AMF Tjanstepension AB Q1 2025 Filing

Filed May 12, 2025

Portfolio Value

$13.5B

Holdings

225

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (225 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
2,744,909$1.0T7608.38%
2
NVDANVIDIA CORPORATION
7,944,247$861.0B6356.34%
3
AAPLAPPLE INC
3,329,514$739.7B5460.52%
4
AMZNAMAZON COM INC
3,282,826$624.6B4611.02%
5
SPOTSPOTIFY TECHNOLOGY S A
1,100,000$605.0B4466.64%
6
VVISA INC
1,557,719$546.0B4030.74%
7
CRMSALESFORCE INC
1,410,021$378.4B2793.70%
8
GOOGALPHABET INC
2,131,902$333.1B2459.06%
9
LINLINDE PLC
706,879$329.2B2429.95%
10
BABAALIBABA GROUP HLDG LTD
2,475,115$327.3B2416.17%
11
PLDPROLOGIS INC.
2,913,691$325.9B2405.76%
12
LLYELI LILLY & CO
363,280$300.1B2215.34%
13
ICEINTERCONTINENTAL EXCHANGE IN
1,673,758$288.8B2131.79%
14
METAMETA PLATFORMS INC
471,191$271.6B2005.07%
15
TSMTAIWAN SEMICONDUCTOR MFG LTD
1,589,282$263.9B1948.34%
16
CLCOLGATE PALMOLIVE CO
2,745,595$257.3B1899.66%
17
PHPARKER-HANNIFIN CORP
416,384$253.1B1868.83%
18
BACBANK AMERICA CORP
5,465,685$228.1B1684.26%
19
TECK/BTECK RESOURCES LTD
5,696,236$207.8B1534.21%
20
MRKMERCK & CO INC
2,028,054$182.4B1346.64%
21
PGPROCTER AND GAMBLE CO
1,040,447$177.4B1309.92%
22
MLB1MERCADOLIBRE INC
79,722$155.5B1148.18%
23
TSLATESLA INC
595,127$154.2B1138.62%
24
JPMJPMORGAN CHASE & CO.
585,453$143.7B1060.77%
25
AVGOBROADCOM INC
850,208$142.4B1051.29%
26
BRK/BBERKSHIRE HATHAWAY INC DEL
245,216$130.6B964.13%
27
UNHUNITEDHEALTH GROUP INC
237,964$124.7B920.37%
28
GOOGLALPHABET INC
799,460$123.7B912.86%
29
XYLXYLEM INC
881,446$105.3B777.47%
30
EMREMERSON ELEC CO
936,147$102.7B757.90%
31
COPCONOCOPHILLIPS
901,683$94.8B699.68%
32
NFLXNETFLIX INC
94,594$88.2B651.22%
33
FCNCAFIRST CTZNS BANCSHARES INC N
47,085$87.3B644.59%
34
TAT&T INC
3,009,889$85.1B628.54%
35
GEGE AEROSPACE
398,552$79.8B588.90%
36
BACVERIZON COMMUNICATIONS INC
1,697,109$77.1B569.00%
37
WDCWESTERN DIGITAL CORP
1,867,877$75.5B557.51%
38
DECKDECKERS OUTDOOR CORP
596,735$66.7B492.57%
39
ROLROLLINS INC
1,196,306$64.6B477.18%
40
KOCOCA COLA CO
814,728$58.4B431.07%
41
MRSHMARSH & MCLENNAN COS INC
232,340$56.7B418.67%
42
JCIJOHNSON CTLS INTL PLC
694,596$55.7B411.36%
43
GEVGE VERNOVA INC
178,575$54.5B402.46%
44
HDHOME DEPOT INC
148,321$54.4B401.52%
45
GSGOLDMAN SACHS GROUP INC
99,446$54.4B401.30%
46
SLBSCHLUMBERGER LTD
1,271,967$53.2B393.04%
47
CITHE CIGNA GROUP
142,218$46.8B345.53%
48
ELVELEVANCE HEALTH INC
103,794$45.2B333.38%
49
SHOPSHOPIFY INC
465,076$44.4B327.82%
50
TRVCCITIGROUP INC
593,829$42.2B311.26%
51
KLACKLA CORP
61,859$42.1B310.45%
52
GILDGILEAD SCIENCES INC
370,430$41.5B306.73%
53
AFLAFLAC INC
371,882$41.4B305.41%
54
AMTAMERICAN TOWER CORP NEW
189,028$41.2B303.80%
55
PNCPNC FINL SVCS GROUP INC
230,764$40.6B299.68%
56
USBUS BANCORP DEL
859,446$36.4B268.38%
57
HCAHCA HEALTHCARE INC
104,991$36.3B267.88%
58
PGRPROGRESSIVE CORP
124,670$35.4B261.11%
59
DHRDANAHER CORPORATION
171,931$35.3B260.25%
60
TRVTRAVELERS COMPANIES INC
129,602$34.3B253.11%
61
PEOEXELON CORP
723,352$33.4B246.25%
62
ISRGINTUITIVE SURGICAL INC
66,923$33.1B244.69%
63
COSTCOSTCO WHSL CORP NEW
33,637$31.8B234.88%
64
DDOGDATADOG INC
315,641$31.3B231.18%
65
BKRBAKER HUGHES COMPANY
695,059$30.6B225.57%
66
ALSALLSTATE CORP
147,135$30.5B225.09%
67
AZOAUTOZONE INC
7,853$29.9B221.04%
68
URIUNITED RENTALS INC
47,635$29.9B220.48%
69
DISDISNEY WALT CO
301,496$29.8B219.78%
70
SNDKSANDISK CORP
625,110$29.8B219.71%
71
VRTXVERTEX PHARMACEUTICALS INC
60,995$29.6B218.31%
72
BLKBLACKROCK INC
28,976$27.4B202.63%
73
AXPAMERICAN EXPRESS CO
100,833$27.1B200.36%
74
LOWLOWES COS INC
113,809$26.6B196.10%
75
MMM3M CO
180,614$26.5B195.97%
76
KRKROGER CO
390,302$26.4B195.10%
77
FASTFASTENAL CO
339,003$26.3B194.17%
78
ALCALCON AG
272,821$25.9B191.14%
79
CMCSACOMCAST CORP NEW
700,152$25.9B190.97%
80
AMGNAMGEN INC
81,645$25.5B188.06%
81
EDCONSOLIDATED EDISON INC
230,087$25.5B187.98%
82
BMYBRISTOL-MYERS SQUIBB CO
414,331$25.3B186.82%
83
CBCHUBB LIMITED
83,333$25.2B186.00%
84
DYHTARGET CORP
238,697$24.9B184.05%
85
DWDMORGAN STANLEY
212,235$24.8B182.99%
86
HIGHARTFORD INSURANCE GROUP INC
196,127$24.3B179.29%
87
PSNYPOLESTAR AUTOMOTIVE HLDG UK
21,971,866$23.1B170.32%
88
WTWWILLIS TOWERS WATSON PLC LTD
67,819$22.9B169.29%
89
OKEONEOK INC NEW
227,709$22.6B167.05%
90
ABBVABBVIE INC
107,876$22.6B166.86%
91
AONAON PLC
56,459$22.6B166.49%
92
AJGGALLAGHER ARTHUR J & CO
64,623$22.3B164.71%
93
CVSCVS HEALTH CORP
325,883$22.1B162.99%
94
CATCATERPILLAR INC
66,863$22.1B162.90%
95
DEDEERE & CO
46,631$21.9B161.74%
96
ABGCENCORA INC
77,956$21.7B160.06%
97
GWWGRAINGER W W INC
20,802$20.6B151.72%
98
AMDADVANCED MICRO DEVICES INC
196,852$20.2B149.31%
99
JNJJOHNSON & JOHNSON
118,870$19.7B145.65%
100
SPGIS&P GLOBAL INC
38,698$19.7B145.20%
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