AMF Tjanstepension AB Q2 2023 Filing

Filed July 5, 2023

Portfolio Value

$10.9B

Holdings

220

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (220 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
3,339,018$1.1T10468.94%
2
NVDANVIDIA CORPORATION
1,233,234$521.7B4802.09%
3
AAPLAPPLE INC
2,216,172$429.9B3957.13%
4
GOOGALPHABET INC
3,353,659$405.7B3734.36%
5
VVISA INC
1,679,704$399.0B3672.44%
6
SPOTSPOTIFY TECHNOLOGY S A
2,000,000$321.1B2955.70%
7
PEPPEPSICO INC
1,671,270$309.7B2851.16%
8
GOOGLALPHABET INC
2,471,066$295.8B2722.69%
9
TSLATESLA INC
1,112,482$291.2B2680.60%
10
BRK/BBERKSHIRE HATHAWAY INC DEL
771,737$263.2B2422.39%
11
WMWASTE MGMT INC DEL
1,295,517$224.8B2068.85%
12
PHPARKER-HANNIFIN CORP
512,785$200.0B1841.37%
13
PGPROCTER AND GAMBLE CO
1,301,297$197.5B1818.28%
14
JNJJOHNSON & JOHNSON
1,119,808$185.5B1707.28%
15
AXPAMERICAN EXPRESS CO
999,254$174.1B1602.46%
16
LINLINDE PLC
443,162$168.9B1554.53%
17
LLYLILLY ELI & CO
339,799$159.4B1467.23%
18
PLDPROLOGIS INC.
1,131,060$138.7B1276.99%
19
HDHOME DEPOT INC
443,504$137.9B1268.98%
20
MRKMERCK & CO INC
1,136,733$131.3B1208.75%
21
AMZNAMAZON COM INC
984,215$128.3B1181.01%
22
TSMTAIWAN SEMICONDUCTOR MFG LTD
1,103,490$111.4B1025.10%
23
WPMWHEATON PRECIOUS METALS CORP
2,531,943$109.5B1008.20%
24
MAMASTERCARD INCORPORATED
273,058$107.4B988.72%
25
MCDMCDONALDS CORP
344,946$103.0B947.95%
26
COPCONOCOPHILLIPS
962,053$99.7B917.53%
27
SRESEMPRA
585,160$85.3B785.14%
28
TECK/BTECK RESOURCES LTD
1,983,366$83.7B770.16%
29
ADBEADOBE SYSTEMS INCORPORATED
161,653$79.0B727.61%
30
AVGOBROADCOM INC
90,114$78.2B719.52%
31
ACNACCENTURE PLC IRELAND
244,380$75.4B694.14%
32
DISDISNEY WALT CO
843,422$75.3B693.13%
33
CRMSALESFORCE INC
356,196$75.2B692.66%
34
NVTNVENT ELECTRIC PLC
1,440,263$74.4B685.01%
35
LOWLOWES COS INC
326,061$73.6B677.66%
36
JPMJPMORGAN CHASE & CO
503,897$73.3B674.59%
37
BACVERIZON COMMUNICATIONS INC
1,945,426$72.5B667.15%
38
CMCSACOMCAST CORP NEW
1,545,090$64.2B590.94%
39
DWDMORGAN STANLEY
739,109$63.2B581.34%
40
PANWPALO ALTO NETWORKS INC
239,532$61.2B563.36%
41
SHOPSHOPIFY INC
913,326$59.1B543.97%
42
KOCOCA COLA CO
973,525$58.7B540.54%
43
SLBSCHLUMBERGER LTD
1,176,580$57.8B532.29%
44
AMGNAMGEN INC
257,620$57.3B527.01%
45
BMYBRISTOL-MYERS SQUIBB CO
877,580$56.2B517.01%
46
ELVELEVANCE HEALTH INC
124,099$55.1B507.64%
47
AMTAMERICAN TOWER CORP NEW
260,215$50.5B465.16%
48
TJXTJX COS INC NEW
593,097$50.3B463.06%
49
ADIANALOG DEVICES INC
248,268$48.4B445.20%
50
BABAALIBABA GROUP HLDG LTD
579,868$48.3B444.88%
51
ETNEATON CORP PLC
236,860$47.6B438.45%
52
HUMHUMANA INC
105,290$47.1B433.43%
53
NOWSERVICENOW INC
82,861$46.6B428.63%
54
IBMINTERNATIONAL BUSINESS MACHS
347,103$46.5B428.01%
55
BACBANK AMERICA CORP
1,612,798$46.3B425.92%
56
GILDGILEAD SCIENCES INC
587,483$45.3B417.17%
57
UNPUNION PAC CORP
209,144$42.8B394.25%
58
ZTSZOETIS INC
234,124$40.3B371.19%
59
DHRDANAHER CORPORATION
162,650$39.0B359.38%
60
INTUINTUIT
84,852$38.9B357.93%
61
MRSHMARSH & MCLENNAN COS INC
198,977$37.4B344.60%
62
SCHWSCHWAB CHARLES CORP
634,450$36.0B331.10%
63
UPSUNITED PARCEL SERVICE INC
197,998$35.5B327.13%
64
NKENIKE INC
318,549$35.2B323.86%
65
CATCATERPILLAR INC
142,377$35.1B322.72%
66
CARRCARRIER GLOBAL CORPORATION
702,216$34.9B321.38%
67
INTCINTEL CORP
1,043,610$34.9B321.35%
68
BLKCHFBLACKROCK INC
50,444$34.9B321.20%
69
ENBENBRIDGE INC
920,082$34.8B319.94%
70
ALSALLSTATE CORP
309,935$33.8B311.31%
71
CITHE CIGNA GROUP
119,920$33.7B309.88%
72
PGRPROGRESSIVE CORP
247,868$32.8B302.03%
73
PNCPNC FINL SVCS GROUP INC
242,936$30.6B281.98%
74
EQIXEQUINIX INC
37,474$29.4B270.55%
75
SPGIS&P GLOBAL INC
71,012$28.5B262.13%
76
TMOTHERMO FISHER SCIENTIFIC INC
51,751$27.0B248.60%
77
MLB1MERCADOLIBRE INC
22,414$26.6B244.40%
78
PSXPHILLIPS 66
277,679$26.5B243.99%
79
ADPAUTOMATIC DATA PROCESSING IN
115,152$25.3B233.23%
80
PEOEXELON CORP
617,270$25.1B231.48%
81
AMATAPPLIED MATLS INC
169,722$24.5B225.86%
82
BKNGBOOKING HOLDINGS INC
9,070$24.5B225.44%
83
WDAYWORKDAY INC
107,857$24.4B224.26%
84
TFCTRUIST FINL CORP
763,079$23.2B213.38%
85
BNSBANK NOVA SCOTIA HALIFAX
457,352$23.0B211.53%
86
PRUPRUDENTIAL FINL INC
251,299$22.2B204.34%
87
HCAHCA HEALTHCARE INC
72,146$21.9B201.58%
88
CSXCSX CORP
629,813$21.5B197.79%
89
ITWILLINOIS TOOL WKS INC
85,005$21.3B196.06%
90
SHWSHERWIN WILLIAMS CO
78,690$20.9B192.38%
91
BMOBANK MONTREAL QUE
230,097$20.8B191.49%
92
8CWCROWN CASTLE INC
181,994$20.8B191.18%
93
LRCXEURLAM RESEARCH CORP
32,027$20.6B189.68%
94
MMM3M CO
198,086$19.9B182.93%
95
DYHTARGET CORP
149,762$19.8B181.98%
96
TDTORONTO DOMINION BK ONT
313,809$19.8B181.92%
97
TXNTEXAS INSTRS INC
108,618$19.6B180.09%
98
VLOVALERO ENERGY CORP
163,101$19.1B176.27%
99
ECLECOLAB INC
102,239$19.1B175.85%
100
HLTHILTON WORLDWIDE HLDGS INC
131,001$19.1B175.53%
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