Fund Holdings — Varma Mutual Pension Insurance Co

Total Portfolio Value
$15.59B
Total Bought
$2.28B
Total Sold
$332.14M
Net Transaction
+$1.94B
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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ISHARES TR141,9871,458,061+1,316,07430,639352,7922.26%+322,153
DBX ETF TR24,060,68027,941,634+3,880,954751,141965,9426.19%+214,802
NVIDIA CORPORATION(NVDA)3,707,2663,969,166+261,900585,711740,5674.75%+154,856
APPLE INC(AAPL)2,329,6832,391,483+61,800477,981608,9433.90%+130,962
ALPHABET INC(GOOG)1,481,5991,610,699+129,100261,102391,5612.51%+130,459
DBX ETF TR03,641,000+3,641,0000120,0800.77%+120,080
INVESCO EXCH TRADED FD TR II
MSCI CLIMATE 500
44,931,49744,931,49701,279,0291,361,6498.73%+82,620
MICROSOFT CORP(MSFT)1,049,4761,163,376+113,900522,020602,5713.86%+80,551
TESLA INC(TSLA)352,223392,123+39,900111,887174,3851.12%+62,498
ORACLE CORP(ORCL)227,218351,418+124,20049,67798,8330.63%+49,156
BROADCOM INC(AVGO)582,830621,230+38,400160,657204,9501.31%+44,293
JPMORGAN CHASE & CO.(JPM)371,511452,211+80,700107,705142,6410.91%+34,936
AMAZON COM INC(AMZN)1,513,6111,646,711+133,100332,071361,5682.32%+29,497
BLACKROCK ETF TRUST
ISHA US AWAR ETF
4,814,0004,814,0000323,847349,3942.24%+25,546
CHEVRON CORP NEW(CVX)232,830342,936+110,10633,33953,2550.34%+19,916
TAIWAN SEMICONDUCTOR MFG LTD(TSM)364,600364,600082,578101,8290.65%+19,251
META PLATFORMS INC(META)346,344374,044+27,700255,633274,6901.76%+19,057
PALANTIR TECHNOLOGIES INC(PLTR)288,800314,000+25,20039,36957,2800.37%+17,911
RBB FUND TRUST
MUFG JAP CAP ETF
0355,000+355,000017,4900.11%+17,490
JOHNSON & JOHNSON(JNJ)347,356378,256+30,90053,05970,1360.45%+17,078
ABBVIE INC(ABBV)242,267263,467+21,20044,97061,0030.39%+16,034
BANK AMERICA CORP993,3241,208,924+215,60047,00462,3680.40%+15,364
MASTERCARD INCORPORATED(MA)116,208141,308+25,10065,30280,3770.52%+15,075
VISA INC(V)239,741291,841+52,10085,12099,6290.64%+14,509
APPLOVIN CORP(APP)33,50036,400+2,90011,72826,1550.17%+14,427
HOME DEPOT INC(HD)140,395159,695+19,30051,47464,7070.41%+13,232
WALMART INC(WMT)618,466711,366+92,90060,47473,3130.47%+12,840
ALPHABET INC(GOOG)165,950170,814+4,86429,43841,6020.27%+12,164
GE AEROSPACE(GE)151,008169,308+18,30038,86850,9310.33%+12,063
GOLDMAN SACHS GROUP INC(GS)44,80054,700+9,90031,70743,5600.28%+11,853
LAM RESEARCH CORP(LRCX)238,030258,830+20,80023,17034,6570.22%+11,487
UNITEDHEALTH GROUP INC(UNH)125,662145,462+19,80039,20350,2280.32%+11,025
CITIGROUP INC(C)280,376341,876+61,50023,86634,7000.22%+10,835
CATERPILLAR INC(CAT)69,35678,556+9,20026,92537,4830.24%+10,558
ROBINHOOD MKTS INC(HOOD)122,900149,300+26,40011,50721,3770.14%+9,870
WELLS FARGO CO NEW(WFC)441,159537,859+96,70035,34645,0830.29%+9,738
MICRON TECHNOLOGY INC(MU)165,471179,971+14,50020,39430,1130.19%+9,718
ARISTA NETWORKS INC(ANET)167,700182,300+14,60017,15726,5630.17%+9,406
MORGAN STANLEY(MS)175,112213,512+38,40024,66633,9400.22%+9,274
AGNICO EAGLE MINES LTD(AEM)145,252157,552+12,30017,27126,5420.17%+9,271
INTEL CORP(INTC)637,223692,723+55,50014,27423,2410.15%+8,967
EXXON MOBIL CORP603,403655,303+51,90065,04773,8850.47%+8,839
SHOPIFY INC(SHOP)180,158195,858+15,70020,73729,1040.19%+8,367
NEWMONT CORP(NEM)248,456269,756+21,30014,47522,7430.15%+8,268
AMERICAN EXPRESS CO(AXP)93,135113,635+20,50029,70837,7450.24%+8,037
BLACKROCK INC(BLK)21,31226,012+4,70022,36230,3270.19%+7,965
CORNING INC(GLW)206,632224,732+18,10010,86718,4350.12%+7,568
ELI LILLY & CO(LLY)109,268121,468+12,20085,17892,6800.59%+7,502
GE VERNOVA INC(GEV)39,14345,743+6,60020,71328,1270.18%+7,415
THERMO FISHER SCIENTIFIC INC(TMO)60,71765,917+5,20024,61831,9710.21%+7,353
AMPHENOL CORP NEW193,139209,939+16,80019,07225,9800.17%+6,907
TJX COS INC NEW(TJX)159,266182,966+23,70019,66826,4460.17%+6,778
WERIDE INC(WRD)0680,000+680,00006,7320.04%+6,732
BLACKSTONE INC(BX)113,600138,600+25,00016,99223,6800.15%+6,688
KLA CORP(KLAC)23,66425,764+2,10021,19727,7890.18%+6,592
ROYAL BK CDA(RY)218,929237,929+19,00028,79535,0750.22%+6,280
UNION PAC CORP(UNP)80,749105,049+24,30018,57924,8300.16%+6,252
TE CONNECTIVITY PLC(TEL)87,94595,645+7,70014,83420,9970.13%+6,163
WHEATON PRECIOUS METALS CORP(WPM)191,058207,358+16,30017,14723,2100.15%+6,063
SCHWAB CHARLES CORP(SCHW)237,581289,681+52,10021,67727,6560.18%+5,979
BANK NEW YORK MELLON CORP138,190168,590+30,40012,59018,3700.12%+5,779
APPLIED MATLS INC146,482159,182+12,70026,81632,5910.21%+5,774
NIKE INC(NKE)159,095241,795+82,70011,30216,8600.11%+5,558
CUMMINS INC(CMI)35,62040,720+5,10011,66617,1990.11%+5,533
PEPSICO INC(PEP)236,157258,857+22,70031,18236,3540.23%+5,172
SERVICENOW INC(NOW)30,78339,983+9,20031,64736,7960.24%+5,148
WELLTOWER INC(WELL)125,976136,776+10,80019,36624,3650.16%+4,999
UBER TECHNOLOGIES INC(UBER)261,792297,892+36,10024,42529,1840.19%+4,759
CAPITAL ONE FINL CORP(COF)101,282123,582+22,30021,54926,2710.17%+4,722
AURORA INNOVATION INC0870,000+870,00004,6890.03%+4,689
EATON CORP PLC(ETN)66,92576,325+9,40023,89228,5650.18%+4,673
PARKER-HANNIFIN CORP(PH)24,83729,037+4,20017,34822,0140.14%+4,667
QUANTA SVCS INC28,14036,640+8,50010,63915,1840.10%+4,545
MERCK & CO INC(MRK)369,674402,774+33,10029,26333,8050.22%+4,541
MCKESSON CORP(MCK)16,95321,853+4,90012,42316,8820.11%+4,459
SALESFORCE INC(CRM)142,828182,428+39,60038,94843,2350.28%+4,288
BANK MONTREAL QUE137,229149,129+11,90015,17719,4370.12%+4,260
CRH PLC
ORD
108,500117,800+9,3009,96014,1240.09%+4,164
PROCTER AND GAMBLE CO(PG)334,655374,055+39,40053,31757,4740.37%+4,156
EBAY INC.(EBAY)85,900115,700+29,8006,39610,5230.07%+4,127
MCDONALDS CORP(MCD)106,466115,866+9,40031,10635,2110.23%+4,104
LOWES COS INC(LOW)77,96384,763+6,80017,29821,3020.14%+4,004
BAKER HUGHES COMPANY(BKR)274,229297,829+23,60010,51414,5100.09%+3,996
PNC FINL SVCS GROUP INC(PNC)67,43482,234+14,80012,57116,5230.11%+3,952
BANK NOVA SCOTIA HALIFAX257,656280,056+22,40014,21918,1130.12%+3,894
ENBRIDGE INC(ENB)408,961443,861+34,90018,50722,3970.14%+3,890
CVS HEALTH CORP(CVS)165,873203,173+37,30011,44215,3170.10%+3,875
BURLINGTON STORES INC(BURL)015,000+15,00003,8180.02%+3,818
QUALCOMM INC(QCOM)172,871187,971+15,10027,53131,2710.20%+3,739
OTIS WORLDWIDE CORP(OTIS)80,942128,242+47,3008,01511,7250.08%+3,710
TORONTO DOMINION BK ONT(TD)271,198294,798+23,60019,90723,5770.15%+3,670
OREILLY AUTOMOTIVE INC(ORLY)135,120146,920+11,80012,17815,8390.10%+3,661
UNITED RENTALS INC(URI)12,20513,305+1,1009,19512,7020.08%+3,507
US BANCORP DEL(USB)255,520311,520+56,00011,56215,0560.10%+3,493
BROOKFIELD CORP(BN)268,113291,413+23,30016,56019,9990.13%+3,439
S&P GLOBAL INC(SPGI)52,00763,407+11,40027,42330,8610.20%+3,438
LINDE PLC(LIN)73,78580,085+6,30034,61838,0400.24%+3,422
CONOCOPHILLIPS(COP)256,352278,352+22,00023,00526,3290.17%+3,324
GENERAL MTRS CO(GM)193,003209,303+16,3009,49812,7610.08%+3,264
SIMON PPTY GROUP INC NEW(SPG)75,84982,349+6,50012,19315,4540.10%+3,261
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Varma Mutual Pension Insurance Co — 13F Holdings — Q3 2025 | TickerTrail