AMF Tjanstepension AB Q4 2022 Filing
Filed January 26, 2023
Portfolio Value
$8.7B
Holdings
201
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (201 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | PSXPHILLIPS 66 | 145,799 | $15.2B | 174.04% | |
| 102 | TRVTRAVELERS COMPANIES INC | 80,548 | $15.1B | 173.06% | |
| 103 | TTTRANE TECHNOLOGIES PLC | 89,405 | $15.0B | 172.08% | |
| 104 | FASTFASTENAL CO | 311,830 | $14.8B | 169.13% | |
| 105 | VLOVALERO ENERGY CORP | 114,124 | $14.5B | 166.00% | |
| 106 | BNSBANK NOVA SCOTIA HALIFAX | 294,234 | $14.5B | 165.87% | |
| 107 | HLTHILTON WORLDWIDE HLDGS INC | 112,315 | $14.2B | 162.53% | |
| 108 | IDXXIDEXX LABS INC | 34,504 | $14.1B | 161.18% | |
| 109 | BMOBANK MONTREAL QUE | 155,242 | $14.1B | 160.92% | |
| 110 | WMWASTE MGMT INC DEL | 89,032 | $14.0B | 159.97% | |
| 111 | ICEINTERCONTINENTAL EXCHANGE IN | 135,526 | $13.9B | 159.29% | |
| 112 | CMICUMMINS INC | 57,334 | $13.9B | 159.21% | |
| 113 | AMATAPPLIED MATLS INC | 139,793 | $13.6B | 155.97% | |
| 114 | RMERESMED INC | 65,078 | $13.5B | 155.14% | |
| 115 | ESEVERSOURCE ENERGY | 159,679 | $13.4B | 153.46% | |
| 116 | DC4DEXCOM INC | 117,414 | $13.3B | 152.24% | |
| 117 | CFGCITIZENS FINL GROUP INC | 331,655 | $13.1B | 149.67% | |
| 118 | AIGAMERICAN INTL GROUP INC | 204,833 | $13.0B | 148.44% | |
| 119 | WTWWILLIS TOWERS WATSON PLC LTD | 52,858 | $12.9B | 148.04% | |
| 120 | ABGAMERISOURCEBERGEN CORP | 77,347 | $12.8B | 146.77% | |
| 121 | BIIBBIOGEN INC | 45,645 | $12.6B | 144.74% | |
| 122 | LULULULULEMON ATHLETICA INC | 38,546 | $12.3B | 141.41% | |
| 123 | —FREYR BATTERY | 1,400,000 | $12.2B | 139.15% | |
| 124 | —LABORATORY CORP AMER HLDGS | 51,044 | $12.0B | 137.70% | |
| 125 | MCOMOODYS CORP | 42,910 | $12.0B | 136.95% | |
| 126 | CBRECBRE GROUP INC | 152,395 | $11.7B | 134.30% | |
| 127 | KEYKEYCORP | 670,094 | $11.7B | 133.89% | |
| 128 | IFFINTERNATIONAL FLAVORS&FRAGRA | 108,583 | $11.4B | 130.65% | |
| 129 | WELLWELLTOWER INC | 169,582 | $11.1B | 127.46% | |
| 130 | WYWEYERHAEUSER CO MTN BE | 355,406 | $11.0B | 126.27% | |
| 131 | NTRNUTRIEN LTD | 146,824 | $10.8B | 123.66% | |
| 132 | FRCBFIRST REP BK SAN FRANCISCO C | 88,173 | $10.8B | 123.10% | |
| 133 | OKEONEOK INC NEW | 160,125 | $10.6B | 120.82% | |
| 134 | ROPROPER TECHNOLOGIES INC | 24,330 | $10.5B | 120.41% | |
| 135 | NEMNEWMONT CORP | 218,510 | $10.3B | 118.28% | |
| 136 | EAELECTRONIC ARTS INC | 84,278 | $10.3B | 117.93% | |
| 137 | YUMCYUM CHINA HLDGS INC | 185,377 | $10.1B | 116.01% | |
| 138 | BAXBAXTER INTL INC | 198,309 | $10.1B | 115.94% | |
| 139 | MLB1MERCADOLIBRE INC | 11,777 | $10.0B | 114.12% | |
| 140 | KRKROGER CO | 222,488 | $9.9B | 113.67% | |
| 141 | LRCXEURLAM RESEARCH CORP | 23,328 | $9.8B | 112.42% | |
| 142 | ILMNILLUMINA INC | 48,407 | $9.8B | 112.07% | |
| 143 | DFSEURDISCOVER FINL SVCS | 97,884 | $9.6B | 109.74% | |
| 144 | CPRTCOPART INC | 154,676 | $9.4B | 107.84% | |
| 145 | CAHCARDINAL HEALTH INC | 121,663 | $9.4B | 107.15% | |
| 146 | FTSFORTIS INC | 232,703 | $9.3B | 106.55% | |
| 147 | APTVAPTIV PLC | 96,450 | $9.0B | 102.85% | |
| 148 | ADSKAUTODESK INC | 47,307 | $8.8B | 101.23% | |
| 149 | NLYANNALY CAPITAL MANAGEMENT IN | 409,943 | $8.8B | 100.39% | |
| 150 | TRI4EURTHOMSON REUTERS CORP. | 76,727 | $8.7B | 100.15% | |
| 151 | HALHALLIBURTON CO | 221,355 | $8.7B | 99.78% | |
| 152 | NUENUCOR CORP | 64,249 | $8.5B | 97.10% | |
| 153 | BKRBAKER HUGHES COMPANY | 280,307 | $8.3B | 94.79% | |
| 154 | BKBANK NEW YORK MELLON CORP | 178,640 | $8.1B | 93.22% | |
| 155 | —BABYLON HLDGS LTD | 1,189,622 | $8.0B | 91.94% | |
| 156 | RFREGIONS FINANCIAL CORP NEW | 368,896 | $8.0B | 91.32% | |
| 157 | WBSWEBSTER FINL CORP | 163,120 | $7.7B | 88.53% | |
| 158 | PODDINSULET CORP | 25,938 | $7.6B | 87.43% | |
| 159 | GWWGRAINGER W W INC | 13,651 | $7.6B | 86.98% | |
| 160 | COPCONOCOPHILLIPS | 63,380 | $7.5B | 85.63% | |
| 161 | BALLBALL CORP | 145,548 | $7.4B | 85.27% | |
| 162 | LEALEAR CORP | 56,918 | $7.1B | 80.90% | |
| 163 | ROKROCKWELL AUTOMATION INC | 27,031 | $7.0B | 79.78% | |
| 164 | NXPINXP SEMICONDUCTORS N V | 42,435 | $6.7B | 76.79% | |
| 165 | EBAEBAY INC. | 153,252 | $6.4B | 72.84% | |
| 166 | 7HPHP INC | 227,895 | $6.1B | 70.32% | |
| 167 | MTDMETTLER TOLEDO INTERNATIONAL | 4,138 | $6.0B | 68.49% | |
| 168 | BURLBURLINGTON STORES INC | 29,409 | $6.0B | 68.27% | |
| 169 | ULTAULTA BEAUTY INC | 12,424 | $5.8B | 66.72% | |
| 170 | BSXBOSTON SCIENTIFIC CORP | 121,110 | $5.6B | 64.16% | |
| 171 | KMBKIMBERLY-CLARK CORP | 41,023 | $5.6B | 63.85% | |
| 172 | WBDWARNER BROS DISCOVERY INC | 578,644 | $5.5B | 62.81% | |
| 173 | ZBRAZEBRA TECHNOLOGIES CORPORATI | 21,017 | $5.4B | 61.70% | |
| 174 | AFWALIGN TECHNOLOGY INC | 24,197 | $5.1B | 58.43% | |
| 175 | LNGCHENIERE ENERGY INC | 32,416 | $4.9B | 55.69% | |
| 176 | VFCV F CORP | 174,092 | $4.8B | 55.18% | |
| 177 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 44,887 | $4.7B | 53.52% | |
| 178 | MOSMOSAIC CO NEW | 106,474 | $4.7B | 53.51% | |
| 179 | BMRNBIOMARIN PHARMACEUTICAL INC | 41,737 | $4.3B | 49.46% | |
| 180 | SYFSYNCHRONY FINANCIAL | 127,964 | $4.2B | 48.20% | |
| 181 | KLACKLA CORP | 10,890 | $4.1B | 47.01% | |
| 182 | EMREMERSON ELEC CO | 41,690 | $4.0B | 45.85% | |
| 183 | BBYBEST BUY INC | 49,676 | $4.0B | 45.81% | |
| 184 | CDNSCADENCE DESIGN SYSTEM INC | 23,960 | $3.8B | 44.06% | |
| 185 | STLDSTEEL DYNAMICS INC | 38,260 | $3.7B | 42.86% | |
| 186 | SIVBEURSVB FINANCIAL GROUP | 15,080 | $3.5B | 39.73% | |
| 187 | NVCRNOVOCURE LTD | 45,755 | $3.4B | 38.43% | |
| 188 | KMXCARMAX INC | 54,825 | $3.3B | 38.22% | |
| 189 | EIXEDISON INTL | 50,562 | $3.2B | 36.89% | |
| 190 | KEYSKEYSIGHT TECHNOLOGIES INC | 18,330 | $3.1B | 35.90% | |
| 191 | ISRGINTUITIVE SURGICAL INC | 11,670 | $3.1B | 35.45% | |
| 192 | TROWPRICE T ROWE GROUP INC | 27,618 | $3.0B | 34.54% | |
| 193 | CAECAE INC | 154,997 | $3.0B | 34.30% | |
| 194 | KELKELLOGG CO | 38,082 | $2.7B | 31.09% | |
| 195 | AJGGALLAGHER ARTHUR J & CO | 14,058 | $2.7B | 30.36% | |
| 196 | MCXMCCORMICK & CO INC | 31,675 | $2.6B | 30.08% | |
| 197 | MTZMASTEC INC | 29,330 | $2.5B | 28.65% | |
| 198 | DALDELTA AIR LINES INC DEL | 63,390 | $2.1B | 23.84% | |
| 199 | OTISOTIS WORLDWIDE CORP | 22,543 | $1.8B | 20.21% | |
| 200 | ZTOZTO EXPRESS CAYMAN INC | 20,500 | $550.0M | 6.30% |