AMF Tjanstepension AB Q2 2023 Filing

Filed July 5, 2023

Portfolio Value

$10.9T

Holdings

220

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (220 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
3,339,018$1.1T10.47%
2
NVDANVIDIA CORPORATION
1,233,234$521.7B4.80%
3
AAPLAPPLE INC
2,216,172$429.9B3.96%
4
GOOGALPHABET INC
3,353,659$405.7B3.73%
5
VVISA INC
1,679,704$399.0B3.67%
6
SPOTSPOTIFY TECHNOLOGY S A
2,000,000$321.1B2.96%
7
PEPPEPSICO INC
1,671,270$309.7B2.85%
8
GOOGLALPHABET INC
2,471,066$295.8B2.72%
9
TSLATESLA INC
1,112,482$291.2B2.68%
10
BRK/BBERKSHIRE HATHAWAY INC DEL
771,737$263.2B2.42%
11
WMWASTE MGMT INC DEL
1,295,517$224.8B2.07%
12
PHPARKER-HANNIFIN CORP
512,785$200.0B1.84%
13
PGPROCTER AND GAMBLE CO
1,301,297$197.5B1.82%
14
JNJJOHNSON & JOHNSON
1,119,808$185.5B1.71%
15
AXPAMERICAN EXPRESS CO
999,254$174.1B1.60%
16
LINLINDE PLC
443,162$168.9B1.55%
17
LLYLILLY ELI & CO
339,799$159.4B1.47%
18
PLDPROLOGIS INC.
1,131,060$138.7B1.28%
19
HDHOME DEPOT INC
443,504$137.9B1.27%
20
MRKMERCK & CO INC
1,136,733$131.3B1.21%
21
AMZNAMAZON COM INC
984,215$128.3B1.18%
22
TSMTAIWAN SEMICONDUCTOR MFG LTD
1,103,490$111.4B1.03%
23
WPMWHEATON PRECIOUS METALS CORP
2,531,943$109.5B1.01%
24
MAMASTERCARD INCORPORATED
273,058$107.4B0.99%
25
MCDMCDONALDS CORP
344,946$103.0B0.95%
26
COPCONOCOPHILLIPS
962,053$99.7B0.92%
27
SRESEMPRA
585,160$85.3B0.79%
28
TECK/BTECK RESOURCES LTD
1,983,366$83.7B0.77%
29
ADBEADOBE SYSTEMS INCORPORATED
161,653$79.0B0.73%
30
AVGOBROADCOM INC
90,114$78.2B0.72%
31
ACNACCENTURE PLC IRELAND
244,380$75.4B0.69%
32
DISDISNEY WALT CO
843,422$75.3B0.69%
33
CRMSALESFORCE INC
356,196$75.2B0.69%
34
NVTNVENT ELECTRIC PLC
1,440,263$74.4B0.69%
35
LOWLOWES COS INC
326,061$73.6B0.68%
36
JPMJPMORGAN CHASE & CO
503,897$73.3B0.67%
37
BACVERIZON COMMUNICATIONS INC
1,945,426$72.5B0.67%
38
CMCSACOMCAST CORP NEW
1,545,090$64.2B0.59%
39
DWDMORGAN STANLEY
739,109$63.2B0.58%
40
PANWPALO ALTO NETWORKS INC
239,532$61.2B0.56%
41
SHOPSHOPIFY INC
913,326$59.1B0.54%
42
KOCOCA COLA CO
973,525$58.7B0.54%
43
SLBSCHLUMBERGER LTD
1,176,580$57.8B0.53%
44
AMGNAMGEN INC
257,620$57.3B0.53%
45
BMYBRISTOL-MYERS SQUIBB CO
877,580$56.2B0.52%
46
ELVELEVANCE HEALTH INC
124,099$55.1B0.51%
47
AMTAMERICAN TOWER CORP NEW
260,215$50.5B0.47%
48
TJXTJX COS INC NEW
593,097$50.3B0.46%
49
ADIANALOG DEVICES INC
248,268$48.4B0.45%
50
BABAALIBABA GROUP HLDG LTD
579,868$48.3B0.44%
51
ETNEATON CORP PLC
236,860$47.6B0.44%
52
HUMHUMANA INC
105,290$47.1B0.43%
53
NOWSERVICENOW INC
82,861$46.6B0.43%
54
IBMINTERNATIONAL BUSINESS MACHS
347,103$46.5B0.43%
55
BACBANK AMERICA CORP
1,612,798$46.3B0.43%
56
GILDGILEAD SCIENCES INC
587,483$45.3B0.42%
57
UNPUNION PAC CORP
209,144$42.8B0.39%
58
ZTSZOETIS INC
234,124$40.3B0.37%
59
DHRDANAHER CORPORATION
162,650$39.0B0.36%
60
INTUINTUIT
84,852$38.9B0.36%
61
MRSHMARSH & MCLENNAN COS INC
198,977$37.4B0.34%
62
SCHWSCHWAB CHARLES CORP
634,450$36.0B0.33%
63
UPSUNITED PARCEL SERVICE INC
197,998$35.5B0.33%
64
NKENIKE INC
318,549$35.2B0.32%
65
CATCATERPILLAR INC
142,377$35.1B0.32%
66
CARRCARRIER GLOBAL CORPORATION
702,216$34.9B0.32%
67
INTCINTEL CORP
1,043,610$34.9B0.32%
68
BLKCHFBLACKROCK INC
50,444$34.9B0.32%
69
ENBENBRIDGE INC
920,082$34.8B0.32%
70
ALSALLSTATE CORP
309,935$33.8B0.31%
71
CITHE CIGNA GROUP
119,920$33.7B0.31%
72
PGRPROGRESSIVE CORP
247,868$32.8B0.30%
73
PNCPNC FINL SVCS GROUP INC
242,936$30.6B0.28%
74
EQIXEQUINIX INC
37,474$29.4B0.27%
75
SPGIS&P GLOBAL INC
71,012$28.5B0.26%
76
TMOTHERMO FISHER SCIENTIFIC INC
51,751$27.0B0.25%
77
MLB1MERCADOLIBRE INC
22,414$26.6B0.24%
78
PSXPHILLIPS 66
277,679$26.5B0.24%
79
ADPAUTOMATIC DATA PROCESSING IN
115,152$25.3B0.23%
80
PEOEXELON CORP
617,270$25.1B0.23%
81
AMATAPPLIED MATLS INC
169,722$24.5B0.23%
82
BKNGBOOKING HOLDINGS INC
9,070$24.5B0.23%
83
WDAYWORKDAY INC
107,857$24.4B0.22%
84
TFCTRUIST FINL CORP
763,079$23.2B0.21%
85
BNSBANK NOVA SCOTIA HALIFAX
457,352$23.0B0.21%
86
PRUPRUDENTIAL FINL INC
251,299$22.2B0.20%
87
HCAHCA HEALTHCARE INC
72,146$21.9B0.20%
88
CSXCSX CORP
629,813$21.5B0.20%
89
ITWILLINOIS TOOL WKS INC
85,005$21.3B0.20%
90
SHWSHERWIN WILLIAMS CO
78,690$20.9B0.19%
91
BMOBANK MONTREAL QUE
230,097$20.8B0.19%
92
8CWCROWN CASTLE INC
181,994$20.8B0.19%
93
LRCXEURLAM RESEARCH CORP
32,027$20.6B0.19%
94
MMM3M CO
198,086$19.9B0.18%
95
DYHTARGET CORP
149,762$19.8B0.18%
96
TDTORONTO DOMINION BK ONT
313,809$19.8B0.18%
97
TXNTEXAS INSTRS INC
108,618$19.6B0.18%
98
VLOVALERO ENERGY CORP
163,101$19.1B0.18%
99
ECLECOLAB INC
102,239$19.1B0.18%
100
HLTHILTON WORLDWIDE HLDGS INC
131,001$19.1B0.18%
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