AMF Tjanstepension AB Q2 2025 Filing
Filed July 22, 2025
Portfolio Value
$15.0B
Holdings
170
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (170 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 2,691,094 | $1.3T | 8908.51% | |
| 2 | NVDANVIDIA CORPORATION | 8,328,234 | $1.3T | 8755.61% | |
| 3 | SPOTSPOTIFY TECHNOLOGY S A | 998,894 | $766.5B | 5100.43% | |
| 4 | AAPLAPPLE INC | 3,211,366 | $658.9B | 4384.80% | |
| 5 | AMZNAMAZON COM INC | 2,376,792 | $521.4B | 3469.82% | |
| 6 | VVISA INC | 1,387,546 | $492.7B | 3278.68% | |
| 7 | BACBANK AMERICA CORP | 8,904,561 | $421.6B | 2805.19% | |
| 8 | GOOGALPHABET INC | 2,322,256 | $412.0B | 2741.39% | |
| 9 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 1,815,014 | $411.2B | 2736.06% | |
| 10 | CRMSALESFORCE INC | 1,447,757 | $394.9B | 2627.68% | |
| 11 | ICEINTERCONTINENTAL EXCHANGE IN | 2,139,390 | $392.6B | 2612.48% | |
| 12 | METAMETA PLATFORMS INC | 507,808 | $374.8B | 2494.22% | |
| 13 | PHPARKER-HANNIFIN CORP | 533,895 | $373.0B | 2481.98% | |
| 14 | PLDPROLOGIS INC. | 3,449,394 | $362.9B | 2414.86% | |
| 15 | LINLINDE PLC | 763,645 | $358.3B | 2384.13% | |
| 16 | BABAALIBABA GROUP HLDG LTD | 2,691,686 | $305.7B | 2034.39% | |
| 17 | LLYELI LILLY & CO | 343,119 | $267.5B | 1780.11% | |
| 18 | MLB1MERCADOLIBRE INC | 95,602 | $249.9B | 1662.69% | |
| 19 | JPMJPMORGAN CHASE & CO. | 760,777 | $220.6B | 1468.21% | |
| 20 | CLCOLGATE PALMOLIVE CO | 2,348,176 | $213.6B | 1421.08% | |
| 21 | ROLROLLINS INC | 3,542,898 | $199.9B | 1330.43% | |
| 22 | BRK/BBERKSHIRE HATHAWAY INC DEL | 408,382 | $198.4B | 1320.07% | |
| 23 | AVGOBROADCOM INC | 574,883 | $158.5B | 1054.67% | |
| 24 | GEVGE VERNOVA INC | 278,822 | $147.5B | 981.79% | |
| 25 | NFLXNETFLIX INC | 106,515 | $142.6B | 949.15% | |
| 26 | GOOGLALPHABET INC | 799,460 | $140.9B | 937.68% | |
| 27 | KOCOCA COLA CO | 1,791,246 | $126.8B | 844.07% | |
| 28 | WDCWESTERN DIGITAL CORP | 1,865,535 | $119.4B | 794.46% | |
| 29 | GEGE AEROSPACE | 457,850 | $117.8B | 784.18% | |
| 30 | COPCONOCOPHILLIPS | 1,311,982 | $117.8B | 783.99% | |
| 31 | DECKDECKERS OUTDOOR CORP | 1,091,975 | $112.5B | 748.94% | |
| 32 | BACVERIZON COMMUNICATIONS INC | 2,566,889 | $111.2B | 739.94% | |
| 33 | TECK/BTECK RESOURCES LTD | 2,499,693 | $101.3B | 673.75% | |
| 34 | UNHUNITEDHEALTH GROUP INC | 309,549 | $96.6B | 642.99% | |
| 35 | BSXBOSTON SCIENTIFIC CORP | 888,204 | $95.4B | 634.83% | |
| 36 | EMREMERSON ELEC CO | 710,080 | $94.7B | 630.21% | |
| 37 | BKNGBOOKING HOLDINGS INC | 16,291 | $94.3B | 627.66% | |
| 38 | COSTCOSTCO WHSL CORP NEW | 94,974 | $94.0B | 625.69% | |
| 39 | GSGOLDMAN SACHS GROUP INC | 127,212 | $90.1B | 599.38% | |
| 40 | ISRGINTUITIVE SURGICAL INC | 147,796 | $80.3B | 534.43% | |
| 41 | NEENEXTERA ENERGY INC | 1,128,870 | $78.4B | 521.84% | |
| 42 | SYKSTRYKER CORPORATION | 193,817 | $76.7B | 510.36% | |
| 43 | DHRDANAHER CORPORATION | 373,173 | $73.7B | 490.64% | |
| 44 | TRVCCITIGROUP INC | 855,305 | $72.8B | 484.66% | |
| 45 | SHOPSHOPIFY INC | 626,550 | $72.3B | 480.92% | |
| 46 | MCDMCDONALDS CORP | 247,007 | $72.2B | 480.45% | |
| 47 | KLACKLA CORP | 79,862 | $71.6B | 476.13% | |
| 48 | MRSHMARSH & MCLENNAN COS INC | 286,519 | $62.7B | 416.94% | |
| 49 | GILDGILEAD SCIENCES INC | 524,960 | $58.2B | 387.57% | |
| 50 | ELVELEVANCE HEALTH INC | 149,520 | $58.2B | 387.15% | |
| 51 | DWDMORGAN STANLEY | 409,071 | $57.6B | 383.60% | |
| 52 | CITHE CIGNA GROUP | 171,530 | $56.7B | 377.46% | |
| 53 | KRKROGER CO | 777,210 | $55.8B | 371.11% | |
| 54 | PGRPROGRESSIVE CORP | 202,028 | $53.9B | 358.76% | |
| 55 | COFCAPITAL ONE FINL CORP | 228,371 | $48.6B | 323.36% | |
| 56 | HCAHCA HEALTHCARE INC | 125,586 | $48.1B | 320.20% | |
| 57 | MRKMERCK & CO INC | 574,587 | $45.7B | 304.00% | |
| 58 | AONAON PLC | 126,792 | $45.3B | 301.21% | |
| 59 | AMGNAMGEN INC | 156,117 | $43.6B | 290.22% | |
| 60 | CMGCHIPOTLE MEXICAN GRILL INC | 768,616 | $43.2B | 287.18% | |
| 61 | AZOAUTOZONE INC | 11,285 | $41.9B | 278.76% | |
| 62 | TTTRANE TECHNOLOGIES PLC | 93,683 | $41.0B | 272.77% | |
| 63 | AFLAFLAC INC | 360,359 | $38.0B | 253.01% | |
| 64 | SRESEMPRA | 493,066 | $37.4B | 248.96% | |
| 65 | DDOGDATADOG INC | 266,570 | $35.8B | 238.28% | |
| 66 | TRVTRAVELERS COMPANIES INC | 129,602 | $34.7B | 230.81% | |
| 67 | ABGCENCORA INC | 112,643 | $33.8B | 224.79% | |
| 68 | AXPAMERICAN EXPRESS CO | 100,833 | $32.2B | 214.11% | |
| 69 | PEOEXELON CORP | 723,352 | $31.4B | 209.16% | |
| 70 | ETRENTERGY CORP NEW | 372,393 | $31.0B | 206.08% | |
| 71 | SLBSCHLUMBERGER LTD | 904,153 | $30.7B | 204.08% | |
| 72 | JCIJOHNSON CTLS INTL PLC | 283,684 | $30.0B | 199.89% | |
| 73 | ALSALLSTATE CORP | 147,135 | $29.6B | 197.25% | |
| 74 | PEGPUBLIC SVC ENTERPRISE GRP IN | 348,981 | $29.4B | 195.60% | |
| 75 | VRTXVERTEX PHARMACEUTICALS INC | 64,705 | $28.8B | 191.69% | |
| 76 | EDCONSOLIDATED EDISON INC | 286,622 | $28.8B | 191.51% | |
| 77 | FASTFASTENAL CO | 678,006 | $28.5B | 189.57% | |
| 78 | BKRBAKER HUGHES COMPANY | 695,059 | $26.6B | 177.33% | |
| 79 | CAHCARDINAL HEALTH INC | 157,180 | $26.4B | 175.71% | |
| 80 | CMCSACOMCAST CORP NEW | 700,152 | $25.0B | 166.51% | |
| 81 | HIGHARTFORD INSURANCE GROUP INC | 196,127 | $24.9B | 165.70% | |
| 82 | RCLROYAL CARIBBEAN GROUP | 78,933 | $24.7B | 164.47% | |
| 83 | ALCALCON AG | 272,821 | $24.3B | 161.92% | |
| 84 | UBSUBS GROUP AG | 708,033 | $24.0B | 159.39% | |
| 85 | PSNYPOLESTAR AUTOMOTIVE HLDG UK | 21,576,160 | $23.1B | 153.62% | |
| 86 | DISDISNEY WALT CO | 183,649 | $22.8B | 151.63% | |
| 87 | GWWGRAINGER W W INC | 20,802 | $21.6B | 144.01% | |
| 88 | WTWWILLIS TOWERS WATSON PLC LTD | 67,819 | $20.8B | 138.40% | |
| 89 | SPGIS&P GLOBAL INC | 38,698 | $20.4B | 135.82% | |
| 90 | HDHOME DEPOT INC | 54,682 | $20.1B | 133.51% | |
| 91 | SYYSYSCO CORP | 264,581 | $20.0B | 133.35% | |
| 92 | CNCCENTENE CORP DEL | 368,342 | $20.0B | 133.04% | |
| 93 | TSCOTRACTOR SUPPLY CO | 353,623 | $18.7B | 124.22% | |
| 94 | BKBANK NEW YORK MELLON CORP | 203,294 | $18.5B | 123.33% | |
| 95 | PRUPRUDENTIAL FINL INC | 168,348 | $18.1B | 120.55% | |
| 96 | HUMHUMANA INC | 73,902 | $18.1B | 120.26% | |
| 97 | LOWLOWES COS INC | 78,678 | $17.5B | 116.25% | |
| 98 | CINFCINCINNATI FINL CORP | 112,848 | $16.8B | 111.89% | |
| 99 | ABBVABBVIE INC | 90,285 | $16.8B | 111.52% | |
| 100 | INTUINTUIT | 21,166 | $16.7B | 110.95% |
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