AMF Tjanstepension AB
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ADOBE INC(ADBE) | 0 | 689,047 | +689,047 | 0 | 167,493,545 | 1.11% | +167,493,545 |
| EATON CORP PLC(ETN) | 0 | 359,646 | +359,646 | 0 | 128,634,585 | 0.85% | +128,634,585 |
| TAIWAN SEMICONDUCTOR MANUFAC(TSM) | 1,534,615 | 1,632,738 | +98,123 | 466,354,152 | 551,783,807 | 3.66% | +85,429,655 |
| VERTEX PHARMACEUTICALS INC(VRTX) | 145,949 | 312,917 | +166,968 | 66,167,439 | 139,729,957 | 0.93% | +73,562,518 |
| LINDE PLC(LIN) | 896,131 | 908,456 | +12,325 | 382,101,297 | 450,376,147 | 2.99% | +68,274,850 |
| WESTERN DIGITAL CORP(WDC) | 1,767,959 | 1,373,910 | -394,049 | 304,566,297 | 371,628,916 | 2.46% | +67,062,619 |
| YUM BRANDS INC(YUM) | 166,359 | 551,573 | +385,214 | 25,166,790 | 85,758,570 | 0.57% | +60,591,780 |
| UNITED RENTALS INC(URI) | 0 | 82,696 | +82,696 | 0 | 60,248,998 | 0.40% | +60,248,998 |
| SLB LIMITED(SLB) | 904,153 | 1,280,458 | +376,305 | 34,701,392 | 65,802,737 | 0.44% | +31,101,345 |
| PROLOGIS INC.(PLD) | 3,721,604 | 3,808,772 | +87,168 | 475,099,967 | 503,443,483 | 3.34% | +28,343,516 |
| VERIZON COMMUNICATIONS INC(VZ) | 2,471,252 | 2,544,470 | +73,218 | 100,654,094 | 127,732,394 | 0.85% | +27,078,300 |
| COSTCO WHOLESALE CORPORATION(COST) | 94,921 | 104,753 | +9,832 | 81,854,175 | 104,379,032 | 0.69% | +22,524,857 |
| COCA COLA CO(KO) | 2,863,833 | 2,910,053 | +46,220 | 200,210,565 | 221,309,531 | 1.47% | +21,098,966 |
| KLA CORP(KLAC) | 62,684 | 64,544 | +1,860 | 76,166,075 | 95,035,231 | 0.63% | +18,869,156 |
| GE VERNOVA INC(GEV) | 97,313 | 93,333 | -3,980 | 63,600,857 | 81,470,376 | 0.54% | +17,869,519 |
| BAKER HUGHES COMPANY(BKR) | 695,059 | 729,153 | +34,094 | 31,652,987 | 44,514,791 | 0.30% | +12,861,804 |
| GILEAD SCIENCES INC(GILD) | 524,960 | 542,262 | +17,302 | 64,433,590 | 75,575,055 | 0.50% | +11,141,465 |
| VALERO ENERGY CORP(VLO) | 106,205 | 111,753 | +5,548 | 17,289,112 | 27,611,931 | 0.18% | +10,322,819 |
| ENTERGY CORP NEW(ETR) | 391,557 | 402,074 | +10,517 | 36,191,614 | 45,177,035 | 0.30% | +8,985,421 |
| SEMPRA(SRE) | 522,266 | 546,238 | +23,972 | 46,110,865 | 53,077,946 | 0.35% | +6,967,081 |
| NETFLIX INC.(NFLX) | 1,233,311 | 1,267,857 | +34,546 | 115,635,239 | 121,904,451 | 0.81% | +6,269,212 |
| CONSOLIDATED EDISON INC(ED) | 286,622 | 294,856 | +8,234 | 28,467,297 | 33,371,802 | 0.22% | +4,904,505 |
| EXELON CORP(EXC) | 723,352 | 742,992 | +19,640 | 31,530,914 | 36,421,468 | 0.24% | +4,890,554 |
| TRANE TECHNOLOGIES PLC(TT) | 175,663 | 174,917 | -746 | 68,368,040 | 72,894,911 | 0.48% | +4,526,871 |
| MCDONALDS CORP(MCD) | 310,213 | 319,360 | +9,147 | 94,810,399 | 99,253,894 | 0.66% | +4,443,495 |
| LEVI STRAUSS & CO NEW(LEVI) | 0 | 172,045 | +172,045 | 0 | 3,181,112 | 0.02% | +3,181,112 |
| NEXTPOWER INC | 46,535 | 59,117 | +12,582 | 4,053,664 | 7,126,554 | 0.05% | +3,072,890 |
| AMPHENOL CORP | 6,433 | 30,362 | +23,929 | 869,356 | 3,836,239 | 0.03% | +2,966,883 |
| HCA HEALTHCARE INC(HCA) | 125,515 | 129,154 | +3,639 | 58,597,933 | 61,120,839 | 0.41% | +2,522,906 |
| WELLTOWER INC(WELL) | 26,507 | 37,040 | +10,533 | 4,919,964 | 7,323,178 | 0.05% | +2,403,214 |
| ATMOS ENERGY CORP(ATO) | 102,632 | 105,704 | +3,072 | 17,204,202 | 19,525,643 | 0.13% | +2,321,441 |
| VEEVA SYS INC(VEEV) | 0 | 11,323 | +11,323 | 0 | 1,988,998 | 0.01% | +1,988,998 |
| CARDINAL HEALTH INC(CAH) | 166,022 | 170,668 | +4,646 | 34,117,521 | 36,063,855 | 0.24% | +1,946,334 |
| ITT INC(ITT) | 25,082 | 33,048 | +7,966 | 4,351,978 | 6,296,635 | 0.04% | +1,944,657 |
| MERCADOLIBRE INC(MELI) | 134,513 | 157,733 | +23,220 | 270,944,155 | 272,723,512 | 1.81% | +1,779,357 |
| AUTOZONE INC(AZO) | 19,599 | 20,147 | +548 | 66,470,009 | 68,052,134 | 0.45% | +1,582,125 |
| AMERICAN WTR WKS CO INC NEW | 150,624 | 155,622 | +4,998 | 19,656,432 | 21,178,598 | 0.14% | +1,522,166 |
| PUBLIC SVC ENTERPRISE GROUP(PEG) | 456,455 | 470,925 | +14,470 | 36,653,337 | 38,121,379 | 0.25% | +1,468,042 |
| NXP SEMICONDUCTORS N V COM | 0 | 6,897 | +6,897 | 0 | 1,357,743 | 0.01% | +1,357,743 |
| SERVICE CORP INTL(SCI) | 89,716 | 99,465 | +9,749 | 6,995,157 | 8,206,857 | 0.05% | +1,211,700 |
| ALLSTATE CORP(ALL) | 196,836 | 203,131 | +6,295 | 40,971,413 | 42,117,182 | 0.28% | +1,145,769 |
| C H ROBINSON WORLDWIDE IN(CHRW) | 0 | 6,772 | +6,772 | 0 | 1,124,626 | 0.01% | +1,124,626 |
| AFLAC INC(AFL) | 360,359 | 371,149 | +10,790 | 39,736,787 | 40,718,757 | 0.27% | +981,970 |
| EVERSOURCE ENERGY(ES) | 244,990 | 251,833 | +6,843 | 16,495,177 | 17,446,990 | 0.12% | +951,813 |
| WOODWARD INC(WWD) | 14,952 | 14,952 | 0 | 4,520,289 | 5,351,620 | 0.04% | +831,331 |
| CELESTICA INC(CLS) | 0 | 2,754 | +2,754 | 0 | 775,747 | 0.01% | +775,747 |
| LAM RESEARCH CORP(LRCX) | 17,916 | 17,916 | 0 | 3,066,861 | 3,827,933 | 0.03% | +761,072 |
| HEWLETT PACKARD ENTERPRISE C(HPE) | 1,719,290 | 1,765,888 | +46,598 | 41,297,346 | 42,045,793 | 0.28% | +748,447 |
| YUM CHINA HLDGS INC(YUMC) | 38,100 | 44,506 | +6,406 | 1,818,894 | 2,171,003 | 0.01% | +352,109 |
| EDISON INTL(EIX) | 24,208 | 24,208 | 0 | 1,452,964 | 1,771,541 | 0.01% | +318,577 |
| HARTFORD INSURANCE GROUP INC(HIG) | 196,127 | 201,947 | +5,820 | 27,026,301 | 27,309,293 | 0.18% | +282,992 |
| ONTO INNOVATION INC(ONTO) | 24,738 | 20,241 | -4,497 | 3,905,141 | 4,150,822 | 0.03% | +245,681 |
| MERCK & CO INC(MRK) | 15,947 | 15,947 | 0 | 1,678,581 | 1,918,265 | 0.01% | +239,684 |
| CREDICORP LTD(BAP) | 3,400 | 3,400 | 0 | 975,800 | 1,153,212 | 0.01% | +177,412 |
| MCKESSON CORP(MCK) | 2,523 | 2,523 | 0 | 2,069,592 | 2,183,303 | 0.01% | +113,711 |
| ARCH CAP GROUP LTD ORD | 43,035 | 43,035 | 0 | 4,127,917 | 4,130,930 | 0.03% | +3,013 |
| AMERICAN TOWER CORP(AMT) | 6,880 | 6,880 | 0 | 1,207,922 | 1,187,350 | 0.01% | -20,572 |
| ZOETIS INC(ZTS) | 7,481 | 7,481 | 0 | 941,259 | 884,329 | 0.01% | -56,930 |
| AGILENT TECHNOLOGIES INC(A) | 6,424 | 6,424 | 0 | 874,114 | 732,208 | 0.00% | -141,906 |
| PRUDENTIAL FINL INC(PFH) | 14,827 | 14,827 | 0 | 1,673,672 | 1,448,450 | 0.01% | -225,222 |
| IDEXX LABS INC(IDXX) | 2,092 | 2,092 | 0 | 1,415,301 | 1,175,474 | 0.01% | -239,827 |
| APTIV PLC(APTV) | 48,875 | 48,875 | 0 | 3,718,899 | 3,393,880 | 0.02% | -325,019 |
| ABBVIE INC(ABBV) | 30,909 | 30,909 | 0 | 7,062,397 | 6,722,398 | 0.04% | -339,999 |
| SPROUTS FMRS MKT INC(SFM) | 832,765 | 855,628 | +22,863 | 66,346,388 | 65,994,588 | 0.44% | -351,800 |
| NU HLDGS LTD(NU) | 322,639 | 340,508 | +17,869 | 5,400,977 | 4,893,100 | 0.03% | -507,877 |
| INTERCONTINENTAL EXCHANGE IN(ICE) | 2,138,243 | 2,197,714 | +59,471 | 346,309,836 | 345,656,458 | 2.29% | -653,378 |
| ESSENTIAL UTILS INC(WTRG) | 18,594 | 0 | -18,594 | 713,266 | 0 | — | -713,266 |
| GOLDMAN SACHS GROUP INC(GS) | 137,070 | 141,495 | +4,425 | 120,484,530 | 119,703,355 | 0.79% | -781,175 |
| GE HEALTHCARE TECHNOLOGIES I(GEHC) | 9,967 | 0 | -9,967 | 817,493 | 0 | — | -817,493 |
| S&P GLOBAL INC(SPGI) | 8,787 | 8,787 | 0 | 4,591,998 | 3,737,463 | 0.02% | -854,535 |
| HOME DEPOT INC(HD) | 12,443 | 10,243 | -2,200 | 4,281,636 | 3,368,820 | 0.02% | -912,816 |
| ADVANCED MICRO DEVICES INC(AMD) | 20,504 | 16,419 | -4,085 | 4,391,137 | 3,340,117 | 0.02% | -1,051,020 |
| BANK NEW YORK MELLON CORP | 41,569 | 27,274 | -14,295 | 4,825,745 | 3,235,515 | 0.02% | -1,590,230 |
| CENCORA INC | 112,643 | 115,849 | +3,206 | 38,045,173 | 36,392,805 | 0.24% | -1,652,368 |
| CITIGROUP INC(C) | 1,084,959 | 1,099,751 | +14,792 | 126,603,866 | 124,722,761 | 0.83% | -1,881,105 |
| VARONIS SYS INC(VRNS) | 59,070 | 0 | -59,070 | 1,937,496 | 0 | — | -1,937,496 |
| WILLIS TOWERS WATSON PLC LTD(WTW) | 67,820 | 69,828 | +2,008 | 22,285,652 | 20,299,000 | 0.13% | -1,986,652 |
| AON PLC(AON) | 119,466 | 122,843 | +3,377 | 42,157,162 | 39,651,264 | 0.26% | -2,505,898 |
| TRAVELERS COMPANIES INC(TRV) | 129,602 | 118,841 | -10,761 | 37,592,356 | 34,663,543 | 0.23% | -2,928,813 |
| POLESTAR AUTOMOTIVE HLDG UK(PSNY) | 158,333 | 0 | -158,333 | 3,383,576 | 0 | — | -3,383,576 |
| NEXTERA ENERGY INC(NEE) | 1,202,595 | 1,002,143 | -200,452 | 96,544,327 | 93,079,042 | 0.62% | -3,465,285 |
| THE CIGNA GROUP(CI) | 175,974 | 166,085 | -9,889 | 48,433,324 | 44,303,174 | 0.29% | -4,130,150 |
| MORGAN STANLEY(MS) | 349,419 | 348,619 | -800 | 62,032,355 | 57,372,229 | 0.38% | -4,660,126 |
| ATLASSIAN CORPORATION | 28,799 | 0 | -28,799 | 4,669,470 | 0 | — | -4,669,470 |
| ULTA BEAUTY INC(ULTA) | 60,137 | 59,247 | -890 | 36,383,486 | 30,968,999 | 0.21% | -5,414,487 |
| BERKSHIRE HATHAWAY INC DEL | 404,415 | 412,511 | +8,096 | 203,279,200 | 197,675,271 | 1.31% | -5,603,929 |
| NEWMONT CORP(NEM) | 761,076 | 649,774 | -111,302 | 75,993,439 | 70,338,036 | 0.47% | -5,655,403 |
| BIOGEN INC(BIIB) | 33,479 | 0 | -33,479 | 5,891,969 | 0 | — | -5,891,969 |
| MARSH & MCLENNAN COS INC(MRSH) | 273,821 | 257,521 | -16,300 | 50,799,272 | 44,667,017 | 0.30% | -6,132,255 |
| ORACLE CORP(ORCL) | 149,675 | 155,318 | +5,643 | 29,173,154 | 22,848,831 | 0.15% | -6,324,323 |
| GE AEROSPACE(GE) | 430,341 | 439,350 | +9,009 | 132,557,938 | 124,674,350 | 0.83% | -7,883,588 |
| ALPHABET INC(GOOG) | 799,460 | 841,228 | +41,768 | 250,230,980 | 241,903,524 | 1.60% | -8,327,456 |
| APPLOVIN CORP(APP) | 39,123 | 43,658 | +4,535 | 26,361,860 | 17,375,884 | 0.12% | -8,985,976 |
| ELEVANCE HEALTH INC FORMERLY(ELV) | 231,437 | 238,133 | +6,696 | 81,130,240 | 69,713,436 | 0.46% | -11,416,804 |
| HUMANA INC(HUM) | 151,556 | 155,989 | +4,433 | 38,818,038 | 27,046,933 | 0.18% | -11,771,105 |
| PROGRESSIVE CORP(PGR) | 539,475 | 556,076 | +16,601 | 122,849,247 | 110,236,506 | 0.73% | -12,612,741 |
| SAP SE(SAP) | 190,311 | 195,895 | +5,584 | 46,228,445 | 33,539,183 | 0.22% | -12,689,262 |
| SHOPIFY INC(SHOP) | 340,982 | 350,833 | +9,851 | 54,887,873 | 41,615,810 | 0.28% | -13,272,063 |
| DANAHER CORP DEL(DHR) | 363,667 | 353,691 | -9,976 | 83,250,650 | 67,059,814 | 0.44% | -16,190,836 |
| ROLLINS INC(ROL) | 3,582,095 | 3,669,234 | +87,139 | 214,997,342 | 195,973,788 | 1.30% | -19,023,554 |