Fund HoldingsVarma Mutual Pension Insurance Co

Total Portfolio Value
$16.54B
Total Bought
$2.59B
Total Sold
$1.94B
Net Transaction
+$651.80M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
VANGUARD INDEX FDS01,207,700+1,207,7000757,3854.58%+757,385
BLACKROCK ETF TRUST
ISHA US AWAR ETF
04,814,000+4,814,0000356,6742.16%+356,674
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
01,708,000+1,708,0000327,1841.98%+327,184
INVESCO EXCH TRADED FD TR II
MSCI NORTH AMER
095,333,362+95,333,36202,675,81716.18%+2,675,817
ALPHABET INC(GOOG)1,610,6991,602,199-8,500391,561501,4883.03%+109,927
APPLE INC(AAPL)2,391,4832,495,883+104,400608,943678,5314.10%+69,587
ELI LILLY & CO(LLY)121,468122,868+1,40092,680132,0440.80%+39,364
INVESCO EXCH TRADED FD TR II
MSCI CLIMATE 500
44,931,49744,931,49701,361,6491,391,6418.41%+29,992
ADVANCED MICRO DEVICES INC(AMD)0242,917+242,917052,0230.31%+52,023
MICRON TECHNOLOGY INC(MU)179,971170,071-9,90030,11348,5400.29%+18,427
ALPHABET INC(GOOG)170,814190,914+20,10041,60259,9090.36%+18,307
BROADCOM INC(AVGO)621,230643,130+21,900204,950222,5871.35%+17,637
AMAZON COM INC(AMZN)1,646,7111,632,111-14,600361,568376,7242.28%+15,156
BROADRIDGE FINL SOLUTIONS IN(BR)065,900+65,900014,7070.09%+14,707
ISHARES TR0350,000+350,000033,6980.20%+33,698
FRANCO NEV CORP(FNV)068,600+68,600014,2380.09%+14,238
VERISK ANALYTICS INC(VRSK)060,300+60,300013,4890.08%+13,489
WESTERN DIGITAL CORP(WDC)076,100+76,100013,1100.08%+13,110
XYLEM INC(XYL)096,200+96,200013,1010.08%+13,101
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
047,100+47,100012,9710.08%+12,971
TAKE-TWO INTERACTIVE SOFTWAR(TTWO)050,400+50,400012,9040.08%+12,904
WARNER BROS DISCOVERY INC(WBD)0429,300+429,300012,3720.07%+12,372
KRAFT HEINZ CO(KHC)0495,900+495,900012,0260.07%+12,026
CGI INC(GIB)0128,000+128,000011,8390.07%+11,839
VERTIV HOLDINGS CO(VRT)072,900+72,900011,8110.07%+11,811
KEYSIGHT TECHNOLOGIES INC(KEYS)057,900+57,900011,7650.07%+11,765
OCCIDENTAL PETE CORP(OXY)0284,800+284,800011,7110.07%+11,711
JACOBS SOLUTIONS INC(J)086,800+86,800011,4980.07%+11,498
CAMECO CORP(CCJ)0117,800+117,800010,8010.07%+10,801
AMCOR PLC(AMCR)01,283,300+1,283,300010,7030.06%+10,703
PTC INC(PTC)061,400+61,400010,6960.06%+10,696
ALNYLAM PHARMACEUTICALS INC(ALNY)026,100+26,100010,3790.06%+10,379
OMNICOM GROUP INC(OMC)0125,300+125,300010,1180.06%+10,118
TRIMBLE INC(TRMB)0127,700+127,700010,0050.06%+10,005
HEALTHPEAK PROPERTIES INC(DOC)0585,700+585,70009,4180.06%+9,418
GOLDMAN SACHS GROUP INC(GS)54,70060,200+5,50043,56052,9160.32%+9,355
STANTEC INC(STN)098,300+98,30009,2880.06%+9,288
TAIWAN SEMICONDUCTOR MFG LTD(TSM)364,600364,6000101,829110,7980.67%+8,969
ROBLOX CORP(RBLX)0109,000+109,00008,8320.05%+8,832
DELL TECHNOLOGIES INC(DELL)067,800+67,80008,5350.05%+8,535
VEEVA SYS INC(VEEV)038,200+38,20008,5270.05%+8,527
ANGLOGOLD ASHANTI PLC(AU)099,500+99,50008,4850.05%+8,485
NVIDIA CORPORATION(NVDA)3,969,1664,015,866+46,700740,567748,9594.53%+8,392
DATADOG INC(DDOG)060,300+60,30008,2000.05%+8,200
MERCK & CO INC(MRK)402,774396,874-5,90033,80541,7750.25%+7,970
CELESTICA INC(CLS)026,600+26,60007,8790.05%+7,879
JOHNSON & JOHNSON(JNJ)378,256376,356-1,90070,13677,8870.47%+7,751
JOHNSON CTLS INTL PLC
SHS
0153,506+153,506018,3820.11%+18,382
ADOBE INC(ADBE)069,326+69,326024,2630.15%+24,263
TESLA INC(TSLA)392,123404,023+11,900174,385181,6971.10%+7,312
ACCENTURE PLC IRELAND
SHS CLASS A
0105,386+105,386028,2750.17%+28,275
INTUITIVE SURGICAL INC057,253+57,253032,4260.20%+32,426
PARKER-HANNIFIN CORP(PH)29,03732,475+3,43822,01428,5440.17%+6,530
CATERPILLAR INC(CAT)78,55676,416-2,14037,48343,7760.26%+6,293
TEXAS INSTRS INC(TXN)0143,941+143,941024,9720.15%+24,972
CISCO SYS INC(CSCO)0656,847+656,847050,5970.31%+50,597
ROYAL BK CDA(RY)237,929240,529+2,60035,07541,0590.25%+5,983
GLOBAL X FDS064,599+64,59905,9050.04%+5,905
EXXON MOBIL CORP655,303662,803+7,50073,88579,7620.48%+5,876
MORGAN STANLEY(MS)213,512221,412+7,90033,94039,3070.24%+5,367
APPLIED MATLS INC159,182147,582-11,60032,59137,9270.23%+5,336
BRISTOL-MYERS SQUIBB CO(BMY)0353,026+353,026019,0420.12%+19,042
CITIGROUP INC(C)341,876341,876034,70039,8940.24%+5,193
WELLS FARGO CO NEW(WFC)537,859538,759+90045,08350,2120.30%+5,129
CAPITAL ONE FINL CORP(COF)123,582129,282+5,70026,27131,3330.19%+5,062
LAM RESEARCH CORP(LRCX)258,830231,730-27,10034,65739,6680.24%+5,010
TORONTO DOMINION BK ONT(TD)294,798301,698+6,90023,57728,4720.17%+4,895
VERTEX PHARMACEUTICALS INC(VRTX)040,626+40,626018,4180.11%+18,418
THERMO FISHER SCIENTIFIC INC(TMO)65,91763,217-2,70031,97136,6310.22%+4,660
SUPER MICRO COMPUTER INC(SMCI)0147,350+147,35004,3130.03%+4,313
MASTERCARD INCORPORATED(MA)141,308148,208+6,90080,37784,6090.51%+4,232
COCA COLA CO(KO)0707,276+707,276049,4460.30%+49,446
CHUBB LIMITED
COM
070,821+70,821022,1050.13%+22,105
AMGEN INC(AMGN)088,159+88,159028,8550.17%+28,855
COMCAST CORP NEW(CCZ)0766,294+766,294022,9050.14%+22,905
EQUITY RESIDENTIAL(EQR)0215,400+215,400013,5790.08%+13,579
AXON ENTERPRISE INC(AXON)024,630+24,630013,9880.08%+13,988
AMPHENOL CORP NEW209,939218,589+8,65025,98029,5400.18%+3,560
GENERAL MTRS CO(GM)209,303200,403-8,90012,76116,2970.10%+3,536
BANK AMERICA CORP1,208,9241,196,424-12,50062,36865,8030.40%+3,435
SCHWAB CHARLES CORP(SCHW)289,681310,181+20,50027,65630,9900.19%+3,334
AMERICAN EXPRESS CO(AXP)113,635110,935-2,70037,74541,0400.25%+3,295
DANAHER CORPORATION(DHR)0102,226+102,226023,4020.14%+23,402
AMETEK INC070,875+70,875014,5510.09%+14,551
TRANSDIGM GROUP INC(TDG)014,260+14,260018,9640.11%+18,964
NASDAQ INC(NDAQ)0187,376+187,376018,2000.11%+18,200
S&P GLOBAL INC(SPGI)63,40764,507+1,10030,86133,7110.20%+2,850
MARVELL TECHNOLOGY INC(MRVL)0158,588+158,588013,4770.08%+13,477
MOODYS CORP(MCO)041,866+41,866021,3870.13%+21,387
GE AEROSPACE(GE)169,308173,745+4,43750,93153,5190.32%+2,587
VISA INC(V)291,841291,341-50099,629102,1760.62%+2,548
JPMORGAN CHASE & CO.(JPM)452,211450,511-1,700142,641145,1640.88%+2,523
PROLOGIS INC.(PLD)0179,946+179,946022,9720.14%+22,972
TRUIST FINL CORP(TFC)0324,580+324,580015,9730.10%+15,973
CME GROUP INC(CME)080,296+80,296021,9270.13%+21,927
REGENCY CTRS CORP(REG)0197,737+197,737013,6500.08%+13,650
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)0151,011+151,011012,5340.08%+12,534
BANK NEW YORK MELLON CORP168,590177,490+8,90018,37020,6050.12%+2,235
APOLLO GLOBAL MGMT INC(APO)0102,301+102,301014,8090.09%+14,809
INTERNATIONAL BUSINESS MACHS(IBM)0139,408+139,408041,2940.25%+41,294
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