Sponsored

The Analysis of Alecta Tjanstepension Omsesidigt's Holdings & P&L

Currently, Alecta Tjanstepension Omsesidigt holds 91 types of securities in its portfolio with a total value $23.8B. In the most recent quarter, they have increased their positions in KLAC (+992.0K shares, valued at $298.8M), N/A (+460.3K shares, valued at $259.1M), N/A (+2.0M shares, valued at $229.3M); decreased their positions in AMD (-763.9K shares, valued at $443.2M), TJX (-1.6M shares, valued at $239.1M), DIS (-2.3M shares, valued at $218.8M); initiated new positions in N/A (+2.0M shares, valued at $229.3M), MU (+181.1K shares, valued at $208.4M), KO (+2.4M shares, valued at $197.5M).

1M P&L

+882.3M+5.50%

3M P&L

-1.5B-7.99%

HY P&L

+431.8M+2.62%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Semiconductors4.0B

22.7%

2Software - Infrastructure2.2B

12.2%

3Internet Content & Information2.0B

11.0%

Top Industries by Stock Count

1Specialty Industrial Machinery9 stocks

13.0%

2Semiconductors8 stocks

11.6%

3Software - Application4 stocks

5.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORP9.8M shares1.37%2026-06-302026-07-23

GOOGL ALPHABET INC5.5M shares-3.06%2026-06-302026-07-23

MSFT MICROSOFT CORP4.3M shares0.00%2026-06-302026-07-23

AMZN AMAZON.COM INC.5.0M shares-1.60%2026-06-302026-07-23

BROADCOM CORPORATION BROADCOM CORPORATION2.6M shares4.00%2026-06-302026-07-23

AAPL APPLE INC2.7M shares0.00%2026-06-302026-07-23

META PLATFORMS INC META PLATFORMS INC1.1M shares73.04%2026-06-302026-07-23

J.P. MORGAN CHASE & CO J.P. MORGAN CHASE & CO1.9M shares28.64%2026-06-302026-07-23

Sponsored

AMD ADVANCED MICRO DEV961.6K shares-44.27%2026-06-302026-07-23

APPLIED MATERIALS INC APPLIED MATERIALS INC735.5K shares-15.98%2026-06-302026-07-23

VISA INC A VISA INC A1.5M shares5.78%2026-06-302026-07-23

TXN TEXAS INSTRUMENTS1.7M shares-26.97%2026-06-302026-07-23

LLY ELI LILLY & CO421.7K shares0.00%2026-06-302026-07-23

APH AMPHENOL CORPORATION2.7M shares-13.94%2026-06-302026-07-23

ADI ANALOG DEVICES923.3K shares-6.17%2026-06-302026-07-23

KLAC KLA CORP1.2M shares498.49%2026-06-302026-07-23

Sponsored

ABBVIE INC ABBVIE INC1.4M shares0.00%2026-06-302026-07-23

PANW PALO ALTO NETWORKS INC1.0M shares0.00%2026-06-302026-07-23

NETFLIX INC NETFLIX INC4.3M shares0.00%2026-06-302026-07-23

TJX TJX COS INC2.0M shares-44.25%2026-06-302026-07-23

FITB FIFTH THIRD BANCORP5.0M shares27.71%2026-06-302026-07-23

INTC INTEL CORP2.0M shares0.00%2026-06-302026-07-23

MASTERCARD INC MASTERCARD INC540.4K shares0.00%2026-06-302026-07-23

SPOTIFY TECHNOLOGY S.A SPOTIFY TECHNOLOGY S.A593.0K shares0.00%2026-06-302026-07-23

Sponsored

PNC PNC BANK CORP1.1M shares12.56%2026-06-302026-07-23

PGR PROGRESSIVE CORP/THE1.1M shares57.08%2026-06-302026-07-23

CAT CATERPILLAR INC.219.6K shares-11.63%2026-06-302026-07-23

CISCO SYSTEMS INC CISCO SYSTEMS INC2.0M sharesnew addition2026-06-302026-07-23

BAC BANK OF AMERICA CORPORATION4.0M shares0.00%2026-06-302026-07-23

UNITED HEALTHCARE UNITED HEALTHCARE533.0K shares14.67%2026-06-302026-07-23

WMT WAL-MART STORES, INC.1.9M shares14.07%2026-06-302026-07-23

CTAS CINTAS CORPORATION1.3M shares0.00%2026-06-302026-07-23

Sponsored

JNJ JOHNSON & JOHNSON853.1K shares40.52%2026-06-302026-07-23

SNPS SYNOPSYS INC.484.9K shares0.00%2026-06-302026-07-23

MRK MERCK & CO1.6M shares0.00%2026-06-302026-07-23

MU MICRON TECHNOLOGY INC181.1K sharesnew addition2026-06-302026-07-23

MS MORGAN STANLEY993.5K shares-22.33%2026-06-302026-07-23

KO COCA-COLA CO/THE2.4M sharesnew addition2026-06-302026-07-23

S&P GLOBAL INC S&P GLOBAL INC483.6K shares-4.80%2026-06-302026-07-23

ROK ROCKWELL AUTOMATION INC364.9K shares-11.54%2026-06-302026-07-23

Sponsored

TMO THERMO FISHER SCIENTIFIC INC356.0K shares1.08%2026-06-302026-07-23

AME AMETEK INC730.4K shares0.00%2026-06-302026-07-23

SYK STRYKER CORP547.9K shares0.00%2026-06-302026-07-23

LIN LINDE PLC309.1K shares-19.46%2026-06-302026-07-23

COSTCO WHOLESALE CORP COSTCO WHOLESALE CORP166.0K shares95.52%2026-06-302026-07-23

ORACLE CORP ORACLE CORP1.0M shares0.00%2026-06-302026-07-23

ABT ABBOTT LABS1.6M shares10.54%2026-06-302026-07-23

SERVICENOW INC SERVICENOW INC1.5M shares0.00%2026-06-302026-07-23

Sponsored

DG DOLLAR GENERAL1.2M shares103.66%2026-06-302026-07-23

KKR KKR & CO INC1.5M shares103.06%2026-06-302026-07-23

BSX BOSTON SCIENTIFIC CORP3.1M shares8.76%2026-06-302026-07-23

ULTA BEAUTY INC ULTA BEAUTY INC286.5K shares28.76%2026-06-302026-07-23

CRM SALESFORCE COM INC821.0K shares0.00%2026-06-302026-07-23

QCOM QUALCOMM INC695.0K sharesnew addition2026-06-302026-07-23

DHR DANAHER CORP646.9K shares-26.43%2026-06-302026-07-23

ISRG INTUITIVE SURGICAL INC298.0K shares12.92%2026-06-302026-07-23

Sponsored

PH PARKER-HANNIFIN CORP117.2K shares67.33%2026-06-302026-07-23

TT TRANE TECHNOLOGIES PLC229.4K shares0.00%2026-06-302026-07-23

COO COOPER COS INC/THE1.6M shares0.00%2026-06-302026-07-23

MCK MCKESSON CORP (NEW)139.5K shares0.00%2026-06-302026-07-23

EL LAUDER (ESTEE) CO.1.3M shares11.52%2026-06-302026-07-23

GILD GILEAD SCIENCES INC814.3K shares0.00%2026-06-302026-07-23

ECL ECOLAB360.3K shares-24.78%2026-06-302026-07-23

BKNG BOOKING HOLDINGS INC514.0K shares1900.00%2026-06-302026-07-23

Sponsored

IEX IDEX CORP379.5K shares-34.46%2026-06-302026-07-23

DIS WALT DISNEY CO/THE869.5K shares-72.34%2026-06-302026-07-23

ACCENTURE PLC ACCENTURE PLC630.0K shares0.00%2026-06-302026-07-23

HD HOME DEPOT INC219.1K shares-45.97%2026-06-302026-07-23

INSULET CORP INSULET CORP469.4K shares19.05%2026-06-302026-07-23

ITW ILLINOIS TOOL WORKS INC247.6K shares-58.97%2026-06-302026-07-23

INTU INTUIT INC255.2K shares0.00%2026-06-302026-07-23

MKC MCCORMICK & CO INC/MD1.3M shares0.00%2026-06-302026-07-23

Sponsored

ZOETIS INC ZOETIS INC882.2K shares0.00%2026-06-302026-07-23

TSCO TRACTOR SUPPLY CO1.7M shares-22.49%2026-06-302026-07-23

NEM NEWMONT CORP543.5K sharesnew addition2026-06-302026-07-23

CDNS CADENCE DESIGN SYSTEMS INC133.0K shares0.00%2026-06-302026-07-23

SHW SHERWIN-WILLIAMS128.0K shares0.00%2026-06-302026-07-23

FREEPORT-MCMORAN INC FREEPORT-MCMORAN INC689.8K sharesnew addition2026-06-302026-07-23

ADOBE SYSTEMS ADOBE SYSTEMS198.0K shares0.00%2026-06-302026-07-23

NKE NIKE INC882.3K shares-58.03%2026-06-302026-07-23

Sponsored

CRH CRH PLC329.5K sharesnew addition2026-06-302026-07-23

ADP AUTOMATIC DATA PROCESSING INC140.0K shares-40.02%2026-06-302026-07-23

VMC VULCAN MATERIALS CO104.3K sharesnew addition2026-06-302026-07-23

GGG GRACO INC350.9K shares-77.14%2026-06-302026-07-23

CRDO CREDO TECHNOLOGY GROUP HOLDING87.0K sharesnew addition2026-06-302026-07-23

XYL XYLEM INC/NY175.0K sharesnew addition2026-06-302026-07-23

ETN EATON CORP51.1K sharesnew addition2026-06-302026-07-23

EMR EMERSON ELECTRIC CO143.3K sharesnew addition2026-06-302026-07-23

Sponsored

AMRZ AMRIZE LTD274.0K sharesnew addition2026-06-302026-07-23

MOBILITY GLOBAL INC MOBILITY GLOBAL INC508.0K sharesnew addition2026-06-302026-07-23

VRSK VERISK ANALYTICS INC1.9K shares-98.92%2026-06-302026-07-23

NVDA

NVIDIA CORP

1.37%

Shares9.8M

Event2026-06-30

Filed2026-07-23

GOOGL

ALPHABET INC

-3.06%

Shares5.5M

Event2026-06-30

Filed2026-07-23

MSFT

MICROSOFT CORP

0.00%

Shares4.3M

Event2026-06-30

Filed2026-07-23

AMZN

AMAZON.COM INC.

-1.60%

Shares5.0M

Event2026-06-30

Filed2026-07-23

BROADCOM CORPORATION

4.00%

Shares2.6M

Event2026-06-30

Filed2026-07-23

AAPL

APPLE INC

0.00%

Shares2.7M

Event2026-06-30

Filed2026-07-23

META PLATFORMS INC

73.04%

Shares1.1M

Event2026-06-30

Filed2026-07-23

J.P. MORGAN CHASE & CO

28.64%

Shares1.9M

Event2026-06-30

Filed2026-07-23

AMD

ADVANCED MICRO DEV

-44.27%

Shares961.6K

Event2026-06-30

Filed2026-07-23

APPLIED MATERIALS INC

-15.98%

Shares735.5K

Event2026-06-30

Filed2026-07-23

VISA INC A

5.78%

Shares1.5M

Event2026-06-30

Filed2026-07-23

TXN

TEXAS INSTRUMENTS

-26.97%

Shares1.7M

Event2026-06-30

Filed2026-07-23

LLY

ELI LILLY & CO

0.00%

Shares421.7K

Event2026-06-30

Filed2026-07-23

APH

AMPHENOL CORPORATION

-13.94%

Shares2.7M

Event2026-06-30

Filed2026-07-23

ADI

ANALOG DEVICES

-6.17%

Shares923.3K

Event2026-06-30

Filed2026-07-23

KLAC

KLA CORP

498.49%

Shares1.2M

Event2026-06-30

Filed2026-07-23

ABBVIE INC

0.00%

Shares1.4M

Event2026-06-30

Filed2026-07-23

PANW

PALO ALTO NETWORKS INC

0.00%

Shares1.0M

Event2026-06-30

Filed2026-07-23

NETFLIX INC

0.00%

Shares4.3M

Event2026-06-30

Filed2026-07-23

TJX

TJX COS INC

-44.25%

Shares2.0M

Event2026-06-30

Filed2026-07-23

FITB

FIFTH THIRD BANCORP

27.71%

Shares5.0M

Event2026-06-30

Filed2026-07-23

INTC

INTEL CORP

0.00%

Shares2.0M

Event2026-06-30

Filed2026-07-23

MASTERCARD INC

0.00%

Shares540.4K

Event2026-06-30

Filed2026-07-23

SPOTIFY TECHNOLOGY S.A

0.00%

Shares593.0K

Event2026-06-30

Filed2026-07-23

PNC

PNC BANK CORP

12.56%

Shares1.1M

Event2026-06-30

Filed2026-07-23

PGR

PROGRESSIVE CORP/THE

57.08%

Shares1.1M

Event2026-06-30

Filed2026-07-23

CAT

CATERPILLAR INC.

-11.63%

Shares219.6K

Event2026-06-30

Filed2026-07-23

CISCO SYSTEMS INC

New

Shares2.0M

Event2026-06-30

Filed2026-07-23

BAC

BANK OF AMERICA CORPORATION

0.00%

Shares4.0M

Event2026-06-30

Filed2026-07-23

UNITED HEALTHCARE

14.67%

Shares533.0K

Event2026-06-30

Filed2026-07-23

WMT

WAL-MART STORES, INC.

14.07%

Shares1.9M

Event2026-06-30

Filed2026-07-23

CTAS

CINTAS CORPORATION

0.00%

Shares1.3M

Event2026-06-30

Filed2026-07-23

JNJ

JOHNSON & JOHNSON

40.52%

Shares853.1K

Event2026-06-30

Filed2026-07-23

SNPS

SYNOPSYS INC.

0.00%

Shares484.9K

Event2026-06-30

Filed2026-07-23

MRK

MERCK & CO

0.00%

Shares1.6M

Event2026-06-30

Filed2026-07-23

MICRON TECHNOLOGY INC

New

Shares181.1K

Event2026-06-30

Filed2026-07-23

MORGAN STANLEY

-22.33%

Shares993.5K

Event2026-06-30

Filed2026-07-23

COCA-COLA CO/THE

New

Shares2.4M

Event2026-06-30

Filed2026-07-23

S&P GLOBAL INC

-4.80%

Shares483.6K

Event2026-06-30

Filed2026-07-23

ROK

ROCKWELL AUTOMATION INC

-11.54%

Shares364.9K

Event2026-06-30

Filed2026-07-23

TMO

THERMO FISHER SCIENTIFIC INC

1.08%

Shares356.0K

Event2026-06-30

Filed2026-07-23

AME

AMETEK INC

0.00%

Shares730.4K

Event2026-06-30

Filed2026-07-23

SYK

STRYKER CORP

0.00%

Shares547.9K

Event2026-06-30

Filed2026-07-23

LIN

LINDE PLC

-19.46%

Shares309.1K

Event2026-06-30

Filed2026-07-23

COSTCO WHOLESALE CORP

95.52%

Shares166.0K

Event2026-06-30

Filed2026-07-23

ORACLE CORP

0.00%

Shares1.0M

Event2026-06-30

Filed2026-07-23

ABT

ABBOTT LABS

10.54%

Shares1.6M

Event2026-06-30

Filed2026-07-23

SERVICENOW INC

0.00%

Shares1.5M

Event2026-06-30

Filed2026-07-23

DOLLAR GENERAL

103.66%

Shares1.2M

Event2026-06-30

Filed2026-07-23

KKR

KKR & CO INC

103.06%

Shares1.5M

Event2026-06-30

Filed2026-07-23

BSX

BOSTON SCIENTIFIC CORP

8.76%

Shares3.1M

Event2026-06-30

Filed2026-07-23

ULTA BEAUTY INC

28.76%

Shares286.5K

Event2026-06-30

Filed2026-07-23

CRM

SALESFORCE COM INC

0.00%

Shares821.0K

Event2026-06-30

Filed2026-07-23

QCOM

QUALCOMM INC

New

Shares695.0K

Event2026-06-30

Filed2026-07-23

DHR

DANAHER CORP

-26.43%

Shares646.9K

Event2026-06-30

Filed2026-07-23

ISRG

INTUITIVE SURGICAL INC

12.92%

Shares298.0K

Event2026-06-30

Filed2026-07-23

PARKER-HANNIFIN CORP

67.33%

Shares117.2K

Event2026-06-30

Filed2026-07-23

TRANE TECHNOLOGIES PLC

0.00%

Shares229.4K

Event2026-06-30

Filed2026-07-23

COO

COOPER COS INC/THE

0.00%

Shares1.6M

Event2026-06-30

Filed2026-07-23

MCK

MCKESSON CORP (NEW)

0.00%

Shares139.5K

Event2026-06-30

Filed2026-07-23

LAUDER (ESTEE) CO.

11.52%

Shares1.3M

Event2026-06-30

Filed2026-07-23

GILD

GILEAD SCIENCES INC

0.00%

Shares814.3K

Event2026-06-30

Filed2026-07-23

ECL

ECOLAB

-24.78%

Shares360.3K

Event2026-06-30

Filed2026-07-23

BKNG

BOOKING HOLDINGS INC

1900.00%

Shares514.0K

Event2026-06-30

Filed2026-07-23

IEX

IDEX CORP

-34.46%

Shares379.5K

Event2026-06-30

Filed2026-07-23

DIS

WALT DISNEY CO/THE

-72.34%

Shares869.5K

Event2026-06-30

Filed2026-07-23

ACCENTURE PLC

0.00%

Shares630.0K

Event2026-06-30

Filed2026-07-23

HOME DEPOT INC

-45.97%

Shares219.1K

Event2026-06-30

Filed2026-07-23

INSULET CORP

19.05%

Shares469.4K

Event2026-06-30

Filed2026-07-23

ITW

ILLINOIS TOOL WORKS INC

-58.97%

Shares247.6K

Event2026-06-30

Filed2026-07-23

INTU

INTUIT INC

0.00%

Shares255.2K

Event2026-06-30

Filed2026-07-23

MKC

MCCORMICK & CO INC/MD

0.00%

Shares1.3M

Event2026-06-30

Filed2026-07-23

ZOETIS INC

0.00%

Shares882.2K

Event2026-06-30

Filed2026-07-23

TSCO

TRACTOR SUPPLY CO

-22.49%

Shares1.7M

Event2026-06-30

Filed2026-07-23

NEM

NEWMONT CORP

New

Shares543.5K

Event2026-06-30

Filed2026-07-23

CDNS

CADENCE DESIGN SYSTEMS INC

0.00%

Shares133.0K

Event2026-06-30

Filed2026-07-23

SHW

SHERWIN-WILLIAMS

0.00%

Shares128.0K

Event2026-06-30

Filed2026-07-23

FREEPORT-MCMORAN INC

New

Shares689.8K

Event2026-06-30

Filed2026-07-23

ADOBE SYSTEMS

0.00%

Shares198.0K

Event2026-06-30

Filed2026-07-23

NKE

NIKE INC

-58.03%

Shares882.3K

Event2026-06-30

Filed2026-07-23

CRH

CRH PLC

New

Shares329.5K

Event2026-06-30

Filed2026-07-23

ADP

AUTOMATIC DATA PROCESSING INC

-40.02%

Shares140.0K

Event2026-06-30

Filed2026-07-23

VMC

VULCAN MATERIALS CO

New

Shares104.3K

Event2026-06-30

Filed2026-07-23

GGG

GRACO INC

-77.14%

Shares350.9K

Event2026-06-30

Filed2026-07-23

CRDO

CREDO TECHNOLOGY GROUP HOLDING

New

Shares87.0K

Event2026-06-30

Filed2026-07-23

XYL

XYLEM INC/NY

New

Shares175.0K

Event2026-06-30

Filed2026-07-23

ETN

EATON CORP

New

Shares51.1K

Event2026-06-30

Filed2026-07-23

EMR

EMERSON ELECTRIC CO

New

Shares143.3K

Event2026-06-30

Filed2026-07-23

AMRZ

AMRIZE LTD

New

Shares274.0K

Event2026-06-30

Filed2026-07-23

MOBILITY GLOBAL INC

New

Shares508.0K

Event2026-06-30

Filed2026-07-23

VRSK

VERISK ANALYTICS INC

-98.92%

Shares1.9K

Event2026-06-30

Filed2026-07-23

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available