AMF Tjanstepension AB
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| COMFORT SYS USA INC(FIX) | 0 | 324,974 | +324,974 | 0 | 268,162,045 | 1.70% | +268,162,045 |
| NVIDIA CORPORATION(NVDA) | 8,328,234 | 7,973,644 | -354,590 | 1,315,791,242 | 1,487,722,498 | 9.43% | +171,931,256 |
| APPLE INC(AAPL) | 3,211,366 | 3,207,806 | -3,560 | 658,947,703 | 816,803,642 | 5.18% | +157,855,939 |
| ALPHABET INC(GOOG) | 2,322,256 | 2,322,256 | 0 | 411,975,566 | 565,585,449 | 3.58% | +153,609,883 |
| SPROUTS FMRS MKT INC(SFM) | 9,595 | 1,036,242 | +1,026,647 | 1,579,721 | 112,743,130 | 0.71% | +111,163,409 |
| BROADCOM INC(AVGO) | 574,883 | 810,901 | +236,018 | 158,495,664 | 267,524,349 | 1.70% | +109,028,685 |
| WESTERN DIGITAL CORP(WDC) | 1,865,535 | 1,812,464 | -53,071 | 119,391,432 | 217,604,428 | 1.38% | +98,212,996 |
| ALIBABA GROUP HLDG LTD(BABA) | 2,691,686 | 2,226,005 | -465,681 | 305,727,574 | 397,853,874 | 2.52% | +92,126,300 |
| ELI LILLY & CO(LLY) | 343,119 | 470,275 | +127,156 | 267,515,370 | 358,819,825 | 2.27% | +91,304,455 |
| ROYAL CARIBBEAN GROUP | 78,933 | 348,138 | +269,205 | 24,717,080 | 112,650,494 | 0.71% | +87,933,414 |
| WORKDAY INC(WDAY) | 0 | 338,715 | +338,715 | 0 | 81,538,862 | 0.52% | +81,538,862 |
| CORE & MAIN INC(CNM) | 0 | 1,343,266 | +1,343,266 | 0 | 72,308,009 | 0.46% | +72,308,009 |
| FIRST SOLAR INC(FSLR) | 21,207 | 334,039 | +312,832 | 3,510,607 | 73,665,621 | 0.47% | +70,155,014 |
| PROLOGIS INC.(PLD) | 3,449,394 | 3,738,851 | +289,457 | 362,905,484 | 428,173,217 | 2.71% | +65,267,733 |
| LINDE PLC(LIN) | 763,645 | 889,929 | +126,284 | 358,286,961 | 422,716,275 | 2.68% | +64,429,314 |
| COCA COLA CO(KO) | 1,791,246 | 2,722,512 | +931,266 | 126,846,480 | 180,556,996 | 1.14% | +53,710,516 |
| BANK AMERICA CORP | 8,904,561 | 9,210,053 | +305,492 | 421,564,083 | 475,146,634 | 3.01% | +53,582,551 |
| ALPHABET INC(GOOG) | 799,460 | 799,460 | 0 | 140,914,019 | 194,348,726 | 1.23% | +53,434,707 |
| MICROSOFT CORP(MSFT) | 2,691,094 | 2,685,978 | -5,116 | 1,338,769,204 | 1,391,202,305 | 8.82% | +52,433,101 |
| HEWLETT PACKARD ENTERPRISE C(HPE) | 0 | 1,727,927 | +1,727,927 | 0 | 42,437,887 | 0.27% | +42,437,887 |
| CELESTICA INC(CLS) | 16,837 | 166,607 | +149,770 | 2,628,424 | 41,048,633 | 0.26% | +38,420,209 |
| ORACLE CORP(ORCL) | 0 | 128,665 | +128,665 | 0 | 36,185,745 | 0.23% | +36,185,745 |
| SAP SE(SAP) | 52,837 | 190,311 | +137,474 | 16,067,732 | 50,853,002 | 0.32% | +34,785,270 |
| ULTA BEAUTY INC(ULTA) | 0 | 60,137 | +60,137 | 0 | 32,879,905 | 0.21% | +32,879,905 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 1,815,014 | 1,588,786 | -226,228 | 411,175,290 | 443,732,042 | 2.81% | +32,556,752 |
| APPLOVIN CORP(APP) | 8,724 | 47,550 | +38,826 | 3,054,098 | 34,166,577 | 0.22% | +31,112,479 |
| INTUIT(INTU) | 21,166 | 57,080 | +35,914 | 16,674,278 | 38,980,503 | 0.25% | +22,306,225 |
| PARKER-HANNIFIN CORP(PH) | 533,895 | 520,419 | -13,476 | 372,990,989 | 394,555,665 | 2.50% | +21,564,676 |
| HUMANA INC(HUM) | 73,902 | 151,556 | +77,654 | 18,073,339 | 39,430,325 | 0.25% | +21,356,986 |
| JPMORGAN CHASE & CO.(JPM) | 760,777 | 766,861 | +6,084 | 220,641,770 | 241,890,965 | 1.53% | +21,249,195 |
| ELEVANCE HEALTH INC FORMERLY(ELV) | 149,520 | 231,555 | +82,035 | 58,181,147 | 74,820,052 | 0.47% | +16,638,905 |
| KLA CORP(KLAC) | 79,862 | 79,862 | 0 | 71,553,218 | 86,139,153 | 0.55% | +14,585,935 |
| MERCADOLIBRE INC(MELI) | 95,602 | 113,062 | +17,460 | 249,868,255 | 264,219,110 | 1.67% | +14,350,855 |
| CITIGROUP INC(C) | 855,305 | 855,305 | 0 | 72,835,129 | 86,813,458 | 0.55% | +13,978,329 |
| ALLSTATE CORP(ALL) | 147,135 | 196,836 | +49,701 | 29,643,367 | 42,250,847 | 0.27% | +12,607,480 |
| SNOWFLAKE INC(SNOW) | 0 | 55,461 | +55,461 | 0 | 12,509,229 | 0.08% | +12,509,229 |
| GE AEROSPACE(GE) | 457,850 | 430,566 | -27,284 | 117,846,272 | 129,522,864 | 0.82% | +11,676,592 |
| GOLDMAN SACHS GROUP INC(GS) | 127,212 | 127,212 | 0 | 90,074,650 | 101,305,276 | 0.64% | +11,230,626 |
| PROGRESSIVE CORP(PGR) | 202,028 | 262,121 | +60,093 | 53,915,062 | 64,730,781 | 0.41% | +10,815,719 |
| ROLLINS INC(ROL) | 3,542,898 | 3,583,919 | +41,021 | 199,937,001 | 210,519,402 | 1.33% | +10,582,401 |
| MORGAN STANLEY(MS) | 409,071 | 409,071 | 0 | 57,647,695 | 65,025,926 | 0.41% | +7,378,231 |
| NEWMONT CORP(NEM) | 282,255 | 282,255 | 0 | 16,454,761 | 23,796,919 | 0.15% | +7,342,158 |
| BAKER HUGHES COMPANY(BKR) | 695,059 | 695,059 | 0 | 26,648,640 | 33,849,373 | 0.21% | +7,200,733 |
| INTUITIVE SURGICAL INC | 147,796 | 195,638 | +47,842 | 80,313,824 | 87,495,183 | 0.55% | +7,181,359 |
| SEMPRA(SRE) | 493,066 | 493,066 | 0 | 37,413,333 | 44,366,079 | 0.28% | +6,952,746 |
| NEXTERA ENERGY INC(NEE) | 1,128,870 | 1,128,870 | 0 | 78,421,833 | 85,218,396 | 0.54% | +6,796,563 |
| AUTOZONE INC(AZO) | 11,285 | 11,285 | 0 | 41,892,516 | 48,415,358 | 0.31% | +6,522,842 |
| APTIV PLC(APTV) | 110,462 | 159,337 | +48,875 | 7,535,718 | 13,738,036 | 0.09% | +6,202,318 |
| ENTERGY CORP NEW(ETR) | 372,393 | 391,557 | +19,164 | 30,969,365 | 36,489,197 | 0.23% | +5,519,832 |
| BANK NEW YORK MELLON CORP | 203,294 | 220,209 | +16,915 | 18,534,710 | 23,993,973 | 0.15% | +5,459,263 |
| HCA HEALTHCARE INC(HCA) | 125,586 | 125,586 | 0 | 48,120,144 | 53,524,753 | 0.34% | +5,404,609 |
| BERKSHIRE HATHAWAY INC DEL | 408,382 | 404,624 | -3,758 | 198,379,724 | 203,420,670 | 1.29% | +5,040,946 |
| MASTEC INC(MTZ) | 0 | 23,604 | +23,604 | 0 | 5,023,167 | 0.03% | +5,023,167 |
| ITT INC(ITT) | 0 | 25,082 | +25,082 | 0 | 4,483,658 | 0.03% | +4,483,658 |
| ABBVIE INC(ABBV) | 90,285 | 90,285 | 0 | 16,758,702 | 20,904,589 | 0.13% | +4,145,887 |
| IDEXX LABS INC(IDXX) | 24,325 | 26,417 | +2,092 | 13,046,470 | 16,877,557 | 0.11% | +3,831,087 |
| VALERO ENERGY CORP(VLO) | 106,205 | 106,205 | 0 | 14,294,078 | 18,082,463 | 0.11% | +3,788,385 |
| WOODWARD INC(WWD) | 0 | 14,952 | +14,952 | 0 | 3,778,520 | 0.02% | +3,778,520 |
| HOME DEPOT INC(HD) | 54,682 | 58,676 | +3,994 | 20,064,559 | 23,774,928 | 0.15% | +3,710,369 |
| NU HLDGS LTD(NU) | 25,603 | 251,647 | +226,044 | 351,273 | 4,028,868 | 0.03% | +3,677,595 |
| CONOCOPHILLIPS(COP) | 1,311,982 | 1,283,007 | -28,975 | 117,817,746 | 121,359,632 | 0.77% | +3,541,886 |
| NEXTRACKER INC | 0 | 46,535 | +46,535 | 0 | 3,443,125 | 0.02% | +3,443,125 |
| ONTO INNOVATION INC(ONTO) | 0 | 24,738 | +24,738 | 0 | 3,196,644 | 0.02% | +3,196,644 |
| D R HORTON INC(DHI) | 72,841 | 72,841 | 0 | 9,390,662 | 12,344,364 | 0.08% | +2,953,702 |
| MCDONALDS CORP(MCD) | 247,007 | 247,007 | 0 | 72,201,468 | 75,062,957 | 0.48% | +2,861,489 |
| WILLIS TOWERS WATSON PLC LTD(WTW) | 67,819 | 67,819 | 0 | 20,798,521 | 23,428,074 | 0.15% | +2,629,553 |
| XCEL ENERGY INC(XEL) | 195,312 | 195,312 | 0 | 13,314,457 | 15,751,913 | 0.10% | +2,437,456 |
| LAM RESEARCH CORP(LRCX) | 0 | 17,916 | +17,916 | 0 | 2,398,952 | 0.02% | +2,398,952 |
| LOWES COS INC(LOW) | 78,678 | 78,678 | 0 | 17,469,860 | 19,772,568 | 0.13% | +2,302,708 |
| WELLTOWER INC(WELL) | 15,754 | 26,507 | +10,753 | 2,430,209 | 4,721,957 | 0.03% | +2,291,748 |
| AFLAC INC(AFL) | 360,359 | 360,359 | 0 | 38,022,821 | 40,252,100 | 0.26% | +2,229,279 |
| ROSS STORES INC(ROST) | 83,229 | 83,229 | 0 | 10,618,356 | 12,683,267 | 0.08% | +2,064,911 |
| NETFLIX INC(NFLX) | 106,515 | 120,613 | +14,098 | 142,637,432 | 144,605,338 | 0.92% | +1,967,906 |
| EVERSOURCE ENERGY(ES) | 244,990 | 244,990 | 0 | 15,602,407 | 17,428,589 | 0.11% | +1,826,182 |
| ATMOS ENERGY CORP(ATO) | 102,632 | 102,632 | 0 | 15,824,894 | 17,524,414 | 0.11% | +1,699,520 |
| TRAVELERS COMPANIES INC(TRV) | 129,602 | 129,602 | 0 | 34,685,361 | 36,187,470 | 0.23% | +1,502,109 |
| GARMIN LTD(GRMN) | 38,753 | 38,753 | 0 | 8,088,526 | 9,541,764 | 0.06% | +1,453,238 |
| CENCORA INC | 112,643 | 112,643 | 0 | 33,781,506 | 35,204,317 | 0.22% | +1,422,811 |
| AMERICAN EXPRESS CO(AXP) | 100,833 | 100,833 | 0 | 32,176,113 | 33,492,689 | 0.21% | +1,316,576 |
| HARTFORD INSURANCE GROUP INC(HIG) | 196,127 | 196,127 | 0 | 24,901,387 | 26,161,381 | 0.17% | +1,259,994 |
| PINTEREST INC(PINS) | 0 | 37,983 | +37,983 | 0 | 1,221,913 | 0.01% | +1,221,913 |
| EXELON CORP(EXC) | 723,352 | 723,352 | 0 | 31,432,305 | 32,558,074 | 0.21% | +1,125,769 |
| YUM CHINA HLDGS INC(YUMC) | 13,810 | 38,100 | +24,290 | 617,445 | 1,635,252 | 0.01% | +1,017,807 |
| LABCORP HOLDINGS INC(LH) | 34,225 | 34,225 | 0 | 8,988,101 | 9,824,629 | 0.06% | +836,528 |
| VERIZON COMMUNICATIONS INC(VZ) | 2,566,889 | 2,546,835 | -20,054 | 111,198,350 | 111,933,398 | 0.71% | +735,048 |
| SYNCHRONY FINANCIAL(SYF) | 160,417 | 160,417 | 0 | 10,713,449 | 11,397,628 | 0.07% | +684,179 |
| CMS ENERGY CORP(CMS) | 121,251 | 121,251 | 0 | 8,410,136 | 8,882,848 | 0.06% | +472,712 |
| AMAZON COM INC(AMZN) | 2,376,792 | 2,376,792 | 0 | 521,444,397 | 521,872,219 | 3.31% | +427,822 |
| SCHLUMBERGER LTD(SLB) | 904,153 | 904,153 | 0 | 30,669,825 | 31,075,739 | 0.20% | +405,914 |
| CREDICORP LTD(BAP) | 3,400 | 3,400 | 0 | 759,968 | 905,352 | 0.01% | +145,384 |
| MCKESSON CORP(MCK) | 2,523 | 2,523 | 0 | 1,848,804 | 1,949,118 | 0.01% | +100,314 |
| CONSOLIDATED EDISON INC(ED) | 286,622 | 286,622 | 0 | 28,780,421 | 28,811,243 | 0.18% | +30,822 |
| GILEAD SCIENCES INC(GILD) | 524,960 | 524,960 | 0 | 58,243,723 | 58,270,560 | 0.37% | +26,837 |
| GE HEALTHCARE TECHNOLOGIES I(GEHC) | 9,967 | 9,967 | 0 | 738,256 | 748,522 | 0.00% | +10,266 |
| AMERICAN WTR WKS CO INC NEW | 102,532 | 102,532 | 0 | 14,269,851 | 14,271,429 | 0.09% | +1,578 |
| CAPITAL ONE FINL CORP(COF) | 228,371 | 228,371 | 0 | 48,594,049 | 48,547,107 | 0.31% | -46,942 |
| AON PLC(AON) | 126,792 | 126,792 | 0 | 45,265,162 | 45,211,491 | 0.29% | -53,671 |
| ZOETIS INC(ZTS) | 7,481 | 7,481 | 0 | 1,166,662 | 1,094,620 | 0.01% | -72,042 |
| AMERICAN TOWER CORP NEW(AMT) | 6,880 | 6,880 | 0 | 1,540,725 | 1,323,162 | 0.01% | -217,563 |
| ENBRIDGE INC(ENB) | 0 | 0 | 0 | 242,505 | 0 | — | -242,505 |