSOLE
20825C104COPCONOCOPHILLIPS$117.8M0.78%1,311,982CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$112.5M0.75%1,091,975CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$111.2M0.74%2,566,889CommonSOLE
878742204TECKTECK RESOURCES LTD$101.3M0.67%2,499,693CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$96.6M0.64%309,549CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$95.4M0.63%888,204CommonSOLE
291011104EMREMERSON ELEC CO$94.7M0.63%710,080CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$94.3M0.63%16,291CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$94.0M0.63%94,974CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$90.1M0.60%127,212CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$80.3M0.53%147,796CommonSOLE
65339F101NEENEXTERA ENERGY INC$78.4M0.52%1,128,870CommonSOLE
863667101SYKSTRYKER CORPORATION$76.7M0.51%193,817CommonSOLE
235851102DHRDANAHER CORPORATION$73.7M0.49%373,173CommonSOLE
172967424CCITIGROUP INC$72.8M0.48%855,305CommonSOLE
82509L107SHOPSHOPIFY INC$72.3M0.48%626,550CommonSOLE
580135101MCDMCDONALDS CORP$72.2M0.48%247,007CommonSOLE
482480100KLACKLA CORP$71.6M0.48%79,862CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$62.7M0.42%286,519CommonSOLE
375558103GILDGILEAD SCIENCES INC$58.2M0.39%524,960CommonSOLE
036752103ELVELEVANCE HEALTH INC$58.2M0.39%149,520CommonSOLE
617446448MSMORGAN STANLEY$57.6M0.38%409,071CommonSOLE
125523100CITHE CIGNA GROUP$56.7M0.38%171,530CommonSOLE
501044101KRKROGER CO$55.8M0.37%777,210CommonSOLE
743315103PGRPROGRESSIVE CORP$53.9M0.36%202,028CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$48.6M0.32%228,371CommonSOLE
40412C101HCAHCA HEALTHCARE INC$48.1M0.32%125,586CommonSOLE
58933Y105MRKMERCK & CO INC$45.7M0.30%574,587CommonSOLE
G0403H108AONAON PLC$45.3M0.30%126,792CommonSOLE
031162100AMGNAMGEN INC$43.6M0.29%156,117CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$43.2M0.29%768,616CommonSOLE
053332102AZOAUTOZONE INC$41.9M0.28%11,285CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$41.0M0.27%93,683CommonSOLE
001055102AFLAFLAC INC$38.0M0.25%360,359CommonSOLE
816851109SRESEMPRA$37.4M0.25%493,066CommonSOLE
23804L103DDOGDATADOG INC$35.8M0.24%266,570CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$34.7M0.23%129,602CommonSOLE
03073E105CORCENCORA INC$33.8M0.22%112,643CommonSOLE
025816109AXPAMERICAN EXPRESS CO$32.2M0.21%100,833CommonSOLE
30161N101EXCEXELON CORP$31.4M0.21%723,352CommonSOLE
29364G103ETRENTERGY CORP NEW$31.0M0.21%372,393CommonSOLE
806857108SLBSCHLUMBERGER LTD$30.7M0.20%904,153CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$30.0M0.20%283,684CommonSOLE
020002101ALLALLSTATE CORP$29.6M0.20%147,135CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$29.4M0.20%348,981CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$28.8M0.19%64,705CommonSOLE
209115104EDCONSOLIDATED EDISON INC$28.8M0.19%286,622CommonSOLE
311900104FASTFASTENAL CO$28.5M0.19%678,006CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$26.6M0.18%695,059CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$26.4M0.18%157,180CommonSOLE
20030N101CMCSACOMCAST CORP NEW$25.0M0.17%700,152CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$24.9M0.17%196,127CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$24.7M0.16%78,933CommonSOLE
H01301128ALCALCON AG$24.3M0.16%272,821CommonSOLE
H42097107UBSUBS GROUP AG$24.0M0.16%708,033CommonSOLE
731105201POLESTAR AUTOMOTIVE HLDG UK$23.1M0.15%21,576,160CommonSOLE
254687106DISDISNEY WALT CO$22.8M0.15%183,649CommonSOLE
384802104GWWGRAINGER W W INC$21.6M0.14%20,802CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$20.8M0.14%67,819CommonSOLE
78409V104SPGIS&P GLOBAL INC$20.4M0.14%38,698CommonSOLE
437076102HDHOME DEPOT INC$20.1M0.13%54,682CommonSOLE
871829107SYYSYSCO CORP$20.0M0.13%264,581CommonSOLE
15135B101CNCCENTENE CORP DEL$20.0M0.13%368,342CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$18.7M0.12%353,623CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$18.5M0.12%203,294CommonSOLE
744320102PRUPRUDENTIAL FINL INC$18.1M0.12%168,348CommonSOLE
444859102HUMHUMANA INC$18.1M0.12%73,902CommonSOLE
548661107LOWLOWES COS INC$17.5M0.12%78,678CommonSOLE
172062101CINFCINCINNATI FINL CORP$16.8M0.11%112,848CommonSOLE
00287Y109ABBVABBVIE INC$16.8M0.11%90,285CommonSOLE
461202103INTUINTUIT$16.7M0.11%21,166CommonSOLE
G8473T100STESTERIS PLC$16.6M0.11%69,035CommonSOLE
651639106NEMNEWMONT CORP$16.5M0.11%282,255CommonSOLE
803054204SAPSAP SE$16.1M0.11%52,837CommonSOLE
049560105ATOATMOS ENERGY CORP$15.8M0.11%102,632CommonSOLE
30040W108ESEVERSOURCE ENERGY$15.6M0.10%244,990CommonSOLE
281020107EIXEDISON INTL$14.5M0.10%280,467CommonSOLE
91913Y100VLOVALERO ENERGY CORP$14.3M0.10%106,205CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$14.3M0.10%166,817CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$14.3M0.09%102,532CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$13.6M0.09%148,914CommonSOLE
98389B100XELXCEL ENERGY INC$13.3M0.09%195,312CommonSOLE
45168D104IDXXIDEXX LABS INC$13.0M0.09%24,325CommonSOLE
244199105DEDEERE & CO$12.8M0.09%25,225CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$12.8M0.09%348,967CommonSOLE
N3168P101FERFERROVIAL SE$12.6M0.08%237,155CommonSOLE
833445109SNOWSNOWFLAKE INC$12.4M0.08%55,461CommonSOLE
872540109TJXTJX COS INC NEW$12.1M0.08%98,122CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$10.7M0.07%160,417CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$10.7M0.07%117,663CommonSOLE
778296103ROSTROSS STORES INC$10.6M0.07%83,229CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$10.6M0.07%32,537CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$10.3M0.07%126,165CommonSOLE
23331A109DHID R HORTON INC$9.4M0.06%72,841CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$9.2M0.06%37,042CommonSOLE
504922105LHLABCORP HOLDINGS INC$9.0M0.06%34,225CommonSOLE
125896100CMSCMS ENERGY CORP$8.4M0.06%121,251CommonSOLE
H2906T109GRMNGARMIN LTD$8.1M0.05%38,753CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$7.6M0.05%95,164CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$7.6M0.05%102,597CommonSOLE
G3265R107APTVAPTIV PLC$7.5M0.05%110,462CommonSOLE
09062X103BIIBBIOGEN INC$7.4M0.05%59,115CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$7.0M0.05%6,644CommonSOLE
115236101BROBROWN & BROWN INC$6.8M0.05%61,316CommonSOLE
526057104LENLENNAR CORP$6.7M0.04%60,242CommonSOLE
570535104MKLMARKEL GROUP INC$6.5M0.04%3,245CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$6.2M0.04%26,408CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$6.0M0.04%11,757CommonSOLE
086516101BBYBEST BUY INC$5.6M0.04%83,204CommonSOLE
H11356104BGBUNGE GLOBAL SA$4.6M0.03%57,490CommonSOLE
29670G102WTRGESSENTIAL UTILS INC$4.6M0.03%124,096CommonSOLE
98419M100XYLXYLEM INC$4.5M0.03%34,965CommonSOLE
02005N100ALLYALLY FINL INC$4.3M0.03%111,079CommonSOLE
742718109PGPROCTER AND GAMBLE CO$4.3M0.03%26,506CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$4.3M0.03%22,492CommonSOLE
04621X108AIZASSURANT INC$4.2M0.03%21,107CommonSOLE
46266C105IQVIQVIA HLDGS INC$4.0M0.03%25,484CommonSOLE
035710839NLYANNALY CAPITAL MANAGEMENT IN$3.9M0.03%203,187CommonSOLE
443573100HUBSHUBSPOT INC$3.8M0.03%6,782CommonSOLE
336433107FSLRFIRST SOLAR INC$3.5M0.02%21,207CommonSOLE
03831W108APPAPPLOVIN CORP$3.1M0.02%8,724CommonSOLE
15101Q207CLSCELESTICA INC$2.6M0.02%16,837CommonSOLE
038222105AMATAPPLIED MATLS INC$2.5M0.02%13,532CommonSOLE
478160104JNJJOHNSON & JOHNSON$2.4M0.02%16,002CommonSOLE
95040Q104WELLWELLTOWER INC$2.4M0.02%15,754CommonSOLE
94106L109WMWASTE MGMT INC DEL$2.4M0.02%10,436CommonSOLE
58155Q103MCKMCKESSON CORP$1.8M0.01%2,523CommonSOLE
11285B108BEPCBROOKFIELD RENEWABLE CORP$1.8M0.01%54,705CommonSOLE
595112103MUMICRON TECHNOLOGY INC$1.8M0.01%14,398CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$1.6M0.01%9,595CommonSOLE
49177J102KVUEKENVUE INC$1.6M0.01%74,290CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$1.5M0.01%6,880CommonSOLE
98978V103ZTSZOETIS INC$1.2M0.01%7,481CommonSOLE
G0378L100AUANGLOGOLD ASHANTI PLC$1.1M0.01%23,670CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$970,3560.01%15,491CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$953,5270.01%4,379CommonSOLE
G2519Y108BAPCREDICORP LTD$759,9680.01%3,400CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$738,2560.00%9,967CommonSOLE
98850P109YUMCYUM CHINA HLDGS INC$617,4450.00%13,810CommonSOLE
G6683N103NUNU HLDGS LTD$351,2730.00%25,603CommonSOLE
29250N105ENBENBRIDGE INC$242,5050.00%0CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.