Q3 2025 · 13F-HR/A
AMF Tjanstepension ABholdings as filed
Filed 2025-11-14 · accession 0001062993-25-016785
$15.78B
Reported value
134
Positions
2025-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 67066G104 | NVDA | NVIDIA CORPORATION | $1.49B | 9.43% | 7,973,644 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $1.39B | 8.82% | 2,685,978 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $816.8M | 5.18% | 3,207,806 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $565.6M | 3.58% | 2,322,256 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $521.9M | 3.31% | 2,376,792 | Common | SOLE |
| 060505104 | BAC | BANK AMERICA CORP | $475.1M | 3.01% | 9,210,053 | Common | SOLE |
| 92826C839 | V | VISA INC | $473.7M | 3.00% | 1,387,546 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $443.7M | 2.81% | 1,588,786 | Common | SOLE |
| 74340W103 | PLD | PROLOGIS INC. | $428.2M | 2.71% | 3,738,851 | Common | SOLE |
| G54950103 | LIN | LINDE PLC | $422.7M | 2.68% | 889,929 | Common | SOLE |
| L8681T102 | SPOT | SPOTIFY TECHNOLOGY S A | $404.1M | 2.56% | 578,894 | Common | SOLE |
| 01609W102 | BABA | ALIBABA GROUP HLDG LTD | $397.9M | 2.52% | 2,226,005 | Common | SOLE |
| 701094104 | PH | PARKER-HANNIFIN CORP | $394.6M | 2.50% | 520,419 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $372.9M | 2.36% | 507,808 | Common | SOLE |
| 45866F104 | ICE | INTERCONTINENTAL EXCHANGE IN | $360.4M | 2.28% | 2,139,390 | Common | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $358.8M | 2.27% | 470,275 | Common | SOLE |
| 199908104 | FIX | COMFORT SYS USA INC | $268.2M | 1.70% | 324,974 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $267.5M | 1.70% | 810,901 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $264.2M | 1.67% | 113,062 | Common | SOLE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $241.9M | 1.53% | 766,861 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $228.5M | 1.45% | 964,263 | Common | SOLE |
| 958102105 | WDC | WESTERN DIGITAL CORP | $217.6M | 1.38% | 1,812,464 | Common | SOLE |
| 775711104 | ROL | ROLLINS INC | $210.5M | 1.33% | 3,583,919 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $203.4M | 1.29% | 404,624 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $194.3M | 1.23% | 799,460 | Common | SOLE |
| 191216100 | KO | COCA COLA CO | $180.6M | 1.14% | 2,722,512 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $144.6M | 0.92% | 120,613 | Common | SOLE |
| 369604301 | GE | GE AEROSPACE | $129.5M | 0.82% | 430,566 | Common | SOLE |
| 194162103 | CL | COLGATE PALMOLIVE CO | $128.2M | 0.81% | 1,603,960 | Common | SOLE |
| 20825C104 | COP | CONOCOPHILLIPS | $121.4M | 0.77% | 1,283,007 | Common | SOLE |
| 85208M102 | SFM | SPROUTS FMRS MKT INC | $112.7M | 0.71% | 1,036,242 | Common | SOLE |
| V7780T103 | RCL | ROYAL CARIBBEAN GROUP | $112.7M | 0.71% | 348,138 | Common | SOLE |
| 92343V104 | VZ | VERIZON COMMUNICATIONS INC | $111.9M | 0.71% | 2,546,835 | Common | SOLE |
| 243537107 | DECK | DECKERS OUTDOOR CORP | $110.7M | 0.70% | 1,091,975 | Common | SOLE |
| 38141G104 | GS | GOLDMAN SACHS GROUP INC | $101.3M | 0.64% | 127,212 | Common | SOLE |
| 101137107 | BSX | BOSTON SCIENTIFIC CORP | $88.5M | 0.56% | 906,412 | Common | SOLE |
| 22160K105 | COST | COSTCO WHSL CORP NEW | $87.9M | 0.56% | 94,974 | Common | SOLE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $87.5M | 0.55% | 195,638 | Common | SOLE |
| 172967424 | C | CITIGROUP INC | $86.8M | 0.55% | 855,305 | Common | SOLE |
| 482480100 | KLAC | KLA CORP | $86.1M | 0.55% | 79,862 | Common | SOLE |
| 65339F101 | NEE | NEXTERA ENERGY INC | $85.2M | 0.54% | 1,128,870 | Common | SOLE |
| 98138H101 | WDAY | WORKDAY INC | $81.5M | 0.52% | 338,715 | Common | SOLE |
| 580135101 | MCD | MCDONALDS CORP | $75.1M | 0.48% | 247,007 | Common | SOLE |
| 036752103 | ELV | ELEVANCE HEALTH INC FORMERLY | $74.8M | 0.47% | 231,555 | Common | SOLE |
| 336433107 | FSLR | FIRST SOLAR INC | $73.7M | 0.47% | 334,039 | Common | SOLE |
| 21874C102 | CNM | CORE & MAIN INC | $72.3M | 0.46% | 1,343,266 | Common | SOLE |
| 235851102 | DHR | DANAHER CORPORATION | $72.1M | 0.46% | 363,877 | Common | SOLE |
| 617446448 | MS | MORGAN STANLEY | $65.0M | 0.41% | 409,071 | Common | SOLE |
| 743315103 | PGR | PROGRESSIVE CORP | $64.7M | 0.41% | 262,121 | Common | SOLE |
| 863667101 | SYK | STRYKER CORPORATION | $64.2M | 0.41% | 173,535 | Common | SOLE |
| 375558103 | GILD | GILEAD SCIENCES INC | $58.3M | 0.37% | 524,960 | Common | SOLE |
| 571748102 | MRSH | MARSH & MCLENNAN COS INC | $55.2M | 0.35% | 273,821 | Common | SOLE |
| 36828A101 | GEV | GE VERNOVA INC | $54.9M | 0.35% | 89,278 | Common | SOLE |
| 40412C101 | HCA | HCA HEALTHCARE INC | $53.5M | 0.34% | 125,586 | Common | SOLE |
| 803054204 | SAP | SAP SE | $50.9M | 0.32% | 190,311 | Common | SOLE |
| 125523100 | CI | THE CIGNA GROUP | $50.7M | 0.32% | 175,974 | Common | SOLE |
| 82509L107 | SHOP | SHOPIFY INC | $50.7M | 0.32% | 340,982 | Common | SOLE |
| 14040H105 | COF | CAPITAL ONE FINL CORP | $48.5M | 0.31% | 228,371 | Common | SOLE |
| 053332102 | AZO | AUTOZONE INC | $48.4M | 0.31% | 11,285 | Common | SOLE |
| G0403H108 | AON | AON PLC | $45.2M | 0.29% | 126,792 | Common | SOLE |
| 816851109 | SRE | SEMPRA | $44.4M | 0.28% | 493,066 | Common | SOLE |
| 031162100 | AMGN | AMGEN INC | $42.7M | 0.27% | 151,270 | Common | SOLE |
| 42824C109 | HPE | HEWLETT PACKARD ENTERPRISE C | $42.4M | 0.27% | 1,727,927 | Common | SOLE |
| 020002101 | ALL | ALLSTATE CORP | $42.3M | 0.27% | 196,836 | Common | SOLE |
| 15101Q207 | CLS | CELESTICA INC | $41.0M | 0.26% | 166,607 | Common | SOLE |
| 001055102 | AFL | AFLAC INC | $40.3M | 0.26% | 360,359 | Common | SOLE |
| 444859102 | HUM | HUMANA INC | $39.4M | 0.25% | 151,556 | Common | SOLE |
| 461202103 | INTU | INTUIT | $39.0M | 0.25% | 57,080 | Common | SOLE |
| 09857L108 | BKNG | BOOKING HOLDINGS INC | $38.3M | 0.24% | 7,093 | Common | SOLE |
| 169656105 | CMG | CHIPOTLE MEXICAN GRILL INC | $36.7M | 0.23% | 936,442 | Common | SOLE |
| 29364G103 | ETR | ENTERGY CORP NEW | $36.5M | 0.23% | 391,557 | Common | SOLE |
| 89417E109 | TRV | TRAVELERS COMPANIES INC | $36.2M | 0.23% | 129,602 | Common | SOLE |
| 68389X105 | ORCL | ORACLE CORP | $36.2M | 0.23% | 128,665 | Common | SOLE |
| 03073E105 | COR | CENCORA INC | $35.2M | 0.22% | 112,643 | Common | SOLE |
| G8994E103 | TT | TRANE TECHNOLOGIES PLC | $34.2M | 0.22% | 81,154 | Common | SOLE |
| 03831W108 | APP | APPLOVIN CORP | $34.2M | 0.22% | 47,550 | Common | SOLE |
| 23804L103 | DDOG | DATADOG INC | $34.0M | 0.22% | 238,777 | Common | SOLE |
| 05722G100 | BKR | BAKER HUGHES COMPANY | $33.8M | 0.21% | 695,059 | Common | SOLE |
| 025816109 | AXP | AMERICAN EXPRESS CO | $33.5M | 0.21% | 100,833 | Common | SOLE |
| 90384S303 | ULTA | ULTA BEAUTY INC | $32.9M | 0.21% | 60,137 | Common | SOLE |
| 30161N101 | EXC | EXELON CORP | $32.6M | 0.21% | 723,352 | Common | SOLE |
| 806857108 | SLB | SCHLUMBERGER LTD | $31.1M | 0.20% | 904,153 | Common | SOLE |
| 744573106 | PEG | PUBLIC SVC ENTERPRISE GRP IN | $29.1M | 0.18% | 348,981 | Common | SOLE |
| 209115104 | ED | CONSOLIDATED EDISON INC | $28.8M | 0.18% | 286,622 | Common | SOLE |
| 416515104 | HIG | HARTFORD INSURANCE GROUP INC | $26.2M | 0.17% | 196,127 | Common | SOLE |
| 14149Y108 | CAH | CARDINAL HEALTH INC | $26.1M | 0.17% | 166,022 | Common | SOLE |
| 92532F100 | VRTX | VERTEX PHARMACEUTICALS INC | $24.5M | 0.16% | 62,462 | Common | SOLE |
| 064058100 | BK | BANK NEW YORK MELLON CORP | $24.0M | 0.15% | 220,209 | Common | SOLE |
| 651639106 | NEM | NEWMONT CORP | $23.8M | 0.15% | 282,255 | Common | SOLE |
| 437076102 | HD | HOME DEPOT INC | $23.8M | 0.15% | 58,676 | Common | SOLE |
| G96629103 | WTW | WILLIS TOWERS WATSON PLC LTD | $23.4M | 0.15% | 67,819 | Common | SOLE |
| 20030N101 | CMCSA | COMCAST CORP NEW | $22.0M | 0.14% | 700,152 | Common | SOLE |
| 00287Y109 | ABBV | ABBVIE INC | $20.9M | 0.13% | 90,285 | Common | SOLE |
| 548661107 | LOW | LOWES COS INC | $19.8M | 0.13% | 78,678 | Common | SOLE |
| 78409V104 | SPGI | S&P GLOBAL INC | $18.8M | 0.12% | 38,698 | Common | SOLE |
| 91913Y100 | VLO | VALERO ENERGY CORP | $18.1M | 0.11% | 106,205 | Common | SOLE |
| 049560105 | ATO | ATMOS ENERGY CORP | $17.5M | 0.11% | 102,632 | Common | SOLE |
| 30040W108 | ES | EVERSOURCE ENERGY | $17.4M | 0.11% | 244,990 | Common | SOLE |
| 731105201 | — | POLESTAR AUTOMOTIVE HLDG UK | $16.9M | 0.11% | 18,000,000 | Common | SOLE |
| 45168D104 | IDXX | IDEXX LABS INC | $16.9M | 0.11% | 26,417 | Common | SOLE |
| 744320102 | PRU | PRUDENTIAL FINL INC | $16.7M | 0.11% | 160,587 | Common | SOLE |
| 98389B100 | XEL | XCEL ENERGY INC | $15.8M | 0.10% | 195,312 | Common | SOLE |
| 030420103 | AWK | AMERICAN WTR WKS CO INC NEW | $14.3M | 0.09% | 102,532 | Common | SOLE |
| G3265R107 | APTV | APTIV PLC | $13.7M | 0.09% | 159,337 | Common | SOLE |
| 026874784 | AIG | AMERICAN INTL GROUP INC | $13.1M | 0.08% | 166,817 | Common | SOLE |
| 778296103 | ROST | ROSS STORES INC | $12.7M | 0.08% | 83,229 | Common | SOLE |
| 833445109 | SNOW | SNOWFLAKE INC | $12.5M | 0.08% | 55,461 | Common | SOLE |
| 23331A109 | DHI | D R HORTON INC | $12.3M | 0.08% | 72,841 | Common | SOLE |
| 87165B103 | SYF | SYNCHRONY FINANCIAL | $11.4M | 0.07% | 160,417 | Common | SOLE |
| 02043Q107 | ALNY | ALNYLAM PHARMACEUTICALS INC | $10.3M | 0.07% | 22,558 | Common | SOLE |
| 504922105 | LH | LABCORP HOLDINGS INC | $9.8M | 0.06% | 34,225 | Common | SOLE |
| H2906T109 | GRMN | GARMIN LTD | $9.5M | 0.06% | 38,753 | Common | SOLE |
| 125896100 | CMS | CMS ENERGY CORP | $8.9M | 0.06% | 121,251 | Common | SOLE |
| 31620M106 | FIS | FIDELITY NATL INFORMATION SV | $8.3M | 0.05% | 126,165 | Common | SOLE |
| 576323109 | MTZ | MASTEC INC | $5.0M | 0.03% | 23,604 | Common | SOLE |
| 95040Q104 | WELL | WELLTOWER INC | $4.7M | 0.03% | 26,507 | Common | SOLE |
| 09062X103 | BIIB | BIOGEN INC | $4.7M | 0.03% | 33,479 | Common | SOLE |
| 45073V108 | ITT | ITT INC | $4.5M | 0.03% | 25,082 | Common | SOLE |
| G6683N103 | NU | NU HLDGS LTD | $4.0M | 0.03% | 251,647 | Common | SOLE |
| 980745103 | WWD | WOODWARD INC | $3.8M | 0.02% | 14,952 | Common | SOLE |
| 65290E101 | NXT | NEXTRACKER INC | $3.4M | 0.02% | 46,535 | Common | SOLE |
| 683344105 | ONTO | ONTO INNOVATION INC | $3.2M | 0.02% | 24,738 | Common | SOLE |
| 512807306 | LRCX | LAM RESEARCH CORP | $2.4M | 0.02% | 17,916 | Common | SOLE |
| 58155Q103 | MCK | MCKESSON CORP | $1.9M | 0.01% | 2,523 | Common | SOLE |
| G0450A105 | ACGL | ARCH CAP GROUP LTD | $1.8M | 0.01% | 19,611 | Common | SOLE |
| 98850P109 | YUMC | YUM CHINA HLDGS INC | $1.6M | 0.01% | 38,100 | Common | SOLE |
| 58933Y105 | MRK | MERCK & CO INC | $1.3M | 0.01% | 15,947 | Common | SOLE |
| 281020107 | EIX | EDISON INTL | $1.3M | 0.01% | 24,208 | Common | SOLE |
| 03027X100 | AMT | AMERICAN TOWER CORP NEW | $1.3M | 0.01% | 6,880 | Common | SOLE |
| 72352L106 | PINS | PINTEREST INC | $1.2M | 0.01% | 37,983 | Common | SOLE |
| 98978V103 | ZTS | ZOETIS INC | $1.1M | 0.01% | 7,481 | Common | SOLE |
| G2519Y108 | BAP | CREDICORP LTD | $905,352 | 0.01% | 3,400 | Common | SOLE |
| 36266G107 | GEHC | GE HEALTHCARE TECHNOLOGIES I | $748,522 | 0.00% | 9,967 | Common | SOLE |
| 29670G102 | WTRG | ESSENTIAL UTILS INC | $741,901 | 0.00% | 18,594 | 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.