Ilmarinen Mutual Pension Insurance Co Q2 2025 Filing

Filed August 14, 2025

Portfolio Value

$12.4B

Holdings

295

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (295 positions)

#StockSharesValue% PortfolioType
1
USCLISHARES TR
32,992,268$2.4B19.60%
2
USCADBX ETF TR
62,536,796$2.4B19.55%
3
SPHYSPDR SER TR
28,250,000$672.4M5.41%
4
USHYISHARES TR
17,080,000$640.7M5.15%
5
NVDANVIDIA CORP
2,723,340$430.3M3.46%
6
MSFTMICROSOFT CORP
786,919$391.4M3.15%
7
AMZNAMAZON COM INC
1,310,216$287.4M2.31%
8
GOOGLALPHABET INC
1,614,888$284.6M2.29%
9
METAMETA PLATFORMS INC
364,500$269.0M2.16%
10
TSLATESLA INC
449,500$142.8M1.15%
11
JPMJPMORGAN CHASE & CO
457,869$132.7M1.07%
12
VVISA INC
317,660$112.8M0.91%
13
LLYLILLY ELI & CO
144,100$112.3M0.90%
14
MAMASTERCARD INC
166,025$93.3M0.75%
15
NFLXNETFLIX INC
68,000$91.1M0.73%
16
ORCLORACLE CORP
381,587$83.4M0.67%
17
XOMEXXON MOBIL CORP
765,000$82.5M0.66%
18
IYRISHARES TR
854,977$81.0M0.65%
19
PGPROCTER & GAMBLE CO
451,000$71.9M0.58%
20
WMTWALMART INC
730,000$71.4M0.57%
21
HDHOME DEPOT INC
176,096$64.6M0.52%
22
JNJJOHNSON & JOHNSON
422,600$64.6M0.52%
23
BACBANK AMER CORP
1,335,620$63.2M0.51%
24
PLTRPALANTIR TECHNOLOGIES INC
458,500$62.5M0.50%
25
IBMINTERNATIONAL BUSINESS MACHS CORP
202,668$59.7M0.48%
26
KOCOCA COLA CO
831,000$58.8M0.47%
27
CSCOCISCO SYS INC
835,000$57.9M0.47%
28
ABBVABBVIE INC
311,500$57.8M0.46%
29
UNHUNITEDHEALTH GROUP INC
180,600$56.3M0.45%
30
CRMSALESFORCE INC
205,000$55.9M0.45%
31
NOWSERVICENOW INC
48,784$50.2M0.40%
32
BLKBLACKROCK INC NEW
47,653$50.0M0.40%
33
INTUINTUIT
61,324$48.3M0.39%
34
AMDADVANCED MICRO DEVICES INC
338,500$48.0M0.39%
35
ABTABBOTT LABS
307,500$41.8M0.34%
36
MCDMCDONALDS CORP
138,397$40.4M0.33%
37
ACNACCENTURE PLC IRELAND
133,500$39.9M0.32%
38
CVXCHEVRON CORP NEW
278,500$39.9M0.32%
39
MRSHMARSH & MCLENNAN COS INC
180,500$39.5M0.32%
40
TAT&T INC
1,325,000$38.3M0.31%
41
ADBEADOBE SYS INC
96,951$37.5M0.30%
42
PGRPROGRESSIVE CORP OH
139,395$37.2M0.30%
43
QCOMQUALCOMM INC
233,000$37.1M0.30%
44
DISDISNEY WALT CO
285,000$35.3M0.28%
45
DWDMORGAN STANLEY
244,984$34.5M0.28%
46
MRKMERCK & CO INC NEW
433,000$34.3M0.28%
47
CATCATERPILLAR INC
87,000$33.8M0.27%
48
WFCWELLS FARGO & CO NEW
396,500$31.8M0.26%
49
NEENEXTERA ENERGY INC
450,356$31.3M0.25%
50
GSGOLDMAN SACHS GROUP INC
44,159$31.3M0.25%
51
ETNEATON CORP PLC
85,600$30.6M0.25%
52
BKNGBOOKING HLDGS INC
5,150$29.8M0.24%
53
MCKMCKESSON CORP
40,428$29.6M0.24%
54
BACVERIZON COMMUNICATIONS INC
683,500$29.6M0.24%
55
PANWPALO ALTO NETWORKS INC
144,500$29.6M0.24%
56
TMOTHERMO FISHER SCIENTIFIC INC
70,800$28.7M0.23%
57
BSXBOSTON SCIENTIFIC CORP
263,000$28.2M0.23%
58
ICEINTERCONTINENTAL EXCHANGE INC
147,800$27.1M0.22%
59
UBERUBER TECHNOLOGIES INC
290,000$27.1M0.22%
60
AMGNAMGEN INC
94,000$26.2M0.21%
61
TMUST-MOBILE US INC
108,847$25.9M0.21%
62
CMECME GROUP INC
93,611$25.8M0.21%
63
ADIANALOG DEVICES INC
108,000$25.7M0.21%
64
DHRDANAHER CORP
129,500$25.6M0.21%
65
CRWDCROWDSTRIKE HLDGS INC
49,000$25.0M0.20%
66
CBCHUBB LTD
85,371$24.7M0.20%
67
GILDGILEAD SCIENCES INC
216,000$23.9M0.19%
68
PFEPFIZER INC
982,000$23.8M0.19%
69
PEPPEPSICO INC
176,500$23.3M0.19%
70
AJGGALLAGHER ARTHUR J & CO
68,100$21.8M0.18%
71
SCHWSCHWAB CHARLES CORP NEW
233,971$21.3M0.17%
72
TRVCCITIGROUP INC
246,000$20.9M0.17%
73
SOSOUTHERN CO
228,000$20.9M0.17%
74
SNPSSYNOPSYS INC
40,746$20.9M0.17%
75
DEDEERE & CO
40,197$20.4M0.16%
76
ADPAUTOMATIC DATA PROCESSING INC
66,000$20.4M0.16%
77
SBUXSTARBUCKS CORP
221,533$20.3M0.16%
78
CMCSACOMCAST CORP NEW
568,500$20.3M0.16%
79
UNPUNION PAC CORP
87,500$20.1M0.16%
80
VRTXVERTEX PHARMACEUTICALS INC
44,800$19.9M0.16%
81
MLB1MERCADOLIBRE INC
7,450$19.5M0.16%
82
DUKDUKE ENERGY CORP NEW
165,000$19.5M0.16%
83
BKBANK NEW YORK MELLON CORP
210,000$19.1M0.15%
84
EMREMERSON ELEC CO
140,500$18.7M0.15%
85
ISRGINTUITIVE SURGICAL INC
33,300$18.1M0.15%
86
CITCINTAS CORP
80,300$17.9M0.14%
87
MDLZMONDELEZ INTL INC
265,000$17.9M0.14%
88
CDNSCADENCE DESIGN SYS INC
57,500$17.7M0.14%
89
CEGCONSTELLATION ENERGY CORP
53,000$17.1M0.14%
90
MMM3M CO
110,309$16.8M0.14%
91
LINLINDE PLC NEW
34,870$16.4M0.13%
92
BMYBRISTOL MYERS SQUIBB CO
352,500$16.3M0.13%
93
WDAYWORKDAY INC
65,716$15.8M0.13%
94
AXPAMERICAN EXPRESS CO
47,000$15.0M0.12%
95
ECLECOLAB INC
55,200$14.9M0.12%
96
WMWASTE MGMT INC DEL
65,000$14.9M0.12%
97
CCEPCOCA-COLA EUROPACIFIC PARTNERS PLC
160,000$14.8M0.12%
98
ELVELEVANCE HEALTH INC
38,100$14.8M0.12%
99
AFLAFLAC INC
140,317$14.8M0.12%
100
NKENIKE INC
206,646$14.7M0.12%
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