AMF Tjanstepension AB Q4 2023 Filing

Filed January 30, 2024

Portfolio Value

$11.7T

Holdings

204

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (204 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
2,407,902$905.6B7.74%
2
AAPLAPPLE INC
3,549,434$683.4B5.84%
3
NVDANVIDIA CORPORATION
914,862$453.1B3.87%
4
VVISA INC
1,524,111$396.9B3.39%
5
SPOTSPOTIFY TECHNOLOGY S A
1,950,000$366.4B3.13%
6
GOOGALPHABET INC
2,413,895$340.2B2.91%
7
AMZNAMAZON COM INC
2,101,686$319.3B2.73%
8
MCDMCDONALDS CORP
1,009,553$299.5B2.56%
9
WMWASTE MGMT INC DEL
1,563,867$280.2B2.39%
10
PLDPROLOGIS INC.
2,020,479$269.5B2.30%
11
LINLINDE PLC
641,566$263.5B2.25%
12
IQVIQVIA HLDGS INC
1,094,635$253.3B2.16%
13
PHPARKER-HANNIFIN CORP
546,163$251.7B2.15%
14
AVGOBROADCOM INC
208,594$232.9B1.99%
15
COPCONOCOPHILLIPS
1,987,075$230.8B1.97%
16
ALCALCON AG
2,740,216$213.7B1.83%
17
JPMJPMORGAN CHASE & CO
1,085,072$184.6B1.58%
18
GOOGLALPHABET INC
1,294,922$180.9B1.55%
19
TSLATESLA INC
725,445$180.3B1.54%
20
HUMHUMANA INC
364,961$167.1B1.43%
21
PEPPEPSICO INC
901,114$153.2B1.31%
22
NOWSERVICENOW INC
214,196$151.3B1.29%
23
TSMTAIWAN SEMICONDUCTOR MFG LTD
1,447,268$150.5B1.29%
24
LLYELI LILLY & CO
256,617$149.6B1.28%
25
KEYSKEYSIGHT TECHNOLOGIES INC
863,533$137.4B1.17%
26
EQIXEQUINIX INC
164,898$132.8B1.13%
27
URIUNITED RENTALS INC
160,923$92.3B0.79%
28
HDHOME DEPOT INC
239,737$83.1B0.71%
29
DISDISNEY WALT CO
870,503$78.6B0.67%
30
MRKMERCK & CO INC
700,860$76.5B0.65%
31
JNJJOHNSON & JOHNSON
485,609$76.2B0.65%
32
BACVERIZON COMMUNICATIONS INC
1,970,304$74.4B0.64%
33
DWDMORGAN STANLEY
722,748$67.4B0.58%
34
WSCWILLSCOT MOBIL MINI HLDNG CO
1,512,318$67.3B0.57%
35
NVTNVENT ELECTRIC PLC
1,133,114$67.0B0.57%
36
ACNACCENTURE PLC IRELAND
190,367$66.8B0.57%
37
AXPAMERICAN EXPRESS CO
351,231$65.8B0.56%
38
MAMASTERCARD INCORPORATED
152,141$64.9B0.55%
39
BABAALIBABA GROUP HLDG LTD
809,035$62.7B0.54%
40
ELVELEVANCE HEALTH INC
117,241$55.3B0.47%
41
ELFE L F BEAUTY INC
377,147$54.4B0.47%
42
CRMSALESFORCE INC
205,888$54.2B0.46%
43
SHOPSHOPIFY INC
688,779$53.8B0.46%
44
DELLDELL TECHNOLOGIES INC
702,863$53.8B0.46%
45
ADBEADOBE INC
88,070$52.5B0.45%
46
PGPROCTER AND GAMBLE CO
352,375$51.7B0.44%
47
SLBSCHLUMBERGER LTD
972,784$50.6B0.43%
48
SPGIS&P GLOBAL INC
114,212$50.3B0.43%
49
UNHUNITEDHEALTH GROUP INC
92,476$48.7B0.42%
50
BSXBOSTON SCIENTIFIC CORP
835,903$48.3B0.41%
51
LOWLOWES COS INC
209,214$46.7B0.40%
52
SRESEMPRA
617,887$46.2B0.39%
53
CMCSACOMCAST CORP NEW
1,043,743$45.8B0.39%
54
BACBANK AMERICA CORP
1,358,129$45.7B0.39%
55
ISRGINTUITIVE SURGICAL INC
134,524$45.4B0.39%
56
PEOEXELON CORP
1,245,724$44.7B0.38%
57
UNPUNION PAC CORP
179,935$44.2B0.38%
58
MLB1MERCADOLIBRE INC
27,833$43.7B0.37%
59
ABBVABBVIE INC
272,244$42.2B0.36%
60
CATCATERPILLAR INC
139,532$41.3B0.35%
61
AMGNAMGEN INC
142,615$41.1B0.35%
62
INTUINTUIT
65,752$41.1B0.35%
63
SCHWSCHWAB CHARLES CORP
565,769$38.9B0.33%
64
INTCINTEL CORP
747,743$37.6B0.32%
65
NKENIKE INC
344,597$37.4B0.32%
66
TECK/BTECK RESOURCES LTD
873,812$37.1B0.32%
67
ETNEATON CORP PLC
153,183$36.9B0.32%
68
AMTAMERICAN TOWER CORP NEW
163,781$35.4B0.30%
69
IBMINTERNATIONAL BUSINESS MACHS
212,879$34.9B0.30%
70
BRK/BBERKSHIRE HATHAWAY INC DEL
95,979$34.2B0.29%
71
PNCPNC FINL SVCS GROUP INC
219,580$34.0B0.29%
72
CITHE CIGNA GROUP
113,368$34.0B0.29%
73
AMDADVANCED MICRO DEVICES INC
228,488$33.7B0.29%
74
TJXTJX COS INC NEW
349,904$32.8B0.28%
75
BKNGBOOKING HOLDINGS INC
9,070$32.2B0.27%
76
BLKCHFBLACKROCK INC
38,378$31.2B0.27%
77
PANWPALO ALTO NETWORKS INC
105,744$31.2B0.27%
78
UPSUNITED PARCEL SERVICE INC
197,998$31.2B0.27%
79
BMOBANK MONTREAL QUE
299,289$30.1B0.26%
80
PGRPROGRESSIVE CORP
188,662$30.1B0.26%
81
GILDGILEAD SCIENCES INC
355,709$28.9B0.25%
82
BNSBANK NOVA SCOTIA HALIFAX
574,571$28.2B0.24%
83
NFLXNETFLIX INC
56,611$27.6B0.24%
84
AMATAPPLIED MATLS INC
169,722$27.5B0.24%
85
CBRECBRE GROUP INC
291,715$27.2B0.23%
86
BMYBRISTOL-MYERS SQUIBB CO
526,432$27.1B0.23%
87
WDAYWORKDAY INC
97,745$27.0B0.23%
88
DYHTARGET CORP
186,671$26.6B0.23%
89
ENBENBRIDGE INC
703,163$25.9B0.22%
90
DHRDANAHER CORPORATION
109,855$25.4B0.22%
91
CRDOCREDO TECHNOLOGY GROUP HOLDI
1,300,000$25.3B0.22%
92
PSXPHILLIPS 66
187,149$24.9B0.21%
93
TFCTRUIST FINL CORP
671,572$24.8B0.21%
94
LULULULULEMON ATHLETICA INC
48,210$24.6B0.21%
95
SHWSHERWIN WILLIAMS CO
78,690$24.6B0.21%
96
SNOWSNOWFLAKE INC
120,754$24.0B0.21%
97
ZTSZOETIS INC
116,750$23.0B0.20%
98
CDNSCADENCE DESIGN SYSTEM INC
84,404$23.0B0.20%
99
LRCXEURLAM RESEARCH CORP
28,477$22.3B0.19%
100
ITWILLINOIS TOOL WKS INC
85,005$22.3B0.19%
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