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The Analysis of AMF Tjanstepension AB's Holdings & P&L

Currently, AMF Tjanstepension AB holds 117 types of securities in its portfolio with a total value $15.1B. In the most recent quarter, they have increased their positions in ADBE (+689.0K shares, valued at $167.5M), N/A (+359.6K shares, valued at $128.6M), VRTX (+167.0K shares, valued at $74.6M); decreased their positions in FIX (-162.1K shares, valued at $223.5M), PH (-157.6K shares, valued at $141.1M), WDC (-394.0K shares, valued at $106.6M); initiated new positions in ADBE (+689.0K shares, valued at $167.5M), N/A (+359.6K shares, valued at $128.6M), URI (+82.7K shares, valued at $60.2M).

1M P&L

+483.1M+3.24%

3M P&L

+964.3M+6.69%

HY P&L

+1.5B+10.78%

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

1Semiconductors2.0B

15.6%

2Software - Infrastructure1.1B

8.4%

3Internet Retail1.1B

8.4%

Top Industries by Stock Count

1Utilities - Regulated Electric7 stocks

6.9%

2Software - Application5 stocks

5.0%

3Semiconductors4 stocks

4.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION8.2M shares2.49%2026-03-312026-05-04

MSFT MICROSOFT CORP2.8M shares4.91%2026-03-312026-05-04

AAPL APPLE INC3.3M shares1.76%2026-03-312026-05-04

ALPHABET INC ALPHABET INC2.5M shares1.35%2026-03-312026-05-04

TSM TAIWAN SEMICONDUCTOR MANUFAC1.6M shares6.39%2026-03-312026-05-04

AMZN AMAZON COM INC2.5M shares2.22%2026-03-312026-05-04

PLD PROLOGIS INC.3.8M shares2.34%2026-03-312026-05-04

BAC BANK AMERICA CORP9.6M shares2.86%2026-03-312026-05-04

Sponsored

LINDE PLC LINDE PLC908.5K shares1.38%2026-03-312026-05-04

LLY ELI LILLY & CO477.2K shares2.83%2026-03-312026-05-04

V VISA INC1.4M shares2.61%2026-03-312026-05-04

WDC WESTERN DIGITAL CORP1.4M shares-22.29%2026-03-312026-05-04

ICE INTERCONTINENTAL EXCHANGE IN2.2M shares2.78%2026-03-312026-05-04

PH PARKER-HANNIFIN CORP362.5K shares-30.30%2026-03-312026-05-04

META META PLATFORMS INC516.4K shares2.00%2026-03-312026-05-04

BABA ALIBABA GROUP HLDG LTD2.2M shares4.09%2026-03-312026-05-04

Sponsored

MELI MERCADOLIBRE INC157.7K shares17.26%2026-03-312026-05-04

BROADCOM INC BROADCOM INC827.0K shares1.43%2026-03-312026-05-04

JPM JPMORGAN CHASE & CO853.2K shares1.45%2026-03-312026-05-04

SPOT SPOTIFY TECHNOLOGY S A500.0K shares0.00%2026-03-312026-05-04

ALPHABET INC ALPHABET INC841.2K shares5.22%2026-03-312026-05-04

KO COCA COLA CO2.9M shares1.61%2026-03-312026-05-04

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL412.5K shares2.00%2026-03-312026-05-04

ROL ROLLINS INC3.7M shares2.43%2026-03-312026-05-04

Sponsored

CRM SALESFORCE INC941.2K shares1.94%2026-03-312026-05-04

ADBE ADOBE INC689.0K sharesnew addition2026-03-312026-05-04

FIX COMFORT SYS USA INC109.6K shares-59.66%2026-03-312026-05-04

VRTX VERTEX PHARMACEUTICALS INC312.9K shares114.40%2026-03-312026-05-04

EATON CORP PLC EATON CORP PLC359.6K sharesnew addition2026-03-312026-05-04

VZ VERIZON COMMUNICATIONS INC2.5M shares2.96%2026-03-312026-05-04

CITIGROUP INC CITIGROUP INC1.1M shares1.36%2026-03-312026-05-04

GE AEROSPACE GE AEROSPACE439.4K shares2.09%2026-03-312026-05-04

Sponsored

NFLX NETFLIX INC.1.3M shares2.80%2026-03-312026-05-04

GS GOLDMAN SACHS GROUP INC141.5K shares3.23%2026-03-312026-05-04

PGR PROGRESSIVE CORP556.1K shares3.08%2026-03-312026-05-04

COST COSTCO WHOLESALE CORPORATION104.8K shares10.36%2026-03-312026-05-04

MCD MCDONALDS CORP319.4K shares2.95%2026-03-312026-05-04

KLAC KLA CORP64.5K shares2.97%2026-03-312026-05-04

NEE NEXTERA ENERGY INC1.0M shares-16.67%2026-03-312026-05-04

YUM YUM BRANDS INC551.6K shares231.56%2026-03-312026-05-04

Sponsored

RCL ROYAL CARIBBEAN GROUP304.8K shares-32.10%2026-03-312026-05-04

GEV GE VERNOVA INC93.3K shares-4.09%2026-03-312026-05-04

ISRG INTUITIVE SURGICAL INC171.1K shares-19.45%2026-03-312026-05-04

COF CAPITAL ONE FINL CORP429.4K shares2.94%2026-03-312026-05-04

GILD GILEAD SCIENCES INC542.3K shares3.30%2026-03-312026-05-04

TT TRANE TECHNOLOGIES PLC174.9K shares-0.42%2026-03-312026-05-04

CL COLGATE PALMOLIVE CO850.7K shares-45.75%2026-03-312026-05-04

NEM NEWMONT CORP649.8K shares-14.62%2026-03-312026-05-04

Sponsored

ELV ELEVANCE HEALTH INC FORMERLY238.1K shares2.89%2026-03-312026-05-04

AZO AUTOZONE INC20.1K shares2.80%2026-03-312026-05-04

DHR DANAHER CORP DEL353.7K shares-2.74%2026-03-312026-05-04

SFM SPROUTS FMRS MKT INC855.6K shares2.75%2026-03-312026-05-04

SLB SLB LIMITED1.3M shares41.62%2026-03-312026-05-04

HCA HCA HEALTHCARE INC129.2K shares2.90%2026-03-312026-05-04

URI UNITED RENTALS INC82.7K sharesnew addition2026-03-312026-05-04

BSX BOSTON SCIENTIFIC CORP952.0K shares-0.10%2026-03-312026-05-04

Sponsored

MS MORGAN STANLEY348.6K shares-0.23%2026-03-312026-05-04

SRE SEMPRA546.2K shares4.59%2026-03-312026-05-04

ETR ENTERGY CORP NEW402.1K shares2.69%2026-03-312026-05-04

MMC MARSH & MCLENNAN COS INC257.5K shares-5.95%2026-03-312026-05-04

BKR BAKER HUGHES COMPANY729.2K shares4.91%2026-03-312026-05-04

THE CIGNA GROUP THE CIGNA GROUP166.1K shares-5.62%2026-03-312026-05-04

SYK STRYKER CORPORATION130.1K shares-30.43%2026-03-312026-05-04

ALL ALLSTATE CORP203.1K shares3.20%2026-03-312026-05-04

Sponsored

HPE HEWLETT PACKARD ENTERPRISE C1.8M shares2.71%2026-03-312026-05-04

SHOP SHOPIFY INC350.8K shares2.89%2026-03-312026-05-04

AFL AFLAC INC371.1K shares2.99%2026-03-312026-05-04

AON PLC AON PLC122.8K shares2.83%2026-03-312026-05-04

PEG PUBLIC SVC ENTERPRISE GROUP470.9K shares3.17%2026-03-312026-05-04

EXC EXELON CORP743.0K shares2.72%2026-03-312026-05-04

CENCORA INC CENCORA INC115.8K shares2.85%2026-03-312026-05-04

CAH CARDINAL HEALTH INC170.7K shares2.80%2026-03-312026-05-04

Sponsored

TRV TRAVELERS COMPANIES INC118.8K shares-8.30%2026-03-312026-05-04

SAP SAP SE195.9K shares2.93%2026-03-312026-05-04

ED CONSOLIDATED EDISON INC294.9K shares2.87%2026-03-312026-05-04

ULTA ULTA BEAUTY INC59.2K shares-1.48%2026-03-312026-05-04

VLO VALERO ENERGY CORP111.8K shares5.22%2026-03-312026-05-04

HIG HARTFORD INSURANCE GROUP INC201.9K shares2.97%2026-03-312026-05-04

HUM HUMANA INC156.0K shares2.92%2026-03-312026-05-04

ORCL ORACLE CORP155.3K shares3.77%2026-03-312026-05-04

Sponsored

AWK AMERICAN WTR WKS CO INC NEW155.6K shares3.32%2026-03-312026-05-04

WTW WILLIS TOWERS WATSON PLC LTD69.8K shares2.96%2026-03-312026-05-04

ATO ATMOS ENERGY CORP105.7K shares2.99%2026-03-312026-05-04

ES EVERSOURCE ENERGY251.8K shares2.79%2026-03-312026-05-04

APP APPLOVIN CORP43.7K shares11.59%2026-03-312026-05-04

SCI SERVICE CORP INTL99.5K shares10.87%2026-03-312026-05-04

WELL WELLTOWER INC37.0K shares39.74%2026-03-312026-05-04

NXT NEXTPOWER INC59.1K shares27.04%2026-03-312026-05-04

Sponsored

ABBV ABBVIE INC30.9K shares0.00%2026-03-312026-05-04

ITT INC ITT INC33.0K shares31.76%2026-03-312026-05-04

WWD WOODWARD INC15.0K shares0.00%2026-03-312026-05-04

NU NU HLDGS LTD340.5K shares5.54%2026-03-312026-05-04

ONTO ONTO INNOVATION INC20.2K shares-18.18%2026-03-312026-05-04

ACGL ARCH CAP GROUP LTD43.0K shares0.00%2026-03-312026-05-04

APH AMPHENOL CORP30.4K shares371.97%2026-03-312026-05-04

LAM RESEARCH CORP LAM RESEARCH CORP17.9K shares0.00%2026-03-312026-05-04

Sponsored

SPGI S&P GLOBAL INC8.8K shares0.00%2026-03-312026-05-04

APTIV PLC APTIV PLC48.9K shares0.00%2026-03-312026-05-04

HD HOME DEPOT INC10.2K shares-17.68%2026-03-312026-05-04

AMD ADVANCED MICRO DEVICES INC16.4K shares-19.92%2026-03-312026-05-04

BK BANK NEW YORK MELLON CORP27.3K shares-34.39%2026-03-312026-05-04

LEVI LEVI STRAUSS & CO NEW172.0K sharesnew addition2026-03-312026-05-04

MCK MCKESSON CORP2.5K shares0.00%2026-03-312026-05-04

YUMC YUM CHINA HLDGS INC44.5K shares16.81%2026-03-312026-05-04

Sponsored

VEEV VEEVA SYS INC11.3K sharesnew addition2026-03-312026-05-04

MERCK & CO INC MERCK & CO INC15.9K shares0.00%2026-03-312026-05-04

EIX EDISON INTL24.2K shares0.00%2026-03-312026-05-04

PRU PRUDENTIAL FINL INC14.8K shares0.00%2026-03-312026-05-04

NXPI NXP SEMICONDUCTORS N V6.9K sharesnew addition2026-03-312026-05-04

AMT AMERICAN TOWER CORP6.9K shares0.00%2026-03-312026-05-04

IDXX IDEXX LABS INC2.1K shares0.00%2026-03-312026-05-04

BAP CREDICORP LTD3.4K shares0.00%2026-03-312026-05-04

Sponsored

CHRW C H ROBINSON WORLDWIDE IN6.8K sharesnew addition2026-03-312026-05-04

ZTS ZOETIS INC7.5K shares0.00%2026-03-312026-05-04

FSLR FIRST SOLAR INC3.9K shares-98.78%2026-03-312026-05-04

CELESTICA INC CELESTICA INC2.8K sharesnew addition2026-03-312026-05-04

A AGILENT TECHNOLOGIES INC6.4K shares0.00%2026-03-312026-05-04

NVDA

NVIDIA CORPORATION

2.49%

Shares8.2M

Event2026-03-31

Filed2026-05-04

MSFT

MICROSOFT CORP

4.91%

Shares2.8M

Event2026-03-31

Filed2026-05-04

AAPL

APPLE INC

1.76%

Shares3.3M

Event2026-03-31

Filed2026-05-04

ALPHABET INC

1.35%

Shares2.5M

Event2026-03-31

Filed2026-05-04

TSM

TAIWAN SEMICONDUCTOR MANUFAC

6.39%

Shares1.6M

Event2026-03-31

Filed2026-05-04

AMZN

AMAZON COM INC

2.22%

Shares2.5M

Event2026-03-31

Filed2026-05-04

PLD

PROLOGIS INC.

2.34%

Shares3.8M

Event2026-03-31

Filed2026-05-04

BAC

BANK AMERICA CORP

2.86%

Shares9.6M

Event2026-03-31

Filed2026-05-04

LINDE PLC

1.38%

Shares908.5K

Event2026-03-31

Filed2026-05-04

LLY

ELI LILLY & CO

2.83%

Shares477.2K

Event2026-03-31

Filed2026-05-04

VISA INC

2.61%

Shares1.4M

Event2026-03-31

Filed2026-05-04

WDC

WESTERN DIGITAL CORP

-22.29%

Shares1.4M

Event2026-03-31

Filed2026-05-04

ICE

INTERCONTINENTAL EXCHANGE IN

2.78%

Shares2.2M

Event2026-03-31

Filed2026-05-04

PARKER-HANNIFIN CORP

-30.30%

Shares362.5K

Event2026-03-31

Filed2026-05-04