Q3 2025 · 13F-HR
AMF Tjanstepension ABholdings as filed
Filed 2025-10-31 · accession 0001062993-25-016405
$9.26B
Reported value
109
Positions
2025-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 67066G104 | NVDA | NVIDIA CORPORATION | $852.5M | 9.20% | 4,569,019 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $799.3M | 8.63% | 1,543,275 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $468.4M | 5.06% | 1,839,514 | Common | SOLE |
| L8681T102 | SPOT | SPOTIFY TECHNOLOGY S A | $404.1M | 4.36% | 578,894 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $295.3M | 3.19% | 1,344,755 | Common | SOLE |
| 060505104 | BAC | BANK AMERICA CORP | $281.4M | 3.04% | 5,455,392 | Common | SOLE |
| 92826C839 | V | VISA INC | $274.5M | 2.96% | 804,149 | Common | SOLE |
| 74340W103 | PLD | PROLOGIS INC. | $255.2M | 2.75% | 2,228,260 | Common | SOLE |
| G54950103 | LIN | LINDE PLC | $251.6M | 2.72% | 529,774 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $236.4M | 2.55% | 970,595 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $233.1M | 2.52% | 834,441 | Common | SOLE |
| 701094104 | PH | PARKER-HANNIFIN CORP | $228.4M | 2.47% | 301,292 | Common | SOLE |
| 01609W102 | BABA | ALIBABA GROUP HLDG LTD | $224.8M | 2.43% | 1,257,614 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $213.1M | 2.30% | 290,136 | Common | SOLE |
| 45866F104 | ICE | INTERCONTINENTAL EXCHANGE IN | $207.7M | 2.24% | 1,232,609 | Common | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $206.9M | 2.23% | 271,206 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $194.3M | 2.10% | 799,460 | Common | SOLE |
| 199908104 | FIX | COMFORT SYS USA INC | $156.2M | 1.69% | 189,271 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $152.8M | 1.65% | 65,396 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $149.3M | 1.61% | 452,550 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $128.2M | 1.38% | 540,771 | Common | SOLE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $127.5M | 1.38% | 404,334 | Common | SOLE |
| 958102105 | WDC | WESTERN DIGITAL CORP | $126.8M | 1.37% | 1,056,477 | Common | SOLE |
| 775711104 | ROL | ROLLINS INC | $121.9M | 1.32% | 2,074,694 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $118.6M | 1.28% | 235,850 | Common | SOLE |
| 191216100 | KO | COCA COLA CO | $97.5M | 1.05% | 1,469,484 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $85.2M | 0.92% | 71,038 | Common | SOLE |
| 194162103 | CL | COLGATE PALMOLIVE CO | $74.0M | 0.80% | 925,094 | Common | SOLE |
| 369604301 | GE | GE AEROSPACE | $73.2M | 0.79% | 243,356 | Common | SOLE |
| 38141G104 | GS | GOLDMAN SACHS GROUP INC | $71.4M | 0.77% | 89,683 | Common | SOLE |
| 92343V104 | VZ | VERIZON COMMUNICATIONS INC | $66.7M | 0.72% | 1,516,881 | Common | SOLE |
| 243537107 | DECK | DECKERS OUTDOOR CORP | $66.3M | 0.72% | 653,555 | Common | SOLE |
| 20825C104 | COP | CONOCOPHILLIPS | $65.1M | 0.70% | 687,878 | Common | SOLE |
| 85208M102 | SFM | SPROUTS FMRS MKT INC | $64.6M | 0.70% | 593,916 | Common | SOLE |
| V7780T103 | RCL | ROYAL CARIBBEAN GROUP | $58.5M | 0.63% | 180,813 | Common | SOLE |
| 482480100 | KLAC | KLA CORP | $52.7M | 0.57% | 48,882 | Common | SOLE |
| 22160K105 | COST | COSTCO WHSL CORP NEW | $50.1M | 0.54% | 54,177 | Common | SOLE |
| 101137107 | BSX | BOSTON SCIENTIFIC CORP | $49.6M | 0.54% | 508,246 | Common | SOLE |
| 65339F101 | NEE | NEXTERA ENERGY INC | $49.5M | 0.53% | 655,221 | Common | SOLE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $48.4M | 0.52% | 108,332 | Common | SOLE |
| 98138H101 | WDAY | WORKDAY INC | $47.0M | 0.51% | 195,304 | Common | SOLE |
| 036752103 | ELV | ELEVANCE HEALTH INC FORMERLY | $44.6M | 0.48% | 137,888 | Common | SOLE |
| 21874C102 | CNM | CORE & MAIN INC | $41.6M | 0.45% | 772,021 | Common | SOLE |
| 743315103 | PGR | PROGRESSIVE CORP | $41.1M | 0.44% | 166,247 | Common | SOLE |
| 336433107 | FSLR | FIRST SOLAR INC | $40.8M | 0.44% | 185,017 | Common | SOLE |
| 235851102 | DHR | DANAHER CORPORATION | $39.6M | 0.43% | 199,586 | Common | SOLE |
| 375558103 | GILD | GILEAD SCIENCES INC | $38.8M | 0.42% | 349,429 | Common | SOLE |
| 580135101 | MCD | MCDONALDS CORP | $38.3M | 0.41% | 125,923 | Common | SOLE |
| 172967424 | C | CITIGROUP INC | $38.1M | 0.41% | 375,804 | Common | SOLE |
| 863667101 | SYK | STRYKER CORPORATION | $35.6M | 0.38% | 96,351 | Common | SOLE |
| 025816109 | AXP | AMERICAN EXPRESS CO | $33.5M | 0.36% | 100,833 | Common | SOLE |
| 40412C101 | HCA | HCA HEALTHCARE INC | $32.2M | 0.35% | 75,443 | Common | SOLE |
| 571748102 | MRSH | MARSH & MCLENNAN COS INC | $31.8M | 0.34% | 157,914 | Common | SOLE |
| 36828A101 | GEV | GE VERNOVA INC | $31.2M | 0.34% | 50,726 | Common | SOLE |
| 806857108 | SLB | SCHLUMBERGER LTD | $31.1M | 0.34% | 904,153 | Common | SOLE |
| 803054204 | SAP | SAP SE | $30.9M | 0.33% | 115,679 | Common | SOLE |
| 82509L107 | SHOP | SHOPIFY INC | $30.4M | 0.33% | 204,665 | Common | SOLE |
| 617446448 | MS | MORGAN STANLEY | $29.7M | 0.32% | 187,056 | Common | SOLE |
| 053332102 | AZO | AUTOZONE INC | $29.4M | 0.32% | 6,859 | Common | SOLE |
| 020002101 | ALL | ALLSTATE CORP | $27.6M | 0.30% | 128,434 | Common | SOLE |
| 816851109 | SRE | SEMPRA | $26.8M | 0.29% | 298,325 | Common | SOLE |
| 125523100 | CI | THE CIGNA GROUP | $26.3M | 0.28% | 91,362 | Common | SOLE |
| 461202103 | INTU | INTUIT | $26.1M | 0.28% | 38,231 | Common | SOLE |
| G0403H108 | AON | AON PLC | $25.1M | 0.27% | 70,333 | Common | SOLE |
| 001055102 | AFL | AFLAC INC | $24.9M | 0.27% | 222,535 | Common | SOLE |
| 15101Q207 | CLS | CELESTICA INC | $24.2M | 0.26% | 98,166 | Common | SOLE |
| 23804L103 | DDOG | DATADOG INC | $24.0M | 0.26% | 168,613 | Common | SOLE |
| 444859102 | HUM | HUMANA INC | $23.9M | 0.26% | 91,901 | Common | SOLE |
| 651639106 | NEM | NEWMONT CORP | $23.8M | 0.26% | 282,255 | Common | SOLE |
| 42824C109 | HPE | HEWLETT PACKARD ENTERPRISE C | $23.7M | 0.26% | 964,659 | Common | SOLE |
| 09857L108 | BKNG | BOOKING HOLDINGS INC | $23.5M | 0.25% | 4,348 | Common | SOLE |
| 92532F100 | VRTX | VERTEX PHARMACEUTICALS INC | $22.8M | 0.25% | 58,100 | Common | SOLE |
| 68389X105 | ORCL | ORACLE CORP | $22.1M | 0.24% | 78,484 | Common | SOLE |
| 20030N101 | CMCSA | COMCAST CORP NEW | $22.0M | 0.24% | 700,152 | Common | SOLE |
| 03073E105 | COR | CENCORA INC | $20.8M | 0.23% | 66,701 | Common | SOLE |
| 29364G103 | ETR | ENTERGY CORP NEW | $20.3M | 0.22% | 217,300 | Common | SOLE |
| 031162100 | AMGN | AMGEN INC | $20.0M | 0.22% | 70,846 | Common | SOLE |
| 548661107 | LOW | LOWES COS INC | $19.8M | 0.21% | 78,678 | Common | SOLE |
| 05722G100 | BKR | BAKER HUGHES COMPANY | $19.7M | 0.21% | 405,203 | Common | SOLE |
| 89417E109 | TRV | TRAVELERS COMPANIES INC | $19.7M | 0.21% | 70,556 | Common | SOLE |
| G8994E103 | TT | TRANE TECHNOLOGIES PLC | $19.5M | 0.21% | 46,304 | Common | SOLE |
| 064058100 | BK | BANK NEW YORK MELLON CORP | $19.5M | 0.21% | 178,640 | Common | SOLE |
| 78409V104 | SPGI | S&P GLOBAL INC | $18.8M | 0.20% | 38,698 | Common | SOLE |
| 437076102 | HD | HOME DEPOT INC | $18.7M | 0.20% | 46,233 | Common | SOLE |
| 169656105 | CMG | CHIPOTLE MEXICAN GRILL INC | $18.7M | 0.20% | 477,495 | Common | SOLE |
| 30161N101 | EXC | EXELON CORP | $18.3M | 0.20% | 406,027 | Common | SOLE |
| 91913Y100 | VLO | VALERO ENERGY CORP | $18.1M | 0.20% | 106,205 | Common | SOLE |
| 90384S303 | ULTA | ULTA BEAUTY INC | $17.9M | 0.19% | 32,735 | Common | SOLE |
| 209115104 | ED | CONSOLIDATED EDISON INC | $17.2M | 0.19% | 171,081 | Common | SOLE |
| 731105201 | — | POLESTAR AUTOMOTIVE HLDG UK | $16.9M | 0.18% | 18,000,000 | Common | SOLE |
| 416515104 | HIG | HARTFORD INSURANCE GROUP INC | $16.0M | 0.17% | 120,220 | Common | SOLE |
| 744573106 | PEG | PUBLIC SVC ENTERPRISE GRP IN | $15.7M | 0.17% | 188,464 | Common | SOLE |
| 45168D104 | IDXX | IDEXX LABS INC | $15.5M | 0.17% | 24,325 | Common | SOLE |
| 744320102 | PRU | PRUDENTIAL FINL INC | $15.1M | 0.16% | 145,760 | Common | SOLE |
| 14149Y108 | CAH | CARDINAL HEALTH INC | $15.1M | 0.16% | 96,130 | Common | SOLE |
| G96629103 | WTW | WILLIS TOWERS WATSON PLC LTD | $14.3M | 0.15% | 41,509 | Common | SOLE |
| 14040H105 | COF | CAPITAL ONE FINL CORP | $13.8M | 0.15% | 64,837 | Common | SOLE |
| 03831W108 | APP | APPLOVIN CORP | $13.4M | 0.14% | 18,619 | Common | SOLE |
| 98389B100 | XEL | XCEL ENERGY INC | $12.9M | 0.14% | 160,352 | Common | SOLE |
| 833445109 | SNOW | SNOWFLAKE INC | $12.5M | 0.14% | 55,461 | Common | SOLE |
| 87165B103 | SYF | SYNCHRONY FINANCIAL | $11.4M | 0.12% | 160,417 | Common | SOLE |
| 049560105 | ATO | ATMOS ENERGY CORP | $10.8M | 0.12% | 63,424 | Common | SOLE |
| 30040W108 | ES | EVERSOURCE ENERGY | $10.2M | 0.11% | 143,021 | Common | SOLE |
| 504922105 | LH | LABCORP HOLDINGS INC | $9.8M | 0.11% | 34,225 | Common | SOLE |
| G3265R107 | APTV | APTIV PLC | $9.5M | 0.10% | 110,462 | Common | SOLE |
| 125896100 | CMS | CMS ENERGY CORP | $8.9M | 0.10% | 121,251 | Common | SOLE |
| 31620M106 | FIS | FIDELITY NATL INFORMATION SV | $8.3M | 0.09% | 126,165 | Common | SOLE |
| 030420103 | AWK | AMERICAN WTR WKS CO INC NEW | $7.4M | 0.08% | 53,367 | Common | SOLE |
| 09062X103 | BIIB | BIOGEN INC | $4.7M | 0.05% | 33,479 | Common | SOLE |
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.