Ilmarinen Mutual Pension Insurance Co

CIK: 0001661580Latest portfolio: $12.5B · Q4 2025

Holdings

331

Total Value

$12.5B

New Positions

48

Closed Positions

20

#StockSharesValue% PortfolioChangeType
1
USCLISHARES TR
28,476,890$2.3B18.04%-5,003,378
2
USCADBX ETF TR
54,001,846$2.3B18.02%-9,392,765
3
SPHYSPDR SER TR
23,050,000$545.0M4.35%-6,600,000
4
USHYISHARES TR
14,080,000$526.0M4.20%-3,350,000
5
NVDANVIDIA CORP
2,096,147$390.0M3.11%-654,000
6
MSFTMICROSOFT CORP
774,011$374.0M2.98%-19,487
7
GOOGLALPHABET INC
1,128,697$353.0M2.82%-536,500
8
AVGOBROADCOM INC
894,300$309.0M2.46%NEW
9
AMZNAMAZON COM INC
1,251,716$288.0M2.30%-72,000
10
METAMETA PLATFORMS INC
357,334$235.0M1.87%-100
11
TSLATESLA INC
459,500$206.0M1.64%-5,500
12
JPMJPMORGAN CHASE & CO
457,869$147.0M1.17%
13
LLYLILLY ELI & CO
135,300$145.0M1.16%-2,800
14
VVISA INC
336,260$117.0M0.93%+19K
15
IYRISHARES TR
1,196,577$112.0M0.89%-106,400
16
MAMASTERCARD INC
169,325$96.0M0.77%+3K
17
XOMEXXON MOBIL CORP
735,000$88.0M0.70%-30,000
18
JNJJOHNSON & JOHNSON
406,100$84.0M0.67%-3,000
19
WMTWALMART INC
729,000$81.0M0.65%
20
ORCLORACLE CORP
362,587$70.0M0.56%-30,000
21
PLTRPALANTIR TECHNOLOGIES INC
395,591$70.0M0.56%-39,000
22
CRMSALESFORCE INC
263,519$69.0M0.55%+3K
23
BACBANK AMER CORP
1,268,620$69.0M0.55%-37,000
24
AMDADVANCED MICRO DEVICES INC
321,205$68.0M0.54%-15,700
25
ABBVABBVIE INC
287,500$65.0M0.52%

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
EEM840K+654K
PINS641K+501K
CMCSA803K+204K
TRVC349K+164K
SCHW338K+103K
TEAM93K+58K
KMB55K+41K
PFE927K+40K
LIN74K+39K
AON50K+35K

Decreased Positions

NameSharesChange
USCA54.0M-9392765
SPHY23.1M-6600000
USCL28.5M-5003378
USHY14.1M-3350000
NVDA2.1M-654000
GOOGL1.1M-536500
CSCO691K-134000
IYR1.2M-106400
AMZN1.3M-72000
DWD154K-70000

Sector Breakdown

Technology0.0% ($3.9000037400030905e+251T)
Financial Services0.0% ($2.2620002259000545e+208T)
Industrials0.0% ($4.300028000230002e+202T)
Healthcare0.0% ($1.4500084000650005e+158T)
Consumer Cyclical0.0% ($2.880002060006e+129T)
Real Estate0.0% ($9.000500050004001e+89T)
Consumer Defensive0.0% ($8.100059000520004e+63T)
Communication Services0.0% ($3.5300023500059e+49T)
Unknown0.0% ($4.000027000170002e+47T)
Utilities0.0% ($3.300017000140009e+45T)
Basic Materials0.0% ($3.10001400013e+42T)
Energy0.0% ($8.800019000900089e+33T)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 10, 2026$12.5B331
Q3 2025Nov 13, 2025$13.3B303
Q2 2025Aug 14, 2025$12.4B295
Q1 2025May 20, 2025$11.3B301
Q4 2024Feb 13, 2025$11.7B293

Fund Information

CIK0001661580
Most Recent FilingFeb 10, 2026
Number of Filings5

Ilmarinen Mutual Pension Insurance Co is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $12.5B across 331 holdings. The largest position is ISHARES TR (USCL), representing 18.0% of the portfolio. Compared to the previous quarter, the fund opened 49 new positions and closed 21 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.