Varma Mutual Pension Insurance Co Q2 2025 Filing

Filed August 7, 2025

Portfolio Value

$13.6T

Holdings

309

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (309 positions)

#StockSharesValue% PortfolioType
1
KLMNINVESCO EXCH TRADED FD TR II
101,366,510$2.6T19.09%
2
KLMTINVESCO EXCH TRADED FD TR II
44,931,497$1.3T9.42%
3
EMCSDBX ETF TR
24,060,680$751.1B5.53%
4
NVDANVIDIA CORPORATION
3,707,266$585.7B4.32%
5
MSFTMICROSOFT CORP
1,049,476$522.0B3.85%
6
AAPLAPPLE INC
2,329,683$478.0B3.52%
7
AMZNAMAZON COM INC
1,513,611$332.1B2.45%
8
LCTUBLACKROCK ETF TRUST
4,814,000$323.8B2.39%
9
GOOGLALPHABET INC
1,481,599$261.1B1.92%
10
METAMETA PLATFORMS INC
346,344$255.6B1.88%
11
VCITVANGUARD SCOTTSDALE FDS
2,700,000$223.9B1.65%
12
AVGOBROADCOM INC
582,830$160.7B1.18%
13
VCLTVANGUARD SCOTTSDALE FDS
1,600,000$121.4B0.89%
14
TSLATESLA INC
352,223$111.9B0.82%
15
JPMJPMORGAN CHASE & CO.
371,511$107.7B0.79%
16
LLYELI LILLY & CO
109,268$85.2B0.63%
17
VVISA INC
239,741$85.1B0.63%
18
TSMTAIWAN SEMICONDUCTOR MFG LTD
364,600$82.6B0.61%
19
VWOBVANGUARD WHITEHALL FDS
1,250,000$81.7B0.60%
20
EMLCVANECK ETF TRUST
3,100,000$78.6B0.58%
21
NFLXNETFLIX INC
56,575$75.8B0.56%
22
VCEBVANGUARD WORLD FD
1,100,000$69.7B0.51%
23
MAMASTERCARD INCORPORATED
116,208$65.3B0.48%
24
XOMEXXON MOBIL CORP
603,403$65.0B0.48%
25
WMTWALMART INC
618,466$60.5B0.45%
26
INDAISHARES TR
1,051,640$58.6B0.43%
27
COSTCOSTCO WHSL CORP NEW
57,957$57.4B0.42%
28
FALNISHARES TR
2,000,000$54.3B0.40%
29
PGPROCTER AND GAMBLE CO
334,655$53.3B0.39%
30
JNJJOHNSON & JOHNSON
347,356$53.1B0.39%
31
HDHOME DEPOT INC
140,395$51.5B0.38%
32
ORCLORACLE CORP
227,218$49.7B0.37%
33
BACBANK AMERICA CORP
993,324$47.0B0.35%
34
KUREKRANESHARES TRUST
2,682,129$45.4B0.33%
35
ABBVABBVIE INC
242,267$45.0B0.33%
36
KOCOCA COLA CO
604,576$42.8B0.32%
37
CSCOCISCO SYS INC
595,947$41.3B0.30%
38
PLTRPALANTIR TECHNOLOGIES INC
288,800$39.4B0.29%
39
UNHUNITEDHEALTH GROUP INC
125,662$39.2B0.29%
40
CRMSALESFORCE INC
142,828$38.9B0.29%
41
GEGE AEROSPACE
151,008$38.9B0.29%
42
IBMINTERNATIONAL BUSINESS MACHS
127,358$37.5B0.28%
43
ABTABBOTT LABS
267,252$36.3B0.27%
44
WFCWELLS FARGO CO NEW
441,159$35.3B0.26%
45
LINLINDE PLC
73,785$34.6B0.26%
46
AMDADVANCED MICRO DEVICES INC
238,317$33.8B0.25%
47
CVXCHEVRON CORP NEW
232,830$33.3B0.25%
48
INTUINTUIT
41,458$32.7B0.24%
49
DISDISNEY WALT CO
261,794$32.5B0.24%
50
TAT&T INC
1,099,260$31.8B0.23%
51
GSGOLDMAN SACHS GROUP INC
44,800$31.7B0.23%
52
NOWSERVICENOW INC
30,783$31.6B0.23%
53
PEPPEPSICO INC
236,157$31.2B0.23%
54
MCDMCDONALDS CORP
106,466$31.1B0.23%
55
IWMISHARES TR
141,987$30.6B0.23%
56
AXPAMERICAN EXPRESS CO
93,135$29.7B0.22%
57
GOOGALPHABET INC
165,950$29.4B0.22%
58
MRKMERCK & CO INC
369,674$29.3B0.22%
59
ISRGINTUITIVE SURGICAL INC
53,453$29.0B0.21%
60
BSXBOSTON SCIENTIFIC CORP
268,181$28.8B0.21%
61
RYROYAL BK CDA
218,929$28.8B0.21%
62
BKNGBOOKING HOLDINGS INC
4,924$28.5B0.21%
63
ACNACCENTURE PLC IRELAND
93,586$28.0B0.21%
64
QCOMQUALCOMM INC
172,871$27.5B0.20%
65
BACVERIZON COMMUNICATIONS INC
633,809$27.4B0.20%
66
SPGIS&P GLOBAL INC
52,007$27.4B0.20%
67
TXNTEXAS INSTRS INC
131,741$27.4B0.20%
68
CATCATERPILLAR INC
69,356$26.9B0.20%
69
AMATAPPLIED MATLS INC
146,482$26.8B0.20%
70
DWDMORGAN STANLEY
175,112$24.7B0.18%
71
TMOTHERMO FISHER SCIENTIFIC INC
60,717$24.6B0.18%
72
UBERUBER TECHNOLOGIES INC
261,792$24.4B0.18%
73
ADBEADOBE INC
61,826$23.9B0.18%
74
ETNEATON CORP PLC
66,925$23.9B0.18%
75
TRVCCITIGROUP INC
280,376$23.9B0.18%
76
LRCXLAM RESEARCH CORP
238,030$23.2B0.17%
77
COPCONOCOPHILLIPS
256,352$23.0B0.17%
78
AMGNAMGEN INC
81,959$22.9B0.17%
79
BLKBLACKROCK INC
21,312$22.4B0.16%
80
SCHWSCHWAB CHARLES CORP
237,581$21.7B0.16%
81
NEENEXTERA ENERGY INC
310,593$21.6B0.16%
82
COFCAPITAL ONE FINL CORP
101,282$21.5B0.16%
83
PGRPROGRESSIVE CORP
80,644$21.5B0.16%
84
ADIANALOG DEVICES INC
89,659$21.3B0.16%
85
FCXFREEPORT-MCMORAN INC
491,767$21.3B0.16%
86
PFEPFIZER INC
878,063$21.3B0.16%
87
PANWPALO ALTO NETWORKS INC
103,776$21.2B0.16%
88
KLACKLA CORP
23,664$21.2B0.16%
89
GILDGILEAD SCIENCES INC
187,815$20.8B0.15%
90
SHOPSHOPIFY INC
180,158$20.7B0.15%
91
GEVGE VERNOVA INC
39,143$20.7B0.15%
92
MUMICRON TECHNOLOGY INC
165,471$20.4B0.15%
93
CMCSACOMCAST CORP NEW
563,894$20.1B0.15%
94
DEDEERE & CO
39,207$19.9B0.15%
95
TDTORONTO DOMINION BK ONT
271,198$19.9B0.15%
96
MRSHMARSH & MCLENNAN COS INC
90,704$19.8B0.15%
97
TJXTJX COS INC NEW
159,266$19.7B0.14%
98
ADPAUTOMATIC DATA PROCESSING IN
63,453$19.6B0.14%
99
SYKSTRYKER CORPORATION
49,110$19.4B0.14%
100
WELLWELLTOWER INC
125,976$19.4B0.14%
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